Yesterday
- Exclusive
- Commercial real estate
Lendlease to end global ambitions and put $4b in assets on the market
Lendlease will end all international property development and sell its overseas construction divisions, marking the biggest shake-up at one of Australia’s largest real estate groups in 20 years.
- Opinion
- Chanticleer
Lendlease is finally doing what its investors have been begging for
This restructuring is indicative of what big investors want this year. Simple and focused businesses are in, sprawling empires with global ambitions are out.
- Opinion
- Chanticleer
KKR partner’s simple reason why private credit is running hot
From David Di Pilla’s HMC Capital to Pengana’s newly listed trust, private credit is everywhere you look. A 20-year industry veteran helps us understand why.
This Month
- Opinion
- Chanticleer
Why NSW had to underwrite Origin’s coal-fired plant
NSW cannot afford to allow Origin Energy to shut Eraring Power Station, so it has offered up a generous insurance policy.
- Opinion
- Chanticleer
Private capital not there for nuclear dream
There’s vested interests everywhere in the energy sector, but it’s hard to find a deep-pocketed investor interested in nuclear over renewables and gas.
- Opinion
- Chanticleer
Why Webjet wants to let the Ferrari out of the garage
Breaking up is usually hard to do – but fed-up investors are mad for it. Webjet is jumping on the bandwagon.
- Opinion
- Chanticleer
‘How to get fit’: 400 AI projects under way as consultants start having fun
Cost avoidance has turned into cost transformation, as CEOs reshape business models to be ready to capitalise when growth return.
- Exclusive
- Gaming & wagering
Brisbane developer emerges at centre of Star’s Hard Rock mystery
The Florida-based entertainment giant said it had not authorised its name for use, despite Star telling investors it had received a proposal.
- Updated
- Opinion
- Chanticleer
Prospect of Lendlease writedowns impossible to ignore
It’s hard to get a good price when trying to sell assets quickly and cleanly: that’s the juggle inside Lendlease ahead of Monday’s investor day, where writedowns are on the cards.
- Opinion
- Chanticleer
Two things can be true in Perpetual’s shock break-up
Perpetual is trying to get shareholders to look strictly at the numbers in a bid to take emotion out of its break-up. KKR’s $2.2 billion of cash can’t hurt.
- Opinion
- Chanticleer
Why a rubbish collector is the ASX’s most vulnerable big company
Cleanaway Waste Management needs investors to buy into its growth story, and soon, because while earnings forecasts are rising, the share price isn’t. That makes it vulnerable to a takeover.
- Updated
- Opinion
- Chanticleer
How to build a cash war chest and get permission to spend it
Thursday’s two big profit results show what investors want from Australia’s big companies. And it doesn’t have to be just buybacks and special dividends.
- Opinion
- Chanticleer
Queensland in secret bid to buy stricken coal-fired power plant
It’s three years since Queensland power station Callide C blew up, and the fallout hasn’t stopped. Now, a secret deal for the government to buy a 50 per cent stake is in doubt.
- Opinion
- Chanticleer
Anglo American shapes up for $64b fight with BHP
Anglo American has pulled out a takeover defence with the works. Now, it has to convince shareholders not to side with BHP.
- Opinion
- Chanticleer
Where Australians are spending their larger pay packets
Australian household income is up, but so is spending on some undesirables. The result is what our retail CEOs are talking a lot about - shopping for value.
- Opinion
- Chanticleer
BHP turns Anglo pursuit into $64b chess game
BHP has bid against itself and disclosed it, in an effort to put pressure on the London-listed miner. The next move is Anglo’s, and only hours away.
- Updated
- Opinion
- Chanticleer
How Rio Tinto executives can get paid more this year
Rio Tinto has made a step-change to executive remuneration. Bonus payments could increase materially, but not for the usual reasons.
- Updated
- Opinion
- Chanticleer
PEXA’s offshore venture shows much-needed proof of life
Going global has brought plenty of successful Australian businesses undone. This unheralded tech unicorn needed proof it was making headway – and it found some 10 days ago.
- Opinion
- Chanticleer
What we learnt as CEOs meet capital markets kings, queens
It’s been three days of watching CEOs pitch to fund managers and hearing their off-record feedback at Macquarie’s annual conference. Both sides are more upbeat.
- Opinion
- Chanticleer
How 138-year-old Perpetual came unstuck
It is a sad day for Australian funds management. The Perpetual equities team, which stood up to Woolworths, Crown, Brambles, Ramsay and IAG will have to find a new name.
- Updated
