Yesterday
Solomon Lew’s surprise role model? Vegas mogul Sheldon Adelson
Like the colourful businessman, the billionaire rag trader won’t stop building his empire. And Myer, with a new chief, is finally playing ball.
- Jemima Whyte
June
- Analysis
- Iluka Resources
Deterra’s big-ticket bet on lithium royalties faces tough reception
After years of being criticised for high costs and inaction, Iluka-backed Deterra Royalties has bid for Trident Royalties and is facing a backlash, again.
- Jemima Whyte
PEXA drags feet on breaking up its own monopoly, pleasing investors
While shareholders are hopeful of overseas riches, the property settlement platform is facing the threat of its stranglehold on e-conveyancing being broken.
- Jemima Whyte
- Analysis
- Lifestyle Communities Limited
Only way to lose on Aussie property? Top short defies doubters
Lifestyle Communities, one of the market’s most shorted stocks, was a key hedge fund bet at the Hong Kong Sohn conference.
- Jemima Whyte
May
Why Harvey Norman, JB Hi-Fi could be AI winners
Microsoft is making big bets on faster, more sophisticated computers. Harvey Norman, JB Hi-Fi and Officeworks could be unexpected beneficiaries.
- Jemima Whyte
- Analysis
- Southern Cross Media
ARN Media’s M&A record holds out for elusive win
After seven months, the dream of an ARN-Southern Cross combination fell apart. But if history is any guide, M&A has been a source of unease for ARN investors.
- Jemima Whyte
Brookfield’s Healthscope debt trap is a mess for everyone involved
The investment giant is bringing its punchy approach to restructuring – and tactics more often found in the US – to Australia as it works on the hospital group.
- Jemima Whyte
- Analysis
- Analysis
Time for Rio Tinto dual-listing rethink with Anglo American in play
Trading the spread between the value of Rio Tinto’s dual-listed London and Australian shares is usually the province of specialist arbitrage funds. But BHP’s tilt at Anglo American has it back in focus.
- Jemima Whyte
April
BHP has UBS, Barclays in corner as it eyes mega Anglo American deal
Sources close to discussions said negotiations were at an early stage and other miners were interested in the London-based producer of platinum and copper.
- Sarah Thompson, Kanika Sood and Emma Rapaport
Another casino operator is in trouble. Nobody is talking about it
Star Entertainment has been tearing itself apart. But SkyCity is also in a world of pain, with lenders sceptical, money tight and management in disarray.
- Zoe Samios
- Analysis
- Lendlease
Why this time might be different for serial underperformer Lendlease
A demerger is often the go-to solution for companies weighed down with an underperforming division. But it might not stack up for under-pressure Lendlease.
- Jemima Whyte
- Analysis
- Macquarie Group
What is Macquarie’s secretive green investment arm even worth?
Valuations of renewable assets are volatile, and exits remain hard. At least one investor thinks the banking giant should get itself out of the business.
- Jemima Whyte
March
- Analysis
- G8 Education
G8 tries to escape childcare’s returns quagmire
The biggest listed player in childcare posted better profit results. But after years in the shareholder doldrums, many hurdles to consistent profit loom.
- Liam Walsh
Customers may hate supermarket anti-theft tech, but investors don’t
Coles share price rise is partly due to its ability to take advantage of tech like artificial intelligence to stop thieves and appeal to more shoppers.
- Paul Smith
February
- Analysis
- Telstra Corporation
Telstra dials up cost cuts as big business puts it on hold
Almost a year into running the telco, chief executive Vicki Brady needs to quickly tackle poorly performing businesses before they become too much of a drag on profit.
- Jenny Wiggins
Everything you need to know about the ANZ/Suncorp Bank decision
On Tuesday, the Australian Competition Tribunal will decide if the $4.9 billion deal can be done. Whichever way it goes, the ramifications will be significant.
- James Eyers and Liam Walsh
- Analysis
- Ingenia Communities
Over-50s housing group Ingenia gets a glow-up
An incoming CEO, the exit of a big backer, and the appearance of an investor behind one of the market’s most talked about deals. There’s nothing sedate about Ingenia.
- Jemima Whyte
Wide gulf to cross before Woodside-Santos merger comes true
Investors can’t even agree on the merits of a deal, far less the thorny question of value, leaving an uphill task to sell any transaction to shareholders.
- Angela Macdonald-Smith
January
- Analysis
- Carbon challenge
Is lithium’s brutal comeuppance a buy signal?
Possibly not – it seems a typical commodity boom and bust cycle has set in, and the prudent answer is “not yet”.
- Ben Potter
- Analysis
- Fortescue Metals Group
Hydrogen’s bubble has burst, so should Twiggy buy rather than build?
Hydrogen share prices have collapsed on the back of rising interest rates and confidence-sapping scandals. Is it time for Fortescue to take advantage?
- Peter Ker
