Friday, 25 November 2022

Victoria - The Place to Be

The Race:

Despite a number of media outlets publicly supporting the Coalition, the general consensus seems to be that the Andrews Labor government will be comfortable returned in the lower house. We will examine this by beginning with each seat's two-party preferred ALP margin (marked negative where held by the Coalition) and reducing this by 2.8% (i.e. the swing from the 2018 2PP results to the latest poll [paywalled]).

SEAT PARTY MARGIN PREDICTION
Albert Park  ALP 13.1% 10.3%
Ashwood  ALP 2.0% -0.8%
Bass  ALP -0.7% -3.5%
Bayswater  ALP -0.6% -3.4%
Bellarine  ALP 11.4% 8.6%
Benambra  LIB

Bendigo East  ALP 12.1% 9.3%
Bendigo West  ALP 18.6% 15.8%
Bentleigh  ALP 11.4% 8.6%
Berwick  LIB -1.3% -4.1%
Box Hill  ALP 3.1% 0.3%
Brighton  LIB -0.5% -3.3%
Broadmeadows  ALP 25.2% 22.4%
Brunswick  GRN

Bulleen  LIB -5.5% -8.3%
Bundoora  ALP 16.2% 13.4%
Carrum  ALP 12.0% 9.2%
Caulfield  LIB 0.0% -2.8%
Clarinda  ALP 14.9% 12.1%
Cranbourne  ALP 9.3% 6.5%
Croydon  LIB -1.0% -3.8%
Dandenong  ALP 23.1% 20.3%
Eildon  LIB -1.0% -3.8%
Eltham  ALP 8.8% 6.0%
Essendon  ALP 15.8% 13.0%
Eureka  ALP 9.6% 6.8%
Euroa  NAT -15.8% -18.6%
Evelyn  LIB -1.8% -4.6%
Footscray  ALP 27.6% 24.8%
Frankston  ALP 10.2% 7.4%
Geelong  ALP 10.3% 7.5%
Gippsland East  NAT -17.6% -20.4%
Gippsland South  NAT -14.2% -17.0%
Glen Waverley  LIB -0.9% -3.7%
Greenvale  ALP 22.0% 19.2%
Hastings  LIB 0.0% -2.8%
Hawthorn  ALP 0.6% -2.2%
Ivanhoe  ALP 12.3% 9.5%
Kalkallo  ALP 20.9% 18.1%
Kew  LIB -4.7% -7.5%
Kororoit  ALP 25.3% 22.5%
Lara  ALP 19.1% 16.3%
Laverton  ALP 23.4% 20.6%
Lowan  NAT -21.1% -23.9%
Macedon  ALP 13.4% 10.6%
Malvern  LIB -6.0% -8.8%
Melbourne  GRN

Melton  ALP 5.0% 2.2%
Mildura  IND

Mill Park  ALP 24.9% 22.1%
Monbulk  ALP 7.1% 4.3%
Mordialloc  ALP 13.4% 10.6%
Mornington  LIB -5.0% -7.8%
Morwell  IND

Mulgrave  ALP 15.8% 13.0%
Murray Plains  NAT -24.0% -26.8%
Narracan  LIB -10.0% -12.8%
Narre Warren North  ALP 10.4% 7.6%
Narre Warren South  ALP 10.4% 7.6%
Nepean  ALP 0.7% -2.1%
Niddrie  ALP 12.5% 9.7%
Northcote  ALP

Oakleigh  ALP 16.0% 13.2%
Ovens Valley  NAT -12.1% -14.9%
Pakenham  LIB 2.2% -0.6%
Pascoe Vale  ALP 22.3% 19.5%
Point Cook  ALP 12.8% 10.0%
Polwarth  LIB -2.0% -4.8%
Prahran  GRN

Preston  ALP

Richmond  ALP

Ringwood  ALP 3.2% 0.4%
Ripon  LIB 2.8% 0.0%
Rowville  LIB -5.5% -8.3%
Sandringham  LIB -0.4% -3.2%
Shepparton  IND

South Barwon  ALP 3.0% 0.2%
South-West Coast  LIB -3.2% -6.0%
St Albans  ALP 22.0% 19.2%
Sunbury  ALP 14.5% 11.7%
Sydenham  ALP 18.3% 15.5%
Tarneit  ALP 17.9% 15.1%
Thomastown  ALP 27.4% 24.6%
Warrandyte  LIB -3.8% -6.6%
Wendouree  ALP 11.0% 8.2%
Werribee  ALP

Williamstown  ALP 19.9% 17.1%
Yan Yean  ALP 16.9% 14.1%

On these numbers alone, Daniel Andrews has the numbers to re-form majority government.

(Note 1: Narracan is marked as a Liberal retain, but due to the unfortunate death of the Nationals candidate, this vote will not be held in line with the other seats.)

(Note 2: Bass is assumed to flip to Liberal, but could flip to Nationals as both parties are running Coalition candidates. Liberals are preferred as the seat has historically been held by Liberals, not Nationals).

The Gaps:

This does not address the eleven seats where the 2PP race is not ALP v Coalition, and introduces one tossup: Ripon.

