01/07/2025 09:14

JB Hi-Fi Ltd (JBH) $110.35

JBH rallied almost 20% in FY25 and has more than doubled in the last 18 months - fortunately, we enjoyed some of the move but, like many, underestimated how much the elastic band would stretch.

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20/05/2025 09:32

JB Hi-Fi Ltd (JBH) $104.17

The story with JBH is similar in the retail sector, JBH extended its 2025 advance by 1.3% on Monday, taking it up more than 12% year-to-date, while Super Retail (SUL) fell 2.5%, taking it down 8.1% year-to-date.

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08/05/2025 09:20

JB Hi-Fi (JBH) or Super Retail (SUL)

JBH experienced a sharp initial 6% decline after the retailer reported 3Q sales growth that was lower than their last update in January (6% vs 7.1% prior run-rate) with The Good Guys a major reason, although virtually all of the knee-jerk bearish reaction had evaporated by the market's close.

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08/04/2025 09:16

JB Hi-Fi Ltd (JBH) $86.00

JBH is only down 7.2% so far in 2025, outperforming the ASX in the process; however, it has corrected almost 23% from its blow-off top in February. We continue to believe that JBH is a quality retailer, arguably the best on the local bourse.

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13/03/2025 09:49

JB Hi-Fi Ltd (JBH) $88.22

JBH soared through 2024 as the business performed strongly, and analysts consistently upgraded their earnings forecasts, taking the share price along for the ride. However, arguably, Australia's premier retailer got too expensive, and we caution even after correcting over 20%, it's still trading on the expensive side of history.

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10/02/2025 17:22

JB-HiFi (JBH) $97.78

JBH –4.56%: Reported very strong 1H25 results that were a slight beat vs. consensus pushing shares higher initially. However, as is often the case when the market is looking for, and already positioned towards a good result, the share price gets hit with profit taking, which was the case today for JBH.

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23/01/2025 09:47

JB Hi-Fi Ltd (JBH) $100.64

Top retailer JBH is already up +8.66% year-to-date, breaking above $100 yesterday morning, and we thought it was fully valued as it rallied towards $80! JBH hit fresh all-time highs on Wednesday as Citi upgraded the stock's target to $110 despite acknowledging its stretched valuation.

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14/11/2024 09:35

JBH Hi-Fi Ltd (JBH) $87.75

Retailer JBH has surged +67% so far in 2024, shrugging off concerns around interest rates being “higher for longer” and a tired consumer feeling worse off by the week.

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26/09/2024 09:23

JB Hi-Fi Ltd (JBH) $78.61

JBH has slipped over 5% from its recent all-time high, with the local retail sector feeling vulnerable short-term as a potential funding vehicle to address the large underweights held by fund managers towards resources - the Consumer Discretionary Sector is still up +16.8% year-to-date

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19/09/2024 09:22

JB Hi-Fi (JBH) $79.08

JBH is a quality, well-known retailer that, in hindsight, we sold slightly too early in August – Alert. We have discussed JBH throughout 2024. It’s a company we like and have no problem buying back at the same price we sold or even higher, i.e. ego doesn’t add alpha/value to portfolios. However, global stocks have been driven to elevated valuations on rate expectations

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