36 ordspråk av Atul Lele

Atul Lele

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It looks like a good deal and it highlights the international plans and opportunities that Macquarie Media has.

Anecdotal evidence also suggests that the Taiwanese media market is still relatively immature.

That can lead to oversupply from six months to 12 months on. But in the next six months, the momentum for aluminum is very strong and prices will rise.

This has put a significant dent in Toll's expansion and growth plans. This has put an end to the bidding process for the time being.

Oil prices remain artificially elevated at $65 a barrel. Deteriorating fundamentals, with rising labor costs, threaten to significantly reduce the earnings of resources companies.

We are concerned about the Australian market this financial year and the U.S. market in the next financial year.

The results were generally good and above expectations.

If the current rate of decline in fixed-line revenues continues in the second half, the fall will be greater than what has been forecast.

Momentum is on the mining companies' side, at least for the short term, as current commodities prices feed through to earnings.

The result was ahead of our expectations. Business lending has driven growth and buoyed their earnings.

A lot of people will view it as being high costs this period, but you'll get the increase in revenue to offset it.

The real factor for this stock remains the pricing environment. They and their Australian competitors are suffering, and some of the Japanese steelmakers are also affected.

We view the dropping of the offer as positive. It shows Macquarie Bank is maintaining a level of prudence when bidding for assets.

Around A$800 million would be a good price to achieve for Myer, given its recent disappointing sales data and the expectation that margins have also been squeezed.

Basically this sub-concession will give them more control and it's important because it is the last available sub-concession. But the real issue for us is when their two casinos are going to be completed as there were some delays and changes to the development.

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Hur funkar det?
Vanliga frågor
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