childcare

CEO Insights from Ian Narev, John Borghetti and Nick Scali

NAOS Asset Management
NAOS Asset Management Listed Investment Companies (LICs) ASX: NCC, ASX: NAC

“It’s in their [The Telco’s] interest to just flick people to the low speed plans as the lower access charge makes a higher margin for them” Nicholas Demos, CEO, MyRepublic. Below are quotes from the week which in our view detail some of the most important and prominent industry trends... Show More

Child Care: the mosaic of price, policy and margins

Glennon Capital
Glennon Capital ASX:GC1, ASX:CMI

A young family has many points of financial stress to contend with at the moment. The record prices of property in Australia’s major cities make buying a property a difficult exercise. Rents have also continued to rise. Meanwhile a second issue is also consistently present for those with young children:... Show More

Emerging Childcare stock with upcoming catalyst

Nicholas Leitl
Nicholas Leitl K2 Asset Management

The volume and velocity of information in the world today, especially in financial markets, continues to increase exponentially. Deciphering the noise and understanding key facts is critical for the idea generation process. At K2 Asset Management, we generate ideas from numerous information channels, however getting out and meeting with companies... Show More

Telstra Versus Banks: A Reversal?

Rudi Filapek-Vandyck

Last year (2014) I wrote Telstra had become the default Go To stock for yield in the Australian share market. Because, unlike the banks, it did not have regulators breathing down its neck and no direct exposure to the worrying housing market. Banks underperformed, Telstra performed. So far so good.... Show More

G8 has repaid the $46m outstanding on the $50m secured debt facility with Bank West (CBA)

Canaccord Genuity
Canaccord Genuity Stockbroker

G8 has repaid the $46m outstanding on the $50m secured debt facility with Bank West (CBA). The Bank West debt was slightly more expensive than the A$150m of notes issued recently at fixed 4.75% under the Singaporean multi-currency facility. This is not entirely unexpected and assists with lowering the overall... Show More

Research shows that concerns around the Productivity Commission inquiry into Childcare are overstated

Canaccord Genuity
Canaccord Genuity Stockbroker

Research shows that concerns around the Productivity Commission inquiry into Childcare are overstated. We have reviewed the terms of reference as well as many of the submissions to the Productivity Commission in regards to early childhood learning. A draft commission report is expected early July ahead of a final report... Show More

Australian Education Trust (AEU) is a REIT that owns a portfolio of over 350 childcare centres across Australia

Tim Hannon
Tim Hannon Newgate Capital Partners

Australian Education Trust (AEU) is a REIT that owns a portfolio of over 350 childcare centres across Australia. AEU yields a forecast ~ 8.3% for 2015 and should grow earnings at least at inflation over the medium to long term. We believe the underlying risk of the portfolio is... Show More