“Theyve set themselves up astonishingly well for the next couple of years, especially so when you see that some of the big growth has come in high-margin businesses.”
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“If they are able to maintain margins at anywhere near a historical level, they are going to shoot the lights out with a cracking result.”
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“This result is disappointing as they have increased their cost estimates. Anyone hoping for a better result is going to walk away disappointed.”
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“Theyve been delivering at least a 20 basis point improvement in costs year in and year out, and while that has to stop sometime, it isnt going to be this year.”
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“The top-line growth is pretty solid. Theyre continuing to get their cost strategy right.”
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“Theres going to be some disappointment in the Big W result, but that is going to be largely offset by continued strength in the hotels division. Hotels seems to go from strength to strength.”
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