ASX:NAB

Sticky fingers in many pies

Hugh Dive

The business of wealth management has been put under the microscope over the past month with the Royal Commission into the financial services industry. In March, the Commission focused on misdeeds in consumer lending and for the next two weeks in April it will be concerned with transgressions around financial... Show More

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Buy Hold Sell: 3 stocks making headlines and 2 'under the radar'

Buy Hold Sell

There’s an old saying that ‘there is no such thing as bad publicity.’ If you’re in the news you’ll stay top of mind – for better or worse. Right now a number of Australia’s biggest listed companies are making headlines and in this episode of Buy Hold Sell we ask... Show More

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The difference between bonds and shares in a severe correction

Elizabeth Moran

The endless days of a fantastic summer are disappearing as is the consistent, upward trend of higher share prices, with volatility returning to the market. The sharp but relatively small correction in equities early February was enough to make investors stop and reassess portfolio allocation strategies. There comes a point... Show More

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What the banking Royal Commission means for your bank shares

Guy Carson

I have to be honest, when the royal commission into the Banking, Superannuation and Financial Services sector was first announced I was skeptical. I thought that the commission would be akin to a “Dog and Pony show” with banking executives grilled for hours about already known scandals and they in... Show More

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Selling in a bull market

Livewire Exclusive

In the midst of a bull market, there’s no shortage of commentators, brokers, and friends with the latest tip on what to buy. However, nobody ever says much about selling. Baron Rothschild said the secret to his success was “I never buy at the bottom and I always sell too... Show More

Will NAB repeat its March/April 6% gain this year?

Romano Sala Tenna

Historically, this time of the year is a terrific time to buy shares in NAB, Westpac and ANZ. None better to be exact. For nearly 2 decades, buying these 3 banks at the beginning of March and selling them at the end of April has been a winning trade. Show More

ASX:ANZ ASX:NAB ASX:WBC

What Mattered Today; Banks under the pump

James Gerrish

Financial stocks were the cause of pretty much all of the pain on the ASX today with the banking enquiry focussing on CBA – some extraordinary headlines making their way into the press which was also the case yesterday when NAB was in the hot seat – the BIG 4... Show More

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What Mattered Today; Banks Seasonality working to offset Materials & Energy

James Gerrish

It feels like we’ve been writing about Trump / trade wars & tariffs all week with market movements based on the rhetoric coming out of Washington. By weeks end though, markets had settled and all sectors on the Australian bourse (except energy) actually closed higher with the ASX 200 putting... Show More

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Bank Note$: Mentioned in despatches

Bell Potter

December 2017 reporting wrap: Fundamentals sound. The recent reporting period was generally positive with few surprises. NIM benefited from lower funding costs, deposit mix, easing liquidity drag and stable lending spreads, and the domestic retail and business banks contributed to the bulk of NIM/NIE improvements. However, non-interest income was impacted... Show More

australian banks ASX:MQG ASX:NAB Financial Sector

The ABC of Tax

Clime Asset Management

A few weeks back, “our ABC” poured oil onto the heated debate in Canberra regarding the Commonwealth Government’s proposed tax rate cut legislation. The ABC produced data which represented that a significant proportion of major Australian companies hadn’t been paying tax in recent times, and from this observation its commentators... Show More

Banks are one standard deviation cheap versus the market

Brad Potter

A long anticipated royal commission, Commonwealth Bank of Australia (CBA) tripping over multiple banana skins and Australia and New Zealand Banking Group (ANZ) shrinking to greatness are all areas of interest in banks starting the year. Show More

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What Mattered Today; NAB rallies on decent trading update

James Gerrish

Another calmer day for Aussie stocks with the market having bouts of indecision in early trade before buyers settled in and pushed the index up throughout the afternoon – a decent close near the session highs with the Telco stocks doing most of the heavy lifting. On the flipside, we... Show More

ASX:AMP ASX:CBA ASX:MIN ASX:MGR ASX:NAB ASX:RIO ASX:AGL ASX:CMA

Battle of the big-caps: Banks vs resources

Buy Hold Sell

With a combined market capitalisation of over $585 billion, the big four banks and resources companies make up a massive 33.6% of the ASX 200. The Australian banks have benefited from an unprecedented run in the Australian economy and housing markets, but growth has stalled recently; is it time for... Show More

CommSec Stock Watch: Reporting Season preview

CommSec

CommSec Advisory’s Justin Wynne speaks with Tom Piotrowski about the upcoming February reporting season, including the factors to focus on in the results of the banks & miners. Show More

Bell Potter Analyst Outlook & Top Stock Picks for 2018

Bell Potter

In this report, our analysts share their sector view and top stock picks for 2018 across sectors including banks and general insurers, diversified financials, LICs, fixed income, agricultural FMCG, technology, discretionary retail, industrials, resources, and healthcare & biotech. Show More

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True or False? 5 big issues for 2018

Livewire Exclusive

In part three of Livewire’s ‘Predictions and Top Picks’ series, our panel of experts tackle five big questions for the year ahead. Will Australian inflation pick up? Will global tech stocks undergo a correction? Find out the answers to these questions and more in the video and edited transcript below. Show More

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What Mattered Today: The index breaks out, others didn't fare so well

James Gerrish

The Aussie market followed positive overnight leads to break into fresh levels not seen in over 9 years. Continuing progress in US tax reform, strong commodities markets and cashed up investors pushed the market in to unfamiliar territory. It wasn’t until the end of the session that any substantial selling... Show More

ASX:NAB ASX:RFG ASX:WTC ASXAZJ

NAB’s ESG momentum: a positive

Hunter  Page

Many quants and hedge fund managers are sceptical of the value of ESG (Environmental, Social and Corporate Governance) data. It certainly makes reasonable sense that traditional ESG data tends to be the domain of long-term investors. Show More

ASX:NAB ESG alternative data

Banks & Insurers Outlook for 2018 - TS Lim

Bell Potter

We expect underlying momentum for the major banks to be steady heading into 2018 and the Royal Commission. This would reflect steady margins (repricing and lower funding cost benefits in the previous period to offset competition), volume growth in line with GDP expectations, easing prudential headwinds (e.g. capital and liquidity),... Show More

ASX:MQG ASX:NAB ASX:SUN

Which 4 ASX50 companies issue no bonds?

Elizabeth Moran

A total of 46 of the ASX Top 50 companies issue bonds. This isn’t surprising as they are large international companies trading in foreign markets and require multiple sources of funding (see Table 1). But a couple of things did surprise me: Show More

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