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
Brokers Mull Impact of Brexit On Macquarie Group
Jun 29 2016
Macquarie Group is considered likely to re-jig its earnings outlook in the wake of the Brexit vote. Brokers review the areas most at risk.
REPEAT: What’s Ahead For Australian Banks?
Jun 28 2016
Australian banks were already facing problems before Brexit came along.
Weekly Broker Wrap: Financials, Health, Strategy And Insurers
Jun 24 2016
Disruption ahead for financials; health care catalysts; ASX20 under performance and relative value; Bell Potter prefers insurers over banks and reviews Breville Group.
Patience Required On Steadfast
Jun 20 2016
Brokers remain positive on insurance broker Steadfast in the longer term, but see little near term upside.
Are Health Insurance Margins Sustainable?
Jun 16 2016
Nib Holdings has updated on FY16 profit expectations, which are in line with prior forecasts, but brokers remain concerned about the trajectory for margins, for both nib and the sector as a whole.
EclipX Confident Of Technology Advantage
Jun 09 2016
ElcipX provided further details of its business strategy at a briefing which impressed brokers with its sense of optimism and potential.
Another Reason To Keep The Faith In Bank Stocks
Jun 08 2016
Peter Switzer of the Switzer Super Report discusses the global and local implications of last week’s shock US jobs number.
Challenger Ticks The Right Boxes For Growth
Jun 06 2016
Challenger’s investor briefing provided brokers with more assurance on platforms in place for growth. The main question is whether the stock is overvalued or not.
Brokers Welcome A Tidier Flexigroup
Jun 01 2016
Flexigroup has announced the divestment or discontinuing of several non-core businesses, flagging a mild downgrade to FY16 expectations. Brokers expect better returns and risk profile ahead.
Banks Are A Great Investment, But Do It Right!
Jun 01 2016
Peter Switzer of the Switzer Super Report suggests the way longer term investors should play bank stocks.
