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
EclipX Outlook Shines Brightly
Nov 03 2016
The outlook for leasing and vehicle finance business, EclipX, is promising and brokers consider its growth ambitions remain well supported.
Earnings Risks Heightened For Macquarie Group
Oct 31 2016
Brokers suspect Macquarie Group’s earnings are peaking as the diversified financial business has increased the levels of asset sales in its first half.
Australian Banks: Reporting Season Preview
Oct 24 2016
Earnings declines, rising bad debts, potential dividend cuts, potential capital raisings – it’s not shaping up as a great reporting season for the Big Banks.
Growth Continues But Challenger Looking Stretched
Oct 19 2016
Challenger Financial Services is benefitting from new distribution agreements and strong annuity sales. That said, several broker consider the valuation stretched.
BT Investment Solid But Caution Over Brexit Prevails
Oct 11 2016
Brokers like the diversity in BT Investment Management but several remain cautious about the outlook, given lingering risks surrounding Brexit.
Bank Of Queensland Yield Still Impressive
Oct 07 2016
Bank of Queensland’s result failed to impress brokers given margin pressure and subdued volumes but the outlook has not deteriorated.
A New Era For Australian Banks
Oct 05 2016
Are Australian bank returns on equity really too high? What lies ahead for the banking sector?
Brokers Lukewarm On Bendigo & Adelaide’s Acquisition
Oct 04 2016
Bendigo & Adelaide Bank will acquire the Keystart home loan portfolio but brokers are lukewarm, given the increased risk this Western Australian book entails.
Weekly Broker Wrap: Strategy, Infrastructure, Wagering And Receivables
Sep 23 2016
Unforgiving market continues; infrastructure sells off; flat outlook for construction; Canaccord Genuity covers receivables; Bell Potter initiates on TPI Enterprises.
Are Expectations Too High For Macquarie Group?
Sep 20 2016
Macquarie Group has signalled FY17 earnings are likely to be broadly in line with FY16. Brokers are concerned about investors anticipating that guidance will be upgraded.
