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
Westpac To Extend Weakness
Nov 18 2014
Michael Gable of Fairmont Equities suggests Westpac weakness ex-dividend should play out further within a longer term bullish trend.
Australian Banks: Reporting Season Wrap
Nov 11 2014
Major bank results were considered reasonable but a question of valuation again overhangs, specifically in light of expected capital requirement increases.
Is Suncorp Kidding Itself?
Nov 11 2014
In its first quarter banking update Suncorp showcased the tug-of-war between margin and earnings growth. Broker opinions are mixed on whether the banker/insurer can actually pull it off.
QBE’s Outlook Under Pressure
Nov 06 2014
Premium growth rates are moderating and several brokers have taken a more conservative stance on QBE Insurance.
Weekly Broker Wrap: PayPal & SMEs, FX Outlook And Gambling
Oct 31 2014
PayPal offers working capital loans to Oz SMEs; consolidation in US dollar strength; and investment opportunities in Australia’s gambling sector.
Medibank IPO: Healthcare’s About To Change
Oct 29 2014
– Medibank IPO: Healthcare's About To Change – Not King Cole – Planet Zero – Calm Before Storm For Insurers?…
Weekly Broker Wrap: Ebola, Oz Pathology, Banks And Developers
Oct 24 2014
Ebola implications; too many Aust pathology centres; market correction implications; efficiency gains not sustainable; banks, developers and regulatory changes.
Australian Banks: Result Season Preview
Oct 21 2014
Bank analysts are generally expecting solid FY14 earnings performances from the Big Four but the argument continues to rage with regard regulatory risk and valuation attractiveness at these new levels.
Perpetual Taking Time To Ramp Up Growth
Oct 21 2014
Brokers mull Perpetual’s latest investment flows, asking when the benefits from synergies and new funds will become more meaningful.
Weekly Broker Wrap: Supermarkets, GPs, Housing, Steel, Insurers, Banking
Oct 17 2014
Inflation bodes well for Oz supermarkets; GP operators undervalued; housing recovery continues; steel outlook moderating; general insurer outlook benign; and Murray Inquiry looms.
