29 Quotes by Atul Lele
- Author Atul Lele
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We are concerned about the Australian market this financial year and the U.S. market in the next financial year.
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There is medium- and longer-term value in there for the government so they would be smarter holding onto it and placing it in the Future Fund if they didn't need the funds immediately.
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We view the dropping of the offer as positive. It shows Macquarie Bank is maintaining a level of prudence when bidding for assets.
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We would certainly favor any disposal of Virgin Blue. They're still not getting many benefits because the oil price is high and the labor market's still restricting any real leverage of the business model.
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We certainly didn't expect such a bearish outlook and they haven't given any earnings guidance, which is a pretty negative sign.
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Anecdotal evidence also suggests that the Taiwanese media market is still relatively immature.
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The result was ahead of our expectations. Business lending has driven growth and buoyed their earnings.
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A lot of people will view it as being high costs this period, but you'll get the increase in revenue to offset it.
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