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Beyond the Royal Commission headlines

Livewire Exclusive

Financial services have been making headlines for all the wrong reasons in recent weeks. Following Rowena “Shock and” Orr’s public shellacking of the wealth management industry, AMP Limited has since lost almost its entire board of directors, as well as a big part of the executive team. The banks were... Show More

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Business Insights Across the Market

NAOS Asset Management

“The industry faces challenges of low credit growth, low interest rates, regulatory uncertainty, increasing consumer expectations and increased scrutiny of conduct and culture” Jon Sutton, MD, Bank of Queensland Show More

What Mattered Today; BOQ hit with higher funding costs

James Gerrish

A very weak session for local stocks even though the index finished flat with early optimism sold into fairly aggressively, particularly on the close despite US Futures trading higher / S&P pointing to a rise of 0.5% in the US tonight. The domestic trading desks we deal with are all... Show More

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Australian Banking Sector: Royal Commission announced

Bell Potter

Process fast-tracked, findings due by 1 February 2019: The government has announced a royal commission into the banking sector. This followed a letter released by the four major banks earlier today highlighting the need for certainty and the imperative to restore confidence in the sector. Show More

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Is there value in the beaten banking sector?

Matthew Haupt

Australia’s largest banks have endured a controversial year defined by public relations nightmares and opportunistic government interventions. Show More

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See what The CEO's thought of Wage Inflation, Advertising & the Global Economy this week

NAOS Asset Management

"Delivery by drone will soon be commonplace" Don Meij, CEO, Domino’s Pizza Enterprises Show More

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CEO INSIGHTS – Week Ending 31 Mar 2017 BY NAOS Asset Management

NAOS Asset Management

“The retail space is going through changes, with emerging younger brands showing traditional outlets that it’s possible to open new stores if you do it smart” Robin McGowan, Co-founder, InStitchu Show More

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Sunset Strip > Trading Day Wrap From Blue Ocean 20170330

Mathan Somasundaram

Local market had another positive day driven by resources and banks despite weak global sentiment. Resource were pushed up by better commodities while stronger currency drove global investors to buy into our banks. Staples, Energy and REITs were the best performers while Gold, Industrials and Utilities were the negative sectors. Show More

Bank Note$ - TS Lim's quarterly bank review

Bell Potter

The sector turned in another positive performance in the December period (in line with expectations) with strong contributions again from the domestic retail and business banks. NIM may have been lower in the period due to asset price competition but we are seeing an easing in retail and wholesale funding... Show More

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Technicals - bank stocks - potential for a cluster of sell signals to be generated

Angela Mangan

The Australian banks have entered a significant phase from a technical viewpoint, given the potential has now emerged for a cluster of technical top formations / sell signals to be generated. My recent wire from mid-January highlighted that the banks were overbought on a momentum basis, which was reason for... Show More

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Daily AGM Note, Wednesday 30 November 2016

Avatar fallback

Today's note has the strikes I've spotted in amongst all of the results notices today, plus the outcomes at Bank of Queensland and Northern Star Resources. You'll find today's note at this link and it was written after markets closed today so will be updated on Thursday for any WA... Show More

Changing times for smallcaps

UBS Asset Management

The environment for equity investing has become a little more challenging in recent months in the wake of developments such as Brexit and the Trump presidency. Rising longer term interest rates (bond yields) and the risk of higher inflation in developed economies (fiscal policy returning to the fore?) has seen... Show More

Why are Australian bank ratings under pressure?

UBS Asset Management

Earlier this week, Standard & Poor's (S&P) placed the entire Australian banking system on Negative Outlook. This implies that there is a one-in-three chance 25 Australian Banks' credit ratings may be downgraded within the next 2 years. S&P cited the continuing strength in property prices increases the risk of a... Show More

November 2016: Month ahead in AGMs

Avatar fallback

You can find the main note at this link https://subscriber.theexecutiveremunerationreporter.com.au/archives/16303 and from there you can reach the other notes. ASX Listing Rule 10.17 resolutions to increase the non-executive director fee pool are one theme to look out for. I explain these resolutions in this note https://subscriber.theexecutiveremunerationreporter.com.au/archives/14158 and while many companies... Show More

S&P cuts credit rating outlook for second-tier Australian banks

Livewire News

Standard & Poor's has cut its credit rating outlook for second-tier Australian banks, highlighting the growing risks to lenders from rising property prices and household debt. The credit rating agency on Monday lowered its credit rating outlook for 25 financial institutions in the country, including Bank of Queensland, Bendigo and... Show More

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Week in Preview 3 Oct 16: AGM & bank reporting season

CommSec

CommSec Advisory’s Nicky Kritikos speaks with Tom Piotrowski about upcoming AGMs and the bank reporting season which kicks off on October 6 with Bank of Queensland. Show More

ASX:BOQ

Not all mortgage exposures are created equal

Stuart Jackson

There's been a lot of discussions lately about the current state of the residential property market and the potential for a correction, or even a collapse, in residential property prices. Regarding the most exposed banks to any correction in Australian residential property prices, most of the discussion revolves around the... Show More

Are the banks a good buy?

Livewire Equities

If you’re an income-seeking investor, George Boubouras from Contango Asset Management thinks the big banks are worth owning. “If you’re not an institutional fund manager, and you’ve got a self-managed super fund, yes you should have the big four banks. The total return comes mainly from the income contribution -... Show More

Week in Preview 4 Apr 16: RBA Board meeting & BOQ earnings preview

CommSec

Tom Piotrowski speaks with CommSec Advisory’s Blair Hannon about Tuesday’s RBA Board meeting and the Bank of Queensland’s half year earnings results due out on Thursday Show More

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A bunch of Big Short wannabes

Marcus Padley

The issue of the day is a rash of scaremongering about the Australian property market, causing the banks to have a terrible day yesterday. The CBA was down 2.8%, Westpac down 3.9%, NAB down 3.8%, ANZ down 3.5%. Here are the numbers after the falls yesterday and this morning -... Show More