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The State of the Deal and Deloitte Queensland Index
The State of the Deal and Deloitte Queensland Index March 2021 – Queensland Index Exceeds $100 billion THE STATE OF THE DEAL | March 2021 – Queensland Index Exceeds $100 billion Contents Executive Summary 1 Then & Now – Investment Landscape 3 Then & Now – Deloitte Queensland Index 4 Queensland Economic Update 7 The Deloitte Queensland Index Q1 2021 8 Contacts 11 Sources 12 ii THE STATE OF THE DEAL | March 2021 – Queensland Index Exceeds $100 billion Executive Summary Following the significant rebound in the second half of 2020, companies in the Deloitte Queensland Index exceeded $100 billion at 31 March 2021, the highest month end market capitalisation on record for the State. Deloitte Queensland Index S&P/ASX All Ordinaries Companies in the Deloitte return in Q1 2021 return in Q1 2021 Queensland Index 3.5% 2.4% 169 at 31 March 2021 10.6% in Q4 2020 14.0% in Q4 2020 173 at 31 December 2020 90 companies increased Market capitalisation as at Mar-21 market capitalisation (53%) 66 companies decreased market $101.6b capitalisation (39%) 12 no movement (7%) $97.2b as at Dec-20 $18.5b as at Sep-02 5 delistings 1 listing (1%) Announced QLD M&A Disclosed value of announced transactions in Q1 2021 QLD M&A transactions in Q1 2021 64 $1.9b 92 in Q4 2020 $3.3b in Q4 2020 1 THE STATE OF THE DEAL | March 2021 – Queensland Index Exceeds $100 billion The Deloitte Queensland Index increased by 3.5% in Q1 2021 Queensland M&A more broadly remains strong with with total market capitalisation increasing to $101.6b at 64 transactions announced in Q1 2021 including: Mar-21, the highest month end value on record for the State. -
Socially Conscious Australian Equity Holdings
Socially Conscious Australian Equity Holdings As at 30 June 2021 Country of Company domicile Weight COMMONWEALTH BANK OF AUSTRALIA AUSTRALIA 10.56% CSL LTD AUSTRALIA 8.46% AUST AND NZ BANKING GROUP AUSTRALIA 5.68% NATIONAL AUSTRALIA BANK LTD AUSTRALIA 5.32% WESTPAC BANKING CORP AUSTRALIA 5.08% TELSTRA CORP LTD AUSTRALIA 3.31% WOOLWORTHS GROUP LTD AUSTRALIA 2.93% FORTESCUE METALS GROUP LTD AUSTRALIA 2.80% TRANSURBAN GROUP AUSTRALIA 2.55% GOODMAN GROUP AUSTRALIA 2.34% WESFARMERS LTD AUSTRALIA 2.29% BRAMBLES LTD AUSTRALIA 1.85% COLES GROUP LTD AUSTRALIA 1.80% SUNCORP GROUP LTD AUSTRALIA 1.62% MACQUARIE GROUP LTD AUSTRALIA 1.54% JAMES HARDIE INDUSTRIES IRELAND 1.51% NEWCREST MINING LTD AUSTRALIA 1.45% SONIC HEALTHCARE LTD AUSTRALIA 1.44% MIRVAC GROUP AUSTRALIA 1.43% MAGELLAN FINANCIAL GROUP LTD AUSTRALIA 1.13% STOCKLAND AUSTRALIA 1.11% DEXUS AUSTRALIA 1.11% COMPUTERSHARE LTD AUSTRALIA 1.09% AMCOR PLC AUSTRALIA 1.02% ILUKA RESOURCES LTD AUSTRALIA 1.01% XERO LTD NEW ZEALAND 0.97% WISETECH GLOBAL LTD AUSTRALIA 0.92% SEEK LTD AUSTRALIA 0.88% SYDNEY AIRPORT AUSTRALIA 0.83% NINE ENTERTAINMENT CO HOLDINGS LIMITED AUSTRALIA 0.82% EAGERS AUTOMOTIVE LTD AUSTRALIA 0.82% RELIANCE WORLDWIDE CORP LTD UNITED STATES 0.80% SANDFIRE RESOURCES LTD AUSTRALIA 0.79% AFTERPAY LTD AUSTRALIA 0.79% CHARTER HALL GROUP AUSTRALIA 0.79% SCENTRE GROUP AUSTRALIA 0.79% ORORA LTD AUSTRALIA 0.75% ANSELL LTD AUSTRALIA 0.75% OZ MINERALS LTD AUSTRALIA 0.74% IGO LTD AUSTRALIA 0.71% GPT GROUP AUSTRALIA 0.69% Issued by Aware Super Pty Ltd (ABN 11 118 202 672, AFSL 293340) the trustee of Aware Super (ABN 53 226 460 365). -
Anything to Declare?
