Equities
Stuart Jackson

The ASX All Ordinaries index jumped to an 11-year high immediately after the Coalition won the recent Federal Election. It was boosted in particular by share price spikes in the big banks and health insurers. Whether these gains are sustainable remains to be seen.The results from the Federal Election not... Show More

Equities
Stuart Jackson

Australia’s four major banks have now reported their interim results. Common to all of them were three key themes, which are presenting both challenges and opportunities. Generating any revenue growth is becoming increasingly challenging Once one-off remediation and profits on sale of businesses are stripped out, revenue growth for Australia New Zealand... Show More

Equities
Stuart Jackson

Last week, the National Australia Bank (ASX:NAB) released details of the customer remediation charges it expects to take in its 2019 interim result following the Royal Commission into Financial Services. NAB will provide additional detail in its interim result, which is released to the market on 2 May.NAB announced an... Show More

Equities
Stuart Jackson

On Wednesday, New Zealand online goods trading and classifieds platform TradeMe will hold an extraordinary general meeting so that shareholders can vote on the proposed acquisition of the company by one of the private equity funds of Apax Partners for NZ$6.45 per share.Assuming shareholders vote in favour of the proposal,... Show More

Stuart Jackson

With so much focus these days on digital advertising, it’s easy to forget that traditional forms of advertising can also be quite profitable. Take outdoor media, for example, where revenue growth has been resilient over the last year. Show More

Stuart Jackson

Medibank recently said the health insurance industry has seen more structural change in the last 18 months than it saw in the preceding 18 years. This is likely to continue in coming years with the proportion of Australians with private hospital cover falling to its lowest level in 10 years.... Show More

Stuart Jackson

Aristocrat Leisure Limited (ASX:ALL) diversified its exposure beyond gaming machines with its acquisition of social casino business Product Madness and the internet gaming system and remote game server from GameAccount Network. Revenue generated by the business increased from under US$15 million in FY12 to US$354 million in the 12 months... Show More

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