#106 - Economic Indicators, The Lipstick Effect, Vysarn, Diverger, Playside & Smartpay

Andrew, Matt, and Claude chat economic indicators, retail and the lipstick effect (Lovisa, Step One, Baby Bunting), Altium's AGM, Vysarn, takeover activity (Namoi Cotton, Adore Beauty, & Ensurance). As well as Diverger, and the latest results from Playside and Smartpay. 

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0:34 - Good News
4:52 - Economic Indicators
6:05 - Retail
11:39 - Collins Foods (ASX: CKF)
13:11 - Domino's Pizza Enterprises (ASX: DMP)
13:22 - Lovisa Holdings (ASX: LOV) & The Lipstick Effect
17:58 - Step One Clothing (ASX:STP)
19:52 - Baby Bunting Group (ASX: BBN)
20:33 - Temu
24:56 - Altium (ASX: ALU) AGM
26:14 - Vysarn (ASX: VYS)
28:30 - Catapult Group International (ASX:CAT)
29:48 - Takeover Activity - Namoi Cotton (ASX: NAM), Adore Beauty (ASX: ABY), & Ensurance (ASX:ENA)
31:39 - Bargain territory?
36:48 - Diverger (ASX: DVR)
38:33 - Playside Studios (ASX: PLY)
42:43 - Smartpay Holdings (ASX: SMP)
50:01 - PWR Holdings (ASX:PWH)

Chapters

• 0:34 Good News
• 4:52 Economic Indicators
• 6:05 Retail
• 11:39 Collins Foods (ASX: CKF)
• 13:11 Domino's Pizza Enterprises (ASX: DMP)
• 13:22 Lovisa Holdings (ASX: LOV) & The Lipstick Effect
• 17:58 Step One Clothing (ASX:STP)
• 19:52 Baby Bunting Group (ASX: BBN)
• 20:33 Temu
• 24:56 Altium (ASX: ALU) AGM
• 26:14 Vysarn (ASX: VYS)
• 28:30 Catapult Group International (ASX:CAT)
• 29:48 Takeover Activity - Namoi Cotton (ASX: NAM), Adore Beauty (ASX: ABY), & Ensurance (ASX:ENA)
• 31:39 Bargain territory?
• 36:48 Diverger (ASX: DVR)
• 38:33 Playside Studios (ASX: PLY)
• 42:43 Smartpay Holdings (ASX: SMP)
• 50:01 PWR Holdings (ASX:PWH)