Retail Leaders Forum 2021
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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). -
The Cowra Crankhandle
The Cowra Crankhandle Volume 26 No. 1 June 2018 Cowra Crankhandle Page 2 COWRA ANTIQUE VEHICLE CLUB INC. POSTAL ADDRESS: PO BOX 731 COWRA NSW 2794 ABN: 95 035 591 220 Public Liability Insurance No. AS A172000 PLB Fair Trading Registration No. Y1784746 Shannon’s web page http://carclubs.shannons.com.au/cavc Facebook web page http://www.facebook.com/CowraAntiqueVehicleClub?ref=hl Name: Cowra Antique Vehicle Club BSB: 032820 Acc. 283380 PATRON: MAURICE RANDELL Molonglo’ Woodstock 2793 Ph. 6345 0283 [email protected] PRESIDENT: MR RUSSELL DENNING – 39 Dawson Drive Cowra 2794 Ph. (02)6342 3117 Email: [email protected] Mob. 0402078142 VICE-PRESIDENT: MR. WAYNE REEKS - 170 Seymour St Bathurst 2795 Ph. 02 6331 1553 Email: [email protected] SECRETARY/ CMC DELEGATE: KATHY DENNING – 39 Dawson Drive Cowra 2794 (02) 6342 3117 Email: [email protected] TREASURER/PUBLIC OFFICER: IAN REID -19 Gower Hardy Circuit Cowra 2794 Ph. 6342 1699 PLATES REGISTRAR/EDITOR: MR RUSSELL DENNING – 39 Dawson Drive Cowra 2794 Ph. (02)6342 3117 Email: [email protected] Mob. 0402078142 SCRUTINEERS: MR. KEN MASTERS MR. STEVEN BARKER MR. RUSSELL DENNING MR. IAN REID MR. VIC BOWER MR. JEFFRY CURTIS MR. JOHN MOONEY PROPERTY OFFICER: VIC BOWER - 17 Whitby St Cowra 2794 Ph. 0448079490 [email protected] 14051 EVENTS / FUND RAISING COMMITTEE: All Financial Members The Cowra Antique Vehicle club meetings are held on the 3rd Monday of each month at 7:30 pm at the Cowra Railway Station Clubroom Opinions expressed in this magazine/newsletter are not necessarily those of the club or the committee. -
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. -
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. -
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. -
2020 Annual Report
ASX ANNOUNCEMENT Monday, 21 September 2020 2020 Annual Report Super Retail Group Limited (ASX:SUL) is pleased to provide its 2020 Annual Report to the market. For further information contact: Investor enquiries: Robert Wruck, Head of Investor Relations Ph.: 0414 521 124 E: [email protected] Media enquiries: Kate Carini, GM Corporate Affairs Ph.: 07 3482 7404 E: [email protected] This announcement was authorised for release by the Board of Super Retail Group Limited. For personal use only SUPER RETAIL GROUP LIMITED 20 ANNUAL 20 REPORT InspiringFor personal use only you to live your passion ABN: 81 108 676 204 2 SUPER RETAIL GROUP LIMITED ANNUAL REPORT 2020 SUPER RETAIL GROUP LIMITED ANNUAL REPORT 2020 3 CONTENTS 4 Chair’s Message 6 CEO’s Message 8 About Us 10 Performance Highlights 12 Our Strategy 14 2020 Events: Testing the Strength of Super Retail Group 16 Our Brands 16 Supercheap Auto 18 rebel 20 BCF 22 Macpac 24 Board of Directors 26 Executive Leadership Team 28 Our Team 30 Directors’ Report 49 Remuneration Report (Audited) 79 Financial Statements 142 Shareholder Information 144 Corporate Directory and Financial Calendar For personal use only 4 SUPER RETAIL GROUP LIMITED ANNUAL REPORT 2020 SUPER RETAIL GROUP LIMITED ANNUAL REPORT 2020 5 DEAR SHAREHOLDER The 2020 financial year stands out as the most challenging in our 16 years as a public company. For our team members, customers, suppliers and the wider community, the past 12 months have been extremely testing. A prolonged drought in many parts of Australia, floods and tragic bushfires devastated many communities. -
Ausbil Australian Active Equity Quarterly Investment Option Update
