Resolute soaring on Goldmans upgrade

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Whitehaven lifts after solid quarter

Summary

  • Australian shares are trading higher through the afternoon.
  • Fed chair Powell's testimony to Congress indicated officials would adopt a more accommodative policy stance.
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Whitehaven Coal received better than expected prices for its thermal coal in the three months to June 30, softening the blow from weaker than expected sales volumes.

Shares in the coal miner rose in early trading on Thursday, after it revealed it had received an average of $US84 for each tonne of thermal coal sold over the past three months.

That was about 5 per cent better than the benchmark price for New South Wales thermal coal, and suggests product from Whitehaven's Maules Creek mine continues to attract strong premiums.

UBS had expected Whitehaven to receive $US80 per tonne for its coal in the period.

Peter Ker has the full story here.

Australian shares are trading firmly higher through the afternoon, led by the resource stocks.

The S&P/ASX 200 Index is up 27.9 points, or 0.4 per cent, to 6717.7.

CSL has risen 1.1 per cent, NAB is up 0.8 per cent and BHP had advanced 0.4 per cent.

Resolute Mining is up 9.8 per cent, Whitehaven Coal has firmed 5.6 per cent and Cooper Energy has added 4.9 per cent.

ANZ has dropped 0.8 per cent, Scentre Group is trading 1.5 per cent lower and Macquarie Group is down 0.7 per cent.

Sims Metal Management is trading 3.5 per cent lower, Emeco Holdings has declined 3.3 per cent and GWA Group is down 2.9 per cent.

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The release of Westpac's self assessment of its culture, governance and accountability will provide a neat demonstration that the pain of public scrutiny always resonates far longer than any financial penalty.

That $500 million requirement - starting on September 30 and staying in place until the banks have got through their customer remediation issues, and addressed any problems found - won't have investors sweating too much.

Chanticleer has the full piece here.

It's among the top stock markets in the world this year and inching closer to an all-time high.

Australia's benchmark S&P/ASX 200 Index has surged over 18 per cent this year, adding about $US210 billion (4302 billion) in value despite a sluggish economy and a housing slump. Investor concerns eased after a federal election and the Royal Commission's inquiry into the financial sector stopped short of demanding a structural overhaul in the sector.

Still, analysts have been divided on where Aussie stocks will go after this year's rally with Citigroup and Morgan Stanley cheering the surge, and Goldman Sachs taking the other side of the trade and downgrading the market to underweight.

Read the full story here.

Competition tsar Rod Sims has poured scorn on Telstra's ability to buy the National Broadband Network, warning he had misgivings about any company associated with the leading telco buying the taxpayer-funded internet monopoly.

It came as Telstra's rivals in the broadband market backed Communications Minister Paul Fletcher's emphatic statement that Telstra could not buy the $51 billion NBN under current legislation.

"It would be inappropriate [to sell the NBN] to any of the telco retailers, Telstra included," Mr Sims said.

When Telstra created InfraCo, as part of a broader turnaround effort last year, it positioned the telco for a future deal with the NBN Co or an acquisition. Telstra chairman John Mullen said in 2018 that it would be a potential "solution" for the government should it look to privatise the network.

Jennifer Duke has the full story here.

Westpac has culture that is overly bureaucratic and process-driven, which results in staff getting entangled in complexity rather than taking "ownership," a report commissioned by the bank's board says.

The country's second-biggest bank on Thursday released its "self-assessment" of its culture and governance. All big financial institutions were required to do conduct this exercise after a scathing inquiry into CBA last year.

The report paints a picture of a culture that is biased to "process over outcomes," with a tendency to create complexity for its own sake.

"There is a propensity in Westpac to believe that "more is more": more analysis, more information, more documentation, more iteration of papers, more sign-offs, more meetings, more policies, more frameworks, more "stuff" – frequently layered on without offsetting reduction or rationalisation," the report says.

"This can add rigour and thoroughness, but also unnecessary complexity, slow or impeded execution on a range of fronts, and challenges to cognition and thinking space."

"Many employees resign themselves to complexity as the natural state of affairs at Westpac, and their response to that complexity is often to wrap more complexity around it – potentially adding risk in the process."

The 131 page report, commissioned by the board last year, identifies three strands of Westpac's "corporate DNA". These are: a tendency to cultivate complexity; the privileging of "conceptual work over execution and implementation'; and an "imperative for safety" after the bank nearly collapsed in the early 1990s.

Some of its recommendations include providing more training on conduct risk; reviewing compliance policies; and improving internal reporting of systemic issues.

Clancy Yeates

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One of the nation's biggest investment houses has backed Afterpay's ability to withstand a challenge from credit card giant Visa, as Goldman Sachs cut its forecasts and urged the company to step up innovation to remain ahead of its rivals.

Australian Foundation Investment Company chairman Mark Freeman said he was watching Visa's entry to the 'buy now, pay later' market closely, but he was optimistic Afterpay could beat back its advances.

"Afterpay have established an entrenched user base now...You just have to walk around shops and see how it's being used," he said. "It's up to Visa to try and disrupt that."

AFIC, founded in 1928, holds Afterpay shares in its Mirrabooka, ASX-listed investment company. And Mr Freeman said he expects to hold the highly polarising stock for the long term. "We want to be part of the company for the long term, it's doing everything we want to see a company do," he said.

John McDuling has the full story here.

Australian shares are trading higher through the middle of the session, led by gold miners and the energy sector.

The S&P/ASX 200 Index is up 15.7 points, or 0.2 per cent, to 6705.5.

CSL is trading 0.8 per cent higher, Newcrest Mining is up 2.3 per cent and BHP Group has added 0.3 per cent.

Resolute Mining is trad 7.6 per cent higher, Cooper Energy is up 5.3 per cent and Clinuvel Pharmaceuticals is trading 4.7 per cent higher.

ANZ is down 1 per cent, Commonwealth Bank has dropped 0.5 per cent and Westpac is trading 0.3 per cent lower.

Sims Metal Management is trading 3.5 per cent lower, Emeco Holdings is down 3.1 per cent and Vocus Group has dropped 2.9 per cent.

BHP has joined the world's biggest oil companies in shutting down their Gulf of Mexico operations in anticipation of a major storm in the region.

The weather system, which could turn into a hurricane in coming days, was still about 200 kilometres from the coast of the US state of Louisiana on Thursday morning, according to Bloomberg.

The storm has already caused some flooding in New Orleans.

BHP has stakes in producing and exploration assets on both the US and Mexican sides of the Gulf of Mexico.

Peter Ker has the full story here.

Lending to households fell 1.3 per cent in May in seasonally adjusted term, down 16.3 per cent for the year according to the latest Australian Bureau of Statistics data.

"Most components of new lending to households fell in May, led by weaker lending for owner occupier dwellings and for investment dwellings," said ABS chief economist Bruce Hockman.

Lending to owner occupiers fell 2.7 per cent while investment lendings dropped 1.7 per cent for the month.

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