articles by Andreas Lundberg
-
Energy retailers are being clobbered. Here’s why that’s good news for you
Andreas Lundberg
August 2, 2021
Rod Myer published an article in The New Daily discussing why the share prices of major coal generation owners Origin and AGL are under downward pressure as the shift to renewables continues. Rod draws on comments from Andreas on renewable energy coming into the market at very low prices. Read here.
by Andreas Lundberg Posted in On the Internet.
- READ ONLINE
- save this article
- POSTED IN On the Internet.
-
Are we about to see a profit and dividend bonanza?
Andreas Lundberg
July 30, 2021
We are about to enter reporting season, when most of our listed companies report their results for the prior financial year. With stock market indices at all-time highs, it looks like the market is expecting many of our larger companies to come out with solid earnings and dividend announcements. Perhaps more interesting will be their forecasts for the year ahead. Continue…
by Andreas Lundberg Posted in Companies, Market commentary.
- save this article
- POSTED IN Companies, Market commentary.
-
Why Chinese investors are shying away from Australia
Andreas Lundberg
July 20, 2021
In Australia, mergers and acquisitions (M&A) are on the rise. But largely absent from this activity are Chinese businesses who, until recently, have invested heavily in our economy. Looking at the reasons behind this reduced investment, I think this trend could continue for some time to come. Continue…
by Andreas Lundberg Posted in Global markets, Market commentary.
- save this article
- POSTED IN Global markets, Market commentary.
-
Is a high level of immigration a bad idea?
Andreas Lundberg
July 8, 2021
Treasury last week published the 2021 Intergenerational Report which looks at the 40-year outlook for Australia’s economy. One of its key assumptions is an expanding population, fed by high levels of immigration. But, given the downsides – like urban congestion, ecological destruction and reduced wealth per capita – is gearing Australia for a rising population good public policy? Continue…
by Andreas Lundberg Posted in Editor's Pick, Market commentary.
- 2 Comments
- save this article
- 2
- POSTED IN Editor's Pick, Market commentary.
-
The 3 red lines that could bring iron ore prices back to earth
Andreas Lundberg
July 1, 2021
Chinese property construction accounts for close to 30 per cent of world seaborn iron ore demand, and is probably the most important demand driver impacting the iron ore price. But with Chinese regulators trying to crimp the sector, population growth turning negative, and urbanization peaking, I think today’s lofty iron ore price will prove to be short-lived. Continue…
by Andreas Lundberg Posted in Editor's Pick, Energy / Resources.
- 2 Comments
- save this article
- 2
- POSTED IN Editor's Pick, Energy / Resources.
-
Why we need to reduce our reliance on China
Andreas Lundberg
June 18, 2021
Just a few days ago, WA Premier, Mark McGowan called on the Federal Government to back down from any rhetoric that could be offensive to China. His concern, of course, is around his state’s mineral exports. But given China’s bullying tactics, surely a better response would be for our exporters to broaden their export markets. Continue…
by Andreas Lundberg Posted in Global markets.
- 3 Comments
- save this article
- 3
- POSTED IN Global markets.
-
Building an export industry for cannabis medicines
Andreas Lundberg
June 3, 2021
The medicinal cannabis industry is gaining significant momentum, however, still remains in the early stages of growth. Zelira Therapeutics recently reported record quarterly cash receipts for the third quarter, up 249 per cent on H1 FY21. Continue…
by Andreas Lundberg Posted in Companies, Health Care.
- save this article
- POSTED IN Companies, Health Care.
-
Ramsay boss picks his UK moment
Andreas Lundberg
May 31, 2021
In this article for the Australian Financial Review Carrie LaFrenz discusses Ramsay’s takeover bid for Spire. Carrie comments on views from Andreas where he states Spire is strategically a good fit, and diversifies Ramsay UK’s revenue. Read here.
by Andreas Lundberg Posted in On the Internet.
- READ ONLINE
- save this article
- POSTED IN On the Internet.
-
Is it time for companies relying on cheap foreign labour to rethink their business models?
Andreas Lundberg
May 25, 2021
In this week’s video insight Andreas discusses businesses that are dependent on the import of cheap foreign labour including those in the construction, agriculture and hospitality industry. Common for all of these industries is that they have historically been relying on foreign workers and are towards the bottom of average wages. Will we see significant labour cost inflation in these industries?
by Andreas Lundberg Posted in Companies.
- save this article
- POSTED IN Companies.
-
Are foreign students really a $40bn export industry?
Andreas Lundberg
May 6, 2021
The education industry is fond of stating that foreign students studying in Australia represent a $40 billion export industry.* And it’s using this ‘export’ benefit to push for an early re-opening of our national borders for foreign students. I’m not denying that education is a sizeable export, but is this $40 billion figure actually correct? Continue…
by Andreas Lundberg Posted in Tourism.
- 4 Comments
- save this article
- 4
- POSTED IN Tourism.
