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
IAG More Interesting But What About Returns?
Jun 17 2015
Noted investor Berkshire Hathaway has forged a deal with IAG and raised interest in the stock. Brokers have cooler heads.
Few Concerns For Challenger Ahead
Jun 17 2015
Challenger Financial has outlined its strategy for FY16, renewing its focus on margins while acknowledging book growth is more modest.
CBA Bottoming Out?
Jun 16 2015
Michael Gable of Fairmont Equities suggest the pullback in Commonwealth Bank may have reached a conclusion.
New Team At Eclipx Paves Way For Growth
Jun 03 2015
Vehicle leasing company Eclipx has listed on ASX with a new management team ready to take the company to its next phase. Two brokers initiate coverage.
Thorn Group Diversification On Track
Jun 02 2015
Thorn Group continues to expand its receivables and diversify its operations, revealing strong growth in FY15.
Weekly Broker Wrap: Housing, NZ Banking, A-REITs, Retailers And Casinos
May 29 2015
Changes to housing lending; issues for Oz banks in NZ; Upside for A-REIT values; disparities in like-for-like retail sales; Bell Potter initiates on Donaco.
Cost Savings Critical to Suncorp’s Earnings
May 28 2015
Suncorp has announced new cost saving initiatives but brokers are wary of how much will translate to the bottom line.
OzForex: Opportunities Outweigh Costs
May 27 2015
OzForex revealed strong sales growth in FY15 but saw a negative share price reaction, attributed to an acceleration in costs.
Weekly Broker Wrap: Oz Insurers, Techs, Advertising, Papers And Solar
May 22 2015
Insurer fall out in FY15; Bell Potter updates key picks; changing face of advertising; newspaper decline slows; and opportunity for solar batteries.
Australian Banks: Reality Check
May 20 2015
Disappointing earnings results were one reason a stampede began out of Australia’s big banks, but having fallen this far, is value now emerging?
