Chegito

[Nduta~Wa~Jack @NdutaWaJack]

Strengthening Kenya-Australia Economic Relations. Daring Abroad.

Daring to Dream away from home and carrying the dream of a Nation.
A dream is the start; the courage to pursue it is what gives it direction, and the determination to see it through is what turns it into impact.A dare to imagine what could happen when Kenya and Australia connected beyond borders. Today, we are beginning to see that vision take shape.We gathered in September because we believed something bigger was possible. We believed that real connections could become partnerships, real conversations could open markets, and a dream could become an opportunity for a nation. The Summit was never meant to be a one-day event. It was sowing a seed, and what lies ahead is bigger than what we have already seen. Believing that the best is still ahead. <Forward is the direction> Nduta Wa -Jack.

Some may ask, Why the Summit?What was its impact beyond the day itself?

Today, we have yet another answer.Following its participation in the Summit, TruScreen (@_truscreen @TruScreenLATAM @MartinDillon) has announced the appointment of Ansell Pharmaceuticals as its distributor for Kenya, Somalia and South Sudan.

This is the kind of outcome we envisioned: using diaspora networks and bilateral engagement to facilitate Foreign Direct Investment (FDI), attract international businesses, open new markets and strengthen commercial partnerships.

Our ambition has always been on actual impact .It is about positioning Kenya as an attractive investment destination, connecting Australian capital and expertise to opportunities in Kenya,facilitating market entry and creating pathways for job creation, technology transfer and sustainable economic growth.The Summit was just the beginning .<Mbele pazuri fellow Kenyans> Chairperson KCNSW Matt Gitau.

Kenya Community NSW also confirms that after extensive deliberations and high-level engagements,its our pleasure to confirm that the upcoming sector-focused conference on Health and Public-Private Partnerships will feature a Kenyan delegation. Office of the President of the Republic of Kenya will be represented by the Chief of Staff and Head of Public Service, Hon. Felix Koskei. To all Kenyan health professions and beyond, its a No miss !

A special acknowledgement to Vitti Capital for believing in the vision, backing the initiative and playing a key role in turning ideas into tangible outcomes. Your wholehearted support has made the real difference. Thank you @vitticapital @FredChegito @ Shubham Goyal for your immense support.

We greatly thank both the Kenyan and Australian Governments for their support and commitment to this endeavours, strengthening the partnership between our two countries.

@WilliamsRuto
@_KithureKindiki
@AnoulackMP
@Jullianhillmp
@juliafinnMP
@Nate0natE
@HonBishopKosgei
@Beatricekemei_
@TToroitich
@SingoeiAKorir
@roselinenjogu
@MPNyando
@HonCPAJuliusRutto

[Equity Pulse @EquityPulseAU]

Australian household spending was flat in August, with annual growth at 6.8%. Recreation spending fell 1.4%, while transport rose 2.3%, pointing to uneven consumer demand as rates rise.

#ASX #Economy #Spending #RBA #Australia

[Equity Pulse @EquityPulseAU]

Codan expects H1 FY27 Communications revenue of A$400m-A$410m, up 80%-85% YoY, with group NPAT at least A$160m. EBIT margin is expected near 40%; FY27 growth guidance rises to 30%-40%.

#ASX #Codan #Technology #Defence #Australia

[Equity Pulse @EquityPulseAU]

Megaport signed A$978.6m of AI contracts, with A$322.6m prepaid, and lifted FY27 revenue guidance to A$720m-A$810m. EBITDA margin guidance rose to 42%-44%, while capex increases to A$1.78bn-A$1.88bn.

#ASX #Megaport #AI #Technology #Australia

[Equity Pulse @EquityPulseAU]

REA will buy 35% of Distilled for A$409m, owner of Ireland’s https://t.co/sxI5ItCYPN. Distilled reported €72.4m revenue and €43.3m adjusted EBITDA; REA expects modest first-year EPS accretion.

#ASX #REA #Property #M&amp;A #Australia

[Equity Pulse @EquityPulseAU]

Australia’s August inflation rose to 4.0%, below 4.1% forecasts, while trimmed mean stayed at 3.6%. Housing rose 5.7% and fuel jumped 14.8%, keeping price pressures important for the RBA.