Anything to declare? A report examining disclosures about board reviews, identifying good practice and encouraging progress Published by Chartered Secretaries Australia and Boardroom Partners Pty Ltd © 2012 Chartered Secretaries Australia Ltd and Boardroom Partners Pty Ltd The information and material supplied and presented as part of this report is the subject of copyright, the property of which vests with Chartered Secretaries Australia Ltd and Boardroom Partners Pty Ltd, other than the extracts from disclosure statements, as detailed. Unauthorised reproduction in both oral and written form is not permitted. All rights reserved. Contents Acknowledgments ii Foreword iii Executive summary iv Introduction 1 Background 3 Recent research This research Key findings 7 Detailed findings 11 Conclusions 25 Disclosure statements 27 Appendices 65 Appendix 1 — Top 200 companies by name as at January 2012 Appendix 2 — Companies by rating Appendix 3 — Research methodology Appendix 4 — Interview questions Appendix 5 — Experiences of interviewees Appendix 6 — Examples of best practice UK FTSE 100 Disclosures References 78 Anything to declare? Page i Acknowledgements We would like to thank the following for their valuable input. Directors and chairs Jillian Broadbent, Elizabeth Bryan, Carol Holley, Belinda Hutchinson, Irene Lee, Catherine Livingstone, Anne McDonald, Emma Stein and one director who chose not to be identified. Company secretaries Tim Hartin, Amanda Harkness FCSA, Caroline Waldron FCSA and two company secretaries who chose not to be identified. -
Australian Equities Lending Margins Effective 21 April 2021
Australian Equities Lending Margins Effective 21 April 2021 Stock ASX Margin Stock ASX Margin Stock ASX Margin Code Rate Code Rate Code Rate A2B Australia A2B 40% AusNet Services AST 70% Costa Group Holdings CGC 60% The A2 Milk Company A2M 65% ASX ASX 75% Challenger Financial Australian Agricultural Company AAC 55% AUB Group AUB 50% Services Group CGF 70% Adelaide Brighton ABC 70% Australian United Challenger Capital Notes CGFPA 60% Abacus Property Group ABP 60% Investment Company AUI 70% Challenger Capital Notes 2 CGFPB 60% Audinate Group AD8 40% Aventus Retail Property Group AVN 50% Challenger Capital Notes 3 CGFPC 60% Adairs ADH 40% Alumina AWC 70% Charter Hall Group CHC 70% APN Industria REIT ADI 40% Accent Group AX1 40% Champion Iron CIA 50% Australian Ethical Amaysim Australia AYS 40% Cimic Group CIM 70% Investment Limited AEF 40% Aurizon Holdings AZJ 75% Carlton Investments CIN 50% Australian Foundation Bapcor BAP 60% Centuria Industrial REIT CIP 60% Investment Company AFI 75% Baby Bunting Group BBN 40% Collins Foods CKF 50% Ainsworth Game Technology AGI 40% Bendigo & Adelaide Bank BEN 70% Class CL1 40% AGL Energy AGL 75% Bendigo & Adelaide Bank BENHB 65% Clean Teq Holdings CLQ 40% AGL Energy USFDS AGLHA 75% Bendigo & Adelaide Bank CPS BENPE 65% Clover Corporation CLV 40% Automotive Holdings Group AHG 55% Bendigo & Adelaide Bank CPS BENPF 65% Charter Hall Long Wale REIT CLW 60% Asaleo Care AHY 50% Bendigo & Adelaide Bank CPS BENPG 65% Centuria Metropolitan REIT CMA 50% Auckland International Airport AIA 70% Bell Financial Group -
STOXX AUSTRALIA 150 Selection List
