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
Australian Banks: Capital Requirements Not Onerous
Jul 14 2015
While there remain details to be clarified, APRA’s first indication of pending increased bank capital requirements looks more like a win than a loss for the banks, brokers believe.
Strong Upside For Westpac
Jul 14 2015
Michael Gable of Fairmont Equities suggests technical patterns point to a potentially sharp rally for Westpac.
Road Less Travelled For Nib?
Jul 10 2015
Nib Holdings will acquire travel insurance distributor World Nomads to expand its insurance reach and add another earnings stream, but is it a good move?
Weekly Broker Wrap: Telecoms, Lending And Retail
Jul 10 2015
More rationality emerging in telecoms; major banks step up to the plate on investor lending; and significant variability among small retail stocks.
NAB And Clydesdale: What Should Shareholders Do?
Jul 08 2015
National Australia Bank has sketched a plan to de-merge UK-based Clydesdale Bank by the end of 2015 and will offer stock to NAB shareholders.
Solid FY15 Masks Limited Outlook For ASX
Jul 08 2015
ASX Ltd appears to have finished FY15 with a flourish but brokers view the outlook for FY16 as more subdued.
Low Seen For ANZ?
Jul 07 2015
Michael Gable of Fairmont Equities suggests if history repeats, ANZ Bank should characteristically rally from here.
Weekly Broker Wrap: Supermarkets, Automotive, Pharma And Banking
Jun 26 2015
Equity strategy; Coles extends lead on Woolworths; Overseas holidays; automotive dealers; pharma wholesalers; banking fee growth; Donaco update.
Macquarie Group Uptrend Intact
Jun 25 2015
The Chartist suggests it’s not too late to exploit upside potential in Macquarie Group.
Australian Banks: The (Negative) Implications Of Forthcoming Regulatory Changes
Jun 19 2015
APRA is expected to shortly increase risk weightings and later this year increase capital ratios which imply capital raisings for the big banks. Brokers discuss the potential impact on bank valuations.
