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.
“We are fighting AI with AI.”
Cybersecurity
“We are fighting AI with AI.” Jagtar Chaudhry, CEO, Zscaler Inc. [major NASDAQ listed cloud security company]
Intelligent Reasoning
“We still sit in the second innings of it…Most clients are still only realising the automation aspect of the AI. We haven’t realised the intelligence, the reasoning side.” Zhiwei Jiang, CEO, Capgemini Australia [global IT services firm]
Banking & Loans
“Pricing is a daily game, really, and I wouldn’t say that, across the board, we have had to drop prices. You have to be competitive on price – that is the ticket to the game – but you don’t have to be the cheapest.” Rachel Slade, Head of Business Bank, National Australia Bank Ltd
Global Retail
“The world is changing, and the global retail industry is experiencing major reshuffle. Consumer’s perception continues to evolve. In this time of the great transformation, China’s retail sector is facing opportunities for breakthrough…The future will be characterized by a consumption model that combines product innovation and the consumer experience.” Guofu Ye, CEO, MINISO Group Holding Ltd [Chinese multinational homewares retailer]
Commercial Construction
"There's more demand at the moment in the industry than there is capacity to deliver on that demand. We're keeping a watchful eye on things like North-South Corridor, the new Women's and Children's Hospital, Brisbane Olympics and other major projects that are going to draw a lot of labour out of other parts of the market - our market." Matt Woodrow, Managing Director, Sarah Group [commercial construction company based in Adelaide]
“The impact of price escalation on materials was significantly reduced from the prior year,” Michael Power, Chairman, BMD Group [Australian Construction Company]
Mining Regions
“WA is a fantastic mining region with an established infrastructure network, with access to the deepest pool of highly skilled labour, contractors, suppliers and critical infrastructure” Stuart Tonkin, CEO, Northern Star Resources Ltd
Uranium
“There are 66 reactors under construction now as well as hundreds in the pipeline, so not only is the demand strong today, but there is a very strong pipeline of mid-term and long-term growth as well. Looking at the supply side, there is a structural supply-demand deficit. This has been well known and well talked about over the last few years, but what's happened in the last 2 years in particular is that the that structural deficit has translated into a significant recovery in pricing across the industry.” Ian Purdy, CEO, Paladin Energy 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.
Industrials
“[The] industrial sector was probably suffering a little bit in the past year, and we have start to see early signs of recovery” Olivier Blum, CEO, Schneider Electric SE
Entertainment
“The U.S. kind of leads almost I think in every single entertainment spend per capita category in the world” Jason Robins, CEO, DraftKings Inc.
“Continuing the trend we have seen for the past several months, these record-breaking box office, premium formats, and food and beverage results further accentuate the cultural impact an immersive, cinematic experience delivers for content across all genres.” Sean Gamble, CEO, Cinemark Holdings Inc.
Fibre & Connectivity
“Fibre technology is propelling us in ways that we couldn't have ever imagined previously. And moreover, given its unique scalability, it's likely to continue to do so into the future, creating to solutions to problems that we don't even recognise we have today.” Mark Aue, CEO, Chorus Ltd
Inflation & Deflation
“The reality is that over a period of time, shoppers know what the right price to pay for certain items is, and they’ll be looking for that trust in the retailer.” Doug Jones, CEO, Metcash Ltd
“The outlook for commodities has improved in Australia with some product categories expected to see slight deflation, although labour and energy costs remain elevated.” Market Statement, Collins Foods Ltd
Tariffs
“There’s very little in the consumer electronics space that is not imported. The customer ends up bearing some of the cost of the tariffs. These are goods that people need, and higher prices are not helpful.” Corie Barry, CEO, Best Buy Co. Inc.
Bitcoin Mining
“I'll comment on the recent trends that dominate conversations about our sector. While some competitors have diversified into AI and high-performance computing, we remain committed to bitcoin mining as a vertically integrated pure-play operation…This conviction stems from the fact of Bitcoin's finite supply, which we see as a long-term support for our disciplined approach.” Zachary Bradford, CEO, CleanSpark Inc [one of the largest bitcoin miners in the world]
Shipping Lanes
“Looking at the Panama Canal, it remains a wildcard in the market. And unexpectedly, we can see that the number of container vessels passing through the canal so far in Q4 has come down leaving more slots available for VLGCs [very large gas carriers].” Kristian Sørensen, CEO, BW LPG Ltd [world’s largest LNG/LPG shipping company]
DIY & Hardware
"The rapid decline in Trade activity led to a challenging half for our Hardware pillar, particularly in retail stores where lower volumes placed pressure on their margins." Doug Jones, CEO, Metcash Ltd
Join our investment community. Be the first to receive NAOS News, Insights and Invitations.
