A lot of people will view it as being high costs this period, but you'll get the increase in revenue to offset it. |
And our market is being helped by a bounce in commodity prices, after they were heavily sold off in the past few weeks. |
Anecdotal evidence also suggests that the Taiwanese media market is still relatively immature. |
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. |
For Patrick, it's great for shareholders because it should see them garner a higher price. |
Funds management has been a standout, but is as expected, given the strong investment markets. Business lending is also strong and has slightly offset weakness in Westpac's home-lending segment. |
Global steel prices are simply unsustainable. |
I think offshore investors would be looking at the Australian telecommunications market and seeing a stock that is already fully priced compared to its international peers and has sentiment weighing on it, at least for the shorter term. |
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. |
In the mining sector, we do see consolidation going ahead. Some of the zinc producers, given the supply and dynamics may look attractive. |
It looks like a good deal and it highlights the international plans and opportunities that Macquarie Media has. |
It's a very appropriate price for Patrick. Toll is going to become a very powerful player in the industry. |
It's an excellent outcome for Toll even though they had to make a significant number of concessions. |
It's certainly a real positive for Toll in terms of achieving its strategic plans in transport. |