Insurance and Finance
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
Shallow Retracement For CBA
Apr 16 2015
The Chartist notes Commonwealth Bank has been pulling back from its highs but downside is epxetced to be limited.
Warning Signals For Suncorp
Apr 14 2015
Michael Gable of Fairmont Equities notes the technicals have turned neagtive for Suncorp Group.
Weekly Broker Wrap: Media, A-REITs, Life Insurance, Tourism And Food
Apr 10 2015
Morgan Stanley upgrades media; My Net Fone acquisition; Myer and A-REITs; pressure on life insurers; inbound tourism and food exports benefit from weaker Australian dollar.
Weekly Broker Wrap: General Insurers, Mobile Plans And Equity Strategies
Apr 02 2015
Competition increases for general insurers; Optus mobile plans more competitive; focus on yield remains relevant; super funds seen rotating; Goldman avoids “manufactured yield”.
Brickworks In A Sweet Spot
Mar 30 2015
Booming residential construction and strength in equity markets and property markets are combining to provide outperformance for conglomerate Brickworks.
Weekly Broker Wrap: Capex, Small-Mid Caps, Asset Managers, Capital And Banks
Mar 27 2015
2015/16 outlook for Oz capex; what is hot in emerging companies; Morgan Stanley prefers asset managers to insurers & banks; APRA’s likely plans for banks.
The Regional Bank Alternative
Mar 24 2015
Michael Gable of Fairmont Equities suggests Bendigo & Adelaide Bank is a value alternative to the overbought Big Four, and technically supported.
Cover-More Expands Despite Weak Aust Dollar
Mar 23 2015
Cover-More continues to innovate and expand its global offering and Morgan Stanley initiates coverage on the travel insurer.
Weekly Broker Wrap: Financials, Media, Insurance And Transport
Mar 13 2015
Financial stocks poised for earnings growth; flat outlook for media; cycle pressures in insurance; scale important in health insurance; weak growth in transport.
Australian Banks: Whereto From Here?
Mar 11 2015
With the latest round of bank results and updates in the bag, brokers yet again agonise over whether the big banks are too expensive.
