New deal to boost BBI EPS
Babcock & Brown Infrastructure’s (BBI) preference shares, BBI EPS, were born out of the incredibly complicated and expensive Alinta takeover. The deal that looks set to rescue them is almost as complicated.
A new perspective on Flight Centre: Part 1
The travel business has changed markedly over the past five years, presenting significant threats and opportunities for Flight Centre. We’ve undertaken a reappraisal over the past few months, resulting in this three-part analysis.
Fisher & Paykel's challenges and opportunities
Things are tough for this fridges to finance company but there's plenty of opportunity for those prepared to look beyond the immediate problems.
Waking up to ResMed
A lower share price combined with a potentially market-changing event in America have encouraged us to take another look at this impressive Australian growth company.
IOOF cuts costs while the sun shines
A government review of the superannuation industry’s fees and conflicts of interest is on the way. But with the help of significant cost reductions following its merger with Australian Wealth Management, IOOF’s profits are set to climb regardless.
Amalgamated's blockbuster result
With a cracking result from its cinema division, Amalgamated Holdings produced one of the better profits of the recent reporting season. It was also one of the few companies to lift its final dividend.
Sigma disappoints again
Good news from Sigma is increasingly rare, and the company’s recent half-yearly result, acquisition and capital raising didn’t give us much to smile about.
MAp directors call for votes and cash
MAp securityholders are being asked to hand over $345m cash to Macquarie Group. The outcome is what we want but the cost is far too high.
Clamming up over PERLS V
This new hybrid security being issued by Commonwealth Bank is more attractive than most income securities issued during the boom years. But the return on offer does not compensate for the fine print.
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