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Morgan Stanley

Bank analysts assess ANZ Plus, the prospects of more share buybacks & the outlook for credit availability
25th Mar 22, 9:44am
Bank analysts assess ANZ Plus, the prospects of more share buybacks & the outlook for credit availability
Reduced capital requirements for SME lending, Australasian banks lead way in housing exposure, Aussie bank shareholders can breathe easy, and as safe as houses?
2nd Dec 21, 10:42am
Reduced capital requirements for SME lending, Australasian banks lead way in housing exposure, Aussie bank shareholders can breathe easy, and as safe as houses?
ANZ to kick off new season of big bank financial results reporting on Thursday
26th Oct 21, 9:14am
ANZ to kick off new season of big bank financial results reporting on Thursday
Gareth Vaughan on financial incentives increasing vaccination rates, the mystery of Tether, high DTIs, Singapore travel, plus Eric & the anti-vaxxers
12th Oct 21, 9:59am
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Gareth Vaughan on financial incentives increasing vaccination rates, the mystery of Tether, high DTIs, Singapore travel, plus Eric & the anti-vaxxers
Gareth Vaughan on the limits to growth 49 years on; @boner4bitcoin & friends; will China's economy overtake the US; BoJ's 0% climate change loans & how OCR hikes will benefit the Aussie banks
21st Jul 21, 9:59am
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Gareth Vaughan on the limits to growth 49 years on; @boner4bitcoin & friends; will China's economy overtake the US; BoJ's 0% climate change loans & how OCR hikes will benefit the Aussie banks
Morgan Stanley report shines a light on IAG and Suncorp's dominance of New Zealand's general insurance market
24th May 21, 4:41pm
Morgan Stanley report shines a light on IAG and Suncorp's dominance of New Zealand's general insurance market
Morgan Stanley analysts predict big collective provision releases will boost major banks' earnings over the next couple of years
21st May 21, 2:24pm
Morgan Stanley analysts predict big collective provision releases will boost major banks' earnings over the next couple of years
Morgan Stanley banking analysts predict share buybacks from three of the Aussie parents of NZ's big 4 banks who have excess capital of up to A$19.1 billion
30th Mar 21, 10:00am
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Morgan Stanley banking analysts predict share buybacks from three of the Aussie parents of NZ's big 4 banks who have excess capital of up to A$19.1 billion
A European centric look at open banking from Morgan Stanley contains some useful morsels for New Zealand banks
3rd Feb 21, 2:12pm
A European centric look at open banking from Morgan Stanley contains some useful morsels for New Zealand banks
Analysts at Morgan Stanley detail their expectations for the big four Australasian banks' September quarter loan impairment charges
6th Oct 20, 9:22am
Analysts at Morgan Stanley detail their expectations for the big four Australasian banks' September quarter loan impairment charges
Bell Gully poses the question of whether NZ will follow Australian move to ease responsible lending rules as Morgan Stanley assesses the impact of the move on the parents of NZ's big four banks
29th Sep 20, 9:37am
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Bell Gully poses the question of whether NZ will follow Australian move to ease responsible lending rules as Morgan Stanley assesses the impact of the move on the parents of NZ's big four banks
Morgan Stanley banking analysts wade through the June quarter loan impairment, credit quality and loan provisioning detail from Australasia's big four banks
24th Aug 20, 8:00am
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Morgan Stanley banking analysts wade through the June quarter loan impairment, credit quality and loan provisioning detail from Australasia's big four banks
Analysts from Morgan Stanley take a look at the big four Australasian banks' commercial real estate exposure against the backdrop of economic downturn
16th Jun 20, 3:28pm
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Analysts from Morgan Stanley take a look at the big four Australasian banks' commercial real estate exposure against the backdrop of economic downturn
Morgan Stanley analysts crunches some numbers to estimate where loan losses from mortgage deferrals might end up for the big four banks
29th May 20, 2:30pm
Morgan Stanley analysts crunches some numbers to estimate where loan losses from mortgage deferrals might end up for the big four banks
Morgan Stanley argues the Covid-19 crisis is ushering in 'a regime shift' to an inflationary world with the key structural 'disinflationary' forces of the past 30 years being disrupted
14th May 20, 11:04am
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Morgan Stanley argues the Covid-19 crisis is ushering in 'a regime shift' to an inflationary world with the key structural 'disinflationary' forces of the past 30 years being disrupted
COVID-19 set to rear its head for an early impact assessment as three of Australasia's big four banking groups report their interim financial results
24th Apr 20, 9:05am
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COVID-19 set to rear its head for an early impact assessment as three of Australasia's big four banking groups report their interim financial results
Aussie parents of NZ's big four banks facing hits to everything from net interest margins to loan impairments as a result of economic downturn stemming from coronavirus
4th Mar 20, 9:29am
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Aussie parents of NZ's big four banks facing hits to everything from net interest margins to loan impairments as a result of economic downturn stemming from coronavirus
Australian Financial Review report suggests two US private equity giants are duking it out for UDC Finance as ANZ looks to sell the Kiwi finance company
20th Feb 20, 11:06am
Australian Financial Review report suggests two US private equity giants are duking it out for UDC Finance as ANZ looks to sell the Kiwi finance company
Morgan Stanley analysts factor in chunky potential AUSTRAC penalty for BNZ's parent NAB, also see big capital raise and dividend cut under new CEO Ross McEwan
11th Dec 19, 7:32am
Morgan Stanley analysts factor in chunky potential AUSTRAC penalty for BNZ's parent NAB, also see big capital raise and dividend cut under new CEO Ross McEwan
Morgan Stanley analysts pick already weak mortgage lending growth from the Aussie parents of New Zealand's big four banks to weaken further
4th Dec 19, 9:15am
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Morgan Stanley analysts pick already weak mortgage lending growth from the Aussie parents of New Zealand's big four banks to weaken further
Morgan Stanley analysts say Westpac may be required to raise capital if Austrac 'bear case' scenario plays out, whilst UBS labels Aussie banks 'global laggards in addressing AML & compliance issues'
29th Nov 19, 7:40am
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Morgan Stanley analysts say Westpac may be required to raise capital if Austrac 'bear case' scenario plays out, whilst UBS labels Aussie banks 'global laggards in addressing AML & compliance issues'
ASB's parent Commonwealth Bank of Australia tipped to splash out up to A$3 billion on share buybacks despite expected increased New Zealand capital requirements
14th Nov 19, 7:38am
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ASB's parent Commonwealth Bank of Australia tipped to splash out up to A$3 billion on share buybacks despite expected increased New Zealand capital requirements
Juniper Research estimates about four billion people will be using digital wallets by 2024, doing transactions worth more than US$9 trillion
13th Jun 19, 1:21pm
Juniper Research estimates about four billion people will be using digital wallets by 2024, doing transactions worth more than US$9 trillion
Morgan Stanley analysts highlight threats to Australian banks' payments revenue, saying they must increase technology investment or risk becoming faceless utilities competing purely on price
5th Jun 19, 10:29am
Morgan Stanley analysts highlight threats to Australian banks' payments revenue, saying they must increase technology investment or risk becoming faceless utilities competing purely on price
Xero has the opportunity to target the demand for SME lending that's not met by the major banks and leverage customer data for payments growth, Morgan Stanley analysts argue
30th May 19, 10:19am
Xero has the opportunity to target the demand for SME lending that's not met by the major banks and leverage customer data for payments growth, Morgan Stanley analysts argue