PGW And A Question of Character
Elders Ltd (ELD AU) announced it has not "made any definite proposal" to acquire Pgg Wrightson Ltd (PGW NZ). Speculation in PGW has gathered pace...
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Aldi's Presence Makes a Return to Duopoly-Like Margins Unlikely
The Australian grocery industry continues to evolve and everyday dry groceries are likely to become even more commoditised. Aldi re-established the...
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What the Capex Cliff Means for Australia's 'Big Short'
In the past week, two bottom up developments have dominated the financial market news flow in Australia: the belated announcement of CEO...
349 Views
Industry Seems to Be at Peak Prices and Peak Volumes
Wellard Limited plans to raise US$240-290m in its IPO which was launched today. We had a look at the deal earlier this week, Ready to Serve the...
385 Views
Tame Inflation data and the bond market signal that the yield trade is yet to run its course
As with most macroeconomic releases, there was something for everyone in today’s December quarter CPI. For the doves, the precipitous fall in...
294 Views