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
Weekly Broker Wrap: Health Care, Banks, Online Mortgage Pricing And Over The Wire
Feb 26 2016
Brokers analyse statistics on private hospitals and health insurers; are bank funding concerns overdone?; Google discontinues mortgage comparison; Micro Equities initiates on Over the Wire.
Strong Growth Potential Outweighs Concerns For SG Fleet
Feb 17 2016
SG Fleet pleased brokers, delivering strong first half growth despite a competitive and subdued environment.
Is Bank Of Qld Vulnerable To Margin Pressure?
Feb 10 2016
Bank of Queensland has triggered disquiet in the market, signalling for the second time in several months that margin pressures are building.
Softer Outlook Emerging For Macquarie Group
Feb 08 2016
Macquarie Group’s latest update has signalled to brokers the upgrade cycle is nearing an end and there are fewer sources of positive momentum.
Weekly Broker Wrap: Retail, Energy, Outdoor Media, Banks, Internet Consumers And IVE Group
Feb 05 2016
Retail and energy sector previews; Outdoor media and banking sector outlooks; internet consumer trends; Bell Potter initiates on IVE Group.
Questions About Medibank Private’s Margin Sustainability
Jan 25 2016
Medibank Private has upgraded earnings guidance but brokers remain concerned about the sustainability of margins.
Weekly Broker Wrap: Hospitals, Insurers, Banks, Building Materials And Temple & Webster
Jan 22 2016
Hospital usage and MBS review; insurer recovery; major bank exposures to oil industry; earnings season outlook for building materials; and Bell Potter initiates on Temple & Webster.
Macquarie Group: Approaching Long Term Entry Point
Jan 21 2016
The Chartist reports there’s likely more downside for Macquarie Group shares short term, but the share price should be approaching a beneficial entry point for long term investors.
Weekly Broker Wrap: SMSFs, Franking, Building Materials, Bank Capital, Wealth And Utilities
Dec 18 2015
Torrid time for selfies; changes in franking ranks; US housing hits a bump; bank capital rules; flagging investor appetites; the Paris agreement impact on renewables.
Ongoing Margin Pressure For Suncorp?
Dec 15 2015
Suncorp has confirmed broker suspicions with a downgrade to its first half insurance margin forecasts, amid rising claims inflation and a lower Australian dollar.