#ASX #RBA #Inflation #Australia #Markets

[Equity Pulse @EquityPulseAU]

DroneShield secured a three-year US$500m maximum-value US Army contract framework. The ceiling is not guaranteed revenue, but opens a procurement route for future US government orders.
#ASX #DRO #Defence #Technology #Australia

[Equity Pulse @EquityPulseAU]

Liontown approved a A$389m Kathleen Valley expansion, targeting ~780,000dmt of annual spodumene output from FY30. FY27 capex guidance rises to A$435m–A$495m; shares closed 2.1% higher at A$0.97.

#ASX #LTR #Lithium #Mining #Australia

[Equity Pulse @EquityPulseAU]

China’s official manufacturing PMI rose to 50.1 in September from 49.8, while RatingDog reached 52.1. A return to factory growth provides a fresh demand signal for Australian resource exporters.
#ASX #IronOre #Mining #China #Australia

[Equity Pulse @EquityPulseAU]

Lynas will acquire Meteoric in an A$968m all-share deal, with Caldeira targeting 3,862t of NdPr annually. Meteoric rose 52.9% to A$0.260, while Lynas fell 5.9% to A$13.01.

#ASX #Lynas #RareEarths #Mining #Australia

[Equity Pulse @EquityPulseAU]

RBA says Australia’s financial system remains resilient, but risks from geopolitics, global markets, AI and critical service disruptions are rising. Banks remain well placed to keep lending through a downturn.

#ASX #RBA #Banks #Markets #Australia

[Equity Pulse @EquityPulseAU]

Yancoal completed its 80% Kestrel acquisition for US$1.85bn, funded with cash and a US$1.2bn loan. Up to US$550m more is payable if benchmark coal prices exceed US$225/t.

#ASX #Yancoal #Coal #Mining #Australia

[Equity Pulse @EquityPulseAU]

CSL will pay Alentis US$355m upfront to develop lixudebart, with up to US$1.2bn in milestones. CSL will fund clinical trials and receive 55% of global profits if commercialised.
#ASX #CSL #Healthcare #Biotech #Australia

[Equity Pulse @EquityPulseAU]

Macmahon secured a two-year, around A$98m extension at Vault Minerals’ Daisy Milano gold mine, taking the contract to October 2028. FY27 guidance and capex remain unchanged, improving revenue visibility.
#ASX #Mining #Gold #Australia #Markets

[Equity Pulse @EquityPulseAU]

Australia’s Westpac-MI consumer sentiment fell 4.7% to 80.4 in October. Post-RBA responses plunged to 67.2 as more than 80% expect higher mortgage rates; fuel tops A$2.30/litre and the cash rate is 4.60%.
#ASX #RBA #Economy #Australia #Markets

[Equity Pulse @EquityPulseAU]

Civmec secured around A$220m in contracts and extensions, lifting its order book to A$1.5bn for FY27-FY28 delivery. FY26 revenue was A$903m and NPAT A$52.1m.
#ASX #Civmec #Mining #Infrastructure #Australia

[Equity Pulse @EquityPulseAU]

SKS won A$38m of additional MEL2 data-centre work, taking the project to A$66m and work on hand to A$270m. FY26 revenue was A$347.93m; shares rose around 2.5%.
#ASX #SKS #DataCentres #Technology #Australia

[Equity Pulse @EquityPulseAU]

Regis produced 83,000oz in Q1 FY27, including 56,100oz from Duketon and 27,000oz attributable Tropicana. FY27 guidance remains 360,000-400,000oz; cash and bullion reached A$1.28bn after A$146m pre-tax cash generation.

#ASX #Gold #Mining #Australia #Markets

[Equity Pulse @EquityPulseAU]

Brent rose 1.04% to US$101.63/bbl as a storm threatened 15% of US oil output and Houthi attacks intensified Middle East supply risks. US crude inventories fell 2.09m barrels.

#ASX #Oil #Energy #Australia #Markets

[Equity Pulse @EquityPulseAU]

Dicker Data agreed to acquire Sektor for NZ$138m. Sektor generated NZ$440m revenue and NZ$22.7m EBITDA; DDR targets NZ$28-32m annualised EBITDA post-integration. Deal expands operations into Thailand and Malaysia.

#ASX #DDR #M&amp;A #Technology #Australia