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
Weekly Broker Wrap: AUD, Banks, 2015 Surprises, Aged Care And Key Picks
Jan 23 2015
Aussie heading lower?; outlook for Oz banks; potential surprises for 2015; Macquarie reviews aged care providers; Credit Suisse’s top pick additions; and Goldman Sachs tweaks small-mid caps list.
Macquarie Group Likes Markets In Turmoil
Jan 20 2015
Macquarie Group has firmed up guidance for FY15 earnings growth of 10-20%, on the back of increased commodity trading revenue and a lower Australian dollar.
Weekly Broker Wrap: Key Picks, Media, Retail And A-REITs
Jan 16 2015
Credit Suisse adds to top picks; TV advertising subdued while online continues to grow; Xmas trade better than expected; issues for some retail stocks; and A-REITs still attractive for Morgan Stanley.
Weekly Broker Wrap: Commodities And Equities in 2015, Banks and Media
Dec 19 2014
2015 previewed for commodities and equities; the banks and the Murray Inquiry; advertising trends. Stock preferences noted.
Banks Reaching Support
Dec 16 2014
Michael Gable of Fairmont Equities suggests Australian banks should shortly see some renewed buying.
Weekly Broker Wrap: Storms, Skydiving, Banks, Christmas, Interest Rates And The Budget
Dec 05 2014
Insurers and Brisbane’s storm; Indoor Skydive lists; Aust banks in NZ; little Christmas cheer from petrol; outlook for RBA’s cash rate; and the mid year Commonwealth budget statement.
Regulatory Blow For Challenger But Stock Remains Attractive
Dec 01 2014
The Commonwealth Department of Social Security has reversed a favourable tax treatment for Challenger Financial’s aged care annuities Brokers review the implications.
Weekly Broker Wrap: Term Deposits, Supermarkets, Sales And FX Strategy
Nov 28 2014
Term deposits are less attractive; food inflation easing; Woolworths’ Masters dilemma; business sales; and ANZ’s FX strategy.
Oz Banks Strongly Positioned Despite Regulatory Risk
Nov 26 2014
Regardless of the likely recommendations of the Financial Services Inquiry, brokers consider Australia’s banks are well placed for future returns.
Weekly Broker Wrap: Casinos, Consumers, Insurers, Travel And Pulse Health
Nov 21 2014
Macau casino capacity constrained; traditional retailers beset by leisure focus; consumer sentiment is soft; general insurers are flat; business airfares rise; and Pulse Health’s new hospital.
