Author: roymorgansocial

Roy Morgan Business Confidence increases in September, up 3pts to 101.6

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Original article by Roy Morgan
Market Research Update – Page: Online : 8-Oct-25

In September 2025, Roy Morgan Business Confidence rose 3pts to 101.6; the increase followed the Reserve Bank’s decision to cut official interest rates by 0.25% in mid-August and the S&P/ASX200 closing at a record high above 9,000 in late August. However, Business Confidence is now 8.3pts below the long-term average of 109.9, although it is 7.3pts higher than in September 2024. Now 33.4% (up 4.9ppts) of businesses says their business is ‘better off’ financially than this time a year ago (the highest figure for this indicator so far this year), while 34.6% (down 0.8ppts) say the business is ‘worse off’. Meanwhile, 39.6% (unchanged) of respondents expect the business will be ‘better off’ financially this time next year, while 20% (down 4.3ppts) expect the business will be ‘worse off’. The latest Roy Morgan Business Confidence results for September are based on 1,198 detailed interviews with a cross-section of Australian businesses from each State and Territory.

CORPORATES
ROY MORGAN LIMITED

Mount Isa smelter set for bailout

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Original article by Ryan Cropp
The Australian Financial Review – Page: 1 & 8 : 8-Oct-25

The federal and Queensland governments are set to announce a taxpayer-funded support package for Glencore’s Mount Isa copper smelter. Industry sources have indicated that the package to be announced today will enable the plant to remain open for at least another four years. The federal and NSW governments are still holding talks with Rio Tinto regarding similar support for the Tomago aluminium smelter, while taxpayer assistance has previously been announced for the Whyalla steelworks and two zinc and lead smelters that are owned by Nyrstar Australia.

CORPORATES
GLENCORE PLC, GLENCORE AUSTRALIA PTY LTD, RIO TINTO LIMITED – ASX RIO, TOMAGO ALUMINIUM COMPANY PTY LTD, NYRSTAR AUSTRALIA PTY LTD

Israel and Frydenberg blast PM, Premier over pro-Hamas graffiti

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Original article by Josephine Quattrocchi, Ryan Bourke, Tom Wenn, Clare Armstrong
Herald Sun – Page: Online : 8-Oct-25

The Australian Federal Police will investigate a series of graffiti attacks in Melbourne that praised Hamas on the second anniversary of its terrorist attack on Israel. Amongst other things, a billboard in Fitzroy was vandalised with the phrase "Glory to Hamas", Prime Minister Anthony Albanese said that defacing a billboard with terrorist propaganda is abhorrent, and those responsible must face the full force of the law. Israel’s Deputy Foreign Minister Sharren Haskel has urged Albanese and Victorian Premier Jacinta Allan to take swift action in response to the vandalism, while former federal treasurer Josh Frydenberg says the two leaders must end the violence and hatred directed at Jewish Australians. Meanwhile, about 100 people attended a demonstration organised by the Free Palestine Coalition in the Melbourne CBD to mark the anniversary.

CORPORATES
AUSTRALIA. DEPT OF THE PRIME MINISTER AND CABINET, VICTORIA. DEPT OF PREMIER AND CABINET, AUSTRALIAN FEDERAL POLICE

ANZ-Roy Morgan Consumer Confidence down 1.2pts to 85.1 after Reserve Bank leaves interest rates unchanged

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Original article by Roy Morgan
Market Research Update – Page: Online : 8-Oct-25

ANZ-Roy Morgan Consumer Confidence fell 1.2pts to 85.1 in the week to 5 October. Consumer Confidence is now 1.6 points above the same week a year ago (83.5), but 1.7pts below the 2025 weekly average of 86.8. Analysis by State shows mixed results, with declines in Victoria, Queensland and Western Australia, only partially offset by small increases in New South Wales and South Australia. Now 20% of Australians (down 2ppts) say their families are ‘better off’ financially than this time last year, while 41% (down 1ppt) say their families are ‘worse off’. Looking forward, 26% (down 3ppts) of respondents expect their family to be ‘better off’ financially this time next year, while 31% (down 2ppts) expect to be ‘worse off’. Meanwhile, just 9% (down 1ppt) of respondents expect ‘good times’ for the Australian economy over the next 12 months, while 30% (up 1ppt) expect ‘bad times’. Only 22% (down 1ppt) of Australians say now is a ‘good time to buy’ major household items, while 34% (up 1ppt) say now is a ‘bad time to buy’.

CORPORATES
ROY MORGAN LIMITED, AUSTRALIA AND NEW ZEALAND BANKING GROUP LIMITED – ASX ANZ

Australia could be a winner from US trade war

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Original article by Michael Read
The Australian Financial Review – Page: 3 : 8-Oct-25

Modelling undertaken by EY Oceania has concluded that the Australian economy is likely to be a net beneficiary of the Trump administration’s reciprocal tariffs regime. The firm’s chief economist Cherelle Murphy said the results of the modelling are based on the fact that Australia’s exports to the US will be subject to the ‘baseline’ tariff of just 10 per cent, making the nation’s exports more price competitive; in contrast, some nations are facing punitive tariffs of up to 50 per cent. EY also suggests that the cost of imports will also fall, as some countries are likely to redirect their goods to Australia instead of the US.

