Yesterday
- Opinion
- Chanticleer
The chart that gives Goldman confidence M&A is on the up
Be wary of bankers talking deal pipelines. But what you can rely on them for is a good chart. Goldman Sachs’ M&A boss Marissa Freund didn’t disappoint.
- Updated
- Exclusive
- Private equity
Perpetual to be broken up, name sold to KKR in $1.5b deal
The transaction will give the private equity giant the rights to the 138-year-old brand and leave the ASX-listed group as a pure-play funds management business.
- Opinion
- Chanticleer
The four key themes dominating Macquarie’s talkfest
Macquarie chief Shemara Wikramanayake is the perfect person to open the biggest investor conference of the year with the last of her issues a sleeper for a lot of us in Australia.
- Updated
This Month
- Opinion
- Chanticleer
Transurban’s buying and building days not done yet
Investors would have reacted much more strongly to any sort of distribution guidance. Instead, Transurban’s Michelle Jablko gave them the long road to value creation.
- Opinion
- Chanticleer
Fresh meat in the Optus sandwich promised a helping hand
Optus and its owner, Singtel, have made governance changes to try to make the incoming CEO’s job easier. We’ll wait to see the proof.
- Opinion
- Chanticleer
Blood in the water: Star needs a CEO to stop sharks tearing it apart
Star’s board, beaten and bruised, has a short window to try to keep the entity together. If it misses this, sharks will move in. They’re already circling.
- Updated
- Opinion
- Chanticleer
Big banks hand out the treats to keep investors sweet
The banks have a few lollies for shareholders. NAB’s was capital management, Westpac is likely to follow suit.
- Opinion
- Chanticleer
Wesfarmers sprays growth bets, waiting for payoff
Wesfarmers’ hefty businesses proved their resilience in the pandemic. Now, with shares breaking $65 for the first time, Rob Scott needs us to think about growth.
- Updated
- Opinion
- Chanticleer
Down markets draw out the year’s biggest share trades
Big block trades are flying this week, which only ramps up the chase for the next big trade.
- Updated
- Opinion
- Chanticleer
Star chief’s sacking reveals boardroom exit wounds
“There is a narrative behind every departure,” former Star boss Robbie Cooke says. Unfortunately for Cooke, we’ve been given a rare glimpse into his.
April
- Opinion
- Chanticleer
How Chemist Warehouse can get its deal past the ACCC
Divestments may be needed to get the Chemist Warehouse/Sigma deal over the line, but they don’t look too strenuous.
- Updated
- Opinion
- Chanticleer
Is this the person to save fallen Star Entertainment?
The clean-up of the gaming company is one for the ages. And there’s a name keeps coming up as a potential salvage CEO - former Lendlease boss Steve McCann.
- Updated
- Opinion
- Chanticleer
How under the radar I-MED is fighting fit after 20-year PE job
Tucked away in private equity, it is easy to forget about Australia’s biggest imaging company I-MED. But it is worth watching this year; it has a few ideas on the boil.
Woodside looks inward after climate gambit defeated
The oil and gas producer felt the force of big super and green investors when it took a transition plan to shareholders. Now it has no choice but to do better on emissions.
- Opinion
- Chanticleer
The funds management shakeout is on – is it about to get worse?
First Sentier’s David Allen gave up the game when announcing what was probably the biggest ever strategy closure in Australian funds management earlier this week.
- Opinion
- Chanticleer
Richard Goyder’s Woodside board seat is safe, climate plan is not
Early votes tell us what to expect at Woodside’s annual meeting. It’s clear investors want more action on emissions, particularly at a big oil and gas producer.
- Opinion
- Chanticleer
‘Sell everything’ concept hard to put into practice for bank stocks
The big banks’ share prices have got ahead of their earnings outlook, but that doesn’t mean investors are dropping them en masse.
- Opinion
- Chanticleer
Adieu: Ramsay Health Care’s shrinking global ambition
Under-pressure Ramsay Health Care is taking a fresh look at its footprint, which could mean a major change in its strategy. Watch this space.
- Opinion
- Chanticleer
NextDC feeds the ducks while they’re hungry
The data centre owner has played the capital markets game superbly to be on the cusp of the top-50 stocks. To stay there, it has to deliver.
- Opinion
- Chanticleer
Shrinking ASX looking worse this year, despite appetite for equity deals
Conditions are ripe for equity raisings, but boards have their heads in the sand. The few that have made the leap are being rewarded.