Author: roymorgansocial

RBA cautious on any further rate cuts

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Original article by Luke Kinsella
The Australian Financial Review – Page: 8 : 19-Nov-25

The minutes of the Reserve Bank’s monetary policy board meeting for November outline the circumstances under which it would consider further interest rate cuts. The minutes indicate that the RBA would only consider a rate cut if there is a material deterioration in the labour market or if households become more cautious about spending. The monetary policy board noted that inflationary pressures would be weaker under both scenarios, making interest rate cuts more likely. However, the RBA expects both the unemployment rate and economic growth to remain steady over the next several years.

CORPORATES
RESERVE BANK OF AUSTRALIA

ANZ-Roy Morgan Consumer Confidence up 0.7pts to 84.2 driven higher by more confidence about buying conditions heading towards next week’s Black Friday sales weekend

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Original article by Roy Morgan
Market Research Update – Page: Online : 19-Nov-25

ANZ-Roy Morgan Consumer Confidence rose 0.7pts to 84.2 in the week to 16 November; however, it is now 2.6pts lower than a year ago (86.8), and 2.2pts below the 2025 weekly average of 86.4. Analysis by State shows mixed results, with Consumer Confidence up in New South Wales and Queensland, unchanged in Victoria, but down in Western Australia and South Australia. Now 20% of Australians (down 1ppt) say their families are ‘better off’ financially than this time last year, while 44% (unchanged) say their families are ‘worse off’. Looking forward, 26% (down 2ppts) of respondents expect their family to be ‘better off’ financially this time next year, while 33% (up 2ppts) expect to be ‘worse off’. Only 9% (up 1ppt) of respondents expect ‘good times’ for the Australian economy over the next 12 months, while 29% (down 1ppt) expect ‘bad times’. Meanwhile, 24% (up 4ppts) of Australians say now is a ‘good time to buy’ major household items, while 36% (down 1ppt) say now is a ‘bad time to buy’.

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

Rinehart’s $US1b rare earths ride

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

Gina Rinehart’s corporate filings in the US show that the mining magnate has increased her investment in rare earths producer MP Materials from $US461.1m to $US996m, becoming its biggest shareholder. The US Department of Defense acquired a 15 per cent stake in MP Materials in mid-2025, as part of the Trump administration’s push to end Chinese dominance of the global rare earths market. The corporate filings also reveal that Rinehart has divested her stakes in Albemarle, Lithium Americas and Lithium Argentina, and reduced her stake in Chile-based SQM.

CORPORATES
MP MATERIALS CORPORATION, UNITED STATES. DEPT OF DEFENSE, ALBEMARLE CORPORATION, LITHIUM AMERICAS, LITHIUM ARGENTINA, SOCIEDAD QUIMICA Y MINERA SA

Roy Morgan Poll: In November, support for One Nation increased to its highest since 1998; ALP maintains two-party preferred lead

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Original article by Roy Morgan
Market Research Update – Page: Online : 19-Nov-25

The latest Roy Morgan survey shows that primary support for the ALP was down 2% to 33% in November, with support for the Coalition unchanged on 27% and the Greens down 0.5% to 12.5%. However, primary support for One Nation was up 2% to 14%, which is its highest level since July 1998. On a State-by-State basis, support for One Nation increased in the four largest States of New South Wales, Victoria, Queensland and Western Australia, but support was down in the smaller States of South Australia and Tasmania. This increasing support for One Nation should come as no surprise; Roy Morgan has been monitoring the rise of disaffected, disengaged Australians, who are 2.5 times more likely to support One Nation. On a two-party preferred basis the ALP has maintained its lead at 56.5% (down 0.5% from October), ahead of the Coalition on 43.5% (up 0.5%). If a Federal Election were held now the ALP would be returned to Government with an increased majority. The latest Roy Morgan survey is based on interviewing a representative cross-section of 5,248 electors over the four weeks from 20 October to 16 November 2025.

CORPORATES
ROY MORGAN LIMITED, MORGAN POLL, AUSTRALIAN LABOR PARTY, LIBERAL PARTY OF AUSTRALIA, NATIONAL PARTY OF AUSTRALIA, AUSTRALIAN GREENS, ONE NATION PARTY

Shaky Liberals fears party split

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Original article by Phillip Coorey, Ryan Cropp
The Australian Financial Review – Page: 1 & 4 : 19-Nov-25

There is growing concern within the Liberal Party of Australia that its stance on net-zero emissions could potentially cause the party to split. Multiple sources have indicated that some members of the Liberals’ moderate faction have held discussions about splitting from the party. However, Liberal senator and moderate Andrew Bragg contends that the recent decision to abandon the commitment to net-zero is not a reason to walk away from the party, and he argues that the fragmentation of the centre-right of Australian politics would result in less coherent policy.