STOXX AUSTRALIA 150 Last Updated: 20210701 ISIN Sedol RIC Int.Key Company Name Country Currency Component FF Mcap (BEUR) Rank (FINAL)Rank (PREVIOUS) AU000000CBA7 6215035 CBA.AX 621503 Commonwealth Bank of Australia AU AUD Y 112.2 1 1 AU000000BHP4 6144690 BHP.AX 614469 BHP GROUP LTD. AU AUD Y 90.6 2 2 AU000000CSL8 6185495 CSL.AX 618549 CSL Ltd. AU AUD Y 82.2 3 3 AU000000WBC1 6076146 WBC.AX 607614 Westpac Banking Corp. AU AUD Y 59.9 4 4 AU000000NAB4 6624608 NAB.AX 662460 National Australia Bank Ltd. AU AUD Y 54.8 5 5 AU000000ANZ3 6065586 ANZ.AX 606558 Australia & New Zealand Bankin AU AUD Y 50.7 6 6 AU000000WES1 6948836 WES.AX 694883 Wesfarmers Ltd. AU AUD Y 42.4 7 7 AU000000MQG1 B28YTC2 MQG.AX 655135 Macquarie Group Ltd. AU AUD Y 32.5 8 9 AU000000WOW2 6981239 WOW.AX 698123 WOOLWORTHS GROUP AU AUD Y 30.6 9 8 AU000000RIO1 6220103 RIO.AX 622010 Rio Tinto Ltd. AU AUD Y 29.8 10 10 AU000000TLS2 6087289 TLS.AX 608545 Telstra Corp. Ltd. AU AUD Y 28.3 11 11 AU000000FMG4 6086253 FMG.AX 608625 Fortescue Metals Group Ltd. AU AUD Y 25.5 12 12 AU000000TCL6 6200882 TCL.AX 689933 Transurban Group AU AUD Y 24.7 13 13 AU000000GMG2 B03FYZ4 GMG.AX 690433 Goodman Group AU AUD Y 22.5 14 14 AU000000APT1 BF5L8B9 APT.AX AU802E AFTERPAY AU AUD Y 18.7 15 17 AU000000ALL7 6253983 ALL.AX 605156 Aristocrat Leisure Ltd. AU AUD Y 17.4 16 15 AU0000030678 BYWR0T5 COL.AX AU80Q2 Coles Group AU AUD Y 14.4 17 18 AU000000WPL2 6979728 WPL.AX 697972 Woodside Petroleum Ltd. -
Pendal Monthly Commentary Pendal Australian Listed Property Portfolio December 2020
Pendal Monthly Commentary Pendal Australian Listed Property Portfolio December 2020 Market commentary Portfolio overview Australian Listed Property Portfolio The Australian Real Estate Investment Trusts index was Investment The strategy employs a bottom up, up 0.4% in December, underperforming the broader strategy fundamental approach to build a diversified portfolio of Australian listed property shares. market by 80bp. Investment The objective of the Model Portfolio is to Year-rolling, AREITs are down 4.6%, underperforming objective outperform the S&P/ASX 300 A-REIT the broader market by 6%. Globally REITs (USD terms) (Sector) (TR) Index on a rolling 3 year period. were up 3.2% for the month and down 9.2% year-rolling. Benchmark S&P/ASX 300 A-REIT (Sector) (TR) Singapore (-0.8%) was the best-performing market and Number of stocks 8-15 (15 as at 31 December 2020) New Zealand (-25.4%) the worst. Sector limits Cash 2-10% The best-performing REITs for the period included Dividend Yield 4.26%# Charter Hall Group (+8.5%) which announced a consortia of Charter Hall managed funds had acquired Top 10 holdings the David Jones Elizabeth Street Sydney store for $510 Code Name Weight million on an initial yield of 5%. BWP Trust (+4.6%) and MGR (+4.1%) were also very strong, both on no news. GMG Goodman Group 24.29% MGR Mirvac Group 9.12% The worst performers were Abacus Property Group (-7.3%) following the announcement of a 1:4.8 SCG Scentre Group 8.88% accelerated non-renounceable equity issue, raising $402 DXS Dexus Property Group 8.78% million to provide the group with $911 million of balance CHC Charter Hall Group 7.88% sheet capacity for acquisitions and development. -
Voting Report 31 December 2016
