Discretionary Retail equity research

Explore the most viewed and latest equity research and media content for companies within the Discretionary Retail sector. Stocks in this sector include those who specialise in: clothes & apparel, multiservice retail, and home improvement / DIY etc.

Discretionary Retail equity research

Explore the most viewed and latest equity research and media content for companies within the Discretionary Retail sector. Stocks in this sector include those who specialise in: clothes & apparel, multiservice retail, and home improvement / DIY etc.

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Breakfast Today

  • 27 Apr 17

A firmer US opening, boosted by positive quarterlies from Twitter and Boeing, pushed the FTSE-100 back into positive territory yesterday afternoon where it stayed to the close. The STOXX Europe 600 moved similarly. London was helped by an impressive near doubling of Standard Chartered's (STAN.L) first-quarter profits as revenue rose and loan impairment declines along with an upgrade for Merlin Entertainment (MERL.L), although GKN (GKN.L) warned on its growth rate while the sell-off of miners continued after BHP Billiton (BLT.L) cut its guidance for coking coal and copper production yesterday. With Macron euphoria quickly fading, the Euro declined against the international basket, amid anticipation of the European Central Bank meeting today resulting in no change in key interest rates or its asset purchase program. This will be followed by President Draghi's regular post-meeting press conference, although he is unlikely to provide any signal on withdrawing stimulus support despite a pick-up in inflation. Meanwhile, expectation of Donald Trump providing more detail and timing for the "massive" cuts in corporate and personal taxes pledged during his presidential campaign initially at least, sent the NASDAQ to a fresh intraday record. By the close, however, the three principal US indices had all given up their gains, closing unchanged to fractionally down. The problem was that Trump's disclosures yesterday evening, outlining a slashing of the corporate tax rate to 15% from 35% along with major changes to the individual tax system, offered few specifics beyond what had already been leaked. This, in turn, fed scepticism among investors that Congress would be willing to pass such a major package, which has been estimated to cost as much as US$5.5tr over the next 10 years, without significant detail of exactly how the funding gap created might be closed. Confidence in the US$ further waned against the international basket after a White House official then suggested a draft executive to withdraw the US from Nafta is under consideration. Heightened concern that the President's office still appears focused on simple headline grabbing, rather than making detailed, strategic long-term planning, however, then turned attention back to North Korea and Secretary of State Rex Tillerson's launch of a new push combining diplomatic pressure and the threat of military action in a bid to halt the country's advancing nuclear-weapons program. Investors became increasingly unnerved by suggestions of the potential dangers for the US of failing to comprehend the psyche of the country's wild-child, Kim Jong-un. Asian equities dismissed such early fears, however, to recover from a broadly weaker opening to end mostly with modest gains, leaving only the Nikkei subject to profit taking on recent rises despite a weaker Yen and oil futures giving up some of the gains made on Wednesday following U.S. data suggesting refiners continued to eat into stored crude, drawing down stockpiles down by 3.6m barrels last week. Part of Thursday's uncertainty appears related to doubts over Russia's willingness to fully participate in OPEC's proposals to extend the existing production cap agreement. Macro data due from the UK today includes the CBI Distributive Trades Survey for March and April's Gfk Consumer Confidence index. The EU provides April Services Sentiment, Consumer and Industrial Confidence, followed by the ECB's Interest Rate Decision and Monetary Policy Statement. A large batch of data from the US includes Initial Jobless Claims, March Wholesale Inventories, Goods Trade Balance, Pending Home sales and Kansas Fed Manufacturing Activity. There is a long list of UK corporates due to report earnings or trading updates, including Lloyds Banking Group (LLOY.L), AstraZeneca (AZN.L), Taylor Wimpey (TW..L), WPP (WPP.L), Allied Minds (ALM.L), Travis Perkins (TPK.L), Howden Joinery (HWDN.L), Persimmon (PSN.L) and Weir Group (WEIR.L). Such a mixed bag of uncertainties and contradictions, is expected to generate a nervous mood for today's European open, with the FTSE-100 seen down 25 to 30 points in opening trade.

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