CORPORATES
ERNST AND YOUNG

Profits today, penalties tomorrow: The real cost of distrust

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Original article by Michele Levine
Mumbrella – Page: Online : 8-Oct-25

Former marketing professor, brand consultant and columnist Mark Ritson recently commented on Roy Morgan’s finding that Qantas has become one of Australia’s five most distrusted brands. Ritson contended that "brand trust needs to be taken with a massive dose of salt". However, distrust affects more than just a company’s reputation; Medibank, AMP, Facebook and Qantas itself are amongst the companies whose market capitalisation fell sharply in the wake of scandals that damaged their brand in recent years. Distrust spreads faster than trust accrues, and it changes behaviour long after headlines about a scandal fade; a business can report solid earnings yet be just one incident away from value destruction.

CORPORATES
ROY MORGAN LIMITED, QANTAS AIRWAYS LIMITED – ASX QAN, MEDIBANK PRIVATE LIMITED – ASX MPL, AMP LIMITED – ASX AMP, FACEBOOK

World now in grey-zone warfare

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Original article by Noah Yim
The Australian – Page: 1 & 6 : 8-Oct-25

The Office of National Intelligence’s director-general Andrew Shearer has doubled down on his recent warning about the growing global security threat. He says grey-zone warfare has become central to strategic rivalry in the global struggle between a new "axis of authoritarian powers" and democracies. He contends that actions such as cyber attacks, political interference, disinformation and economic coercion aim to weaken cohesion within democracies such as Australia and between allies, and to make the world safer for authoritarianism. Shearer also noted that China’s military parade in September was designed to send a "clear message" that the nation’s military capabilities and intent are "advancing in step".

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AUSTRALIA. OFFICE OF NATIONAL INTELLIGENCE

Iron ore told to clean up its act

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Original article by Brad Thompson
The Australian – Page: 13 & 19 : 8-Oct-25

BHP is seeking approval for the second major extension of its Jimblebar iron ore hub since it opened in 1989. However, Western Australia’s Environmental Protection Authority has stated in its assessment of the expansion plans at Jimblebar that BHP and its Pilbara rivals Fortescue and Rio Tinto will find it more difficult to gain approval for future projects if they fail to prove that they can rehabilitate land and waterways after mining has ended. The EPA noted that there is "limited evidence" that big mining companies have successfully rehabilitated any such areas after six decades of mining in the Pilbara.

CORPORATES
BHP GROUP LIMITED – ASX BHP, WESTERN AUSTRALIA. ENVIRONMENTAL PROTECTION AUTHORITY, FORTESCUE LIMITED – ASX FMG, RIO TINTO LIMITED – ASX RIO

Supercheap Auto, Red Bull and Repco are the brands most firmly associated with the V8 Supercars and Bathurst 1000

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Original article by Roy Morgan
Market Research Update – Page: Online : 8-Oct-25

Research from Roy Morgan shows that three key brands -Supercheap Auto, Red Bull and Repco – stand out as associated most strongly with the V8 Supercars Championship, which includes the Bathurst 1000. Supercheap Auto, which was the naming rights sponsor for the Bathurst 1000 from 2005 to 2020, is still associated with V8 Supercars by 13% of Australians (3.1 million). Red Bull, the naming rights sponsor of the most successful V8 Supercars team since 2013, is associated with the V8 Supercars by 11% of Australians (2.6 million). Repco, which has been the naming rights sponsor of the Bathurst 1000 since 2021, is associated with the V8 Supercars by 9% of Australians (equivalent to 2.1 million people). Other brands associated with V8 Supercars include Ampol, Dunlop and Mobil (6% of Australians for each), Beaurepaires (5%), Boost Mobile (4%), and Armor All, BP, Coca Cola, Coates Hire and Jim Beam (all 3%). Meanwhile, almost 2.6 million Australians aged 14+ said they watched the Bathurst 1000 in the year to June 2025; this is equivalent to 11.3% of Australians.

CORPORATES
ROY MORGAN LIMITED, V8 SUPERCARS AUSTRALIA PTY LTD, SUPER CHEAP AUTO, RED BULL AUSTRALIA PTY LTD, REPCO CORPORATION LIMITED, AMPOL LIMITED – ALD, DUNLOP AND OLYMPIC TYRES, MOBIL OIL AUSTRALIA LIMITED, BEAUREPAIRES, BOOST MOBILE, ARMOR ALL, BP AUSTRALIA LIMITED, THE COCA-COLA COMPANY, COATES HIRE LIMITED, JIM BEAM BRANDS AUSTRALIA PTY LTD

Rio, Japanese in Pilbara mine deal

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Original article by Mark Wembridge
The Australian Financial Review – Page: 16 : 8-Oct-25

Rio Tinto has secured state and federal government approvals to develop new iron ore deposits at the West Angelas hub in the Pilbara. Rio Tinto and its Robe River joint venture partners, Mitsui and Nippon Steel, will invest $US733m ($1.1bn) to expand the West Angelas mine, with Rio Tinto to contribute $US389m. The expansion of West Angelas will maintain its annual production capacity of 35 million tonnes. Rio Tinto launched its Western Range iron ore joint venture with China-based Baowu in June, as part of its ongoing commitment to the Pilbara.

CORPORATES
RIO TINTO LIMITED – ASX RIO, MITSUI AND COMPANY LIMITED, NIPPON STEEL AND SUMITOMO METAL CORPORATION, CHINA BAOWU STEEL GROUP CORPORATION LIMITED