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
The Overnight Report: I Robot
Jul 01 2010
Wall Street held steady all session until 3pm when a massive programmed sell order ensured a technical break-down. Dow down 96.
On New Dividend Rules, Tax On CSM LNG, And Retail Banking
Jun 30 2010
RBS evaluates stocks impacted by changing dividend rules while JP Morgan weighs up the RSPT against the PRRT and Morgan Stanley warns of lower earnings for retail banking.
The Overnight Report: Confidence Expires
Jun 30 2010
Low leading indicator and confidence readings in China and the US broke the dam of building disquiet last night sending risk assets tumbling. Dow down 268.
Will The Fed Stage Another Rescue?
Jun 29 2010
Commentators suggest Fed board members are currently arguing over whether or not to reintroduce massive monetary stimulus to a flagging US economy to re-stimulate growth.
The Monday Report
Jun 28 2010
A wrap of events affecting the market on Friday night and the weekend and a preview of the week ahead.
The Overnight Report: Not Hanging In There
Jun 25 2010
In what seems like a delayed reaction, Wall Street took a tumble last night as fears of a fresh global slowdown grew. Dow down 145.
Brokers Argue Stock Market Value While ANZ Is Upgraded
Jun 24 2010
Merrill Lynch believes current earnings expectations are deluded, Macquarie sees positive returns, while Deutsche Bank has upgraded ANZ to Buy.
The Overnight Report: Fear Rebuilding
Jun 23 2010
A weak US housing number added to a growing renewal of general concern last night as the S&P500 fell through its 200-day moving average amidst weak volume. Dow down 148. (Locked for subscribers until 10:00 AEST)
The US Financial Reform Bill: Hit Or Flop?
Jun 17 2010
Will the upcoming Financial Reform Bill in the US help prevent the next crisis or at least reduce its probability?
Reader’s Question: Correlation Between Oz Dollar And Oz Banks
Jun 15 2010
Your editor has provided his view about why global investors have been selling their shares in Australian banks.
