Jason Teh Quotations

If you remove the regulatory hurdle it paves the way for Toll to financially engineer how they can complete it. A higher cash component would definitely lure them across the line.

Things are getting tougher in New Zealand. While the rest of the world hasn't really priced in the risks associated with higher interest rates and slower growth, New Zealand's market has started to do so.

At face value, Patrick shares should start higher. The question is whether the new Toll entity gets a re-rating in the market after the acquisition on synergy benefits, or whether debt levels will be a bigger concern.

It was a good result considering the environment of higher costs being faced by miners.

The market has been running hot for a year or two on these higher commodity prices, but it's not all good. There are repercussions from higher commodities prices as well that investors have yet to take full account of.

If they want to use shares to buy a company, then if their shares fall it will make it harder for that takeover to proceed. The market's probably getting a bit of indigestion as regards to the size of the predatory move.

Babcock & Brown is certainly trying to be as aggressive as Macquarie Bank.

Given the bad blood between Chris and Paul, Pacific National has to be restructured or broken up.

The appeal of these investments is a high and steady yield, rather than their growth opportunities. There's a high element of demand for these assets at the moment.

The earnings reports have spin offs for stocks globally. The U.S. economy is the cornerstone of global growth and aspects of it are worrying.