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: Retailers Fight Back
Aug 19 2009
Wall Street recovered from Monday’s drop on building and retail news. Dow up 82.
Not Every Bank Bear Has Turned
Aug 14 2009
Most bank analysts have now switched their views towards more positive ratings in light of the rally, but CLSA’s Brian Johnson is maintaining an Underweight stance.
The Overnight Report: If You Blinked…
Aug 13 2009
Strong late-season earnings reports spun Wall Street on a dime last night ahead of the Fed statement. Dow up 120.
The Overnight Report: Real Profit Taking
Aug 12 2009
Wall Street posted its biggest fall in five weeks last night, led by financials. Dow down 96. (Locked for subscribers until 10:00 AEST)
Suncorp’s Earnings Pre-Release Gets Mixed Reviews
Aug 10 2009
Suncorp-Metway pre-released full year earnings last Friday and the announcement received mixed reviews from brokers.
The Overnight Report: Awaiting US Unemployment
Aug 07 2009
Another choppy session, another recovery from the lows. Dow down 24.
The Overnight Report: Fighting Hard
Aug 06 2009
The Dow dropped over 100 points early on weak economic data but battled back during the session to close down 39. (Locked for subscribers until 10:00 AEST)
Earnings Risk Remains At Bendigo And Adelaide Bank
Aug 05 2009
For the second time since its interim result Bendigo And Adelaide Bank has lowered earnings guidance, splitting views on the stock between the value on offer and the risks to ongoing earnings.
Upgrades For Oz Bank Earnings Continue
Aug 04 2009
RBS Australia has joined the chorus of brokers turning more positive on the banking sector, lifting its forecasts, targets and in some cases ratings primarily to reflect lower bad debt expectations.
Australian Covered Bonds: A New Subprime Crisis?
Aug 03 2009
There is a proposal at hand that Australian banks be allowed to issue “covered” mortgage bonds in order to restart the securitisation market. Is this just a step back into hell? FNArena responds to a reader enquiry.
