

What next for QANTAS, Andrew Page on Reporting Season & the ESG debate continues
Sep 10, 2023
Andrew Page, an expert on Reporting Season, joins Ren and Bryce to discuss what's next for QANTAS. They also cover topics like the challenges faced by QANTAS, upcoming IPOs, inflation's impact on the economy and property market, investment strategies, ESG investing, divestment from brown companies, and preview the next episode.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7
Introduction
00:00 • 2min
Market Sentiment and Interest Rates
02:12 • 11min
Qantas Challenges and IPOs for Arm and Clavio
13:34 • 19min
Inflation, Property Market, and Failed Affordability Policies
32:49 • 8min
Investment Strategies and ESG Investing
41:11 • 4min
Divestment from Brown Companies and the Impact on Cost of Capital
44:48 • 11min
Discussion on Branding Ideas and Preview of Next Episode
55:25 • 2min