Property
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ACCC Takes Aim at Coles Supermarkets
Roger Montgomery
October 17, 2014
The ACCC yesterday issued a press release on its proceedings against Coles Supermarkets for their alleged contravention of the Australian Consumer Law. We’ve highlighted what we believe to be of interest below. You can read the full ACCC statement here. continue…
by Roger Montgomery Posted in Insightful Insights, Property, Value.able.
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Can Rupert Murdoch sell homes in the US?
Scott Shuttleworth
October 2, 2014
REA Group Ltd (ASX: REA) announced that they are partnering with News Corp (Nasdaq: NWS), a majority owner of REA, to acquire US-based company Move Inc (Naqdaq: MOVE) for a total of US$950 million. As per the chart below, Move Inc has an interesting history, and has most recently benefitted from the recovery in the US housing market. continue…
by Scott Shuttleworth Posted in Insightful Insights, Property.
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REA Group’s strategic stake in iProperty
David Buckland
August 14, 2014
Following our recent post on REA Group, I thought it worthwhile to observe the patience in which some companies invest their expansion capital. continue…
by David Buckland Posted in Companies, Insightful Insights, Property.
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Real estate chess: Buckle up!
Roger Montgomery
July 29, 2014
This is intriguing on so many levels. Game theory is being played out live over at REA Group’s realestate.com.au, and we are glued to our screens. Can a business with possession of several competitive advantages, including monopoly power, network effect and the most valuable competitive advantage – the ability to raise prices without a detrimental impact on unit sales volumes – lose its competitive advantage? continue…
by Roger Montgomery Posted in Property, Technology & Telecommunications.
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Winter Is Coming
Scott Shuttleworth
July 28, 2014
Ray White Group has thrown its weight behind a group of estate agents called Real Estate Digital Marketing Services (REDMS), to negotiate online ad rates, reported the SMH on Thursday. continue…
by Scott Shuttleworth Posted in Companies, Property.
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China watch….it’s only just begun
Roger Montgomery
June 10, 2014
China’s property slump appears to be deepening. It might not be on the front pages of our papers nor leading the business radio and TV reports but efforts in recent weeks to kick-start housing sales are failing. continue…
by Roger Montgomery Posted in Insightful Insights, Property.
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Shadows from the Chinese property market
David Buckland
June 4, 2014
Representatives from Deutsche Bank recently visited several companies in China, and concerns over the slowing property market dominated discussions with the predominately bearish outlook for steel consumption and production. continue…
by David Buckland Posted in Insightful Insights, Property.
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Making sense or losing cents?
Roger Montgomery
June 3, 2014
If you’re a smaller shareholder in either Westfield Group (ASX: WDC) or Westfield Retail Trust (ASX: WRT), then you might be forgiven for thinking you’re in the middle of World War Three. continue…
by Roger Montgomery Posted in Consumer discretionary, Insightful Insights, Property.
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Ready. Set. Run!
Roger Montgomery
May 16, 2014
According to The Wall Street Journal: “Tight credit, restrictions on the ownership of multiple homes and an easing of prohibitions on alternative investments overseas have triggered a long-expected downturn in the Chinese residential housing market.” continue…
by Roger Montgomery Posted in Economics, Market Valuation, Property, Tourism.
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No Pickups with Trucking
Ben MacNevin
April 24, 2014
For companies that deal in capital-intensive vehicles, construction generally provides better growth opportunities than production. With large miners progressively shifting spending from capital expenditure to operating expenditure, the consequences are being felt by vendors. continue…
by Ben MacNevin Posted in Energy / Resources, Property, Value.able.
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