Aussie Equities Month in Review (April 2019)
The RBA appears set to lower the official cash rate for the first time since August 2016 after the Q119 data showed it was moving away from the...
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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...
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Holding the Reigns on Aussie Value Stocks
Stick to Growth. Growth has outperformed Value by 10%pts year-to-date and we expect its outperformance to continue for the remainder of the year,...
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Australian Banks: Key 2018 Drivers
In the past year, the Australian Banking System has experienced developing regulation, benign economic conditions, public pressure (a nascent Royal...
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A Closer Look at the Cut to Payout
In our post-reporting season note, we highlighted how payout ratios were cut in FY17 but guided to rebound in FY18. The additional capital from...
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