Jason Teh
Jason Teh
bad blood broken chris given national pacific
Given the bad blood between Chris and Paul, Pacific National has to be restructured or broken up.
appeal assets demand element growth high rather steady
The appeal of these investments is a high and steady yield, rather than their growth opportunities. There's a high element of demand for these assets at the moment.
against balance help materials people potential power pricing raw shares shift steel
Globally, steel shares are up as some people are pricing in potential takeovers. Consolidation will help shift the balance of power against the raw materials suppliers.
bit buy fall harder regards shares size
If they want to use shares to buy a company, then if their shares fall it will make it harder for that takeover to proceed. The market's probably getting a bit of indigestion as regards to the size of the predatory move.
expanding newspapers presence provide revenue serious
As traditional revenue from newspapers slows and circulation declines, it's all about expanding your revenue streams to provide growth. You have to have a serious presence on the Internet.
associated higher interest market rates rest risks slower tougher
Things are getting tougher in New Zealand. While the rest of the world hasn't really priced in the risks associated with higher interest rates and slower growth, New Zealand's market has started to do so.
favorites investors looking prices rich share sticking
A lot of share prices are looking pretty rich at these levels, so investors are sticking with the old favorites like the miners.
aggressive brown certainly trying
Babcock & Brown is certainly trying to be as aggressive as Macquarie Bank.
business clear gaming grow mandate shown
They have a clear mandate to grow their gaming business but they've also shown that they're not trigger-happy.
ideas investors prices running stocks
Stocks are running out of steam. Investors want to invest, but they're running out of ideas with prices at these levels.
assets types
These types of assets don't come up every day.
costs environment faced good higher result
It was a good result considering the environment of higher costs being faced by miners.
asset burdened certainly debt definitely demand good grow investment strong
You've got a strong asset with monopoly-like characteristics that is not financially burdened with debt so it has a lot of flexibility to grow the business. There's definitely demand for an investment like this. If it's a good price, we'll certainly try and get a stake.
business grow looking media top trying whether
All traditional media is looking into new areas, trying to see whether they should grow through acquisitions. Fairfax is trying to grow the business at top price.