Corporate value creation through persisting uncertainty: analysis of ASX 200 company performance
This year we focus on divergence and disparity in Australia’s sectoral performance. What makes some companies more successful in creating value than others? Which sectors have sustained strong performance? And which sectors have been a greater drag on Australia’s performance?
TSR differed significantly more by sector in Australia than in the international peer group, with lower returns in the Banking and Mining sectors. Regulation of banks, and a drop in commodity prices during the period lowered returns for companies in these two sectors, which together make up almost half of the ASX 200 by market capitalisation.
Striving toward Total Societal Impact in Australia
A growing body of research, including recent work from BCG, has proved there is a strong correlation between a company’s impact on society and its Total Shareholder Return. We call this Total Societal Impact (TSI). How do Australian companies perform compared with the rest of the world?