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
Xero Finds Going Tough In US Market
Oct 14 2014
The US market is a tough nut to crack and brokers pull back expectations for local cloud company Xero, expecting growth will be slow.
Further Downside For ANZ
Oct 13 2014
Nick Linton-Ffrost of Fifth Wave suggests waiting for the right technical signals from ANZ Bank.
Weekly Broker Wrap: AGMs, AUD, Advertising, Capex, Gaming And ClearView
Oct 10 2014
Looking for guidance at AGMs; Aust dollar needs to fall further; online advertising still taking share; soft contractor conditions continue; opportunity in gaming; and ClearView re-rates.
Weekly Broker Wrap: Retail Sales & Stocks; Bank Merger Pondered; Aussie Dollar & Mining Stocks
Oct 03 2014
Implications of soft retail outlook on stocks; Bell Potter muses over a SUN-BEN merger; and UBS contemplates a weaker Aust dollar and mining stocks.
Australian Banks: Will The Majors Need To Raise Capital?
Oct 02 2014
Analysts now see it as inevitable Australia’s big banks will need to increase their capital ratios on a regulatory basis, and there’s much conjecture as to how this might be achieved.
Treasure Chest: Computershare’s Boat Soon To Come In
Sep 30 2014
FNArena’s Treasure Chest reports on money making ideas from stockbrokers and other experts. The expectation of interest rate normalisation over the next four years leads Merrills to upgrade to a market-leading target price for Computershare.
Weekly Broker Wrap: Insurance, Telecoms And Supermarkets
Sep 26 2014
Medibank Private IPO; testing times for general insurers; implications of Harper Review for telcos; and discounter threats to supermarkets.
Brokers Ponder Regulatory Curbs On Major Banks
Sep 25 2014
The Reserve Bank of Australia has raised concerns about an “unbalanced” housing market and brokers ponder the likely curbs on banks that may result.
The Bank Yield Plays Will Keep Yielding
Sep 24 2014
Peter Switzer of the Switzer Super Report defends Australia’s recently bashed banks.
Weekly Broker Wrap: Banks, Advertising, Wages And Energy Retailing
Sep 19 2014
CBA appears the clear leader among banks; advertising weak over first half; low inflation key to consumption growth; Snowy Hydro privatisation?
