Nestle selling €5bn water division; Rothschild to run the sale
Nestlé SA is moving ahead with plans to sell a stake in its €5 billion ($5.8 billion) water division, which includes well‑known brands such as Perrier and…
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Further Analysis & Commentary
BlueScope Takeover Bid Shocks the ASX, What the $13 Billion Proposal Means for Steel Investors
BlueScope Takeover Bid Puts the ASX Steel Sector on Edge The BlueScope takeover bid landed as a genuine circuit breaker…
Australian Commercial Property Outlook 2026: Have Cap Rates Found Their Floor Amid RBA Cuts and Bond Yield Rebound?
Have Cap Rates Finally Stabilised? The Australian commercial property outlook for 2026 is becoming clearer as cap rates across key…
Papua LNG Costs Put Santos at a Crossroads
Santos is approaching a defining moment. the long-delayed Papua LNG project, now carrying a significantly inflated price tag, is edging…
ASX Listing Rule Shake-Up, Why Dilution and Big Takeovers Face New Hurdles
The ASX governance overhaul marks one of the most consequential shifts in Australian market rules in over a decade, with…
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Monthly Investor Memo
September 2025