Author: roymorgansocial

Shopping centres will survive peak Amazon

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Original article by Vesna Poljak
The Australian Financial Review – Page: 15 & 24 : 13-Nov-17

The Australian real estate investment trust sector has responded more proactively to the threat posed to retail trade by Amazon than many have given it credit for, according to Pete Davidson of BT Investment Management. REIT stocks currently favoured by BTIM include Westfield, Mirvac and Charter Hall, along with Arena and Folkestone, which both have interests in childcare centres. Other stocks that BTIM like include Precinct Properties and Vital Healthcare.

CORPORATES
AMAZON.COM INCORPORATED, BT INVESTMENT MANAGEMENT LIMITED – ASX BTT, WESTFIELD CORPORATION – ASX WFD, MIRVAC GROUP – ASX MGR, CHARTER HALL GROUP – ASX CHC, ARENA REIT – ASX ARF, FOLKESTONE LIMITED – ASX FLK, PRECINCT PROPERTIES, VITAL HEALTHCARE PROPERTY TRUST, MYER HOLDINGS LIMITED – ASX MYR, SCENTRE GROUP – ASX SCG, MITCHELL MONTAGU

Optus hails EPL growth, sweats on Socceroos

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Original article by Paul Smith
The Australian Financial Review – Page: 31 : 13-Nov-17

Optus CEO Allen Lew has downplayed suggestions that it may allow customers of rival telcos to subscribe to its exclusive coverage of the 2018 FIFA World Cup in Russia. Lew says Optus is not yet ready to announce details of its World Cup packages. Optus will be hoping that the Socceroos win their upcoming qualifying match against Honduras, although Lew notes that the World Cup will be popular with many dual nationals in Australia. Soccer is a key element of the Optus Sport service.

CORPORATES
SINGTEL OPTUS PTY LTD, SINGAPORE TELECOMMUNICATIONS LIMITED, FEDERATION INTERNATIONALE DE FOOTBALL ASSOCIATION, SOCCEROOS, ENGLISH PREMIER LEAGUE, NEWS CORP AUSTRALIA PTY LTD, NEWS CORPORATION – ASX NWS, FOX SPORTS AUSTRALIA PTY LTD

Bernardi’s bid to lift bans on nuclear power

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Original article by Michael Owen
The Australian – Page: 6 : 13-Nov-17

Australian Conservatives leader Senator Cory Bernardi will table a bill on 13 November that would remove a ban on nuclear power plants, along with nuclear processing and enrichment. His bill follows on from a call by former prime minister Tony Abbott in October that the construction of nuclear power plants should be allowed. Bernardi notes that Australia has ample uranium supplies, but at the moment is just exporting it.

CORPORATES
AUSTRALIAN CONSERVATIVES, SOUTH AUSTRALIA. DEPT OF THE PREMIER AND CABINET

RBA can just sit back and watch the Fed

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Original article by Karen Maley
The Australian Financial Review – Page: 30 : 13-Nov-17

The latest monetary policy statements of the Reserve Bank and the Federal Reserve used identical wording to describe the current state of the Australian and US economies. The Federal Reserve is widely tipped to increase official interest rates again in December, which will allow the Reserve Bank to observe the impact of a rate rise in a low-inflation, low wages growth environment before taking any action of its own. There is no pressing need for the Reserve Bank to act, given that the unemployment rate remains well above that of the US and is not expected to fall in the next two years.

CORPORATES
RESERVE BANK OF AUSTRALIA, UNITED STATES. FEDERAL RESERVE BOARD

CBA’s super shareholder to target director

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Original article by James Frost
The Australian Financial Review – Page: 15 & 18 : 13-Nov-17

AustralianSuper is believed to be planning to vote against the re-election of Andrew Mohl to the Commonwealth Bank of Australia’s board at its AGM on 16 November. Mohl, who is a member of the bank’s risk committee, is one of three directors who are seeking re-election. AustralianSuper’s opposition to his re-election is said to be in response to the CBA’s money-laundering scandal, which followed a number of other scandals at the bank in recent years. However, AustralianSuper will not vote against CBA’s remuneration report.

