bearish•Macquarie Group•22 Jun 2023 09:50
Australia Banks - MQG Funding Cost, NPLs Far Worse, With Higher Rates, Longer
MQG is not a traditional Australian bank, and where its NPL delta is far higher than peers, as its is funding cost delta. High rats for longer, may...
bearish•Macquarie Group•22 Mar 2023 09:26
MQG - Funding Squeeze?
Funding squeeze is evident in Hong Kong, and reports suggest the same in Australia, with other markets likely. Banks which rely more on non-deposit...
bullish•Macquarie Group•04 Jun 2021 11:39
Macquarie – Don’t You Forget About Me
There are few banks that reveal improving core net interest income. Macquarie is unique in this respect and further enters the current period of...
bearish•Quantitative Analysis•29 Sep 2023 06:00
ASX Short Interest Weekly (Sep 22nd): Wesfarmers, Macquarie, Bluescope Steel, Woodside Energy, BHP
We analyzed ASX short interest report for the past week and highlight short interest changes in Wesfarmers, Macquarie, Bluescope Steel, Woodside...
bullish•Australia and New Zealand Banking Group (ANZ)•04 Apr 2023 15:13