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Marius Mariton

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Pacific

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Tripling margins is not enough on the ASX
ResMed's margins have almost tripled over the past quarter... [TV bullets, seen here: https://ausbiz.com.au/media/market-update-anz-coles-resmed-qantas-evolution-mining-collins-food?videoId=48271] Indeed, the medical devices company has seen gross margin expand by 290 basis points to 62.2 per cent. Meanwhile... third quarter revenue were up 8 per cent on a constant currency basis, reaching 1.4 billion dollars. [Stock price] And ResMed says it has returned 262 million dollars
Marius Mariton
May 11 min read


Sydney-Papeete : une menace pour le tourisme en Nouvelle-Calédonie?
https://actu.nc/2026/04/08/sydney-papeete-une-menace-pour-le-tourisme-en-nouvelle-caledonie/ Début Mars, Air Tahiti Nui a annoncé une liaison directe entre la Polynésie Française et Sydney, pour capter une plus grande part du tourisme australien dans le Pacifique. Une liaison pensée pour séduire les Australiens La nouvelle route doit entrer en service à partir de la mi-décembre 2026, à raison de deux vols par semaine, avec des départs de Papeete les lundis et jeudis. Elle per
Marius Mariton
Apr 12 min read


En Australie, le débat sur l’immigration vire à droite
Près de 570,000 visas ont été délivrés par l’Australie sur les 12 mois jusqu'à fin juin 2025. En proportion, c’est l’un des chiffres les plus élevés du monde occidental, et le parti de droite radicale “One Nation” accentue sa pression sur le monde politique australien. One Nation, la droite radicale qui monte Longtemps marginalisé dans le paysage politique australien, One Nation connaît un regain d’influence. Selon un sondage de l’institut Roy Morgan, le parti recueillerait
Marius Mariton
Mar 83 min read


Virgin Australia: Costs Are In The Air
Virgin Australia expects to grow its earnings & costs in the second half of FY26. The airline anticipates demand for air travel to remain strong, and will increase domestic capacity by around 2 to 3 %. This means capex will increase in the second half, with the purchase of a new aircraft... in addition to restructuring and IT costs. In the first half, underlying earnings were up 11.7% to $490 million. But Statutory profit came in 28% lower on the previous corresponding period
Marius Mariton
Feb 271 min read


Is Seek Getting the Job Done?
Seek has narrowed its FY26 guidance to the upside after improving yields in the first half. Seek says AI-enabled ads and an outcome-based pricing has increased its yield, offsetting a decrease in volume caused by macroeconomic conditions and its freemium offer. Seek still recorded a loss of $178 million in the first half, due to a previously declared loss in value from its investment in a Chinese jobs platform. Seek is now targeting between $195 and $215 million in adjusted p
Marius Mariton
Feb 171 min read


Has Cochlear turned a Corner?
Cochlear as flagged that its profit for this financial year should be towards the lower end of guidance as the rollout of an implant took longer than expected. For FY26, underlying net profit is expected at the lower end of guidance, currently in the 435 to $460 million range. In the first half of the financial year, Cochlear has reported a sales revenue growth of 1%, but down 2% in constant currency. Underlying net profit was down 9% to $195 million. Cochlear expects a stron
Marius Mariton
Feb 131 min read
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