Take out weak market income and Australia’s major banks showed solid underlying trends in their results. But for how long?
Nov 15 2017
Conditions for Australia’s big banks are, if anything, improving, but brokers cannot become excited while political scrutiny continues to dominate.
Oct 20 2017
The final verdict over an August reporting season that, all in all, failed to put a bid under the Australian share market.
Sep 21 2017
A summary of the previous session’s corporate earnings result releases, including broker views, ratings and target price changes and beat/miss assessments.
Sep 05 2017
Jul 27 2017
The matter of capital requirements has finally been resolved by APRA, but do bank investors have anything to look forward to?
Apr 05 2017
How will further lending restrictions now imposed by APRA impact on bank earnings and the housing market?
Mar 31 2017
Post-event assessment of the February 2017 reporting season in Australia which laid bare significant market polarisation and saw the come-back of large caps.
Mar 23 2017
Housing bubble bursts? Fed hikes rapidly? Australia loses its AAA rating? Regulators tighten the screws? With all that is potentially facing Australia’s major banks, are they overvalued?
Mar 16 2017
A summary of the 2017 February reporting season’s corporate earnings result releases, including broker views, ratings and target price changes and beat/miss assessments. Now open for general readership.
Dec 22 2016
Equity strategists and economists provide their views and forecasts for the Australian economy and stock market in 2017.
Dec 19 2016
Equity strategists and economists provide their views and forecasts for the global economy in 2017.
Oct 05 2016
Are Australian bank returns on equity really too high? What lies ahead for the banking sector?
Sep 29 2016
For those wanting to partake in A-REIT investment brokers take a look at where the buying opportunities lie, given recent underperformance of the sector.
Sep 22 2016
As the long-awaited Australian ramp-up in new LNG production capacity begins to manifest, the issue is one of global oversupply.
Oct 25 2017 - FYI
Nov 14 2017 - Weekly Reports
Oct 31 2017 - Weekly Reports
Nov 09 2017 - Rudi's View
Nov 08 2017 - Rudi's View
Oct 26 2017 - Rudi's View