The World of Banking is Becoming Ever More Polarized
The polarization of the world’s banks is gaining momentum. The lumbering, large, globally systemically important banks are increasingly forced to...
303 Views
Macquarie Earnings Surge Again as Upgrade Cycle Continues. Share Purchase Plan Looks Attractive
Macquarie Group announced another strong performance with first-half fiscal 2016 earnings up 58% on first-half fiscal 2015 to AUD 1.07 billion....
269 Views
A Disappointing and Messy Result for NAB: Fair Value Estimate Reduced to AUD 36
Wide-moat National Australia Bank produced another messy earnings result for fiscal 2015, with cash earnings up 15.5% to AUD 5.8 billion, 4% below...
266 Views
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...
297 Views
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...
269 Views