asx: cba

Preparing for, not predicting, the housing crash

Alex Shevelev

Newspaper headlines like “House prices continue to tumble nationally” are now everywhere. While we have been worried about the potential for a housing correction for a long time, what was theoretical has become actual. Prices are down and it’s no longer the fringe doom-sayers that are predicting further falls. It... Show More

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Hidden findings in banks' stress test

Christopher Joye

In the AFR today I reveal that the regulator's latest stress-tests of Australia's 13 largest banks show a vast improvement over the results of the 2014 stress-test when some banks' common equity tier one (CET1) capital ratios fell below 5%, triggering the conversion of their hybrid securities into equity. In... Show More

Why Ian Narev is the All Black of Banking

Christopher Joye

In my AFR column I argue that Ian Narev is the best commercial and retail banker of his generation and that Standard & Poor's is behaving like an economist desperately clinging to a controversial forecast that has proven horribly wrong (click on that link to read for free or AFR... Show More

Wilson Asset Management weekly: Insights from the CLSA conference in HK, Seven Group Holdings and CBA

Chris Stott

The S&P/ASX All Ordinaries Accumulation Index closed down 0.2% for the week. Minutes from the Reserve Bank of Australia’s (RBA) meeting released on Tuesday suggested that reduced demand for steel production in China would indicate downside risks to the current iron ore price. We note that the Australian market is... Show More

Technicals – ASX200 index - risk remains for a renewed sell off

Angela Mangan

The ASX200 index generated a technical sell signal at 5229 on 2/11/16, as detailed in recent Wire Yesterday it reached an intra-day low of 5052 (versus the nominated downside technical target located at 5050). The expected rebound today on the ASX200 index may continue in the short-term but is unlikely... Show More