MARKET SHARE – AUSTRALIA

Virtus shares drop 20pc on profit downgrade

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Original article by Yolanda Redrup
The Australian Financial Review – Page: 16 : 3-Jun-15

Australian-listed IVF group Virtus Health has slightly downgraded its net profit forecast for 2014-15. The group indicated in February 2015 that its market share was 45.6 per cent, but it advised on 2 June that bulk-billing providers in New South Wales have eroded its market share. Virtus shares closed 19.92 per cent lower at $A6.11.

CORPORATES
VIRTUS HEALTH LIMITED – ASX VRT, PRIMARY HEALTH CARE LIMITED – ASX PRY, QUADRANT PRIVATE EQUITY PTY LTD

CBA to feast on growing SME pie

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Original article by Misa Han
The Australian Financial Review – Page: 29 : 12-Mar-15

Macquarie Group is upbeat about the outlook for the Commonwealth Bank of Australia (CBA), lifting its share price target from $A99 to $A101. Michael Wiblin of Macquarie believes that CBA in particular is in a strong position among the four major banks to increase its share of the small and medium enterprise banking market. He notes that the ANZ Bank and National Australia Bank seem to be losing market share to CBA in this sector

CORPORATES
COMMONWEALTH BANK OF AUSTRALIA – ASX CBA, MACQUARIE GROUP LIMITED – ASX MQG, AUSTRALIA AND NEW ZEALAND BANKING GROUP LIMITED – ASX ANZ, NATIONAL AUSTRALIA BANK LIMITED – ASX NAB, WESTPAC BANKING CORPORATION – ASX WBC, ONDECK, KABBAGE, GOLDMAN SACHS AND PARTNERS AUSTRALIA PTY LTD, CITIGROUP PTY LTD

Domino’s eyes rivals as pizza sales sizzle

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Original article by Sue Mitchell
The Australian Financial Review – Page: 21 & 26 : 12-Feb-15

Domino’s Pizza Enterprises has posted a 2014-15 interim net profit of $A29.1m, which is 44.2 per cent higher than previously. Revenue rose by 29.5 per cent to $A343.6m during the half-year. CEO Don Meij forecasts that net profit and EBITDA for the full year will rise by 32.5 per cent and 30 per cent respectively. He says Domino’s will aim to increase its share of Australia’s overall fast-food market from eight per cent at present. It has a 25 per cent share of the pizza sector

CORPORATES
DOMINO’S PIZZA ENTERPRISES LIMITED – ASX DMP, McDONALD’S AUSTRALIA LIMITED, KFC

Beer sales push NSW to top spot

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Original article by Simon Evans
The Australian Financial Review – Page: 13 : 3-Feb-15

Some 26.3 per cent of Coopers Brewery’s sales were generated in New South Wales (NSW) during the first seven months of 2014-15. South Australia (SA) accounted for 24.8 per cent of the Adelaide-based brewery’s sales. MD Tim Cooper expects NSW to maintain its position as the group’s top-selling market, citing factors such as the state’s bigger population and the lower population growth in SA. The family-owned firm boasts a five per cent share of the national beer market

CORPORATES
COOPERS BREWERY LIMITED, LION PTY LTD, ACCOLADE WINES LIMITED, GRANT BURGE WINES PTY LTD, CHAMP PRIVATE EQUITY PTY LTD, CASTLE HARLAN AUSTRALIAN MEZZANINE PARTNERS PTY LTD, BURGE AND RATHBONE FINE WINE MERCHANTS PTY LTD

Seven edges out Nine in TV ads

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Original article by Darren Davidson
The Australian – Page: 19 : 28-Jan-15

New data from KPMG show that the overall Australian metropolitan free-to-air TV advertising market suffered a 3.04% decline in the first six months of 2014-15, to $A1.5bn. This contrasts with growth a year earlier of 5.01% to $A1.6bn. However that period was marked by the federal election campaign, and Seven West Media chief revenue officer Kurt Burnette argues the slump now is merely cyclical rather than structural. His group lifted its share by 0.66% to 40.4%. Nine Entertainment also gained, while Ten Network saw its share fall from 21.52% to 20.4%

CORPORATES
SEVEN WEST MEDIA LIMITED – ASX SWM, NINE ENTERTAINMENT COMPANY HOLDINGS LIMITED – ASX NEC, TEN NETWORK HOLDINGS LIMITED – ASX TEN, SMI MEDIA INCORPORATED, KPMG AUSTRALIA PTY LTD, FREE TV AUSTRALIA LIMITED, CIMB SECURITIES INTERNATIONAL (AUSTRALIA) PTY LTD, YOUTUBE INCORPORATED, NETFLIX INCORPORATED

Telstra tipped to lift mobile market share

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Original article by Mitchell Bingemann
The Australian – Page: 17 : 27-Jan-15

