reports
- Shane Lee
Aussie Reporting Season Update: Cracks in the Mirror
Solid Earnings Momentum Hits a Brick Wall. Downgrades following Reporting Front Running Reporting Downgrades for stocks not reporting Cost management Rather than Revenue Growth Driving Earnings Capex for Offence and Defence Holding Steady with our View.
QBE QBE INSURANCE GROUP LIMITED
NCM NEWCREST MINING LIMITED
FMG FORTESCUE METALS GROUP LTD
AWC ALUMINA LIMITED
CBA COMMONWEALTH BANK OF AUSTRALIA
GXY GALAXY RESOURCES LIMITED
RRL REGIS RESOURCES LIMITED
TLS TELSTRA CORPORATION LIMITED
MFG MAGELLAN FINANCIAL GROUP LTD
DMP DOMINO'S PIZZA ENTERPRISES LIMITED
SUN SUNCORP GROUP LIMITED
BPT BEACH ENERGY LIMITED
AAD ARDENT LEISURE
SAR SARACEN MINERAL HOLDINGS LIMITED
CSL CSL LIMITED
IOF INVESTA OFFICE FUND
COH COCHLEAR LIMITED
ABP ABACUS PROPERTY GROUP
SKC SKYCITY ENTERTAINMENT GROUP LIMITED
SEK SEEK LIMITED
CWN CROWN RESORTS LIMITED
PGH PACT GROUP HOLDINGS LTD.
BAL BELLAMY'S AUSTRALIA LTD.
LNK LINK ADMINISTRATION HOLDINGS LTD.
IGO IGO LIMITED
DOW DOWNER EDI LIMITED
TGR TASSAL GROUP LTD.
SFR SANDFIRE RESOURCES LIMITED
SHL SONIC HEALTHCARE LIMITED
ILU ILUKA RESOURCES LIMITED
DXS DEXUS
NVT NAVITAS LIMITED
IFN INFIGEN ENERGY
TWE TREASURY WINE ESTATES LIMITED
AZJ AURIZON HOLDINGS LTD.
SIQ SMARTGROUP
SDA SPEEDCAST INTERNATIONAL LTD
AGL AGL ENERGY LIMITED
ECX ECLIPX GROUP LTD.
VCX VICINITY CENTRES
JPM. JPMORGAN CHASE & CO.
SIG SIGMA HEALTHCARE LTD
DHG DOMAIN HOLDINGS AUSTRALIA
RMD RESMED CDI
WESTPAC BANKING PFD.
RTP. RIO TINTO PLC CEDEAR
- John Heagerty
- Nadja Heini
- CFA
Q4 Snap: solid result, future tax rate of 20%!
JPM delivered another good result despite the difficult comp with 4Q16 and confusion given recent tax reform. FICC was below expectations, indicating a weak end to the year given low volatility. But other areas surprised to the upside, including Treasury Solutions, Securities Services and IB fees. Loan growth seemed to pick up in Q4 (+2% QoQ) with C&I stronger than expected and NIM expansion of 5bp QoQ helped drive strong net interest income growth. Credit quality remained very good with NCOs ti...
- Please Change Name Lan Wang
- CFA
JPMorgan Chase & Co.: Q3 2017 Commentary
FINANCIAL INSTITUTIONS ISSUER COMMENT 12 October 2017 Analyst Contacts Peter E. Nerby, CFA 212-553-3782 Senior Vice President [email protected] Lan Wang, CFA 212-553-7761 Associate Analyst [email protected] Laurie Mayers 44-20-7772-5582 Associate Managing Director [email protected] Ana Arsov 212-553-3763 Managing Director [email protected] CLIENT SERVICES Americas 1-212-553-1653 A
- Please Change Name Lan Wang
- CFA
JPMorgan Chase & Co.: Q3 2017 Commentary
FINANCIAL INSTITUTIONS ISSUER COMMENT 12 October 2017 Analyst Contacts Peter E. Nerby, CFA 212-553-3782 Senior Vice President [email protected] Lan Wang, CFA 212-553-7761 Associate Analyst [email protected] Laurie Mayers 44-20-7772-5582 Associate Managing Director [email protected] Ana Arsov 212-553-3763 Managing Director [email protected] CLIENT SERVICES Americas 1-212-553-1653 A
- John Heagerty
- Please Change Name Nerby
JPMorgan Chase & Co.: Q4 2016 Results Commentary
FINANCIAL INSTITUTIONS ISSUER COMMENT 13 January 2017 Contacts Peter E. Nerby, CFA 212-553-3782 Senior Vice President [email protected] Lan Wang, CFA 416-214-3853 Associate Analyst [email protected] Ana Arsov 212-553-3763 Associate Managing Director [email protected] JPMorgan Chase & Co. Q4 2016 Results Commentary Balanced Results and Strong Franchises benefit Bondholders For Q4, 201
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