Banks

The Chartist reports the Australian bank index has further downside potential but will soon offer up an attractive re-entry point.

A wrap of the day’s activity on the Australian stock market.

Macquarie has signalled a step-up in performance fees in FY15 but most brokers are looking for signs of improvement in the bigger picture as well.

Nick Linton-Ffrost of Fifth Wave suggests a short-term trading idea in ANZ Bank.

Citi, Deutsche Bank outline Oz equity strategies; Morgan Stanley notes the impact of technology on insurers; CIMB ponders inventory build up in electronics and lack of earnings growth in online media.

Brokers warn the Financial System Inquiry will likely mean an end to bank outperformance and increasing capital management.

Australasian general insurer growth trends have eased in FY14 and brokers look for the keys to value going forward.

Credit Suisse reviews portfolio strategy; WilsonHTM and JP Morgan forecast S&P/ASX index changes; Outlook for Aust financials and oil stocks.

Nick Linton-Ffrost of Fifth Wave notes the tehcnicals suggest an emerging Buy on Westpac.

Curtis Island industrial action over for now but productivity issues remain; What do Telstra’s subscriber numbers reveal? Oz bank bull run ending; and why the BC Iron/Iron Ore Holdings merger appeals.