Aldi's Presence Makes a Return to Duopoly-Like Margins Unlikely
The Australian grocery industry continues to evolve and everyday dry groceries are likely to become even more commoditised. Aldi re-established the...
3.8k Views
What the Capex Cliff Means for Australia's 'Big Short'
In the past week, two bottom up developments have dominated the financial market news flow in Australia: the belated announcement of CEO...
589 Views
Tame Inflation data and the bond market signal that the yield trade is yet to run its course
As with most macroeconomic releases, there was something for everyone in today’s December quarter CPI. For the doves, the precipitous fall in...
463 Views
Costa - Another Bite at the Apple for Paine Schwartz?
Trading at a gross/annualised return of 8.6%/17.8% - assuming completion six months out, and inclusive of the interim dividend. That appears a...
537 Views
Tassal Scheme Meeting on 3 November
This looks like a done deal. At the last close price and for the 21 November implementation date, the annualised spread is 8.8%.
520 Views