A similar approach can be applied to the five ALP v Green races, but relying on primary votes (PV) for calculating the swing: (polled ALP PV/(polled ALP PV + polled GRN PV)) - (2018 ALP PV/(2018 ALP PV + 2018 GRN PV)) = -4.0%. This assumes that all votes for other parties fall along similar lines as the ALP:GRN PV, which may not hold true at all. However, if it did the results would show:

SEAT PARTY MARGIN PREDICTION
Brunswick  GRN -2.0% -6.0%
Melbourne  GRN -1.7% -5.7%
Northcote  ALP 1.7% -2.3%
Preston  ALP 21.3% 17.3%
Richmond  ALP 5.8% 1.8%

And calculating a -2.8% swing in primary votes LIB v Green (Liberal > 0; Grn < 0) we can also resolve Prahran:

SEAT PARTY MARGIN PREDICTION
Prahran  GRN -8.2% -10.4%

That leaves all currently Green seats their verdant disposition, and suggest Northcote will flip. I personally doubt this on a gut level, but the system is there to give better guidance to personal whims so I'll keep this as a highly speculative call. That's this election's wild call.

Benambra has been some marine shade of conservative since 1877. That an independent with a 16% primary vote came second in this race shows how far Labor and the Greens lag here. Jacqui Hawkins is running as an independent again, but I don't see any reason to think she'll be more successful this time around.

LIB

Mildura was won by a margin of 253 votes after preferences in 2018, so the margin is razor thin (0.0%). General polling across the state is meaningless on a case-by-case basis, but I'll suggest that the incumbent Ali Cupper now has the benefit or name recognition and is well placed to hold on for a second term.

IND

Morwell's independent is retiring, so reverting to the 2PP data the seat is considered to have a 4.0% margin by Labor which allows it to stay red even after a 2.8% swing.

ALP

Ripon is currently held by a Liberal Louise Staley, but following redistribution is considered marginally Labor at 2.8%--the exact size of the swing against Labor bringing this down to a pure 50-50 split. I'm going to assume that the voters brought into Ripon will be a little more inclined to vote for the Coalition than in their previous seats due to the incumbency of Ms Staley, and will keep this one blue.

LIB

Shepparton was a NAT stronghold, but has been held by an IND since 2014. With a 5.3% margin it's not unassailable, but I'm still tipping for an IND in a seat where support for the Coalition has marginally decreased but where the ALP is not a credible chance.

IND

Werribee is so deeply red that the Coalition didn't even get a second place. Labor still has a comfortable 9.1% lead on last election's IND, so probably a safe bet for the Andrews Government.

ALP

The Conclusion:

All tallies up this amounts to a prediction of 50 Labor seats, 32 Coalition seats and 6 cross-bench MPs, giving a reduced, but clear majority to the returning government. The seats to watch as most difficult to predict will be Northcote, Mildura and Ripon.

SEAT PARTY MARGIN
Albert Park  ALP ALP
Ashwood  ALP LIB
Bass  ALP LIB
Bayswater  ALP LIB
Bellarine  ALP ALP
Benambra  LIB LIB
Bendigo East  ALP ALP
Bendigo West  ALP ALP
Bentleigh  ALP ALP
Berwick  LIB LIB
Box Hill  ALP ALP
Brighton  LIB LIB
Broadmeadows  ALP ALP
Brunswick  GRN GRN
Bulleen  LIB LIB
Bundoora  ALP ALP
Carrum  ALP ALP
Caulfield  LIB LIB
Clarinda  ALP ALP
Cranbourne  ALP ALP
Croydon  LIB LIB
Dandenong  ALP ALP
Eildon  LIB LIB
Eltham  ALP ALP
Essendon  ALP ALP
Eureka  ALP ALP
Euroa  NAT NAT
Evelyn  LIB LIB
Footscray  ALP ALP
Frankston  ALP ALP
Geelong  ALP ALP
Gippsland East  NAT NAT
Gippsland South  NAT NAT
Glen Waverley  LIB LIB
Greenvale  ALP ALP
Hastings  LIB LIB
Hawthorn  ALP LIB
Ivanhoe  ALP ALP
Kalkallo  ALP ALP
Kew  LIB LIB
Kororoit  ALP ALP
Lara  ALP ALP
Laverton  ALP ALP
Lowan  NAT NAT
Macedon  ALP ALP
Malvern  LIB LIB
Melbourne  GRN GRN
Melton  ALP ALP
Mildura  IND IND
Mill Park  ALP ALP
Monbulk  ALP ALP
Mordialloc  ALP ALP
Mornington  LIB LIB
Morwell  IND ALP
Mulgrave  ALP ALP
Murray Plains  NAT NAT
Narracan  LIB LIB
Narre Warren North  ALP ALP
Narre Warren South  ALP ALP
Nepean  ALP LIB
Niddrie  ALP ALP
Northcote  ALP GRN
Oakleigh  ALP ALP
Ovens Valley  NAT NAT
Pakenham  LIB LIB
Pascoe Vale  ALP ALP
Point Cook  ALP ALP
Polwarth  LIB LIB
Prahran  GRN GRN
Preston  ALP ALP
Richmond  ALP ALP
Ringwood  ALP ALP
Ripon  LIB LIB
Rowville  LIB LIB
Sandringham  LIB LIB
Shepparton  IND IND
South Barwon  ALP ALP
South-West Coast  LIB LIB
St Albans  ALP ALP
Sunbury  ALP ALP
Sydenham  ALP ALP
Tarneit  ALP ALP
Thomastown  ALP ALP
Warrandyte  LIB LIB
Wendouree  ALP ALP
Werribee  ALP ALP
Williamstown  ALP ALP
Yan Yean  ALP ALP

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