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Jenny Wiggins

This Month

Rest Super joins legal stoush over Melbourne Airport

The fund says its 2 million members should not lose their investment in the Melbourne and Launceston airports because of a legal battle between Dexus and its co-investors.

May

Telstra goes all in on five-year plan to ride AI infrastructure wave

The telco’s CEO Vicki Brady says an “unrelenting” demand for data would help fuel growth, and investment was needed to keep up with rivals.

Dexus is fighting in the Supreme Court for the rights to keep managing holdings in Melbourne Airport.

Big sovereign wealth funds eyed stakes in Melbourne Airport

Over a dozen international investors, including Singapore’s sovereign wealth fund, were interested in acquiring stakes, court documents reveal.

Optus CEO Stephen Rue says he will invest in artificial intelligence but will not follow Telstra’s lead and form a big joint venture

Optus CEO focused on costs as profit rebounds

Optus boss Stephen Rue says the telco’s sports streaming platform remains important to customers, amid speculation it could be up for sale.

Virgin Australia aircraft at Melbourne Airport last year. The airport is one of the busiest in the country.

Dexus wins Melbourne Airport reprieve, says co-investors overreacting

The asset manager will not have to sell its 27 per cent stake in the airport’s owner until the question of whether it breached confidentiality is examined.

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Dexus and its co-shareholders in Melbourne Airport are battling over a 27 per cent stake in the valuable infrastructure asset.

Rest Super a potential loser in Dexus’ Melbourne Airport stoush

Retail workers holding pensions with Rest Super stand to lose their exposure to the key infrastructure asset if Dexus is forced to sell its holding.

Telstra chief executive Vicki Brady will outline the company’s strategy to improve returns at investor day in Sydney on May 27.

Telstra CEO Brady to face investor grilling on plan to boost returns

Big shareholders get to interrogate the company’s top brass next week and will be looking for detail on how they will make the core businesses more profitable.

An artist render of the proposed Elite Park development at Melbourne Airport that Dexus has been promoting to boost the airport’s profits.

Dexus’ Melbourne Airport fund investors call in lawyers for battle

Lawyers have been called in to fight what could be a long court battle on behalf of wealthy investors who bought into a special fund holding Melbourne Airport.

Dexus the biggest stake in Australia’s second busiest airport.

Dexus’ Melbourne Airport stake at risk as co-investors cry foul

The $7.8 billion commercial property group could be forced to sell its prized stake in the airport, an asset held in Australian superannuation funds.

French motorways like the Autoroutes Paris-Rhin-Rhône are being hit with special taxes.

Toll road operator Atlas Arteria warns sovereign risk soaring

Privatised motorways around the world are under threat from governments that are reclaiming control and handing them back to taxpayers.

Telstra wants boots on the ground in Silicon Valley so it can absorb the region’s AI research and development

Telstra opens Silicon Valley hub in race to build AI

The telco is putting boots on the ground in Silicon Valley to speed up its adoption of artificial intelligence and embrace the region’s can-do attitude.

Microsoft Australia boss Steven Worrall will join Telstra in September to run InfraCo

Telstra swoops on Microsoft boss to steer AI push

Steven Worrall will join the telco group in September and run its infrastructure arm, including data centres, as Telstra invests heavily in AI.

Telstra’s group executive of product and technology, Kim Kreogh Andersen in New York, says the telco group wants to be an “AI leader.”

‘It’s like a marriage’: Inside Telstra and Accenture’s AI reinvention

The telco’s $700 million partnership with the consulting group to develop artificial intelligence is no ordinary joint venture.

Transurban CEO Michelle Jablko is trying to shore up relationships with governments, while finding growth for investors.

Transurban says it’s end of the road for 7pc of workforce

Transurban boss Michelle Jablko is slashing 300 jobs, becoming the latest infrastructure firm to reduce headcount.

Aurizon CEO Andrew Harding will face investors in Sydney on Wednesday.

Aurizon slashes 200 jobs as Whyalla impairment bites

The rail freight group is hauling less bulk commodities, partly because of big customers such as the Whyalla Steelworks being in administration.

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April

Origin Energy chief executive Frank Calabria.

Origin makes further $175m payment for wind farm, as LNG revenues slump

Investors and analysts are looking beyond falling revenue from Origin’s stake in Australian Pacific LNG to its renewable energy and Octopus investments.

Chinese shipping containers in the United Kingdom. Cargo volumes across the board are expected to fall as trade tariff uncertainty lowers demand this year.

Trump’s trade war creates worse shipping turmoil than the pandemic

One of the world’s most respected maritime analytics firms says global container volumes will fall this year for only the third time in almost five decades.

Aussie Broadband will create its own mobile phone plans rather than simply resell Optus plans.

Aussie Broadband launches ‘aggressive’ push into mobile services

The challenger telco will use cheap plans to lure Telstra customers as it plots its most ambitious move into the $20 billion mobile market.

IAG denies that it should cover insurance claims taken out by Greensill through its half-owned agency BCC.

Greensill Bank alleges IAG executives knew of billion-dollar policies

The claim, filed with the Federal Court, has been brought against the insurance giant by German investors owed money by Lex Greensill’s failed financial group.

The Port of Los Angeles in the US. The port is forecasting a 10 per cent fall in volumes later this year.

Shipping giants face surging demand before tariffs hit global freight

Executives at big maritime transport businesses and ports warn consumers could get hit with higher prices as importers scramble “to get cargo in under the wire”.

Original URL: https://www.afr.com/by/jenny-wiggins-j7gf5