Ausbil Australian Active Equity Quarterly Investment Option Update 31 December 2020 Aim and Strategy The strategy predominantly invests in a portfolio of Sector Allocation % listed large cap Australian equities that are Energy 3.00 primarily chosen from the S&P/ASX 200 Materials 23.09 Accumulation Index and aims to achieve excess returns before fees over the S&P/ASX 200 Industrials 8.94 Accumulation Index over rolling 3-year periods. The Consumer Discretionary 4.98 resulting portfolio will typically hold positions in 30- Consumer Staples 2.85 40 stocks. Healthcare 14.75 Financials 27.00 Investment Option Performance IT 6.07 To view the latest investment performances for Telecommunication 2.09 each product please visit amp.com.au/performance Utilities 0.00 Real Estate 6.94 Cash 0.28 Investment Option Overview Investment Category Australian Shares Top Holdings % Suggested Investment timeframe 5+ years CSL 9.82 Relative risk rating 6 / High BHP 8.66 Investment style Core Commonwealth Bank 7.41 Manager style Single Manager National Australia Bank 5.79 Macquarie Group 3.68 Asset Allocation Benchmark (%) Actual (%) Afterpay 3.67 Australian Shares 100 99.72 Aristocrat Leisure 3.58 Cash 0 0.28 ANZ Bank 3.49 QBE Insurance 3.36 Westpac Bank 3.27 Portfolio Summary • Portfolio performance for the quarter ending September 2020 was +2.34% (gross of fees) versus the benchmark return of -0.06%, as measured by the S&P/ASX 300 Accumulation Index. • Over September, Portfolio weights increased in Infrastructure Trusts with the addition of the recently recapitalized Sydney Airport, and in the Transportation (Qantas) and Online Services sectors with the addition of Webjet as the economy shifts towards reopening, and more relaxed travel conditions. -
“Aspiring to Zero Injuries” Rolled Shelf Edges for Care
LTIFR 2.78hrs lost per million hours worked -69% on prior year 12 people had time off due to injury. Total work related injuries 464 (Including 128 customers) “Aspiring to Zero injuries ” ENTER TITLE HERE TRADE PARTNER FORUM 2016 – CHRIS WILESMITH Managers Conference 2015 “Accelerate” Rolled shelf edges for Care Trade Partner Forum Group Update Peter Birtles Galvanized Shelving was upgraded to roll edge and uprights version so customers and store team won’t be injured by sharp edge during handling. Group Managing Director ? What can we do together to make products safer and Chief Executive Officer 3 Managers Conference 2015 “Accelerate” 1 Super Retail Group History Super Retail Group sales growth 1972 Reg and Hazel Rowe started trading from their North Brisbane home 2500 1974 First retail store – International Car Accessories 1979 Store name changed to Super Cheap Auto 2000 1999 50 stores SPORTS 2002 100 stores 20% compound 1500 Acquisition of Marlows and Rocca Bros 2003 growth over 20 Launched first stores in New Zealand 2004 IPO on the Australian Stock Exchange 1000 years LEISURE 2005 200 stores; Launch of BCF 2008 300 stores; Acquisition of Goldcross Cycles 500 400 stores; Acquisition of Rays Outdoors 2010 Company name change to Super Retail Group AUTO 2011 500 stores; Acquisition of Rebel and Amart Sports 0 95… 96… 97… 98… 99… 00… 01… 02… 03… 04… 05… 06… 07… 08… 09… 10… 11… 12… 13… 14… 15… 2014 600 stores Group Structure Super Retail Group Highlights 2015/16 Commercial SAFETY • Safety performance improved by 48% Auto Leisure Sports -
Summary and Recommended Investment Strategy. Investment
