Strategy Analysis

09 February 2010     Australand Property Group (ALZ)           Following return to more normal conditions, ALZ´s competitive advantage will comprise scale through an Australia wide development presence...     UGL (UGL)           UGL invests in and builds businesses with low capital requirements, have alliances with leading technology providers, and earnings streams...  05 February 2010     Hills Industries (HIL)           HIL's strategy is to develop competitive businesses in three main industry segments: Electronic Security & Entertainment; Building &...  04 February 2010     News Corp (NWS)           News Corp. News Corp. generates cash from its 'old media´ properties, including newspapers, book publishing, and filmed entertainment. The...  28 January 2010     GUD Holdings (GUD)           GUD manages a diversified portfolio of businesses which sells products into both wholesale and retail markets. There are four components of...  21 January 2010     Oz Minerals (OZL)           OZL´s vision was to become a major mining company. Strategy is firstly to maximise value the value of Prominent Hill, secondly focus on...  19 January 2010     Macarthur Coal (MCC)           MCC´s vision is to be the leading independent Australian coal company. The mission is to grow shareholder value by optimising operations...  18 January 2010     Melbourne IT (MLB)           Melbourne IT reported NPAT up 16.8% to $16.19m for the year ended 31 December 2008. Revenue from ordinary activities were $186.2m, up...  15 January 2010     Commonwealth Bank (CBA)           CBA's strategy is focused on Australia, New Zealand and Asia. The vision is to become Australia´s finest financial services organisation...  13 January 2010     Ramsay Health Care (RHC)           RHC has a three stage strategy to derive earnings growth. Stage one is focused at extracting operational efficiency from merging the assets...  11 January 2010     Southern Cross Media (SXL)           SXL invests in a broad range of media assets globally. Its focus will be on media assets with stable earnings and cash flow, strong market...  08 January 2010     Northern Energy Corporation (NEC)           The Company's focus is to shift from exploration phase towards mine development. It continues to seek joint venture partners to assist with...  23 December 2009     TPG Telecom (TPM)           SOT's acquisition of the assets of Comindico added an IP network that can provide integrated telecommunications services to 98.5% of the...  22 December 2009     Mitchell Comm (MCU)           MCU is focused on growing its business both organically and via acquisitions. MCU do not anticipate changes in media ownership to impact on...  18 December 2009     Telstra (TLS)           TLS is in the middle of a five year transformation. Guidance is for low single digit growth in both revenue and earnings for the next...

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