Macquarie Group Acquires Dealer Finance Portfolio and Upgrades Guidance Again
Macquarie Group's acquisition of the Esanda AUD 7.8 billion finance portfolio from Australia and New Zealand Banking Group adds to the company's...
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China: Short-term stabilization possible but underlying fault lines remain
Mark and JP once again highlight the fault lines that run through what they consider to be the most vulnerable part of the listed Chinese corporate...
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Weekly Impressions - Sizing up Mr Mike Smith's footprint on ANZ
The two key company announcements in Australia in the past week were Origin Energy’s launch of a $2.5 billion entitlement offer designed to...
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ANZ's Asian growth aspirations make it an interesting alternative to slower-growing domestic banks
ANZ Bank is the third-largest of Australia's four major banks by market value and the largest bank in New Zealand and the Pacific, offering a full...
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Assessing Driver of Moats in Retail Shopping Centres
We view high quality shopping centres as benefiting from strong competitive advantages, and generally ascribe narrow economic moat ratings to...
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