Information and Advice on the Australian and NZ Sharemarket from Securities Research Company's . Market Analysis Issue No. 391 www.stockmarket.co.nz January 11, 2005 Inside Market Analysis Austral Coal notes offer attractive buying opportunity: ACCEPT Health Communications Network takeover . 10 high income, high capital growth and low risk ............ 4 SELL OAMPS.................................................... 10, 11 BUY Longreach Group ...................................... 6, 7, 8 Insider Trades in NZ and Australian Shares ....... 13-15 BUY The Reject Shop ........................................... 8, 9 Insider Buying identifies two growth shares ........ 15-16 Editor and Research Director: James R Cornell (B.Com.) Summary and Recommended Investment Strategy. The stockmarkets have performed well over the last two years, but shares still offer good value and a buoyant market can yield higher rates of returns. Remain fully invested in the recommended shares. Investment Outlook. Over the last 52 weeks the NZX50 Index rose +25.2%, Stockmarket Forecasts an improvement on the previous year's gain of +23.6%. One-Month One-Year The Australian All Ordinaries index rose +22.9%, also Australia: 69% (Bullish ) 67% (Bullish) beating its previous year's gain of just +9.0%. Note 1. New Zealand: 74% (Bullish) 51% (Neutral) Our own performance has deteriorated . with the Recommended Portfolio's gain of +36.7% over the last year failing to beat our previous year's gain of +38.0%. Perhaps we will do better this year! As we pointed out last month, the stockmarket is fairly buoyant - and this a favourable environment in which to make good investment gains. But it is not so buoyant New Zealand that we risk being at a market peak. -
Charter Hall Property Portfolio
CHARTER HALL PROPERTY PORTFOLIO Charter Hall Property Portfolio Period ending 30 June 2019 2 Market Street, Sydney NSW 10 Shelley Street, Sydney NSW CHARTER HALL 1 PROPERTY PORTFOLIO $30.4 b Funds Under Management 844 3.4% Number of Weighted Average Properties Rent Review (WARR) 97.9% 8.2 years Occupancy Weighted Average Lease Expiry (WALE) Richlands Distribution Facility, QLD CHARTER HALL 2 PROPERTY PORTFOLIO CONTENTS CHARTER HALL GROUP 3 OUR FUNDS, PARTNERSHIPS & MANDATES 5 OFFICE 7 CHARTER HALL PRIME OFFICE FUND (CPOF) 8 CHARTER HALL OFFICE TRUST (CHOT) 24 OFFICE MANDATES AND PARTNERSHIPS 32 CHARTER HALL DIRECT OFFICE FUND (DOF) 36 CHARTER HALL DIRECT PFA FUND (PFA) 47 INDUSTRIAL 57 CHARTER HALL PRIME INDUSTRIAL FUND (CPIF) 58 CORE LOGISTICS PARTNERSHIP (CLP) 95 CHARTER HALL DIRECT INDUSTRIAL FUND NO.2 (DIF2) 98 CHARTER HALL DIRECT INDUSTRIAL FUND NO.3 (DIF3) 106 CHARTER HALL DIRECT INDUSTRIAL FUND NO.4 (DIF4) 114 CHARTER HALL DIRECT CDC TRUST (CHIF12) 121 RETAIL 123 CHARTER HALL PRIME RETAIL FUND (CPRF) 124 CHARTER HALL RETAIL REIT (CQR) 127 RETAIL PARTNERSHIP NO.1 (RP1) 137 RETAIL PARTNERSHIP NO.2 (RP2) 141 RETAIL PARTNERSHIP NO.6 (RP6) 143 LONG WALE HARDWARE PARTNERSHIP (LWHP) 145 LONG WALE INVESTMENT PARTNERSHIP (LWIP) 150 LONG WALE INVESTMENT PARTNERSHIP NO.2 (LWIP2) 152 CHARTER HALL DIRECT BW TRUST (CHIF11) 153 CHARTER HALL DIRECT AUTOMOTIVE TRUST (DAT) 154 CHARTER HALL DIRECT AUTOMOTIVE TRUST NO.2 (DAT2) 157 DIVERSIFIED 161 CHARTER HALL LONG WALE REIT (CLW) 162 DVP 184 DIVERSIFIED CONSUMER STAPLES FUND (DCSF) 185 SOCIAL INFRASTRUCTURE 194 CHARTER HALL EDUCATION TRUST (CQE) 195 CHARTER HALL CIB FUND (CIB) 215 INDEX 216 FURTHER INFORMATION 228 Gateway Plaza, VIC CHARTER HALL 3 PROPERTY PORTFOLIO Charter Hall Group (ASX:CHC) With over 28 years’ experience in property investment and funds management, we’re one of Australia’s leading fully integrated property groups.