Malcolm Maiden

Malcolm Maiden

Malcolm Maiden analyses and comments on business, the markets and the economy.

Malcolm Maiden

CSL's sharemarket bloodbath is an overreaction

Malcolm Maiden The drubbing handed CSL’s shares on Wednesday after the release of the group’s profit result reminded me of an old business joke.

Malcolm Maiden

Even with sky-high shares, Commonwealth Bank is still a refuge for yield-seekers

Malcolm Maiden.

Malcolm Maiden Have CBA shares run too far? For some clues, let’s look at the dividend.

Malcolm Maiden

Five investment banking skills Malcolm Turnbull could deploy as Prime Minister

As the financial crisis showed, investment bankers are certainly not all-knowing.

Malcolm Maiden Malcolm Turnbull’s curriculum vitae is suited to the political and economic times.

Malcolm Maiden

East West: the public-private project from hell

Malcolm Maiden Labor and the Coalition have both contributed to Victoria’s East West Link tollway debacle.

Malcolm Maiden

Tabcorp's franking good idea

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Malcolm Maiden Tabcorp Holdings shares have risen by 40 per cent to a post-2011 casino demerger high of $4.71 since the middle of last year, and the clever dividend franking distribution the group announced on...

Malcolm Maiden

Oil rally is a local market game-changer if it continues

Malcolm Maiden.

Malcolm Maiden A handful of share price moves highlighted two big themes on Wednesday in a sharemarket that extended its rally to 10 consecutive days.

Malcolm Maiden

Three important messages in the Reserve Bank's rate cut

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Malcolm Maiden The bank is cutting despite assuring the markets last year that it would signal a change more gradually, and will not have done so lightly.

Malcolm Maiden

Low rates underpin $22 billion shopping centre merger

Malcolm Maiden.

Malcolm Maiden Low interest rates are a major force behind the $22 billion merger that shopping centre owner Federation Centres has negotiated with Novion, the internally managed reincarnation of CFS Retail...

Malek, Mordant and Garis reboot as Luminis Partners

Malcolm Maiden Corporate advisers Ron Malek, Simon Mordant and Jamie Garis have surfaced from six months of gardening leave after departing from the Greenhill advisory outfit to form a new  independent...

Malcolm Maiden

Australia is in a meerkat market as animal spirits remain wary

Animal spirits are Australia's missing link.

Malcolm Maiden Animal spirits are Australia’s missing link as the new year begins. They are there, but they are timid: you might call this a meerkat market.

Malcolm Maiden

Nine dates that could move the markets in 2015

Generic desk calendar

Malcolm Maiden Before you sink too far into the banana lounge, stick these dates in your phone or diary. They are going to be important for investors in 2015.

Malcolm Maiden

Skilled gets an offer that's hard to refuse

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Malcolm Maiden There is enough logic in a merger of Programmed Maintenance Services and Skilled Group for the companies to have discussed a union in the past.

Malcolm Maiden

Asian buy caps a good year for Telstra's Thodey

The Pacnet deal is one of several milestones for David Thodey and his team in the past year.

Malcolm Maiden Telstra's agreement to tuck the debt-laden Pacnet Asian communications network under its wing caps another strong year for Telstra CEO David Thodey and his top executives.

Malcolm Maiden

East West Link takes the wooden spoon for 2014

East-West link protesters marching through Swanston Street in Melbourne on Saturday 28 June 2014.

Malcolm Maiden You don’t have to look past the infrastructure sector to find the best and worst deals of 2014.

Mal Maiden

Vladimir Putin cornered: which way does he jump?

Russian President Vladimir Putin has watched the decline of the rouble as international sanctions bite the Russian economy and oil prices fall.

Malcolm Maiden Russia's government and President Vladimir Putin are in a tightening vice.

Malcolm Maiden

Anti-dumping regime gets some teeth

Malcolm Maiden.

Malcolm Maiden An announcement by Industry Minister Ian Macfarlane and his parliamentary secretary Bob Baldwin was overlooked on Monday as Sydney’s hostage horror transfixed the country, but it flags a...

Telstra stands to gain from NBN build

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Malcolm Maiden The juice for Telstra shareholders in Sunday's announcement of a new deal between Telstra and the NBN Co is the news of negotiations for Telstra to take over a large part of the design, construction...

Tech

Sony's huge Hollywood hack is the tip of iceberg

Angelina Jolie

Malcolm Maiden The corporate data hack on Sony Corp has been manna from heaven for social media and the celeb-sites that feed it.

Malcolm Maiden

Sentiment plunge a shocker for retailers

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Malcolm Maiden It seems it won't be a merry Christmas for Australia's retailers.

Telstra wins again with new NBN deal

Malcolm Maiden Cabinet’s approval of a revamped deal between the NBN Co, Telstra and Optus covering the roll-out of a hybrid broadband network is a milepost in a long journey, but an important one.