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
Top Ten Weekly Recommendation, Target Price, Earnings Forecast Changes
Aug 29 2011
Weekly update on recommendation, target price, and earning forecast changes.
The Overnight Report: And Don’t Forget Europe
Aug 26 2011
QE shmooey. Europe has not gone away. Dow down 170.
Weighing Up Australia’s Bank Results
Aug 23 2011
The Big Four banks picked a turbulent time to release their results and trading updates, but while volatility remains there is no change to perceptions of value from among analysts.
The Overnight Report: Fear Returns
Aug 19 2011
Counterparty fear reared its ugly head with regard to European banks last night, triggering a global financials-led rout. Dow down 419.
Top Ten Weekly Recommendation, Target Price, Earnings Forecast Changes
Aug 15 2011
Weekly update on recommendation, target price, and earnings forecast changes.
The Overnight Report: Heads – Let’s Buy!
Aug 12 2011
Down 600 on Monday, up 400 on Tuesday, down 500 on Wednesday, up 400 last night.
The Overnight Report: Traders Storm The Bastille
Aug 11 2011
If the US is AA+, how can France be AAA given its exposure to euro-debt? That trickle of concern turned into a flood last night. Dow down 519.
The Overnight Report: Cavalry Arrives, And It’s Not The Fed
Aug 10 2011
There was no QE3 announced last night but markets have rebounded anyway for the simple reason the buyers have moved in. Dow up 429.
The Overnight Report: Ugly
Aug 09 2011
Wall Street tried to recover from an inevitable morning drop but as was the case in Australia yesterday, that recovery failed. Dow down 634.
Oz Residential Construction Improvement Not Expected Until 2012/13
Aug 08 2011
BIS Shrapnel’s Building in Australia 2011 report suggests Australian building commencements will recover from 2011/12, but a recovery in residential starts will take longer to develop.
