Insurance and Finance

While there remain details to be clarified, APRA’s first indication of pending increased bank capital requirements looks more like a win than a loss for the banks, brokers believe.

Michael Gable of Fairmont Equities suggests technical patterns point to a potentially sharp rally for Westpac.

Nib Holdings will acquire travel insurance distributor World Nomads to expand its insurance reach and add another earnings stream, but is it a good move?

More rationality emerging in telecoms; major banks step up to the plate on investor lending; and significant variability among small retail stocks.

National Australia Bank has sketched a plan to de-merge UK-based Clydesdale Bank by the end of 2015 and will offer stock to NAB shareholders.

ASX Ltd appears to have finished FY15 with a flourish but brokers view the outlook for FY16 as more subdued.

Michael Gable of Fairmont Equities suggests if history repeats, ANZ Bank should characteristically rally from here.

Equity strategy; Coles extends lead on Woolworths; Overseas holidays; automotive dealers; pharma wholesalers; banking fee growth; Donaco update.

The Chartist suggests it’s not too late to exploit upside potential in Macquarie Group.

APRA is expected to shortly increase risk weightings and later this year increase capital ratios which imply capital raisings for the big banks. Brokers discuss the potential impact on bank valuations.