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    Chanticleer

    Today

    The sheer volume and size of private markets deals has created an integrity problem.

    Private markets deals too big for ASIC to ignore

    $50 billion in private markets deals are on the go – and they’re just the ones we know about.

    • Anthony Macdonald
    The rivers of gold that Australian banks once enjoyed have dried up.

    ‘Rivers of gold are gone’: BoQ and banking’s brutal new reality

    Bank of Queensland boss Patrick Allaway says retail banking is in structural decline and big changes are needed. All bank investors should heed his warning.

    • Updated
    • James Thomson
    Stockland CEO Tarun Gupta signed three institutional investors as capital partners during the financial year.

    Why Stockland can’t make apartments stack up

    Property giant Stockland says we need to get creative to spark construction, Medibank pushes back on private hospitals and car dealer Eagers waits on the wealth effect.

    • James Thomson and Anthony Macdonald
    Warburg and MA are betting on the growing funding gap in Australia’s housing market.

    Why this global PE giant is backing a $1b bet on Aussie housing

    The $120 billion private equity giant, Warburg Pincus, will back MA Financial’s new investment vehicle, which aims to help plug the housing sector’s funding gap.

    • James Thomson
    AirTrunk owns 11 large-scale data centres or data centre developments, including this one in Hong Kong. It is run out of North Sydney, Australia.

    ASIC puts Macquarie’s $20b AirTrunk sale on private markets watchlist

    ASIC will spend the next two years looking at private markets deals, including a deal-of-the-year in the making.

    • Anthony Macdonald
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    Yesterday

    WiseTech co-founder Richard White says the moat around the tech company is getting wider.

    Inside Richard White’s big plans for WiseTech – and saving the world

    WiseTech CEO and co-founder Richard White reckons the moat around his company is getting bigger for one key reason.

    • James Thomson
    Elliott Rusanow.

    How Scentre came through the Bondi Junction tragedy

    Amid a deluge of results, it was a story about something much more than money that moved us here at Chanticleer.

    • James Thomson and Anthony Macdonald

    Garbos’ 10-hour shift stats should be music to Michele Bullock’s ears

    When the jobs market was high, rubbish collector Cleanaway was paying its drivers a lot of time-and-a-half and double time. Now it has backed off.

    • Anthony Macdonald
    Breville’s Oracle Touch coffee machine.

    How the humble coffee machine turned Breville into a market darling

    The group and its billionaire backer Solomon Lew have ridden a wave of demand from coffee lovers over the past decade, and the growth keeps coming.

    • James Thomson

    This Month

    Dexus chief executive Ross Du Vernet says investors will be encouraged when interest rates start to fall.

    The office property saga isn’t over. Here are the next five twists

    Dexus chief executive Ross Du Vernet sees signs of a bottom forming in the workspace market. But there’s a hell of a lot still to play out.

    • Updated
    • James Thomson
    Three big ASX-listed coal miners have emerged in the past decade, with a fourth nipping at their heels.

    Yancoal’s 20pc crash is about more than a missing dividend

    Queensland and NSW’s big coal miners have their eyes up, knowing consolidation makes sense and could create value for investors.

    • Anthony Macdonald
    Property giant Dexus has tweaked its dividend ratio so it has more capital available to move quickly if an opportunity presents itself.

    Dexus’ big move and the other result that caught our eye

    Dexus gives itself more wriggle room, Reliance Worldwide gets investor hearts racing, and Vicinity Centres goes further upmarket.

    • James Thomson and Anthony Macdonald
    Interest rate pressure is finally showing up across the economy.

    ‘People need a rate cut’: Here’s the big story of profit season

    The pressure of higher-for-longer rates is the thread running through profit season. But the pain is far from over, even if the ASX 200 doesn’t believe it.

    • James Thomson
    BlueScope’s Mark Vassella is a little perplexed there hasn’t been a bigger market reaction to China’s steel problems.

    China’s growth nightmare just washed up on the ASX

    From BlueScope Steel to A2 Milk, China’s massive economic problems are starting to weigh on ASX earnings. And there are no easy fixes.

    • James Thomson
    Lendlease chief executive Tony Lombardo’s strategy reset for the property giant is off to a solid start.

    Lendlease’s calm after the storm heads Monday’s results highlights

    A few months is a long time for a CEO – just ask Lendlease, Suncorp or Ampol, businesses changing rapidly. Here is Chanticleer’s take on the day’s earnings calls.

    • James Thomson and Anthony Macdonald
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    Why Australian shares will get more expensive before they get cheaper

    Two things can drive share prices: earnings, and how much investors are willing to pay for those earnings. Reporting season puts the focus on the latter.

    • Anthony Macdonald

    Why your fancy fridge is pushing up insurance bills

    The cost inflation that’s sent insurance premiums surging is starting to moderate. But Suncorp boss Steve Johnston says there is stickiness in strange places.

    • James Thomson
    Beneath the apparent market calm is some big potential risks.

    The market sell-off was crazy, but so is what’s happened since

    The biggest market panic since the pandemic seems to have come and gone. But don’t believe the calm – this is a fragile market.

    • James Thomson
    Donald Trump and Kamala Harris remain neck and neck

    This $3 trillion investor knows what to watch from Harris v Trump

    It’s not long until early voting starts. This fortnight will be a big one for the presidential race, and the outcome will have a major impact on markets.

    • Anthony Macdonald
    China’s long-term economic problems are deepening.

    It’s not just iron ore. China is a ‘prisoner’ of a broken economy

    The falling iron ore price speaks to the long-term problems in the Chinese economy, all of which are now colliding.

    • James Thomson

    The Australian Financial Review Magazine

    BOSS Financial Review

    Daniel Hunter, CEO of Business NSW, with his 12-year-old triplets. Left to right: Jack, Will and Scarlett.

    Life & Leisure

    Rich List

    Stake co-founder Matt Leibowitz.