Elizabeth Knight

Elizabeth Knight

Elizabeth Knight comments on companies, markets and the economy.

Rupert Murdoch and Malcolm Turnbull in the media boxing ring

Elizabeth Knight Picking a fight with Rupert Murdoch can be career suicide, so why has Malcolm Turnbull stepped into the ring?

NBN's hot rod hopes for old pipes

Sources said the higher costs were caused by contractors demanding more pay to work on the project.

Elizabeth Knight The Coalition's NBN case could be helped immeasurably by improvements in technology.

ACCC hands industry Davids a slingshot to hit Telstra's Goliath

Elizabeth Knight Dinkus Dinkus

Elizabeth Knight In  telecommunications land of the Telstra Goliath and its competitor Davids - the competition regulator  crafted a masterful slingshot on Wednesday.

As ACCC delivers blow to Telstra, smaller rivals win

Wednesday's draft decision from the ACCC on the prices Telstra can charge the likes of Optus and iinet for the use of its copper infrastructure will be a blow to the telco giant.

Elizabeth Knight While the $11 billion deal struck by Telstra with the National Broadband Network and the Federal Government will go down in history as one that reaches new heights in generosity, the ACCC could...

Distrust makes pariah of privatisation

Elizabeth Knight.

Elizabeth Knight Plans to partly privatise NSW's electricity network and defeat of a similar move in Queensland has exposed public disdain for "asset recycling."

Aldi ends the Woolworths fantasy

Elizabeth Knight Dinkus Dinkus

Elizabeth Knight Aldi's rapid expansion means the Australian supermarket industry is at a tipping point.

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Glencore delivers a left hook to Rio Tinto

Elizabeth Knight.

Elizabeth Knight From the predator's perspective, Rio is all the more vulnerable. For its part, Rio has reiterated recently that the merger is a no-fly zone. But, ultimately, it is up to shareholders.

Myer's executive clearance

Elizabeth Knight.

Elizabeth Knight Myer has embarked on a massive renewal of management inventory. The chief executive, Bernie Brookes, is part of the old season stock, as is the chief financial officer Mark Ashby.

COMMENT

Myer readies for transformation as Richard Umbers takes the helm from Bernie Brookes

It may still take a full year before the strategic review at Myer is complete.

Elizabeth Knight Myer has embarked on a massive renewal.

Qantas a wild ride for investors as tailwinds build

Elizabeth Knight.

Elizabeth Knight Investing in Qantas has been a wild ride during the past couple of years.

COMMENT

Tailwinds could carry Qantas to a billion-dollar full year profit

Elizabeth Knight.

Elizabeth Knight With the right tailwinds, it's reasonable to predict that Qantas will make the magic billion for the full year.

ASX200: Nail-biting wait for market to hit 6000

Elizabeth Knight Anticipation has been growing as punters wait to see if the market will hit the magic 6000 mark. The index came tantalisingly close on Wednesday. But no cigar.

Post office bleeding red ink

Elizabeth Knight.

Elizabeth Knight The trouble with Australia Post is that a big chunk of its business is in a sunset industry – selling stamps and delivering letters – all of which is costing it more than it collects in...

Doomsday games as Australia Post bleeds millions

Elizabeth Knight.

Elizabeth Knight It's quite jarring to hear a chief executive talk about the future of their company using doomsday-like references.

Bunnings building a bonanza for Wesfarmers

Elizabeth Knight.

Elizabeth Knight Wesfarmers produced a very solid half year result from its retail divisions but its hardware powerhouse Bunnings is now a retail giant in its own right.

Bunnings not far behind Coles as a retail giant in its own right

MELBOURNE, AUSTRALIA - DECEMBER 17:  General scene of The Bunnings Altona warehouse on December 17, 2014 in Melbourne, Australia.  (Photo by Patrick Scala/Fairfax Media) *** Local Caption *** Bunnings

Elizabeth Knight Wesfarmers produced a very solid half-year result from its retail divisions, but its hardware powerhouse Bunnings is a standout.

Japan Post delivers precious parcel to Toll shareholders

Toll's traditional business model of moving consumer goods between stores and warehouses by road and air has been challenged by the emergence of online shopping.

Elizabeth Knight Toll Holdings has heartily endorsed a generous Japan Post takeover offer for the logistics business.

'Hard to beat': Toll can't believe its luck as Japan Post lobs a very sweet offer

Toll's traditional business model of moving consumer goods between stores and warehouses by road and air has been challenged by the emergence of online shopping.

Elizabeth Knight Serendipity best describes what Toll Holdings shareholders experienced on Wednesday morning.

Elizabeth Knight

Has Coca-Cola lost its cool?

In the quarter that ended September 30, net income fell 14 percent to $2.1 billion.

Elizabeth Knight As the nation becomes more health and weight-conscious, Coke feels unloved.

Elizabeth Knight

Queue forms at ANZ in the race to replace CEO Mike Smith

ANZ chief Mike Smith.

Elizabeth Knight ANZ's  high-profile and outspoken chief executive, Mike Smith will leave his job towards the end of next year after more than nine years running one of Australia's largest companies and one of...

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