Today
- Opinion
- Opinion
Downer’s stoush with KPMG a big test for corporate Australia
Cosy relationships between big four audit firms and directors have greased corporate Australia’s wheels for decades. Now they are coming under pressure.
- Anthony Macdonald
- Opinion
- Opinion
Why rising house prices make RBA rate cuts less likely
The latest data from the housing market says supply remains weak, and prices are rising again. That will probably give the RBA a headache.
- James Thomson
- Opinion
- Opinion
Macquarie stoush exposes private capital’s ‘make-believe’ problem
The dispute between the investment bank and Switzerland’s Julius Baer highlights the problem of how valuations in private markets lag those in public markets.
- James Thomson
- Opinion
- Opinion
Big profit margins at Woolworths and Coles are only part of the story
Australia’s supermarkets do make higher profits than offshore peers. But one of the sector’s top analysts says there is an important reason why.
- Anthony Macdonald
This Month
- Opinion
- Opinion
What it’s really like inside a fund manager’s morning meeting
Chanticleer was given a rare look inside the morning meeting of Yarra Capital Management’s equity team. Here are four big themes that emerged.
- James Thomson
- Opinion
- Opinion
What I learnt from 27 CEOs in 29 days
Profit season is like a magical mystery tour of the economy, revealing pain, profits and potential. Here’s what we learnt from speaking with 27 top CEOs.
- James Thomson
- Opinion
- Opinion
The WFH message in corporate job cuts
The list of companies trimming staff has grown in the last months as cost-cutting programs proliferate. Could that shift the WFH debate again?
- James Thomson
February
- Opinion
- Earnings season
Ramsay shows belts are tightening on new investments
Ramsay Health Care has lifted its hurdles for new investments. Investors want to see more.
- Anthony Macdonald
- Opinion
- Earnings season
Chanticleer’s good, bad and ugly of reporting season
Spectacular share price moves, political anger, earnings beats – the February profit season has had it all.
- James Thomson and Anthony Macdonald
- Opinion
- Opinion
Why James Packer is the luckiest billionaire in Australia
Crown Resorts may have given him plenty of heartburn, but the latest ugly numbers from Star Entertainment show how well-timed the sale really was.
- James Thomson
- Opinion
- Opinion
Confessions of a royal commission survivor
Renato Mota took on one of the biggest post-royal commission rebuilds at Insignia. He leaves after five years with questions over where advice and super are heading.
- James Thomson
- Opinion
- Opinion
JPMorgan rising star on the firm’s hidden Aussie superpower
Filippo Gori is patiently waiting for a deal-making revival. But in Australia, he says, the firm has two rapidly growing businesses vital to the economy’s plumbing.
- James Thomson
- Opinion
- Opinion
Perpetual’s bet on Pendal isn’t looking pretty
Fund manager Perpetual is much bigger than it used to be, but that’s not going well for investors.
- Anthony Macdonald
- Opinion
- Earnings season
What we learnt: Flight Centre, Worley, Clinical Labs and Kelsian
Flight Centre rides the friendly skies, Worley cauterises a wound, Clinical Labs backs rival’s blood test move, and Kelsian delivers a miss.
- James Thomson and Anthony Macdonald
- Opinion
- Opinion
Guzman y Gomez’s IPO will rest on these three questions
The Mexican-themed restaurant chain has delivered strong growth despite a period of back-room drama. A big float valuation will rely on growth accelerating.
- James Thomson
- Opinion
- Opinion
The very good news that markets are ignoring
A reliable indicator of better economic and earnings growth has been flashing for months. It just might help keep the global equity melt-up running.
- James Thomson
- Opinion
- Earnings season
What we learnt from Altium, Reece, Helia and G8 Education’s results
Altium’s lucky cushion, Reece’s big run, Helia keeps rising and G8 Education pumps up prices.
- James Thomson and Anthony Macdonald
- Opinion
- Opinion
Prospa started ASX life with a bang. It’s ending with a whimper
Six years after Prospa’s bizarre IPO, it is being taken private at a bargain price. Some companies just shouldn’t list.
- James Thomson
- Opinion
- Earnings season
Woodside needs stars to align to get Santos
Where does Santos fit in to Woodside’s cash in/cash out story? Everyone wants to know.
- Anthony Macdonald
- Opinion
- Opinion
Coles slams price gouging calls with 3¢ profit defence
Coles CEO Leah Weckert says Coles’ profit margins have not matched the surge in food inflation. And now she’s opening up a gap to her great rival, Woolworths.
- James Thomson
