The winds of change will hit companies

Original article by Stephen Cauchi
The Age – Page: 27 : 30-Oct-15

Morgan Stanley forecasts that the El Nino weather phenomenon will benefit Australian-listed companies across a range of sectors during the 2015-16 summer. Coca-Cola Amatil, JB Hi-Fi, Harvey Norman, Origin Energy and AGL Energy are among the companies that are tipped to enjoy stronger revenue due to the warmer weather associated with El Nino. Mining companies and insurers are also expected to benefit, but wheat, grain and beef producers in particular are likely to be adversely affected.

CORPORATES
MORGAN STANLEY AUSTRALIA LIMITED, COCA-COLA AMATIL LIMITED – ASX CCL, JB HI-FI LIMITED – ASX JBH, HARVEY NORMAN HOLDINGS LIMITED – ASX HVN, ORIGIN ENERGY LIMITED – ASX ORG, AGL ENERGY LIMITED – ASX AGL, INSURANCE AUSTRALIA GROUP LIMITED – ASX IAG, QBE INSURANCE GROUP LIMITED – ASX QBE, GRAINCORP LIMITED – ASX GNC

Winter vortex warms retailers’ hearts

Original article by Patrick Hatch
The Australian Financial Review – Page: 3 : 16-Jul-15

Australian retailers have enjoyed a surge in sales of warm clothing and heaters due to the onset of very cold weather in the eastern states in mid-July 2015. The Good Guys’ sales of portable heaters have risen by 20 per cent in Victoria and 22 per cent in New South Wales, while Melbourne clothing retailers Otto & Spike and The Coat Man have reported strong demand for their products. Bogong Equipment’s sales of skiing gear have also risen strongly.

CORPORATES
THE GOOD GUYS, OTTO AND SPIKE, THE COAT MAN, BOGONG EQUIPMENT PTY LTD, LMB KNITWEAR PTY LTD

Cold snap heats up store clearance sales

Original article by Sue Mitchell
The Australian Financial Review – Page: 18 : 3-Jun-15

The mid-season clearance sales of Australian retailers are expected to benefit from a chilly start to winter across much of the country. The cold weather is likely to boost demand for warm clothing, allowing department stores and specialty retailers to reduce their winter inventory. Myer has commenced its clearance sale more than a week ahead of schedule, and aims to sell about $150m worth of stock, while David Jones is offering big discounts in its mid-year sale.

CORPORATES
MYER HOLDINGS LIMITED – ASX MYR, DAVID JONES LIMITED, WOOLWORTHS HOLDINGS LIMITED, PORTMANS PTY LTD, SABA, OROTONGROUP LIMITED – ASX ORL, DAVID LAWRENCE, CUE, CREDIT SUISSE (AUSTRALIA) LIMITED, WESFARMERS LIMITED – ASX WES, COLES GROUP LIMITED, KMART AUSTRALIA LIMITED, TOP RYDE SHOPPING CENTRE

Trifecta of calamities to deplete crop harvest

Original article by Sue Neales
The Australian – Page: 19 : 11-Sep-14

Severe frosts in the southern part of New South Wales are likely to affect early wheat crops in areas around Wagga, West Wyalong, Griffith and Hillston. In Western Australia and Victoria, crops may be smaller as a result of below-average rainfall. The Australian Bureau of Agricultural & Resource Economics & Sciences forecasts national wheat production of 24.2 million tonnes for 2014, which is 10 per cent lower than the previous year

CORPORATES
AUSTRALIAN BUREAU OF AGRICULTURAL AND RESOURCE ECONOMICS AND SCIENCES

Trifecta of calamities to deplete crop harvest

Original article by Sue Neales
The Australian – Page: 19 : 11-Sep-14

Severe frosts in the southern part of New South Wales are likely to affect early wheat crops in areas around Wagga, West Wyalong, Griffith and Hillston. In Western Australia and Victoria, crops may be smaller as a result of below-average rainfall. The Australian Bureau of Agricultural & Resource Economics & Sciences forecasts national wheat production of 24.2 million tonnes for 2014, which is 10 per cent lower than the previous year

CORPORATES
AUSTRALIAN BUREAU OF AGRICULTURAL AND RESOURCE ECONOMICS AND SCIENCES

Sunshine brings winter of discontent to stocks

Original article by Philip Baker
The Australian Financial Review – Page: 23 : 22-Jul-14

Climate modelling suggests that there is a strong chance of Australia experiencing another El Nino phenomenon late in 2014. The unseasonably warm weather during the winter has already adversely affected the sales of some retailers. Tim Rocks of the Commonwealth Bank says stocks in a range of sectors could be hurt by a protracted period of warm weather. These include GrainCorp, Nufarm, AGL Energy and Suncorp Group

CORPORATES
COMMONWEALTH BANK OF AUSTRALIA – ASX CBA, GRAINCORP LIMITED – ASX GNC, NUFARM LIMITED – ASX NUF, AGL ENERGY LIMITED – ASX AGK, SUNCORP GROUP LIMITED – ASX SUN, BENDIGO AND ADELAIDE BANK LIMITED – ASX BEN, INCITEC PIVOT LIMITED – ASX IPL, INSURANCE AUSTRALIA GROUP LIMITED – ASX IAG, QBE INSURANCE GROUP LIMITED – ASX QBE, DAVID JONES LIMITED – ASX DJS, MYER HOLDINGS LIMITED – ASX MYR, PREMIER INVESTMENTS LIMITED – ASX PMV, KATHMANDU HOLDINGS LIMITED – ASX KMD, PACIFIC BRANDS LIMITED – ASX PBG, THE REJECT SHOP LIMITED – ASX TRS, ORIGIN ENERGY LIMITED – ASX ORG, SUPER RETAIL GROUP LIMITED – ASX SUL, SUPER CHEAP AUTO, AUSTRALIA. DEPT OF AGRICULTURE, LEND LEASE GROUP LIMITED – ASX LLC, LEIGHTON HOLDINGS LIMITED – ASX LEI, BORAL LIMITED – ASX BLD, BHP BILLITON LIMITED – ASX BHP, CSR LIMITED – ASX CSR, QANTAS AIRWAYS LIMITED – ASX QAN, RIO TINTO LIMITED – ASX RIO, WESFARMERS LIMITED – ASX WES, SANTOS LIMITED – ASX STO, WOODSIDE PETROLEUM LIMITED – ASX WPL, CARNEGIE WAVE ENERGY LIMITED – ASX CWE, DYESOL LIMITED – ASX DYE, SILEX SYSTEMS LIMITED – ASX SLX, ENERGY DEVELOPMENTS LIMITED – ASX ENE, BLUGLASS LIMITED – ASX BLG, INFIGEN ENERGY LIMITED – ASX IFN