Regionals Vs Majors: Could We See A Pricing Reversal?
Ever since the Global Financial Crisis (GFC), funding costs in capital markets for both major and regional Australian banks have been steadily...
489 Views
Will Major Bank Divestments Affect Hybrid Instruments?
With the Australian Royal Commission into Misconduct in the Banking, Superannuation and Financial Services Industry (the “Commission”) being...
450 Views
Australian Reporting Season: Centuria Capital, Challenger, ANZ (Q3) & NAB (Q3)
Today Centuria Capital (CNI AU)Â and Challenger Ltd (CGF AU)Â reported results for the full year ended 30 June 2018 (FY18) with both companies in a...
669 Views
Initiating on Netwealth with a AUD 5.00 FVE and a No-Moat Rating
We are initiating coverage of Netwealth Group Ltd (NWL AU) with a AUD 5.00 fair value estimate, a no-moat rating, and a high fair value uncertainty...
379 Views
AIA - Not Letting Cash Burning a Hole in Their Pockets
This morning the overcapitalized AIA Group Ltd. (1299.HK) announced a not so insignificant transaction to purchase the Commonwealth Bank of...
415 Views