Voting report for the period 1 July 2016 to 31 December 2016 Meeting Date Ticker Company Name Summary CareSuper Vote 08/11/16 NCM Newcrest Mining Ltd. Elect Peter Hay as Director For 08/11/16 NCM Newcrest Mining Ltd. Elect Philip Aiken as Director For 08/11/16 NCM Newcrest Mining Ltd. Elect Rick Lee as Director For 08/11/16 NCM Newcrest Mining Ltd. Elect John Spark as Director For 08/11/16 NCM Newcrest Mining Ltd. Elect Vickki McFadden as Director For 08/11/16 NCM Newcrest Mining Ltd. Approve the Grant of Performance Rights to Sandeep Biswas For 08/11/16 NCM Newcrest Mining Ltd. Approve the Grant of Performance Rights to Gerard Bond For 08/11/16 NCM Newcrest Mining Ltd. Approve the Remuneration Report For 04/07/16 BAP Bapcor Limited Approve the Change of Company Name to BAPCOR Limited For 12/07/16 SEA Sundance Energy Australia Ltd. Ratify the Past Issuance of Shares to Certain Sophisticated, Professional or Institutional Investors Abstain^ 12/07/16 SEA Sundance Energy Australia Ltd. Approve the Issuance of Shares to Certain Sophisticated, Professional and Institutional Investors Abstain^ 12/07/16 SEA Sundance Energy Australia Ltd. Approve the Issuance of SPP Shares to Shareholders Abstain^ 14/07/16 AAC Australian Agricultural Company Ltd. Approve the Remuneration Report For 14/07/16 AAC Australian Agricultural Company Ltd. Elect David Crombie as Director For 14/07/16 AAC Australian Agricultural Company Ltd. Elect Tom Keene as Director For 14/07/16 AAC Australian Agricultural Company Ltd. Elect Neil Reisman as Director For 14/07/16 AAC Australian Agricultural Company Ltd. -
APPENDIX 4E EVOLUTION MINING LIMITED ACN 084 669 036 and CONTROLLED ENTITIES ANNUAL FINANCIAL REPORT for the Year Ended 30 June 2020
APPENDIX 4E EVOLUTION MINING LIMITED ACN 084 669 036 AND CONTROLLED ENTITIES ANNUAL FINANCIAL REPORT For the year ended 30 June 2020 Results for Announcement to the Market Key Information 30 June 2020 30 June 2019 Up / (down) % Increase/ $'000 $'000 $'000 (decrease) Revenues from contracts with customers 1,941,863 1,509,824 432,039 29% SPACE Earnings before Interest, Tax, Depreciation & Amortisation (EBITDA) 1,029,432 730,262 299,170 41% SPACE Statutory profit before income tax , 314,826 , % SPACE Profit from ordinary activities after income tax attributable to the members , 218,188 , % Dividend Information Amount Franked amount per share per share Cents Cents Final dividend for the year ended 30 June 2020 Dividend to be paid on 25 September 2020 9.0 9.0 Space Interim dividend for the year ended 30 June 2020 Dividend fully paid on 27 March 2020 7.0 7.0 Space Final dividend for the year ended 30 June 2019 Dividend fully paid on 27 September 2019 6.0 6.0 Net Tangible Assets 30 June 2020 30 June 2019 $ $ Net tangible assets per share 1.47 1.45 Earnings Per Share 30 June 2020 30 June 2019 Cents Cents Basic earnings per share 17.71 12.86 Diluted earnings per share 17.62 12.78 Additional Appendix 4E disclosure requirements can be found in the notes to these financial statements and the Directors' Report attached thereto. This report is based on the consolidated financial statements which have been audited by PricewaterhouseCoopers. Evolution Mining Limited Directors' Report 30 June 2020 Directors' Report The Directors present their report together with the consolidated financial report of the Evolution Mining Limited Group, consisting of Evolution Mining Limited ("the Company") and the entities it controlled at the end of, or during, the year ended 30 June 2020. -
