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Tag: ANZ

Markets / Shares

“Big 4” Aussie Banks Steadily Becoming “Big 1+3”

May 13, 2022May 13, 2022 - by Glenn Dyer

The Commonwealth Bank seems to be slowly but surely drawing away from the NAB, Westpac and the ANZ – each of which seems powerless to close the inexorably widening gap.

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Markets / Shares

ANZ Looking to Become More than a Bank

May 6, 2022May 6, 2022 - by Glenn Dyer

Commentary from ANZ this week suggests the company wants to go shopping and use its surplus capital to buy non-bank businesses rather than give it back to shareholders.

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Markets / Shares

With Result out of the Way, ANZ Looks to Restructure

May 4, 2022May 4, 2022 - by Glenn Dyer

Buried in yesterday’s ANZ earnings announcement was intriguing news that the bank is moving towards a different structure – a holding company similar to how Macquarie Group is now configured.

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Markets / Shares

Flat ANZ 1H22 Fails to Inspire

May 4, 2022 - by Glenn Dyer

The ANZ Bank will pay an unchanged interim dividend of 72 cents a share after an unimpressive first half performance saw a 4% rise in cash earnings.

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Broker News

ANZ – Morgan Stanley rates the stock as Overweight

April 1, 2022 - by Broker News

ANZ Bank is one of the banks preferred under Morgan Stanley’s coverage and the Overweight rating and $30.30 target are retained.

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Broker News

ANZ – Morgan Stanley rates the stock as Overweight

March 2, 2022 - by Broker News

Overweight and $30 target retained.

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Markets / Shares

Banking Sector Bites: ANZ, CBA

March 1, 2022March 1, 2022 - by Glenn Dyer

ANZ and CBA were both in the news on Tuesday as the former made some key personnel moves and the latter offloaded an asset, raising expectations for further capital management programs.

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Broker News

ANZ – Citi rates the stock as Neutral

February 11, 2022 - by Broker News

No change to earnings forecasts but a target price increase to $29.25 from $27.00. Neutral retained.

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Broker News

ANZ – UBS rates the stock as Buy

February 8, 2022 - by Broker News

Price target $30. Buy. UBS’s estimates are below market consensus.

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Markets / Shares

ANZ Talking Loud but Saying Nothing

February 7, 2022February 7, 2022 - by Glenn Dyer

The market viewed ANZ’s December quarter update as a case of too much upbeat commentary and not enough about whether or not the bank actually earned a profit for the period.

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Broker News

ANZ – Macquarie rates the stock as Outperform

December 15, 2021 - by Broker News

 The $30 target price and Outperform rating are maintained.

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Markets / Shares

One Final Royal Commission Whack by ASIC

December 9, 2021 - by Glenn Dyer

In its final legal action resulting from the 2019 Royal Commission, ASIC has launched legal action against ANZ Bank after it failed to pass on financial benefits to clients.

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Broker News

ANZ – Credit Suisse rates the stock as Neutral

November 30, 2021 - by Broker News

The Neutral rating and target price of $28.50 for ANZ  Bank are retained.

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Markets / Shares

ANZ Brought to Account for Dodgy Home Loan Scheme

November 26, 2021 - by Glenn Dyer

ASIC is taking ANZ Bank to court over its discredited ‘introducer’ housing loan program that generated more than $18 billion in home loans for 50,000 people from mid-2016 to early 2018.

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Markets / Shares

Big Four Banks Back to their Best

November 9, 2021November 9, 2021 - by Glenn Dyer

Tuesday’s solid full year result from the National Australia Bank concluded the strong recovery the big four have made from the pandemic damaged 2020 financial year.

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Broker News

ANZ – Macquarie rates the stock as Outperform

October 29, 2021 - by Broker News

Outperform retained, target rises to $30.00 from $29.50.

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Markets / Shares

ANZ Defies Critics with Strong Earnings Report

October 28, 2021October 28, 2021 - by Glenn Dyer

For all the silly business media talk to the contrary, the bottom line is that ANZ has emerged from two years of pandemic hit lockdowns and disruptions in good shape and looking prudently run.

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Broker News

ANZ – Credit Suisse rates the stock as Neutral

October 22, 2021 - by Broker News

Credit Suisse is wary of being too negative on the bank given its sharp discount to the sector. Neutral rating and $28.50 target retained.

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Markets / Shares

ANZ Takes the Conservative Route for the Moment

August 19, 2021 - by Glenn Dyer

No trading update nor buyback for now from ANZ, but plenty of guidance on their loan books and capital position, both of which look strong enough for now.

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Broker News

ANZ – Morgans rates the stock as Add

July 21, 2021 - by Broker News

Morgans retains its Add rating and $34.50 target.

