Today
- Opinion
- Opinion
Three ways the office property reckoning will play out
Charter Hall’s David Harrison says history provides a good guide to how the pressures in the office property market will be resolved.
- 33 mins ago
- James Thomson
Yesterday
- Opinion
- Opinion
What we learnt: Westpac, Ampol, NIB, Breville
Ampol gets some feedback on its retail plans, Westpac’s costs rise, Breville toasts its inventory, and we meet America’s mortgage prisoners.
- Anthony Macdonald and James Thomson
- Opinion
- Company mergers
Ampol walks the fine line between dividends and growth
Ampol has kept some capital up its sleeve, at the same time as one of its competitors is up for sale. Is it a coincidence?
- Anthony Macdonald
- Opinion
- Opinion
Why your insurance bill is only going one way
IAG boss Nick Hawkins is fighting cost pressures on two fronts. Claims cost inflation may well moderate, but climate-related costs are a different story.
- James Thomson
- Opinion
- Opinion
Inside Solomon Lew’s dramatic shake-up
The shock departure of Premier Investments boss Richard Murray has set off a chain reaction inside the retail empire.
- James Thomson
This Month
- Opinion
- Opinion
Lessons from the holder of 10pc of the world’s assets
It is easy to see where the money is going when you have a direct line of sight on $US40 trillion in cash, bonds and equities.
- Anthony Macdonald
- Opinion
- Opinion
Magellan’s turnaround gets a few ticks, and a big cross
Shares in the fund manager soared on a special dividend and a cost-cutting promise. But the talk of M&A leaves one critic uneasy.
- James Thomson
- Opinion
- Opinion
China’s fresh Evergrande mess isn’t only warning sign for investors
The speed at which the words ‘Evergrande’ and ‘bankruptcy’ spread on Friday morning suggest this episode could have an outsized impact on already weakened sentiment.
- James Thomson
- Opinion
- Opinion
What we learnt: Goodman, Super Retail, Inghams, Amcor
The Chanticleer team examines Goodman Group’s data centre plan, Super Retail’s resilient sales, and Inghams Group which has got a debt monkey off its back.
- James Thomson and Anthony Macdonald
Origin Energy’s venture capital home run a headache for suitors
Origin Energy’s venture capital investment is going so well it has split out its earnings. Analysts are suddenly interested in what it may be worth.
- Anthony Macdonald
- Opinion
- Opinion
ASX kills former CEO’s bonus share rights over CHESS disaster
The reverberations from the market operator’s failed attempt to replace its clearing and settlement system continue to play out.
- James Thomson
- Opinion
- Opinion
The two words that sum up the economy and this earnings season
Seven Group’s impressive earnings jump shows the four long-term tailwinds powering the Australian economy remain in place.
- James Thomson
- Opinion
- Opinion
How AI drove Telstra’s $15b call
Telstra’s decision to hold on to its $15 billion fixed infrastructure business speaks to rising demand from cloud computing, artificial intelligence and the internet of things.
- James Thomson
- Opinion
- Opinion
What we learnt: Transurban, Bapcor, Vicinity Centres, debt costs
The Chanticleer team examine Transurban’s nifty interest rate win, Bapcor’s staff turnover and who’s stopped spending at Vicinity Centres’ malls.
- Anthony Macdonald and James Thomson
- Opinion
- Endeavour Group
Dan Murphy’s shows how to run a loyalty program
Four in five customers at Dan Murphy’s scanned their rewards card at the checkout in FY23, which is a huge proportion.
- Anthony Macdonald
- Opinion
- Opinion
Why the housing crisis could last the decade
Mirvac sees a huge opportunity in the fact that apartment supply is running at 50 per cent less than it was five years ago.
- James Thomson
- Opinion
- Transurban
Jablko ushers in new era for Transurban
Michelle Jablko will be able to use her skills and the toll-road group’s stored-up soft power to extract more from governments and create more value for investors.
- Anthony Macdonald
- Opinion
- Opinion
The commercial property shakeout is only halfway done
Dexus chief executive Darren Steinberg says the commercial property sector is halfway through a two-year adjustment to higher rates. And it’s a grind.
- James Thomson
- Opinion
- Opinion
Stumbling China adds shadow banking mess to a property crisis
Beijing’s latest rate cuts will do little to soothe growing concerns about contagion from the property sector spilling into the broader economy.
- Updated
- James Thomson
- Opinion
- Opinion
What we learnt from Temple & Webster, Cochlear and Pro Medicus’ results
Chanticleer columnists James Thomson and Anthony Macdonald take a deep dive into Tuesday’s key profit results.
- James Thomson and Anthony Macdonald