So long Billabong: kids like Nike (or how sportswear overtook surf-wear on children’s cool list)

Original article by Roy Morgan Research
Market Research Update – Page: Online : 4-Apr-17

Roy Morgan’s Young Australians Survey has found that just 14% of Australian children aged 6-13 considered home-grown surf-wear brand Billabong to be "cool" in the year to December 2016, compared with 46% in the year to December 2007. The proportion of children who consider Rip Curl to be cool has fallen from 33% to 18%. Meanwhile, the proportion of children who consider sportwear brand Nike to be cool has risen from 27% to 39% over the last decade, and 26% now rate Adidas to be cool, up from 22% in 2007.

CORPORATES
ROY MORGAN RESEARCH LIMITED, BILLABONG INTERNATIONAL LIMITED – ASX BBG, RIP CURL PTY LTD, NIKE INCORPORATED, ADIDAS AUSTRALIA PTY LTD, QUIKSILVER INCORPORATED, ROXY CLOTHING, RUSTY, PUMA AG

Living standards leap as Asia trade deals deliver

Original article by Simon Benson
The Australian – Page: 1 & 2 : 3-Apr-17

Data from the Department of Foreign Affairs & Trade highlights the economic benefits of Australia’s free trade agreements with Japan, South Korea and China. There has been a 140 per cent increase in goods exported to these countries since 2014. Wine, sugar, grapes and beef are among the products that have enjoyed strong growth in exports under the FTAs. Trade Minister Steve Ciobo notes that exports contributed to a five per cent increase in real disposable income during the December 2016 quarter.

CORPORATES
AUSTRALIA. DEPT OF FOREIGN AFFAIRS AND TRADE, AUSTRALIAN LABOR PARTY, AUSTRALIA. OFFICE OF THE CHIEF ECONOMIST, AUSTRALIA. DEPT OF THE TREASURY

CFMEU threatens building chaos

Original article by Ewin Hannan
The Australian – Page: 1 & 5 : 3-Apr-17

The Construction, Forestry, Mining & Energy Union will refuse to renegotiate existing enterprise bargaining agreements to ensure that they comply with the Federal Government’s new building code. The CFMEU’s stance could result in many large construction groups being banned from gaining federal government contracts. Employment Minister Mich­ael­ia Cash argues that this will prevent CFMEU members from working on government-funded projects, while Master Builders Australia CEO Denita Wawn warns that it will increase the cost of such projects.

CORPORATES
CONSTRUCTION, FORESTRY, MINING AND ENERGY UNION OF AUSTRALIA, AUSTRALIA. DEPT OF EMPLOYMENT, MASTER BUILDERS AUSTRALIA INCORPORATED, LEND LEASE GROUP LIMITED – ASX LLC, BROOKFIELD MULTIPLEX LIMITED, AUSTRALIAN BUILDING AND CONSTRUCTION COMMISSION, ACTU

NBN draws new homes to ISPs – and prompts switching

Original article by Roy Morgan Research
Market Research Update – Page: Online : 31-Mar-17

A Roy Morgan Single Source survey has found that more than 1.2 million Australian homes were connected to the National Broadband Network (NBN) by the end of 2016. Eleven per cent of these residential NBN customers did not have any fixed internet a year ago. Among non-NBN fixed broadband homes, only five per cent connected for the first time in the last 12 months. The rate of switching is also much higher among NBN homes: 15 per cent switched provider in the last 12 months, compared with nine per cent of non-NBN homes. Combined, a total of 26 per cent of all NBN customers were up for grabs for internet service providers in 2016, either through switching or joining the market, almost double the rate in non-NBN homes.

CORPORATES
ROY MORGAN RESEARCH LIMITED

Fairfax spikes on talk of takeover

Original article by Mitchell Bingemann, Stephen Brook
The Australian – Page: 21 : 30-Mar-17

Shares in Fairfax Media closed 2.8 per cent higher at $A1.095 on 29 March 2017, after reaching a six-year high of $A1.15. The stock has rallied on the strength of speculation that TPG Capital has been actively buying Fairfax shares and could launch a takeover bid. The private equity firm is believed to have held talks with other media groups regarding Fairfax assets in the event of a takeover play.