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Broker News

ANZ – Citi rates the stock as Neutral

July 21, 2021 - by Broker News

Citi retains its Neutral rating and $29.50 target price.

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Markets / Shares

ANZ Announces Surprise $1.5bn Buyback

July 20, 2021July 20, 2021 - by Glenn Dyer

The ANZ Bank has surprised the market by revealing a $1.5 billion buyback on Monday night, declaring it would not affect the bank’s ability to support pandemic-affected customers.

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Broker News

ANZ – Morgans rates the stock as Add

July 6, 2021 - by Broker News

The Add rating and $34.50 target are maintained.

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Broker News

ANZ – Morgans rates the stock as Add

May 6, 2021 - by Broker News

The Add rating is maintained and the target price is increased to $34.50 from $33.50.

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Markets / Shares

Market Sells the Fact with ANZ

May 5, 2021May 5, 2021 - by Glenn Dyer

For the ANZ it looks like a case of ‘sell on the news’ and take profits after the shares dipped yesterday in the wake of a solid recovery in interim earnings and a higher dividend.

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Markets

Same as it Ever Was as ANZ Rebounds

May 5, 2021May 5, 2021 - by Glenn Dyer

ANZ has joined Westpac in lifting earnings and dividend for the six months to March 31 as the economy and lending in particular recovers from 2020’s pandemic driven lockdowns.

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Markets / Shares

ANZ Follows Westpac Lead and Tidies Shop

April 30, 2021April 30, 2021 - by Glenn Dyer

Earlier in the week it was Westpac with some balance sheet tidying up ahead of next week’s interim results; on Friday it was the ANZ with a rather larger amount.

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Markets / Shares

ANZ Shares Hit Yearly High on Solid Result

February 18, 2021February 18, 2021 - by Glenn Dyer

Shares in ANZ hit their highest level in a year yesterday, putting behind the ravages of COVID and the lockdowns after a solid December quarter trading update.

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Markets / Shares

Four from Four as ANZ Joins the Party

February 18, 2021 - by Glenn Dyer

ANZ joined rivals Commonwealth, NAB and Westpac in justifying the big rally in their shares since early November with a solid trading update for the December quarter on Thursday.

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Shares

ANZ AGM Strikes Cautious Tone On Dividend Prospects

December 17, 2020December 16, 2020 - by Glenn Dyer

ANZ Bank shares ended the day up 1.3% despite a mealy-mouthed assurance at yesterday’s AGM from new chair Paul O’Sullivan about the lender’s dividend policy.

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Shares

APRA Paves Runway To Higher Bank Dividends

December 16, 2020December 15, 2020 - by Glenn Dyer

In more good news for investors, APRA has eased its dividend guidance for the banks and, from the start of 2021, will no longer be holding lenders to a minimum level of earnings retention.

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Shares

ANZ, NAB Face Up To AGMs After Westpac Dangles Dividend Carrot

December 14, 2020December 13, 2020 - by Glenn Dyer

ANZ Bank and National Bank hold their annual meetings this week and should have an easier ride than Westpac did on Friday. Westpac pledged at the meeting that shareholders will see a return to normal dividend payments in 2021 following a tumultuous year that has swiped the bank’s profits by 66%.

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Shares

APRA Flags End To Clamp On Bank Dividends

November 19, 2020November 19, 2020 - by Glenn Dyer

Old favourites, bank shares returned to the fore on the ASX yesterday after the key regulator APRA revealed that its clamp-on dividends would be eased.

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Shares

Bank Reporting Evokes Mixed Reaction From Analysts

November 6, 2020November 5, 2020 - by Glenn Dyer

As expected the COVID-19 pandemic, lockdowns, and the surge in unemployment and business problems whacked every measure at Australia’s big four banks in the year to September 30.

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Shares

Investors Treat ANZ Results With Caution

October 30, 2020October 29, 2020 - by Glenn Dyer

ANZ shares fell 2.4% to $18.70 yesterday in a market that was rattled all day by the new waves of COVID-19 infections in Europe and the US. The ASX 200 fell 97 points or 1.6% yesterday on those rising COVID-19 fears.

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Shares

ANZ Slashes Dividend After Full-Year Profit Falls 42%

October 29, 2020October 29, 2020 - by Glenn Dyer

The ANZ bank has slashed full-year dividend by more than 60% after reporting a 40% slide in earnings to $3.577 billion for the year to September 30.

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Shares

NAB Flags More Impairments As Investors Await ANZ Results

October 26, 2020October 25, 2020 - by Glenn Dyer

ANZ Bank kicks off the 2019-20 bank reporting season on Thursday but the NAB snuck on in Friday with a pre-release update of its own with news of another $600 million-plus of losses and impairments, including wage underpayments to staff.

