STRATEGY RADAR 2012_0504 – THEME: 1H2012 PROFITS + FUEL WARS IN AUSTRALIA

This week was marked by the Half Year reporting season (Westpac, ANZ, IAG, QBE), and by the RBA 50 bps rate cut. Also some interesting news about Delta airlines doing some vertical integration and buying a fuel refinery to take control of their gas bill.

2 appendices this week:
– a snapshot of 3 notable trends in Insurance (back after bad years), Banking (lower P/Es) and Technology (what lessons to be learnt from the rise of mobile money overseas)
– lessons learn from the fuel wars in Australia, because of the new ACCC enquiry

As per usual, the media articles are curated in Pearltrees: http://pear.ly/bl9Cr

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