Bullish Inflections Around The World
In this report we outline key technical levels across markets and highlight actionable ideas within our Financials & Energy Sectors.
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Westpac – China Recovery, Provision Delta
Westpac Banking (WBC AU) has seen its ROA move to the lowest of the major Australian banks, to incredibly low levels, suggesting a recovery here...
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IOOF Placement - A Big Deal but Will Take Some Time to Complete
Ioof Holdings (IFL AU) is looking to raise about A$1,040m in its placement and accelerated non-renounceable entitlement offer to partially fund the...
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Bank Credit Weekly: Risk Sentiment Retreats in Asia and US HY Markets
Asia’s high yield market underperformed as risk sentiment in both Asia and the US retreated. US spreads came under pressure following a deluge of...
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ECB Dividend Action Likely Leads to Similar Moves In Asia
* ECB Potentially Killing Dividends: The European Central Bank (ECB) is likely to make a final decision next week on whether to allow banks to pay...
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