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Markets / Shares

RBA Issues Banks Clean Bill Of Health Despite “Elevated Risks”

October 14, 2020October 13, 2020 - by Glenn Dyer

Buried in the Reserve Bank’s latest Financial Stability Review is the best news the country (and the governments) have had since the COVID-19 pandemic started ravaging the economy in February – Australia’s banks are healthy and have more than enough capital to support the economy during the slowdown without getting into trouble.

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Shares

ANZ Reverses Call To Withhold Dividend

August 20, 2020August 19, 2020 - by Glenn Dyer

Unlike its larger rival, Westpac, the ANZ Bank revealed that it will pay shareholders an interim dividend – 25 cents a share – reversing the deferral decision taken several months ago at the height of the initial surge in COVID-19 infections and lockdowns.

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Shares

Has APRA Clarified The Outlook For Banks?

July 30, 2020July 30, 2020 - by Eva Brocklehurst

The dividend outlook for banks has weighed heavily on valuations since the onset of the pandemic and the resultant economic slump. Has the prudential regulator, APRA, set minds at rest?

Read More

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  • FNN Video Test 1
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  • The Falls in Share Markets – the Bad News and the Good
  • Trafigura Taking Lithium Supply Matters into its Own Hands
  • Where are All the Chairs Now the Music Has Stopped?
  • The Week that Was – May 16-20, 2022
  • CGF – Credit Suisse rates the stock as Neutral

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4Q reveals more focus on profit and cash flow

• LBY’s 4Q FY22 quarterly activities update showed continued solid growth in top line metrics, albeit slowing, with GMV of NZ$203m (+26% on pcp) and income of NZ$12.1m (+23% on pcp).
• Net Transaction Margin (NTM) disappointed at -0.5%, due to further increase in credit losses from 4.0% to 4.9% of GMV. However, new fraud and credit risk management tools have seen losses recover materially with NTM back to 1.2% in March and LBY is confident of further recovery in coming months.

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    Signs MOU with Ford Company – Kachi is now sold out!

    Lake Resources (LKE. ASX) – LKE has signed two non-binding MOU’s in the space of 10 days. Ford Company (Ford) has signed an MOU for ~25,000t/year and last week Hanwa, a Japanese commodity trader signed a MOU for up to 25,000t/year. Subject to execution, this is an amazing feat as Ford and Hanwa are prepared to enter into longer-term strategic partnerships with LKE. Commercial negotiations are still ongoing but are expected, especially if Ford & Hanwa inject new equity into LKE, to further de-risk the project financing & thus ensure LKE and Kachi are fully funded.

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      Strategic Vanadium-battery growth with Titanium & Iron earnings resiliency

      TNG Ltd is an ASX-listed technology owner and developer of the world-class Mount Peake near-surface vanadiferous titanomagnetite deposit. To unlock value, TNG will concentrate ore from its central Northern Territory mine for processing through its patented TIVAN® process produce three premium quality revenue streams: hi-purity vanadium pentoxide (V2O5) for steel alloys and Vanadium Redox Flow batteries, a quality titanium pigment for paints and a premium steel input with >64%Fe iron ore fines.

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        Promising exploration and development update while SOP prices continue to rise

        Two recent gravity surveys have considerably exceeded expectations and revealed potential for extensions to the existing MRE at Lake Throssell, plus a material growth opportunity at Lake Yeo. This reinforces the potential for a multi-decade, Tier-1 SOP production hub based around Lake Throssell.

        TMG is currently completing work towards the PFS due early 2023, including drilling to start in Q3 2022, evaporation trials and permitting activities. Results from these programs will support the PFS and any future resource upgrade.

        Benchmark SOP prices have risen to ~US$940/t due to recent geopolitical developments. The Oct 2021 Scoping Study assumed a SOP price of US$550/t and contained a sensitivity analysis showing every 10% increase in price drives a +$144m increase in the project NPV of $364m. The c.70% increase above the Scoping Study thus implies a project NPV of ~$1.4bn.

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          Biopharmas Hit, but Buying Opportunities Created

          The news being reported about the performance of biotechnology has been dour, to say the least, for some time now. Those dour articles have been deserved with the iShares Biotechnology Exchange-Traded Fund down 25% and the SPDR® S&P® Biotech ETF is down 45% from their highs. However, those articles are backward-looking, and successful investors need to be looking forward.