CORPORATES
COMMONWEALTH BANK OF AUSTRALIA – ASX CBA, AUSTRALIANSUPER PTY LTD, AUSTRALIA. ATTORNEY-GENERAL’S DEPT. AUSTRALIAN TRANSACTION REPORTS AND ANALYSIS CENTRE

ABC set to unveil massive shake-up

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Original article by Stephen Brook
The Australian – Page: 23 & 25 : 13-Nov-17

The ABC is poised to abolish its traditional TV and radio content divisions in favour of a cross-platform approach. The public broadcaster is expected to retain its existing news and regional content divisions and create a new one which will produce content in a range of genres. The restructuring is not expected to result in any job losses, although changes to the ABC’s management structure is likely. The ABC recently overhauled its news division, while its science unit was restructured in 2016.

CORPORATES
AUSTRALIAN BROADCASTING CORPORATION, SCREEN PRODUCERS ASSOCIATION OF AUSTRALIA

It’s Official: The ‘Energy Crisis’ is now a huge concern for Australians

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Original article by Roy Morgan Research
Market Research Update – Page: Online : 13-Nov-17

A special Roy Morgan study conducted from 9-11 October 2017 has found that 29% of Australians aged 14+ regard Economic Issues (including Unemployment, Housing affordability, the Economy in general, Poverty and the gap between the rich and poor) as the most important problem facing Australia. A further 15% of respondents mentioned concerns related to Energy (Energy infrastructure, Energy reliability, Electricity prices and the sustainable management of natural resources like gas). Meanwhile, just over 26% of Australians mentioned concerns related to the Environment (and in particular the issue of Global warming and Climate change) as the most important issues facing the World, just ahead of War & Terrorism (mentioned by just under 26% of respondents).

CORPORATES
ROY MORGAN RESEARCH CENTRE PTY LTD

Australian households’ net wealth now over eight trillion dollars and growing

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Original article by Roy Morgan Research
Market Research Update – Page: Online : 13-Nov-17

Roy Morgan Research’s newly released report "Superannuation and Wealth Management in Australia" shows that Australian households have increased their net wealth by 42.1%. over the last four years, from $5.703 trillion to $8.135 trillion. The report also shows that currently 53.1% of household net wealth is made up of equity in owner-occupied homes, up from 48.1% in 2013. Superannuation, Pensions/Annuities in total now account for 27.4% of the total, down from 28.6% in 2013. The other components of net wealth, which include bank accounts, managed funds (excluding superannuation) and direct investments, have fallen from 23.3% in 2013 to 19.5% in 2017. The report is unique because it looks at superannuation in the context of all other assets and debt that make up the true financial position of Australian households, rather than the usual single product or "silo" approach.

CORPORATES
ROY MORGAN RESEARCH LIMITED

It’s Official: Australians support assisted dying or euthanasia

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Original article by Roy Morgan Research
Market Research Update – Page: Online : 13-Nov-17

A special Roy Morgan Snap SMS Survey has found that 87% of Australians aged 18+ (up a significant 18% since May 1996) are in favour of "letting patients die when they are hopelessly ill and experiencing unrelievable suffering with no chance of recovery". In contrast, just 10% (down 7%) say doctors should "try to keep patients alive" and 3% (down 11%) are undecided. In 1946, when Roy Morgan first asked this question the Australian population was divided: 42% said "let the patient die", 41% said "try to keep the patient alive" and 17% were undecided. Since then support has increased fairly consistently. Analysis of supporters of various political parties shows that large majorities of supporters of all parties now support "letting the patient die", led by 91% of Greens voters, 88% of National voters, 87% of ALP voters and 86% of Liberal voters.

CORPORATES
ROY MORGAN RESEARCH LIMITED, AUSTRALIAN GREENS, AUSTRALIAN LABOR PARTY, NATIONAL PARTY OF AUSTRALIA, LIBERAL PARTY OF AUSTRALIA

PM seeks TPP backing as Peru agrees trade deal

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Original article by Phillip Coorey
The Australian Financial Review – Page: 4 : 10-Nov-17

Peru will abolish almost all tariffs on Australian imports under a free-trade agreement between the two nations. Australian farmers in particular are set to benefit from the trade deal, with sheep meat, wheat and almonds among the products that will be tariff-free from the outset, while the tariff on beef will be abolished within five years. Australia accounted for just $US5.3m of the $US4.6bn worth of agricultural products imported by Peru in 2016. Meanwhile, the Federal Government is optimistic that the Trans-Pacific Partnership will proceed without the US.

CORPORATES
TRANS-PACIFIC PARTNERSHIP, AUSTRALIA. DEPT OF THE PRIME MINISTER AND CABINET, AUSTRALIA. DEPT OF FOREIGN AFFAIRS AND TRADE, ASIA-PACIFIC ECONOMIC CO-OPERATION