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
The Overnight Report: Saved By The Well
Jul 16 2010
Late news from both BP and Goldman Sachs turned Wall Street around from economic data weakness last night. Dow down 7.
Bank Upgrade And Broker Conviction
Jul 12 2010
Macquarie believes the market is missing the point as it upgrades Westpac and revisits its conviction calls. RBC updates its resource sector preferences. Morgan Stanley looks at small caps.
We’ve Seen The Bottom Of The Cliff, Says Cliff
Jul 09 2010
Popular economist Cliff Bennett calls the bottom while RBS expects solid returns from here. But Morgan Stanley’s bank analysts remain wet blankets.
The Overnight Report: First Three-Day Rally Since April
Jul 09 2010
Lower jobless claims helped Wall Street build on Wednesday’s surge as risk appetite continues to return. Dow up 120.
Enduring The ‘Phoney War’
Jul 08 2010
PFP Wealth’s Tim Price looks forward to Europe’s bank stress test and it doesn’t make for a pretty picture. With lots of charts.
Micro Cap Rising Stars – Silver Chef
Jul 08 2010
Silver Chef is effectively a finance company providing small industrial equipment solutions, enjoying strong growth and paying an enviable yield.
The Overnight Report: Too Fast, Perhaps, Or Not
Jul 08 2010
A 274 point rally in the Dow may be welcome but not very convincing in many a view.
Value In Equities Even As Earnings Revised Lower
Jul 07 2010
While corporate earnings in Australia and globally are likely to be revised lower in coming months there still appears to be value in equities at current levels.
Banks At The End Of Their Tether?
Jul 07 2010
Forecast earnings downgrades continue for Aussie banks, but are they all priced in now?
The Overnight Report: Are We At The Bottom Of The Tide?
Jul 07 2010
Wall Street opened strongly last night, failed, and then kicked at the close. There is now a clear battle between buyers and sellers. Dow up 57.
