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
I’m Not A Bank Basher, I’m A Bank Buyer!
Nov 04 2015
Peter Switzer of the Switzer Super Report explains why he still considers Oz banks a valuable long term investment.
Bank Outlook Not Without Challenges
Oct 27 2015
Brokers preview the upcoming earnings reports from the major banks, noting the outlook is robust but not without its challenges.
Recommendations No Impediment To Challenger
Oct 21 2015
The government’s response to the financial systems inquiry is expected to underpin Challenger’s annuity growth.
Upside For CBA
Oct 20 2015
Michael Gable of Fairmont Equities reports the technicals suggest Commonwealth Bank shares are primed to rally back over $80.
Brokers Want More Evidence Of Growth At Perpetual
Oct 19 2015
Perpetual countered a weak September quarter with the news it has a new $1bn mandate but several brokers want more evidence on the next phase of growth before becoming more positive.
IAG Now With Special Dividend Potential
Oct 16 2015
Insurance Australia Group has decided not to pursue further investment in China, relieving an overhang on the stock and sparking broker speculation regarding special dividends.
Weekly Broker Wrap: Oz Economy, Profits, Drought, Housing, Hardware, Hospitals And Insurers
Oct 16 2015
Australia’s economy; corporate profits; drought; housing sentiment; re-rating A-REITs; hardware; packaging; online; private hospitals; insurers.
Macquarie In A Sweet Spot
Oct 12 2015
Ideal asset recycling conditions, strong trading conditions, and the acquisition of ANZ’s Esanda motor finance portfolio have brokers expecting more upgrades for Macquarie.
Broker Confidence Improves In Bank Of Queensland
Oct 09 2015
Bank of Queensland has delivered a largely better than expected FY15 result and several brokers have become more enthusiastic about the stock.
Weekly Broker Wrap: Ad Blockers, Outdoor, R/E, Debt, Global Growth, Bonds And Surfstitch
Oct 09 2015
Ad blocker software gains ground; outdoor ads grow strongly; Encore Capital enters Australia; global growth downgraded; fixed income under pressure; Bell Potter highlights Surfstitch growth.