Betashares Portfolio Holdings ETF Name BETASHARES FTSE RAFI AUSTRALIA 200 ETF ETF ASX Code QOZ Date: 6/09/2016 Security
BetaShares Portfolio Holdings ETF Name BETASHARES FTSE RAFI AUSTRALIA 200 ETF ETF ASX Code QOZ Date: 6/09/2016 Security/Code Security Name Weighting # securities Market value BHP BHP BILLITON LTD 9.13% 385,882 $ 7,848,840 CBA COMMONWEALTH BANK OF AUSTRAL 7.49% 89,038 $ 6,438,338 ANZ AUST AND NZ BANKING GROUP 7.39% 233,137 $ 6,352,983 WBC WESTPAC BANKING CORP 7.13% 206,613 $ 6,130,208 NAB NATIONAL AUSTRALIA BANK LTD 6.63% 206,485 $ 5,703,116 WES WESFARMERS LTD 4.17% 84,121 $ 3,583,555 WOW WOOLWORTHS LTD 3.73% 133,217 $ 3,203,869 RIO RIO TINTO LTD 2.12% 37,909 $ 1,823,423 SUN SUNCORP-METWAY LTD 2.09% 139,200 $ 1,794,288 WPL WOODSIDE PETROLEUM LTD 1.76% 53,115 $ 1,514,309 ORG ORIGIN ENERGY LTD 1.69% 276,343 $ 1,450,801 MQG MACQUARIE GROUP LTD 1.66% 17,366 $ 1,426,443 TLS TELSTRA CORP LTD 1.61% 269,524 $ 1,388,049 AMP AMP LTD 1.50% 240,024 $ 1,286,529 QBE QBE INSURANCE GROUP LTD 1.46% 127,707 $ 1,259,191 FMG FORTESCUE METALS GROUP LTD 1.46% 249,258 $ 1,251,275 SCG SCENTRE GROUP 1.01% 176,862 $ 866,624 IAG INSURANCE AUSTRALIA GROUP 1.00% 152,729 $ 858,337 WOR WORLEYPARSONS LTD 0.91% 96,847 $ 785,429 STO SANTOS LTD 0.90% 175,609 $ 777,948 AMC AMCOR LIMITED 0.90% 47,631 $ 774,004 CTX CALTEX AUSTRALIA LTD 0.85% 21,632 $ 733,108 FBU FLETCHER BUILDING LTD 0.84% 70,092 $ 724,751 AGL AGL ENERGY LTD 0.80% 37,247 $ 690,932 SGP STOCKLAND 0.78% 138,071 $ 666,883 CSL CSL LTD 0.77% 6,338 $ 664,983 LLC LEND LEASE GROUP 0.74% 44,545 $ 633,875 NCM NEWCREST MINING LTD 0.72% 26,978 $ 622,382 ORI ORICA LTD 0.71% 42,615 $ 609,821 MTS METCASH LTD 0.65% 265,979 -
Stoxx® Pacific Total Market Index
STOXX® PACIFIC TOTAL MARKET INDEX Components1 Company Supersector Country Weight (%) CSL Ltd. Health Care AU 7.79 Commonwealth Bank of Australia Banks AU 7.24 BHP GROUP LTD. Basic Resources AU 6.14 Westpac Banking Corp. Banks AU 3.91 National Australia Bank Ltd. Banks AU 3.28 Australia & New Zealand Bankin Banks AU 3.17 Wesfarmers Ltd. Retail AU 2.91 WOOLWORTHS GROUP Retail AU 2.75 Macquarie Group Ltd. Financial Services AU 2.57 Transurban Group Industrial Goods & Services AU 2.47 Telstra Corp. Ltd. Telecommunications AU 2.26 Rio Tinto Ltd. Basic Resources AU 2.13 Goodman Group Real Estate AU 1.51 Fortescue Metals Group Ltd. Basic Resources AU 1.39 Newcrest Mining Ltd. Basic Resources AU 1.37 Woodside Petroleum Ltd. Oil & Gas AU 1.23 Coles Group Retail AU 1.19 Aristocrat Leisure Ltd. Travel & Leisure AU 1.02 Brambles Ltd. Industrial Goods & Services AU 1.01 ASX Ltd. Financial Services AU 0.99 FISHER & PAYKEL HLTHCR. Health Care NZ 0.92 AMCOR Industrial Goods & Services AU 0.91 A2 MILK Food & Beverage NZ 0.84 Insurance Australia Group Ltd. Insurance AU 0.82 Sonic Healthcare Ltd. Health Care AU 0.82 SYDNEY AIRPORT Industrial Goods & Services AU 0.81 AFTERPAY Financial Services AU 0.78 SUNCORP GROUP LTD. Insurance AU 0.71 QBE Insurance Group Ltd. Insurance AU 0.70 SCENTRE GROUP Real Estate AU 0.69 AUSTRALIAN PIPELINE Oil & Gas AU 0.68 Cochlear Ltd. Health Care AU 0.67 AGL Energy Ltd. Utilities AU 0.66 DEXUS Real Estate AU 0.66 Origin Energy Ltd. -
ESG Reporting by the ASX200
