THE LONG AND THE SHORT OF IT: KMD’s suitors, Warehouse’s groceries and AMD cracks a trillion
Paul McBeth and Oliver Mander opine on marketland.
The Bottom Line’s Paul McBeth and New Zealand Shareholders’ Association chief executive Oliver Mander return with The Long and the Short of It, where they discuss the latest goings-on in marketland.
This week, Oliver looks at KMD Brands’ clean sweep with a big write-down as its various units start showing signs of life, and he contemplates just how potential suitors might be thinking about the surfwear and outdoor equipment retailer.
The rise and rise of sovereign risk from various political parties’ proposals to bring supermarket prices down gets a sharp rebuke, and Oliver ponders how the Warehouse might get caught up in the grocery plays.
And Advanced Micro Devices cracks the trillion-dollar market capitalisation mark – so we try to work out just where the chipmaker sits in the burgeoning artificial intelligence trade.
Paul is upstaged by a puppy yet again.
Or listen to it on Spotify here.
You can also watch in parts:
- Warehouse and grocery policies
- AMD
Image from Curious News.