This Month
Why this $6.5 trillion investor is betting big on the $A
UBS believes the Australia dollar is one of the best ways to play the decline of US exceptionalism and the loss of faith in the world’s reserve currency.
PE player CVC has a sweet tooth for Arnott’s Asian arm
The KKR-owned business formally began reaching out to interested parties in April via sell-side adviser UBS.
May
UBS kicks off $880 million block trade in EBOS
The block trade of circa 26.7 million shares represented 13 per cent of the shares on issue.
How this couple grew a digital photo event business from $1000 to $5m
Husband and wife team Warwick and Carla Groves have built Guestpix into a global player with customers in 100 countries. And it started in their own backyard.
Brett Paton quietly exits Escala for son’s fund
The Melbourne dealmaker left the wealth manager. But he’s more than busy as chairman of PointsBet.
Celtics deal a slam dunk as investors cheer Catapult result
Catapult Sports shares hit record highs on Wednesday as its CEO said increased investment in professional sports team would drive demand for its products.
Barrenjoey’s burrito orders are coming from inside the house
It was written in the stars – the investment bank’s lobby at it’s Bridge St HQ will soon feature a Guzman y Gomez.
Ring, ring! It’s Helloworld Travel calling for Webjet chair
Helloworld boss Andrew Burnes sought and was granted audience with Webjet chairman Don Clarke around the time of its substantial shareholding notice, where he floated the idea of merging the two travel agents.
Ley to lead Libs; Don’t ignore bears; Sydney business lunch tips
Read everything that’s happened in the news so far today.
Deutsche nabs UBS banker to head up infrastructure and utilities
The German bank has hired UBS executive director Jonathon Platt to head up infrastructure and utilities coverage across Australia and New Zealand.
Sandon moves to spill Southern Cross board...but it’s ready to hit back
Street Talk understands the board Southern Cross board has secured the backing of its four largest shareholders, representing around 50 per cent of the register.
The Pharmacy Guild’s insurance biz brings in UBS
ASX-listed insurance giant Suncorp and Employers Mutual Limited are known to be keeping a brief on the niche insurer.
April
China’s export orders plunge in alarming first look at tariff damage
China’s factory activity slipped into the worst contraction since December 2023, revealing an early impact of Donald Trump’s trade war.
Coles sees healthy sales growth as shoppers flock to home brands
Supermarket giant maintains its advantage over rival Woolworths, with group sales up 3.4 per cent in the third quarter to $10.4 billion.
Best IB research and trading teams revealed by Peter Lee rival
UBS Australia may not be top of the ECM league tables, but it’s sell-side research analysts are hot among the biggest commission payers on the street.
Trump eases car tariffs; Hrdlicka’s new job; Trade deals’ 2 big problems
Read everything that’s happened in the news so far today.
Citi nabs UBS analyst to head healthcare research
Laura Sutcliffe will join the Wall Street bank in July.
China and South Korea extend battery battle from EVs to grid storage
China has the upper hand on technologies and volume production, but the trade war means its main rival is better placed to exploit the US market.
China vows steps to ease exporters’ pain as Trump’s tariffs hit
Beijing laid out policies to aid exporting companies, including plans to ensure troubled firms get the loans they need, and to boost domestic consumption.
Western car makers plot China comeback with local know-how
Volkswagen, Toyota and others have adopted “in China for China” plays to win back consumers who have shifted to more affordable and tech-packed homegrown EVs.