The February 2018 result season has proven to be the most successful in the history of the FNArena Result Season Monitor.
Australia’s growth in 2017 has lagged that of a synchronised global economy, reflected in a positive but underperforming stock market. Is 2018 the year of catch-up? Or are further domestic pressures building?
2017 has been a remarkable year in global markets. Will it all come to an end in 2018? Or 2019? Brokers, economists and research houses offer their views.
A Royal Commission is a clear negative for Australian banks but “lesser of the evils” positives dull the impact and bank valuations have already been de-rated.
Take out weak market income and Australia’s major banks showed solid underlying trends in their results. But for how long?
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?
