Banks
Funds administrator Link Administration has delivered on its integration targets yet several brokers suspect upside is factored into the stock.
Feb 21 2017
Wealth manager Challenger’s first half results mark a shift to longer duration annuities and brokers mull whether the company requires more equity.
Feb 15 2017
Confidence in the near-term prospects for Blue Sky Alternative Investments is supported by strong growth in institutional clients.
Feb 14 2017
National Australia Bank’s first quarter update held few surprises. Revenue growth was subdued and brokers are mindful of the challenges in maintaining the dividend pay-out.
Feb 07 2017
Previous Stories
Weekly Broker Wrap: Electronics, Supermarkets, Insurers, A-REITs, House Building And 3P Learning
Oct 02 2015
Subdued economic indicators; Apple boosts consumer electronics; supermarket networks; insurer brand pricing; A-REITs performance; housing cycle; building materials stocks; Asian gaming junkets; Goldman Sachs initiates coverage on 3P Learning.
Treasure Chest: Waiting For a New Bid For Veda
Sep 24 2015
FNArena’s Treasure Chest reports on money making ideas from stockbrokers and other experts. Brokers do not believe Equifax’s bid for Veda Group is sufficient and Moelis sees a potential battle between two appropriate suitors.
Sweetener Required For Veda?
Sep 21 2015
US-listed Equifax has made a bid for Veda Group, the Australasian credit reporting agency. Brokers suggest a higher bid may be needed.
Weekly Broker Wrap: Dairy, Strategy, Pathology, Tourism, Oil And Banks
Sep 18 2015
Dairy recovery; small-mid cap focus list; pathology volumes; tourism benefit from AUD; oil impact on spending; bank requirements.
Macquarie Group Upgrades Guidance, Again
Sep 15 2015
Macquarie Group has upgraded earnings guidance, underscoring the largely positive market conditions which prevail.
Strong Outlook For Leasing, Salary Packaging Sector
Sep 15 2015
Vehicle leasing and salary packaging have surged in interest among brokers as several newcomers to the ASX lists join McMillan Shakespeare.
Weekly Broker Wrap: Mobiles, Retail, Insurance And The Australian Dollar
Sep 11 2015
Mobile sector trends; supermarket margins and non-food retail outlook; ranking general insurers and life insurance trends; foreign exchange outlook.
No Point In Chasing CBA
Sep 10 2015
The Chartist suggests another chance to buy CBA may present itself.
Are Westpac’s Goals Too Ambitious?
Sep 08 2015
Westpac will focus on customer service and productivity going forward. Brokers welcome the extra clarity on the outlook but suspect some of the goals may be tough to achieve.
Weekly Broker Wrap: GDP, State Economies, Banks, Classifieds And Key Picks
Sep 04 2015
GDP weakness; state economies diverge; bank branch closures and initiatives; new real estate listings solid; low expectations met in reporting season.