Australian telcos Telstra and Singtel Optus now have access to more parts of the wireless frequency spectrum, enabling them to boost their 4G mobile telephony and internet offerings. The combined spending of $A2bn on the 700Mhz and 2.5Ghz bands will according to experts at Morgan Stanley trigger substantial growth in the number of subscribers using data plans for mobile devices such as tablet computers. Telstra in particular will benefit, and lift its market share to 54% during 2014-15. Users will experience more generous data allowances but few price falls

CORPORATES
TELSTRA CORPORATION LIMITED – ASX TLS, SINGAPORE TELECOMMUNICATIONS LIMITED – ASX SGT, SINGTEL OPTUS PTY LTD, MORGAN STANLEY AUSTRALIA LIMITED, VODAFONE HUTCHISON AUSTRALIA PTY LTD

Aldi liquor and food sales beat Coles, Woolies

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Original article by Sue Mitchell
The Australian Financial Review – Page: 11 & 16 : 21-Jan-15

The Australian arm of German grocery retailer Aldi has posted food and liquor sales of $A6bn for calendar 2014, which is 13 per cent higher than previously. Supermarket rivals Coles and Woolworths achieved sales growth of 4.6 per cent and 4.7 per cent respectively. Aldi Australia opened 25 stores in 2014, and now boasts 366. MD Tom Daunt notes that Aldi has a market share of about 11 per in the eastern states, and says its expansion into South Australia and Western Australia could eventually lift this to around 15 per cent

CORPORATES
ALDI STORES SUPERMARKETS PTY LTD, ALDI EINKAUF GMBH & CO OHG, COLES SUPERMARKETS AUSTRALIA PTY LTD, WESFARMERS LIMITED – ASX WES, WOOLWORTHS LIMITED – ASX WOW, UBS HOLDINGS PTY LTD, APPLE INCORPORATED, GOOGLE INCORPORATED

Ten’s ad share in decline, rivals up

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Original article by Lara Sinclair
The Australian – Page: 18 : 16-Jan-15

Data from SMI shows that the Seven Network had a 41 per cent share of metropolitan TV advertising revenue in calendar 2014, compared with 40.3 per cent previously. The Nine Network lifted its share of ad revenue from 37.6 per cent to 38.7 per cent, while the Ten Network’s share was down from 22 per cent to 20.3 per cent. TV accounted for 47.2 per cent of Australia’s total advertising market, down from 48.8 per cent in 2013

CORPORATES
SEVEN NETWORK LIMITED, SEVEN WEST MEDIA LIMITED – ASX SWM, NINE NETWORK AUSTRALIA LIMITED, NINE ENTERTAINMENT COMPANY HOLDINGS LIMITED – ASX NEC, TEN NETWORK HOLDINGS LIMITED – ASX TEN, SMI MEDIA INCORPORATED, DISCOVERY COMMUNICATIONS INCORPORATED, FOXTEL MANAGEMENT PTY LTD

Beer excise puts brewers over a barrel

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Original article by Andrew Main
The Australian – Page: 15 : 15-Jan-15

Tim ­Cooper, CEO of family-owned South Australian company Coopers Brewery, has criticised the biannual excise indexation for beer. The tax now accounts for $A15 of the price of a carton of beer, and Cooper argues that this has contributed to a decline in consumer demand in the sector of 8.4% between 2008 and 2014. However Coopers has managed to lift sales to 77.3 million litres in 2014, up 7% year-on-year, and to boost its market share to 5%. The core Original Pale Ale product is supplemented by overseas labels brewed under licence, such as Sapporo and Carlsberg

CORPORATES
COOPERS BREWERY LIMITED, SAPPORO HOLDINGS LIMITED, CARLSBERG A/S, KRONENBOURG, LION PTY LTD, KIRIN HOLDINGS COMPANY LIMITED, SABMILLER PLC

Free TV ad revenue to plummet

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Original article by Paul McIntyre
The Australian Financial Review – Page: 15 : 15-Dec-14

IPG Mediabrands expects digital media’s share of advertising revenue to rise from 36.5 per cent to 56 per cent over the next five years. The share of commercial free-to-air TV networks will fall from 26.6 per cent to just 19.9 per cent. The firm’s chief investment officer, Victor Corones, expects Australia’s advertising market to record overall growth of one per cent in 2014, rising to 3.8 per cent in 2015

CORPORATES
MEDIABRANDS AUSTRALIA PTY LTD, FACEBOOK INCORPORATED, QANTAS AIRWAYS LIMITED – ASX QAN, MAGNA GLOBAL PTY LTD, THE NIELSEN COMPANY (AUSTRALIA) PTY LTD, ASSOCIATION OF NATIONAL ADVERTISERS INCORPORATED, WAL-MART STORES INCORPORATED, FORD MOTOR COMPANY, NESTLE SA, MASTERCARD INTERNATIONAL INCORPORATED, PERNOD RICARD SA, CADREON PTY LTD, VERIZON COMMUNICATIONS INCORPORATED