Author: roymorgansocial

Mobile mums: what do they do on their smartphones?

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Original article by Roy Morgan Research
Market Research Update – Page: Online : 8-May-15

A Roy Morgan Single Source survey has found that 97 per cent of Australian mothers have a mobile phone, while 77 per cent have a smartphone. The survey, which was carried out in the year to December 2014, also shows that mothers are 66 per cent more likely to use their smartphone to enter competitions online than the average Australian aged +14 who owns a smartphone. They are also 54 per cent more likely to read online catalogues in a four-week period. However, they are 47 per cent less likely than the average Australian to download podcasts on their smartphone and 32 per cent less likely to stream video.

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ROY MORGAN RESEARCH LIMITED

OZ Minerals CEO sees bright copper future

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Original article by Simon Evans
The Australian Financial Review – Page: 17 : 14-Apr-15

Australian-listed copper miner OZ Minerals will consider acquisitions, but CEO Andrew Cole has ruled capitalising on low valuations to expand into iron ore. He is upbeat about the outlook for copper, forecasting that demand will remain strong. OZ Minerals will release the results of a review of its operations on 20 April 2015. Its shares closed 0.8 per cent lower at $A3.80 on 13 April

CORPORATES
OZ MINERALS LIMITED – ASX OZL, TORO ENERGY LIMITED – ASX TOE, SANDFIRE RESOURCES NL – ASX SFR

Iron ore fall may hit Rio, BHP capex

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Original article by Tess Ingram
The Australian Financial Review – Page: 1 & 6 : 14-Apr-15

Iron ore was trading at around $US47.53 per tonne on 13 April 2015, and some analysts are increasingly bearish about its outlook. Citigroup now expects iron ore to average just $US37 per tonne for the remainder of 2015, while it is forecast to average $US40 for the following three years. Australian Treasurer Joe Hockey recently warned that iron ore could test the $US35 level. Analysts suggest that BHP Billiton and Rio Tinto could opt to reduce capital expenditure in response to such a scenario, rather than reduce their dividends

CORPORATES
BHP BILLITON LIMITED – ASX BHP, RIO TINTO LIMITED – ASX RIO, CITIGROUP PTY LTD, AUSTRALIA. DEPT OF THE TREASURY, UBS HOLDINGS PTY LTD, WESTERN AUSTRALIA. DEPT OF TREASURY AND FINANCE, AUSTRALIA AND NEW ZEALAND BANKING GROUP LIMITED – ASX ANZ, FORTESCUE METALS GROUP LIMITED – ASX FMG, RBC CAPITAL MARKETS, CREDIT SUISSE (AUSTRALIA) LIMITED, ATLAB AUSTRALIA

Dividends to outgrow earnings

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Original article by Patrick Begley
The Australian Financial Review – Page: 21 : 14-Apr-15

There was five per cent growth in the dividend payouts of Australia’s 200 largest listed companies in the first half of 2014-15. In contrast, earnings increased by just two per cent. Morgan Stanley notes that the dividend payout ratio is currently 73 per cent, compared with an average of 65 per cent. However, the firm expects dividend payouts to keep growing faster than earnings, and says there is little chance of reduced dividend payouts unless earnings fall dramatically

CORPORATES
MORGAN STANLEY AUSTRALIA LIMITED, BT AUSTRALIA PTY LTD, COLONIAL FIRST STATE GLOBAL ASSET MANAGEMENT, GOLDMAN SACHS AND PARTNERS AUSTRALIA PTY LTD, PENGANA CAPITAL LIMITED, BHP BILLITON LIMITED – ASX BHP, RIO TINTO LIMITED – ASX RIO, CREDIT SUISSE (AUSTRALIA) LIMITED, RESERVE BANK OF AUSTRALIA, STANDARD AND POOR’S ASX 200 INDEX

S&P’s Blitzer worries about rates and whippersnappers

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Original article by Sally Rose
The Australian Financial Review – Page: 29 : 14-Apr-15

David Blitzer of Standard & Poor’s has warned that the sharemarket rallies in the US and Australia are not sustainable. He notes that technology stocks are most at risk of experiencing a correction. Blitzer adds that many Australian fund managers and stockbrokers have never had to cope with a recession and its potential effects on financial markets. He says this could present as big a risk to the domestic sharemarket as an increase in the cash rate