Australian Council of Superannuation Investors ESG Reporting by the ASX200 August 2019 ABOUT ACSI Established in 2001, the Australian Council of Superannuation Investors (ACSI) provides a strong, collective voice on environmental, social and governance (ESG) issues on behalf of our members. Our members include 38 Australian and international We undertake a year-round program of research, asset owners and institutional investors. Collectively, they engagement, advocacy and voting advice. These activities manage over $2.2 trillion in assets and own on average 10 provide a solid basis for our members to exercise their per cent of every ASX200 company. ownership rights. Our members believe that ESG risks and opportunities have We also offer additional consulting services a material impact on investment outcomes. As fiduciary including: ESG and related policy development; analysis investors, they have a responsibility to act to enhance the of service providers, fund managers and ESG data; and long-term value of the savings entrusted to them. disclosure advice. Through ACSI, our members collaborate to achieve genuine, measurable and permanent improvements in the ESG practices and performance of the companies they invest in. 6 INTERNATIONAL MEMBERS 32 AUSTRALIAN MEMBERS MANAGING $2.2 TRILLION IN ASSETS 2 ESG REPORTING BY THE ASX200: AUGUST 2019 FOREWORD We are currently operating in a low-trust environment Yet, safety data is material to our members. In 2018, 22 – for organisations generally but especially businesses. people from 13 ASX200 companies died in their workplaces. Transparency and accountability are crucial to rebuilding A majority of these involved contractors, suggesting that this trust deficit. workplace health and safety standards are not uniformly applied. -
Aussie Mine 2016 the Next Act
Aussie Mine 2016 The next act www.pwc.com.au/aussiemine2016 Foreword Welcome to the 10th edition of Aussie Mine: The next act. We’ve chosen this theme because, despite gruelling market conditions and industry-wide poor performance in 2016, confidence is on the rise. We believe an exciting ‘next act’ is about to begin for our mid-tier miners. Aussie Mine provides industry and financial analysis on the Australian mid-tier mining sector as represented by the Mid-Tier 50 (“MT50”, the 50 largest mining companies listed on the Australian Securities Exchange with a market capitalisation of less than $5bn at 30 June 2016). 2 Aussie Mine 2016 Contents Plot summary 04 The three performances of the last 10 years 06 The cast: 2016 MT50 08 Gold steals the show 10 Movers and shakers 12 The next act 16 Deals analysis and outlook 18 Financial analysis 22 a. Income statement b. Cash flow statement c. Balance sheet Where are they now? 32 Key contributors & explanatory notes 36 Contacting PwC 39 Aussie Mine 2016 3 Plot summary The curtain comes up Movers and shakers The mining industry has been in decline over the last While the MT50 overall has shown a steadying level few years and this has continued with another weak of market performance in 2016, the actions and performance in 2016, with the MT50 recording an performances of 11 companies have stood out amongst aggregated net loss after tax of $1bn. the crowd. We put the spotlight on who these movers and shakers are, and how their main critic, their investors, have But as gold continues to develop a strong and dominant rewarded them.