E-commerce sales the best proxy for Chinese consumer demand for Penfolds
Frida Wang | Peter Meichelboeck
1H25 result update > Overall strategy taking shape nicely
Frida Wang
Head of China Research
1H25 result update > Customers ordering more than they thought
Frida Wang
Head of China Research
Stock update > Light at the end of the tunnel
Peter Meichelboeck
Head of Research
1H25 result update > Bulk recovery contributes to a broader positive earnings trend
Mark Topy | Peter Meichelboeck
Institutional Research
1H25 result > Record year of contract wins underpins strong LT growth outlook
Peter Meichelboeck
Head of Research
FY24 Result > Almond pricing strengthens FY25, with China sales mix benefit
Mark Topy | Peter Meichelboeck
Institutional Research
FY24 result > Much improved performances
Frida Wang
Head of China Research
FY24 Result Update > Short term regulatory uncertainty masks long term opportunity
Peter Meichelboeck
Head of Research
FY24 result update > Parallel products are everywhere
Frida Wang | Peter Meichelboeck
Institutional Research
FY24 result update > Keeps getting better
Peter Meichelboeck
Head of Research
SE talks to all 13 venues in NSW cashless gaming trial
Peter Meichelboeck
Head of Research
