Empower your investment journey with knowledge. Subscribe to NAOS News & Insights.
By subscribing you consent to NAOS using your personal information in accordance with its Privacy Policy, a copy of which is available here.
By subscribing you consent to NAOS using your personal information in accordance with its Privacy Policy, a copy of which is available here.
“Hospitality is a ruthless environment. The pressures around the cost of goods are there all the time, operating pressures around labour too, and the cost of building stores."
Northern Australia
“If the economy in northern Australia is thriving, it benefits the whole nation. The region has just 5 per cent of the population but generates 70 per cent of our export value." Tracey Hayes, Chair, Northern Australia Infrastructure Fund [$7bn government facility to fund infrastructure]
Labour Shortages
"Infrastructure Australia reports that there will be a shortage of up to 300,000 construction workers by FY27." Market Statement, Acrow Ltd
"A shortage of radiologists - expected to worsen in North America and worldwide - has pressured providers to interpret more imaging studies in less time, further exacerbating provider burnout." Sam Hupert, CEO, Pro Medicus Ltd
Weight Loss & Quick Service Restaurants
“With all those weight loss drugs, people are going to shift to smaller size portions, but they still want value.” Steven Marks, Co-CEO, Guzman y Gomez Ltd
“Hospitality is a ruthless environment. The pressures around the cost of goods are there all the time, operating pressures around labour too, and the cost of building stores." Costa Anastasiadis, CEO, Zeus Street Greek
Sample Testing
“Within [our] Minerals [division], activity continues to be led by major and mid-tier miners, while improving funding conditions for junior explorers are contributing to higher quotation and early-stage project activity.” Malcolm Deane, CEO, ALS Ltd
Retail
“A lot of other online retailers are just selling other people’s products, and it becomes a race to the bottom as it’s very hard to compete on price because you have middlemen taking margins.” Ruslan Kogan, CEO, Kogan.com Ltd
Uranium
“Our strategy is underpinned by the strong market outlook driven by the global nuclear energy demand to secure electrification globally. We're well positioned as global utilities seek to secure supply from Western-facing uranium jurisdictions. And we have the capacity to bring supply to the market after many years of underinvestment in mining.” Paul Hemburrow, CEO, Paladin Energy Ltd
Healthcare Policies
“Who optimises for the patient? No one, because there’s no funding optimisation for that.” Rohan Mead, CEO, Australian Unity
Building Materials
“The environment remains challenging.” Aaron Erter, CEO, James Hardie Industries plc
Join our investment community. Be the first to receive NAOS News, Podcasts, Insights and Invitations.
By subscribing, you consent to NAOS using your personal information in accordance with its Privacy Policy, a copy of which is available here.
Leisure Airfares & Outdoor Travellers
“I really challenge the notion that high fares are destroying leisure…We are seeing Jetstar grow at a faster pace, and that, I think, is indicative of the role the Qantas group plays in stimulating leisure, because one in three Jetstar fares is under $100.” Vanessa Hudson, CEO, Qantas Group Ltd
Electricity Grid
“Whilst wind and solar generators are environmentally friendly, they further increase the wholesale electricity market to the influence of weather, meaning that the grid is becoming more volatile.” Jarryd Doran, CEO, LGI Ltd
Millennials & Gen Z’s
“Importantly, Millennials and Gen Z consumers are becoming more relevant and are forecast to represent approximately 78% of luxury consumers by 2030.” Dean Mintz, CEO, Cettire Ltd
Return to Work / Offices
"The base of chief executives across the United States and around the world have been beating the come back to the office drum for a few years now. And what we've all figured out is that none of those mandates work nearly as well as having an attractive place for people to come to. And that attractive place is partly about the physical plant, but it's partly about the experience you operate." Robert Sulentic, CEO, CBRE Group Inc.
Sports Investment
"The professional sports technology market is expected to exceed USD 71 billion by 2030, effectively doubling over the next 5 years. Live sport remains one of the last true pillars of real-time entertainment. And that enduring demand is driving unprecedented levels of investment across leagues, teams and performance infrastructure." Will Lopes, CEO, Catapult Sports Ltd
Potential AI Bubble
"I think no company is going to be immune, including us…We can look back at the internet right now. There was clearly a lot of excess investment, but none of us would question whether the internet was profound...I expect AI to be the same. So, I think it's both rational and there are elements of irrationality through a moment like this." Sundar Pichai, CEO, Alphabet Inc.
TV & PC Markets
"I would say the overall device market is flattish, sluggish...We don't think it will be sluggish forever." Kevin Yeaman, CEO, Dolby Inc.
Domestic Industries
“There is no moat, no ocean that’s large enough…to protect Australian industries from the technology shifts and the technology players.” Matt Comyn, CEO, Commonwealth Bank of Australia Ltd
Join our investment community. Be the first to receive NAOS News, Insights and Invitations.