          Recently, however, an article in Nature Reviews Drug Discovery caught our eye which we believe should point the way forward for the vast majority of Australian biotechnology investors. This article indicates that, at least, two companies, Antisense Therapeutics (ANP) and Kazia Therapeutics (KZA), are right in the sweet spot in terms of the future of drug development.

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            Biopharmas Hit, but Buying Opportunities Created

            The news being reported about the performance of biotechnology has been dour, to say the least, for some time now. Those dour articles have been deserved with the iShares Biotechnology Exchange-Traded Fund down 25% and the SPDR® S&P® Biotech ETF is down 45% from their highs. However, those articles are backward-looking, and successful investors need to be looking forward.

            Recently, however, an article in Nature Reviews Drug Discovery caught our eye which we believe should point the way forward for the vast majority of Australian biotechnology investors. This article indicates that, at least, two companies, Antisense Therapeutics (ANP) and Kazia Therapeutics (KZA), are right in the sweet spot in terms of the future of drug development.

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              Coal prices up, debt down – It’s payback time

              Strong 1H22 but the real story unfolds in 2H22.

              TerraCom made two announcements to the ASX on the 28th February – the first was their 2021 Half Year 2021 result which indicated that TER continues to report strong operating metrics as well as enjoying buoyant thermal coal markets which is allowing them to pay down debt at an accelerated pace.

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                Hitting goals – Making four material announcements

                We initiated on Magnis Energy Technologies (MNS.ASX) in December 2021 and since then, MNS has made four material announcements. Firstly; a conditional offtake contract for 600,000t of graphite concentrate from the Tanzanian Nachu Project (net 100%) was signed with Traxys, a global
                commodities merchant with annual revenue of ~US$6Bn; secondly; semi autonomous production has started at battery gigafactory iM3NY, thirdly;
                exciting Extra Fast Charge battery tests were reported and most recently, the game changing launch of the Lithium Slim Energy Reserve battery platform, which supports C4V’s growing EFC capability.

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                  Increasing our Target

                  Despite the lower realised oil and gas price, which fell by 5.4% and 19.7% respectively in August, Calima managed to show improvement in its key business metrics.

                  We expect higher production in November due to the contribution by the new Thorsby wells which will be drilled in August/September which will see Calima meet its 2021 production guidance of 4,500 boe/d.

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                    Emerging Financial Wealth Advisory Group

                    WT Financial Group Limited (WTL) is a growing diversified financial services company, founded in 2010 and listed on the Australian Stock Exchange (ASX) in 2015. Its advice and product offerings are delivered primarily through a group of independent financial advisers operating as authorised representatives of WTL under its Wealth Today Pty Ltd (Wealth Today) and Sentry Group Pty Ltd (Sentry Group) dealer group operations. It has around 275 advisers across more than 200 financial advice practices Australia-wide. It also operates a direct-to-consumer operation under its Spring Financial Group brand.

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                      Immutep Taking the Fight to Cancer

                      In May 2021, Corporate Connect analyst Marc Sinatra published a comprehensive research report on ASX-listed biotech Immutep Ltd (ASX: IMM). So impressed was he with IMM that Corporate Connect felt it imperative that a follow-up report be released placing a valuation on the company, because the market was not seeing the vast potential of eftilagimod alpha (efti).

                      This follow-up report has been released today. Using comparables, after adding cash back to their EV estimate and dividing by the total number of issued shares, Corporate Connect now places the fair value of an Immutep share at $A2.20.

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                        Phillips 66 to acquire 16% in NVX – 12-month target price rises 7% through project de-risking

                        Phillips 66 (PSX) has entered into an agreement with NVX to acquire 77.9m new shares for US$150m (A$203m). PSX is the worlds largest producer of speciality petroleum coke a precursor for battery grade synthetic graphite anode materials found with an Enterprise Value of US$47.5Bn and assets of US$57Bn.

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                          Market leading lifelong learning platform technology company in Australia and SE Asia

                          PayGroup (PYG) delivers multi-country BPO services and cloud SaaS HCM solutions, assisting companies to manage employees in multiple, complex jurisdictions. The company has many growth opportunities, including new clients, new jurisdictions, new products, partner expansion, and new revenue sources. PYG’s scalable business model allows operating leverage and with savings from in-housing third party technology, support margin expansion.

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                            Market leading lifelong learning platform technology company in Australia and SE Asia

                            OpenLearning (OLL) is a higher education technology company that operates a scalable online learning platform through a software-as-a-service (SaaS) business model and provides a global marketplace of high quality courses for learners of all levels. Its primary customers are education providers based in Australia and South-East Asia (primarily Malaysia). OLL started operations in Australia in 2012 and expanded to Malaysia in 2015, Singapore in 2018, and recently also Indonesia.

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