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: Insurers, Banks And ASX Shape Up For More Business
Jun 11 2013
Insurers are homing in on commercial clients, banks are looking at construction again and ASX is eyeing off the funds management sector.
Banks To Bounce?
Jun 04 2013
Michael Gable of Novus Capital suggests a last hurrah bounce for Australian bank shares is in the offing before further declines, with Westpac chosen as the example.
Weekly Broker Wrap: Overvalued Aussie Banks; Small Engineers Reviewed; Resi Building Pick-Up
Jun 03 2013
Australia’s major bank valuations may be about to unwind, while asset quality is improving. Small cap engineers are holding up, small retailers will be affected by discounting and residential building is showing positive signs.
Austbrokers’ Growth Fueled By Further Acquisitions
May 30 2013
Austbrokers has acquired two more insurance agencies, adding to a division that’s expected to write over $210m on an annualised basis.
Oz Banks Remain Vulnerable
May 29 2013
The Chartist sees further weakness ahead for Australian bank share prices before a longer term uptrend can resume.
Weekly Broker Wrap: Australian Banks And Other Bubbles
May 27 2013
Ford shuts shop in Australia, Australian dollar forecasts are reviewed and brokers ask when the rally in Australian banks will end.
Australian Banks: What Comes Next?
May 23 2013
Banks are now all about yield, but on low earnings growth and already elevated payouts, do brokers see any value left following the bank reporting season?
And Then There Was NAB
May 13 2013
Domestically, NAB’s interim result was in line with peers. A lack of similar capital management nevertheless reflects the bank’s legacy UK albatross.
Westpac And Macquarie: More Yield
May 06 2013
Westpac’s special dividend was no great shock but a big lift in payout ratio from an investment bank sure is.
Australian Banks: For And Against
May 02 2013
Two brokers jump into the ring to fight out the argument as to whether Australian banks are in a dangerous price bubble or are still offering relative value support.
