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.
“Since the concept of oculomics was established, more than 400 peer-reviewed studies have validated the eye, as a primary and reliable window into systemic health, making it today a recognized and increasingly adopted diagnostic approach across the scientific and medical community.”
Value Shoppers
“The role both Kmart and Target play has never been more important in delivering low prices.” Aleks Spaseska, Managing Director, Kmart Group
“Consistent with our FY26 results presentation, some discretionary categories such as ladies fragrances, vitamins and supplements are experiencing softness as consumers adjust their buying behaviours in line with cost-of-living pressures … We anticipate oral GLP-1 formulations to enter the market in the second half of the 2027 financial year to further enhance accessibility for patients and sales growth for our network.” Vikesh Ramsunder, CEO, Sigma Healthcare Ltd [Chemist Warehouse parent co.]
Share Trading
“I know one of the fears in the market about us is that as AI takes off it will impact cash levels. We’re actually seeing the opposite impact: that the more people use AI, the more cash they hold because they’re more active in buying stocks.” Rick Wurster, CEO, The Charles Schwab Corporation
Aluminium
“Global aluminium inventories remain historically low at approximately 42 days of consumption, leaving the market with limited capacity to absorb further supply disruptions or stronger-than-expected demand.” William Oplinger, CEO, Alcoa Corporation
Lithium & Batteries
“Electric vehicles remain the largest end use, but stationary storage is growing rapidly.” Dale Henderson, CEO, PLS Group Ltd
Partnerships & AI
“The key thing is what we’ve seen, in our history of partnerships, some of our still current and older ex-partners, they tend to bring things in-house, but I see the opposite effect [in the AI ecosystem] where more and more of the big technology players are focusing on their core and their strength, and they rely more and more on partnerships because they don’t want to duplicate or waste their resources and time on things that somebody else can do better.” Mike Schoofs, CEO, TomTom NV
Internet & Connectivity
“I think in 3 to 5 years, there’s probably a demand for 1,000 times more bandwidth than there is currently.” Elon Musk, CEO, Space Exploration Technologies Corp
Banks & Mortgages
“We expect retail banking competition to remain robust.” Gary Dickson, CFO, MyState Ltd
“Obviously, investors were the biggest hit [post Federal gov. tax changes], but first-home buyers and owner-occupier upgraders have all seen declining application volume.” Cherie Bell, CFO, Loan Market
“Deteriorating residential real estate market conditions are extending time frames for some asset sales and maturing loan refinancings.” Market Statement, MA Financial Group Ltd
State Housing Breakdown
“Queensland and Western Australia remain the strongest markets with demand moderating, but still exceeding available supply. In the New South Wales market, demand is concentrated to more affordable product. In Victoria, demand is stable but running below long-run volume averages.” Tarun Gupta, CEO, Stockland Ltd
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.
Annuities
“Sales momentum was strong across both domestic and offshore annuities, supported by demand for guaranteed income solutions in Australia and Japan.” Nick Hamilton, CEO, Challenger Ltd
Eye Imaging, Health & Life Sciences
“Since the concept of oculomics was established, more than 400 peer-reviewed studies have validated the eye, as a primary and reliable window into systemic health, making it today a recognized and increasingly adopted diagnostic approach across the scientific and medical community.” Francesco Milleri, CEO, EssilorLuxottica [world’s largest eyewear and lens maker inc. brands Ray-Ban & Oakley]
“So when I think about AI, and you’ve heard me talk about it in the past, for our customers, it’s an opportunity to improve their return on investment in the drug development process. And with an improvement in the return on investment, that spurs more interest and more investment in the cycle. It’s a virtuous cycle.” Marc Casper, CEO, Thermo Fisher Scientific Inc [world’s largest life-sciences tools and lab equipment supplier]
Construction Cycle
“The reason the last few years have been so hard is that residential, commercial and infrastructure all came down at the same time in both countries [Australia & New Zealand].” Andrew Reding, CEO, Fletcher Building Ltd
Streaming & Consumer Electronics
“So you can take our most mature markets, you think the U.S., U.K., Australia, we’re more deeply penetrated. So, our revenue growth drivers in those markets are going to skew towards ARM [average revenue per membership increases] and advertising growth.” Gregory Peters, Co-CEO, Netflix Inc
“In Electronics, we’re seeing increasing strength in semiconductors and data centres, which is partially offsetting a weaker consumer electronics market, especially in LCD displays.” William Brown, CEO, 3M Co
Join our investment community. Be the first to receive NAOS News, Insights and Invitations.
