Banks

Weak economic outlook; election and retailing; pay-out ratios for A-REITs; hotels & the internet; domestic gas policy; NZ general insurers.

At its FY16 result Ozforex has reiterated its ambitious targets, expecting to double FY15 revenue by FY19.

Brokers assess the recent Big Bank first half earnings reports and provide their views on how the second half may play out.

The Chartist suggests investors should be cautious about following Macquarie Group’s rebound higher.

QBE Insurance has fleshed out its plans to deliver profit growth of more than 10% by 2018. Brokers laud the detail on targets but are aware that a lot needs to go right.

Several initiatives in the 2016 federal budget will affect providers of superannuation and lifetime insurance products and brokers delve into the ramifications.

Brokers preview next week’s major bank earnings results.

Outlook for general insurers; Commonwealth budget preview; Aldi’s success; banks and bad debts; GUD Holdings vs GWA Group; aged care sector review.

Bendigo & Adelaide Bank has provided some insights into its position in the banking sector, highlighting its customer focus. Yet brokers are unsure about its growth profile.

BT Investment Management pleased brokers with its ability to generate positive fund flows from the JO Hambro business in the March quarter.