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: Wall Street Finds Its Own Reasons To Tank
May 21 2010
For the first time in a long time, Wall Street fell as the euro rallied last night, based on financial regulation fears within the general panic. Dow down 376.
The Fear Of Fear Itself
May 20 2010
Of all the negative influences currently impacting on the Australian stock market, none is greater than “Oh God I’ve seen this movie before”.
The Overnight Report: Another Night, Another Rollercoaster
May 20 2010
The euro fell then bounced hard last night and Wall Street again followed suit, turning a 186 point down day in the Dow into only 66 points down.
Shifting Preferences
May 18 2010
Morgan Stanley added two more small caps to its coverage while strategists at DJ Carmichael and BA-ML shifted preferences.
The Overnight Report: The Limbo Of Uncertainty
May 14 2010
Strength on European markets belied an ever weakening euro while Wall Street struggled to justify further gains before losing its bottle in the last hour. Dow down 113. (Locked for subscribers until 10:00 AEST)
CBA Completes The Picture
May 13 2010
The CBA update confirmed sector-wide issues and falling revenue trends and allowed analysts to argue as to whether a premium is still deserved.
The Budget: Lots Of Assumption And Little Impact
May 12 2010
Analysts can’t find much in the budget to impact on markets beyond what we already knew, but they are quick to point out the bullish assumptions contained within.
Riding The Bank Rollercoaster
May 11 2010
Between interim results and Europe, it’s been a wild ride these past few days for Australian bank investors. Where are we now?
Rudi’s View: Westpac Is The Evidence
May 06 2010
Australian banks were simply too expensive in April and Westpac has this week delivered more evidence in support of this thesis.
Bearish Triangle Breakout For Perpetual, TechWizard Reports
May 05 2010
The Wizard reports his bearish view on Perpetual shares has been confirmed.
