Atul Lele
Atul Lele
australian compared fully investors looking market offshore peers seeing sentiment stock
I think offshore investors would be looking at the Australian telecommunications market and seeing a stock that is already fully priced compared to its international peers and has sentiment weighing on it, at least for the shorter term.
cycle data demand excited expecting linked next six stocks three weak
We're expecting even more weak data to come out of the U.S.. We're not excited about stocks that are linked to the U.S. demand cycle for at least the next three to six months.
australian factor japanese pricing remains stock
The real factor for this stock remains the pricing environment. They and their Australian competitors are suffering, and some of the Japanese steelmakers are also affected.
appealing cash flows stable
There is a lot of cash around at the moment, and established infrastructure with stable cash flows is an appealing investment.
looking market near shares shot upwards
Patrick shares are going to be up near A$8 because that is what the market was looking for before it was blocked. When it got shot down by the regulator everyone was disappointed, but upwards of A$8 is what is needed.
lead momentum months next prices six strong
That can lead to oversupply from six months to 12 months on. But in the next six months, the momentum for aluminum is very strong and prices will rise.
australian concerned financial market next year
We are concerned about the Australian market this financial year and the U.S. market in the next financial year.
achieve data expectation given good margins million price recent sales
Around A$800 million would be a good price to achieve for Myer, given its recent disappointing sales data and the expectation that margins have also been squeezed.
defensive earnings helping manage period retail sector
Their earnings are more defensive than much of the discretionary retail sector and they manage it better. It's helping them in this period and will keep helping them in the future.
cost demand diamond expansion higher means meet prices project returns
The cost of the expansion is higher than we expected, but diamond prices and demand have been buoyant, which means the project will meet returns targets.
alter currency interest markets potential rate value volatility
The volatility of international equity, interest rate and currency markets has the potential to significantly alter the value of the funds' assets.
achieving certainly plans positive strategic terms toll
It's certainly a real positive for Toll in terms of achieving its strategic plans in transport.
excellent number outcome though toll
It's an excellent outcome for Toll even though they had to make a significant number of concessions.
anecdotal evidence market media relatively taiwanese
Anecdotal evidence also suggests that the Taiwanese media market is still relatively immature.