CORPORATES
LIBERAL PARTY OF AUSTRALIA

Wilson’s policy blueprint to take down Allan

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Original article by Anthony Galloway, Lily McCaffrey
The Australian – Page: 1 & 4 : 19-Nov-25

Victoria’s Opposition leader Jess Wilson has identified a range of policy priorities for the Coalition ahead of the state election next year. They include budget repair, the economy, healthcare, housing and the state’s crime crisis. Wilson has described herself as a "new generation" leader and says the appointment of a third Liberal leader in less than a year is a "line in the sand" moment for the party. Wilson was elected unopposed, with Brad Battin choosing not to contest the ballot after the party room voted 19-13 to spill the leadership. Sam Groth has been re-elected as deputy leader, while Beverley McArthur is the Opposition’s new leader in the upper house. The state government has already launched ‘attack’ ads targeting Wilson.

CORPORATES
LIBERAL PARTY OF VICTORIA

Insatiable US demand to buoy Australian beef

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Original article by Cecile Lefort
The Australian Financial Review – Page: 23 : 19-Nov-25

Australia exported a record $1.6bn worth of beef to the US in the September quarter. Analysts expect US demand for Australian beef to remain strong, despite the Trump administration’s move to reduce the tariff on beef from rival exporters such as Brazil. Angus Gidley-Baird from Rabobank says this will reduce Australia’s competitive advantage, given that the nation was already subject to a lower tariff on beef exports; however, he notes that the tariff on Brazilian beef will still be higher.

CORPORATES
RABOBANK AUSTRALIA LIMITED

Squeeze is on for Nine executive to get more juice out of the fruit

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Original article by Sam Buckingham-Jones
The Australian Financial Review – Page: 17 : 19-Nov-25

Nine Entertainment’s streaming and broadcast division generated 78 per cent of the group’s revenue and two-thirds of EBITA in 2024-25, when Domain is excluded from the results; free-to-air TV accounted for the bulk of the division’s revenue. Nine’s managing director of streaming and broadcast, Amanda Laing, faces the challenge of cutting costs while managing both the decline of free-to-air TV and the growth of free and subscription-based streaming video. She recently retrenched 50 employees within the division, and has not ruled out further job cuts; however, she has emphasised the need to transform the division, rather than simply reducing costs.

CORPORATES
NINE ENTERTAINMENT COMPANY HOLDINGS LIMITED – ASX NEC

Australians have 209 million days of annual leave due

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Original article by Roy Morgan
Market Research Update – Page: Online : 19-Nov-25

New data from Roy Morgan shows that more than 9.7 million Australians in paid employment now have a combined 209 million days of annual leave acrued. This is up from 200 million days in September 2023; however, it is down slightly from the record high reached in March 2025 of 216 million days. A further 5.2 million Australians (34.7% of paid workers) have no annual leave due, up slightly from the 5.1 million (36.7%) without any annual leave two years ago. The average number of days of annual leave due per worker has remained virtually unchanged at 14 days over the last four years, but the overall total has increased as the workforce swelled. However, this steady ascent in the post-pandemic period has stalled this year as full-time employment has declined and been replaced by rising part-time employment.

CORPORATES
ROY MORGAN LIMITED

Ownership of Solar Energy Systems is on the rise

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Original article by Roy Morgan
Market Research Update – Page: Online : 19-Nov-25

New data from Roy Morgan shows that 32% of Australian households (more than 3.3 million) now have some form of solar energy system, such as a solar hot water system, a solar heated swimming pool or rooftop solar panels with or without battery systems. These figures include 27% of households with solar panels and 5% with both solar panels and storage batteries. Western Australians are leading the way in solar panel ownership (37%) along with South Australian households (also 37%), followed by Queensland (33%). Households in these States are more likely to have solar panels than an average Australian household. Meawhile, households in South Australia and the Northern Territory (Darwin and Alice Springs) have a higher take-up of solar batteries (9% and 7% of households, respectively) compared to the national average (5%). While ownership of solar power storage batteries is at a much lower rate compared to solar panels, the federal government’s Cheaper Home Batteries Program is set to boost the future take-up of storage batteries nationwide.

CORPORATES
ROY MORGAN LIMITED