CORPORATES
STANDARD AND POOR’S CORPORATION, NASDAQ COMPOSITE INDEX, UNITED STATES. FEDERAL RESERVE BOARD

‘No reason to deny’ Qantas-China Eastern deal

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Original article by Matt O’Sullivan
The Australian Financial Review – Page: 18 : 14-Apr-15

The Australian Competition & Consumer Commission (ACCC) opposes an alliance between Qantas and China Eastern Airlines. However, the Department of Infrastructure & Regional Development’s submission on the regulator’s draft decision argues that the alliance will benefit travellers and the Australian economy. It takes the view that the ACCC has focused too much on the alliance’s impact on competition on the Sydney-Shanghai route

CORPORATES
QANTAS AIRWAYS LIMITED – ASX QAN, CHINA EASTERN AIRLINES CORPORATION LIMITED, AUSTRALIAN COMPETITION AND CONSUMER COMMISSION, AUSTRALIA. DEPT OF INFRASTRUCTURE AND REGIONAL DEVELOPMENT, CATHAY PACIFIC AIRWAYS LIMITED, SINGAPORE AIRLINES LIMITED, MALAYSIAN AIRLINE SYSTEMS, UNIVERSITY OF TECHNOLOGY, SYDNEY. AUSTRALIA-CHINA RELATIONS INSTITUTE, AIR CHINA

Mesoblast takes US cancer giant Celgene as latest partner

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Original article by Jessica Gardner
The Australian Financial Review – Page: 17 : 14-Apr-15

Shares in Mesoblast rose by 24 per cent to $A3.99 on 13 April 2015, after US-based Celgene acquired a stake of around 4.5 per cent in the listed biotechnology group. Celgene paid $A58.5m for 15.3 million shares in Mesoblast, which specialises in the development of stem cell treatments for a range of medical conditions. Celgene will also have first right of refusal to license some of Mesoblast’s products

CORPORATES
MESOBLAST LIMITED – ASX MSB, CELGENE INCORPORATED, TEVA PHARMACEUTICAL INDUSTRIES LIMITED, LODGE PARTNERS PTY LTD

Some see 6000, others say sell in May, go away

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Original article by John Wasiliev
The Australian Financial Review – Page: 28 : 14-Apr-15

Australia’s S&P/ASX 200 Index fell just shy of the 6,000-point level on 13 April 2015, before drifting lower. Ric Spooner of CMC Markets expects the benchmark index to trade at around its current level in the near-term, although he notes that investors may embrace the adage of "sell in May and go away" in coming weeks. HC Securities’ Mark Lennox says the upcoming release of GDP and industrial production data from China will be the next key test for the market

CORPORATES
STANDARD AND POOR’S ASX 200 INDEX, CMC MARKETS PTY LTD, HC SECURITIES PTY LTD, IG MARKETS LIMITED, RESERVE BANK OF AUSTRALIA, CHICAGO BOARD OPTIONS EXCHANGE VOLATILITY INDEX

What makes a supermarket super?

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Original article by Roy Morgan Research
Market Research Update – Page: Online : 13-Apr-15

A Roy Morgan Single Source survey has found that 55.8 per cent of Australians aged 14+ nominated ‘high standards of food safety’ as one of the factors that matter most to them when buying groceries at a supermarket. The survey, which was carried out in the year to December 2014, also shows that 55.5 per cent nominated a location ‘close to home’, followed by ‘good value’ (54.1 per cent) and ‘convenient trading hours’ (52.6 per cent)

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ROY MORGAN RESEARCH LIMITED

Cola is king in Australia, New Zealand and Indonesia

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Original article by Roy Morgan Research
Market Research Update – Page: Online : 13-Apr-15

A Roy Morgan Single Source survey has found that cola beverages feature heavily among the most popular soft drinks in Australia, New Zealand and Indonesia. Coca-Cola is consumed by 19 per cent of Australians aged 14+ in an average seven days, followed by Coke Zero (8 per cent) and Diet Coke (5 per cent). Meanwhile, 25 per cent of New Zealanders aged 14+ drink Coca-Cola in an average seven days, ahead of Sprite (12 per cent) and Coke Zero (10 per cent). Some 14 per cent of Indonesians aged 14+ drink Big Cola in an average seven-day period, ahead of Fanta (just over 12 per cent), and Coca Cola (almost 12 per cent)

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