Conditions for Australia’s big banks are, if anything, improving, but brokers cannot become excited while political scrutiny continues to dominate.
The final verdict over an August reporting season that, all in all, failed to put a bid under the Australian share market.
A summary of the previous session’s corporate earnings result releases, including broker views, ratings and target price changes and beat/miss assessments.
The matter of capital requirements has finally been resolved by APRA, but do bank investors have anything to look forward to?
How will further lending restrictions now imposed by APRA impact on bank earnings and the housing market?
Post-event assessment of the February 2017 reporting season in Australia which laid bare significant market polarisation and saw the come-back of large caps.
Housing bubble bursts? Fed hikes rapidly? Australia loses its AAA rating? Regulators tighten the screws? With all that is potentially facing Australia’s major banks, are they overvalued?
A summary of the 2017 February reporting season’s corporate earnings result releases, including broker views, ratings and target price changes and beat/miss assessments. Now open for general readership.
Equity strategists and economists provide their views and forecasts for the Australian economy and stock market in 2017.
Equity strategists and economists provide their views and forecasts for the global economy in 2017.
