Today
- Opinion
- Chanticleer
M&A forecast? It’s about to rain private capital deals
Private capital hunters – domestic superannuation funds, offshore pension funds and asset managers such as KKR and Brookfield – have their chequebooks out and are trying to get their hands on $50 billion of Australian targets.
This Month
- Opinion
- Chanticleer
Fortescue’s hydrogen back-flip fails to become sugar hit it should be
One of the issues hanging over the miner is partly gone. So why aren’t fund managers jumping in? They may be more concerned by the company’s other big problems.
- Opinion
- Chanticleer
World’s biggest IPO has Australian flavour and implications
It might lack burritos, but we’re watching Lineage, a food storage play with Australian assets trying to secure a $30 billion listing.
- Opinion
- Chanticleer
Brokers sense interest as Australia’s favourite meme stock returns
The list of names dumped from the ASX 200 alongside Zip shows how rare a comeback is. But while its business is firing, not everything has changed.
- Opinion
- Chanticleer
Resources sector’s No.1 health indicator flashes red
It’s good that Rio Tinto shipped 80 million tonnes of iron ore from the Pilbara in June, but think about what’s happening below the surface in Australian resources.
- Opinion
- Chanticleer
Transurban hijacks NSW toll review, raises social licence stakes
Transurban changed its tune in June, promising to be part of the solution. It has six months to come up with something better for Sydney’s drivers.
- Opinion
- Chanticleer
CBA at $132? No one says ‘buy’, yet there are buyers
Commonwealth Bank is a tussle between active and passive investors, mums and dads and fund managers, and traditional valuation frameworks versus reality.
- Updated
- Opinion
- Chanticleer
BHP’s nickel blunder a timely reminder for Australia
BHP wanted to profit from the EV boom by selling nickel to battery makers. It hasn’t worked, yet.
- Opinion
- Chanticleer
The Good Guys debacle reveals inflation’s unexpected consequence
When inflation peaked at 7.8 per cent 18 months ago, no one could’ve predicted how it would affect some of our big brands.
Spilt milk everywhere as Incitec pivots, again
We have another “deal yourself in, deal yourself out” situation. And it isn’t pretty.
- Opinion
- Chanticleer
How a global giant plans to get bang for its buck at CSR
One of the ASX’s oldest companies, CSR, went out with a bang; now the games start over. This is how Saint-Gobain plans to make it in Australia.
Wall Street’s big run has investors trying to pick the top
The No.1 question is: when will the remarkable run come to an end? Another nine days of gains (out of the past 10) only makes it more fascinating.
- Opinion
- Chanticleer
Steve McCann takes his biggest punt with embattled casino giant Star
As far as turnarounds go, this is bigger than Boral, Bapcor and Seven West Media combined. “I had room for one more,” he says when asked why he took the job.
- Exclusive
- Casinos
Gaming no longer ‘glorious part of the business’: Star boss
Steve McCann says the company’s casino business might never return to the boom times and its future is likely to lie in its restaurants and hotels.
Private credit pioneer meets Goldman Sachs money man
Under-the-radar private credit boutique Alceon snaffles a big name former Goldman Sachs banker to be its CEO. It’s a very 2024 story.
South Africa open to deals – it’s all in the approach
South Africa’s government will do deals, like the ones BHP would need to acquire Anglo American, but they need to be done discreetly.
- Opinion
- Chanticleer
How to play higher interest rates for longer in equities
Our super funds made two things clear: rates are likely to be higher for longer and equities are back in fashion. We ask some stock pickers to name their calls.
- Opinion
- Chanticleer
Industry super has overcome its last frontier – retirees
Some of the biggest retail names – from AMP to MLC – have posted better returns than industry fund bigwigs this week. But they are coming from behind.
- Opinion
- Chanticleer
This super fund is cashing in on climate risk
Insurers love telling us how hard and expensive it is to get reinsurance, so it is good to see an Australian super fund - MLC super - making money from it.
- Opinion
- Chanticleer
ACCC uses land grab to put new property prices under microscope
Two big property groups trying to trade 12 would-be housing estates have caught the regulator’s eye.