CORPORATES
FAIRFAX MEDIA LIMITED – ASX FXJ, TPG CAPITAL LP, DOMAIN.COM.AU, SEVEN WEST MEDIA LIMITED – ASX SWM, NINE ENTERTAINMENT COMPANY HOLDINGS LIMITED – ASX NEC, PLATINUM CAPITAL FUND, CERBERUS CAPITAL MANAGEMENT LP, FORTRESS INVESTMENT GROUP LLC, CREDIT SUISSE (AUSTRALIA) LIMITED, GILBERT AND TOBIN LAWYERS, MACQUARIE GROUP LIMITED – ASX MQG

Amazon set to benefit from Australians’ love affair with online shopping

Original article by Roy Morgan Research
Market Research Update – Page: Online : 30-Mar-17

A Roy Morgan Single Source survey has found that 44.2% of Australians aged +14 (just over 8.7 million people) bought one or more products via the internet in any given four-week period during the year to December 2016. This compares with 36.4%, or nearly 7 million people, in 2013. Some 3.9 million people bought items from the Entertainment and Leisure category in any given four weeks in 2016, followed by Fashion (2.3 million), Food and Beverages (2.1 million) and Reading Material (2 million). Meanwhile, analysis using Roy Morgan’s Technology Adoption Segments reveals that 51.9% of all online shoppers fall under the umbrella of either Technology Early Adopters or Professional Technology Mainstream, the two most digitally inclined segments of the population.

CORPORATES
ROY MORGAN RESEARCH LIMITED, AMAZON.COM INCORPORATED

State of the Nation 27: Booming Australian Automotive Industry accelerates towards ‘Decade of Upheaval’

Original article by Roy Morgan Research
Market Research Update – Page: Online : 29-Mar-17

Roy Morgan Research CEO Michele Levine has presented the latest State of the Nation Report in Melbourne with a special Spotlight on the Australian Automotive Industry. The State of the Nation Report looks at the changes underway in the Australian automotive industry and the even bigger changes that are set to impact on every part of the industry throughout the 2020s. 2025 has been identified as a tipping point for the industry as a whole as it faces digital disruption – any automotive players that fail to plan fully for the future involving increased car-sharing, driverless cars, and purely online sales will find it far too hard to catch up to "first-movers" by the time 2025 rolls around.

CORPORATES
ROY MORGAN RESEARCH LIMITED

And Australia’s new favourite travel agent is…Booking.com!

Original article by Roy Morgan Research
Market Research Update – Page: Online : 28-Mar-17

The latest data from the Roy Morgan Holiday Tracker survey shows that 13.5 million Australians aged 14+ (68.3% of the population) take at least one holiday in an average 12-month period. Booking.com is now the most widely used travel agent, with 9.3% of the population (just over 1.8 million holiday-goers) using it at least once in the year to December 2016. Flight Centre (9.0%) is the second-most popular, while relative newcomer Airbnb (4.8%) is in third position. Flight Centre was the most popular agent (9.4%) when Roy Morgan’s last travel agent findings (for June 2015) were released, well ahead of Booking.com (5.8%) and Wotif.com (5.2%). However, Flight Centre maintains a healthy lead as the travel agent more Australians would consider using next time they take a holiday (23.4%, virtually unchanged from 23.6%).

CORPORATES
ROY MORGAN RESEARCH LIMITED, FLIGHT CENTRE TRAVEL GROUP LIMITED – ASX FLT, BOOKING.COM (AUSTRALIA) PTY LTD, AIRBNB AUSTRALIA PTY LTD, WOTIF.COM HOLDINGS LIMITED, TRIVAGO, EXPEDIA AUSTRALIA PTY LTD, HOTELS.COM LP, HELLOWORLD LIMITED – ASX HLO

Sugar the sweetener for One Nation to back media reform

Original article by Mitchell Bingemann
The Australian – Page: 23 : 27-Mar-17

One Nation will not support cross-media ownership reforms unless the Federal Government agrees to back its push for a national code of conduct for the sugarcane industry. The Senate had been scheduled to debate the media bill in the week beginning 27 March, but One Nation will only support abolition of the "reach rule" and the "two-out-of-three" rule if the Government intervenes in a stand-off between Queensland sugarcane farmers and Wilmar International. The media reform bill requires the support of One Nation and the Nick Xenophon Team.

CORPORATES
ONE NATION PARTY, NICK XENOPHON TEAM, AUSTRALIA. DEPT OF COMMUNICATIONS AND THE ARTS, AUSTRALIAN LABOR PARTY, AUSTRALIAN GREENS, WILMAR INTERNATIONAL LIMITED, LIBERAL PARTY OF AUSTRALIA

Iron ore price begins slow descent to ‘normal’

Original article by Tess Ingram, Lisa Murray
The Australian Financial Review – Page: 17 & 28 : 24-Mar-17

The spot price of iron ore in China has fallen by 7.7 per cent in two days, reaching a low of $US84.99 per tonne. SteelHome’s Du Hongfeng has attributed the fall to a downturn in the price of construction steel in China, which has in turn been prompted by moves by some Chinese cities to introduce stricter regulations for property speculators. Vivek Dhar of the Commonwealth Bank anticipates a "gradual" decline in the iron ore price, forecasting that it will fall to around $US60/tonne by the end of 2017.

CORPORATES
STEELHOME, COMMONWEALTH BANK OF AUSTRALIA – ASX CBA, UBS HOLDINGS PTY LTD, CITIC LIMITED, BHP BILLITON LIMITED – ASX BHP