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Rudi’s Comprehensive Feb 2018 Review

A comprehensive assessment of the February 2018 reporting season that overwhelmingly surprised in a positive sense, but was unfortunately overshadowed by macro concerns.

Mar 28 2018

FNArena Reporting Season Monitor February 2018

The February 2018 result season has proven to be the most successful in the history of the FNArena Result Season Monitor.

Mar 16 2018

Outlook For 2018: Australia

Australia’s growth in 2017 has lagged that of a synchronised global economy, reflected in a positive but underperforming stock market. Is 2018 the year of catch-up? Or are further domestic pressures building?

Jan 23 2018

Outlook For 2018: Global

2017 has been a remarkable year in global markets. Will it all come to an end in 2018? Or 2019? Brokers, economists and research houses offer their views.

Jan 17 2018

Previous Stories

Australian Banks: Could Have Been Worse

Dec 14 2017

A Royal Commission is a clear negative for Australian banks but “lesser of the evils” positives dull the impact and bank valuations have already been de-rated.

Australian Banks: Reporting Season Wrap

Nov 15 2017

Take out weak market income and Australia’s major banks showed solid underlying trends in their results. But for how long?

Australian Banks: It’s All About Politics

Oct 20 2017

Conditions for Australia’s big banks are, if anything, improving, but brokers cannot become excited while political scrutiny continues to dominate.

Rudi’s August 2017 Review

Sep 21 2017

The final verdict over an August reporting season that, all in all, failed to put a bid under the Australian share market.

FNArena Reporting Season Monitor August 2017

Sep 05 2017

A summary of the previous session’s corporate earnings result releases, including broker views, ratings and target price changes and beat/miss assessments.

Australian Banks: Unquestionable Relief

Jul 27 2017

The matter of capital requirements has finally been resolved by APRA, but do bank investors have anything to look forward to?

Australian Banks And The APRA Impact

Apr 05 2017

How will further lending restrictions now imposed by APRA impact on bank earnings and the housing market?

Rudi’s February 2017 Review

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.

Australian Banks: Risks And Valuations

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?

FNArena Reporting Season Monitor Feb 2017

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.

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