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 Fights Back
Apr 20 2010
The case against Goldmans looks weak, Wall Street decided, while the volcano is apparently now angrier. Dow up 73.
On Profit Warnings, Undervalued Utilities And Copper Stocks
Apr 19 2010
JP Morgan sees risks across the market to current profit forecasts, UBS sees value in utilities and Weres adds two copper stocks to its Conviction List.
An Introduction To Spread Trading
Apr 19 2010
Hedge funds often seek to profit from low-risk trades by engaging in “spread” or “pairs” trading. This article (first published for subscribers a week ago) by Aliom Futures’ Jay Richards provides stock market investors with an introduction to spread trading as an alternative avenue of return.
The Monday Report
Apr 19 2010
A wrap of events affecting the market on Friday night and the weekend and a preview of the week ahead.
BOQ Just Too Ambitious, Say Analysts
Apr 16 2010
Bank of Queensland’s result was sufficiently in line with expectations but analysts suggest management’s return on equity guidance is a bit of a stretch.
Next Week At A Glance
Apr 16 2010
A brief look at important company events and economic data releases next week.
The Overnight Report: GFC Conquered
Apr 15 2010
Positive earnings and economic data sent the S&P 500 soaring through the Lehman breakdown level at 1200 last night. Dow up 103.
More Bank Doubt; NAB ‘s UK Plan
Apr 13 2010
Deutsche becomes the latest broker to query bank earnings forecasts while RBS evaluates NAB’s latest UK moves.
Brokers Turning On The Banks
Apr 08 2010
With the exception of NAB, bank share prices are now close to brokers’ average target prices and few positive catalysts are seen from here.
Rudi’s View: The Return Of The Bank Stocks Market Indicator
Apr 08 2010
Are share prices for Australian banks once again showing the direction for the broader share market?
