Jason Teh
Jason Teh
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The earnings reports have spin offs for stocks globally. The U.S. economy is the cornerstone of global growth and aspects of it are worrying.
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The market has been running hot for a year or two on these higher commodity prices, but it's not all good. There are repercussions from higher commodities prices as well that investors have yet to take full account of.
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If you remove the regulatory hurdle it paves the way for Toll to financially engineer how they can complete it. A higher cash component would definitely lure them across the line.
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It's not always a good thing for Australian stocks when commodities prices go up. I look at the U.S. picture first when I make decisions because the market is so huge and has a global spin-off on stocks.
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At face value, Patrick shares should start higher. The question is whether the new Toll entity gets a re-rating in the market after the acquisition on synergy benefits, or whether debt levels will be a bigger concern.