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

More Downside For The Banks

Sep 18 2014

The Chartist reports the Australian bank index has further downside potential but will soon offer up an attractive re-entry point.


Australian Stocks: What Happened Today?

Sep 17 2014

A wrap of the day’s activity on the Australian stock market.


Macquarie Rakes In Higher Fees

Sep 16 2014

Macquarie has signalled a step-up in performance fees in FY15 but most brokers are looking for signs of improvement in the bigger picture as well.


Emerging Sell In ANZ

Sep 15 2014

Nick Linton-Ffrost of Fifth Wave suggests a short-term trading idea in ANZ Bank.


Weekly Broker Wrap: Equity Strategies, Insurers, Electronics and Online

Sep 12 2014

Citi, Deutsche Bank outline Oz equity strategies; Morgan Stanley notes the impact of technology on insurers; CIMB ponders inventory build up in electronics and lack of earnings growth in online media.


Australian Banks: Is It All Over?

Sep 10 2014

Brokers warn the Financial System Inquiry will likely mean an end to bank outperformance and increasing capital management.


Brokers Pick Over Insurers’ Prospects

Sep 04 2014

Australasian general insurer growth trends have eased in FY14 and brokers look for the keys to value going forward.


Weekly Broker Wrap: Portfolio Strategy, Indices, Financials And Oil

Aug 29 2014

Credit Suisse reviews portfolio strategy; WilsonHTM and JP Morgan forecast S&P/ASX index changes; Outlook for Aust financials and oil stocks.


Upside For Westpac

Aug 25 2014

Nick Linton-Ffrost of Fifth Wave notes the tehcnicals suggest an emerging Buy on Westpac.


Weekly Broker Wrap: LNG Strikes, Telcos, Banks And Iron Ore M&A

Aug 22 2014

Curtis Island industrial action over for now but productivity issues remain; What do Telstra’s subscriber numbers reveal? Oz bank bull run ending; and why the BC Iron/Iron Ore Holdings merger appeals.



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