Insurance Australia Group - Margin Guidance Cut
FY 2020 Margin Downgrade:Insurance Australia (IAG.AU) cut its FY 2020 insurance margin guidance range to between 14.5%-16.5% from 16%-18% due to...
301 Views
New Zealand's New Capital Buffer: Prefer CBA Over The Other Big Three
Banks operating in New Zealand must raise Tier-1 capital from 12% to 16% of risk-weighted assets over seven years. The big four Australian banks,...
389 Views
Westpac - Let's See How The New CEO Handles These Fines
New CEO steps in to deal with AML mess. Fines set to range between AUD 12.3 bn to AUD 301 bn, implying 2xd consensus or 3x market-cap and this is...
384 Views
Aussie Equities Model Portfolio Update (October): Sticking to the Knitting
Our model portfolio has added 200bp of Alpha since our last update and our stock selection remains broadly unchanged. However, we make some key...
347 Views
Aussie Equities Month in Review (September 2019)
The ASX 200 shrugged off a poor reporting season and another barrage of downgrades in September to gain 1.8% during the month. Higher bond yields...
413 Views