UBS
Australasia's big banks have come to the end of a super cycle and face a difficult transition featuring a combination of operating headwinds and regulatory risks, analysts say
15th May 18, 12:41pm
Australasia's big banks have come to the end of a super cycle and face a difficult transition featuring a combination of operating headwinds and regulatory risks, analysts say
Could Australia's banking Royal Commission be the catalyst for the country's Minsky moment?
10th Apr 18, 3:01pm
Could Australia's banking Royal Commission be the catalyst for the country's Minsky moment?
Could Australia's banking Royal Commission be the catalyst for a credit crunch, and potentially a recession?
27th Mar 18, 9:52am
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Could Australia's banking Royal Commission be the catalyst for a credit crunch, and potentially a recession?
UBS analyst forecasts Fonterra will take a writedown of $160 million on its Chinese Beingmate shareholding and reduce dividend payment this year to 32c from 40c last year
14th Mar 18, 3:45pm
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UBS analyst forecasts Fonterra will take a writedown of $160 million on its Chinese Beingmate shareholding and reduce dividend payment this year to 32c from 40c last year
Royal Commission expected to cost Australian banks between A$50 million and A$100 million each
6th Dec 17, 11:16am
Royal Commission expected to cost Australian banks between A$50 million and A$100 million each
Australasia's big 4 banks deliver their lowest bad debt charge since they began reporting credit expenses in 1980
13th Nov 17, 10:51am
Australasia's big 4 banks deliver their lowest bad debt charge since they began reporting credit expenses in 1980
Transpower sell-down claims: Credible, or bit of Winston mischief? Transpower says they met with UBS to discuss new technologies and the document was slipped in quietly - that's a common investment bank tactic
26th Jul 17, 5:15pm
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Transpower sell-down claims: Credible, or bit of Winston mischief? Transpower says they met with UBS to discuss new technologies and the document was slipped in quietly - that's a common investment bank tactic
'It has been many years since we have seen so many smiling faces on Australian bankers'
21st Jul 17, 9:10am
'It has been many years since we have seen so many smiling faces on Australian bankers'
Gareth Vaughan & David Chaston with charts, charts & more charts; Auckland house prices, gold, Basel & the mortgage boom, 5,000 years of interest rates, credit default swaps & more
19th May 17, 10:02am
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Gareth Vaughan & David Chaston with charts, charts & more charts; Auckland house prices, gold, Basel & the mortgage boom, 5,000 years of interest rates, credit default swaps & more
Now that the Australian bank levy cookie jar is open, UBS analysts probe whether the banks should push back hard, share the pain or roll over
16th May 17, 11:39am
Now that the Australian bank levy cookie jar is open, UBS analysts probe whether the banks should push back hard, share the pain or roll over
UBS bank analysts point out Australia's big 5 banks are likely stuck with their new A$6.2b tax and it could get worse for them; 'Substantial risk to the Australian housing bubble'
15th May 17, 10:01am
UBS bank analysts point out Australia's big 5 banks are likely stuck with their new A$6.2b tax and it could get worse for them; 'Substantial risk to the Australian housing bubble'
Half-year results due over the next week from ANZ, BNZ's parent NAB and Westpac, with a third quarter trading update from ASB's parent CBA
1st May 17, 9:38am
Half-year results due over the next week from ANZ, BNZ's parent NAB and Westpac, with a third quarter trading update from ASB's parent CBA
UBS looks at how Australian politicians & regulators might respond to their country's ongoing housing boom and how this would impact banks
22nd Mar 17, 10:57am
UBS looks at how Australian politicians & regulators might respond to their country's ongoing housing boom and how this would impact banks
Analysts see growth in Australian investment property lending as a 'concerning development' due to elevated house prices and household leverage
2nd Feb 17, 10:10am
Analysts see growth in Australian investment property lending as a 'concerning development' due to elevated house prices and household leverage
UBS analysts upgrade earnings forecasts for big Australasian banking groups with mortgage discounting declining and deposit pricing easing
27th Jan 17, 5:05pm
UBS analysts upgrade earnings forecasts for big Australasian banking groups with mortgage discounting declining and deposit pricing easing
'Subdued results in-line with market expectations' predicted from the big bank results. NAB's dividend, ANZ's strategic reviews among the focal points
25th Oct 16, 10:01am
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'Subdued results in-line with market expectations' predicted from the big bank results. NAB's dividend, ANZ's strategic reviews among the focal points
UBS analysts suggest APRA may turn up the heat on restrictions on Aussie banks' residential property investor lending
5th Feb 16, 12:15pm
UBS analysts suggest APRA may turn up the heat on restrictions on Aussie banks' residential property investor lending
NZ's 4 Australian owned banks' keep a much firmer lid on costs than their parents do
24th Sep 15, 4:02pm
NZ's 4 Australian owned banks' keep a much firmer lid on costs than their parents do
Growth in no. of new merchants accepting bitcoin & new bitcoin ATMs down heavily in March quarter, but VC investment surged
15th Apr 15, 3:00pm
Growth in no. of new merchants accepting bitcoin & new bitcoin ATMs down heavily in March quarter, but VC investment surged
Investors continue pouring into Aussie residential property as NAB, ANZ gain mortgage market share
5th Mar 15, 11:14am
Investors continue pouring into Aussie residential property as NAB, ANZ gain mortgage market share
Record interim profit expected from ASB, but will NIM momentum continue and how much mortgage growth will there be?
11th Feb 15, 9:31am
Record interim profit expected from ASB, but will NIM momentum continue and how much mortgage growth will there be?
Big Australasian bank shares look attractive - helped by their dividends, NAB favoured by Credit Suisse
19th Jan 15, 4:00pm
Big Australasian bank shares look attractive - helped by their dividends, NAB favoured by Credit Suisse
Expected Australian regulatory crackdown on interest only loans to property investors seen hitting Westpac hardest
3rd Dec 14, 4:00pm
Expected Australian regulatory crackdown on interest only loans to property investors seen hitting Westpac hardest
Andrew Thorburn, capital, revenue, costs, margins and bad debts in focus when 3 of Australasia's big 4 banks report annual results
22nd Oct 14, 4:00pm
Andrew Thorburn, capital, revenue, costs, margins and bad debts in focus when 3 of Australasia's big 4 banks report annual results
The big 4 banks will make customers help pay for their higher capital requirements and maintain ROE of 15%, UBS analysts say
10th Oct 14, 4:00pm
The big 4 banks will make customers help pay for their higher capital requirements and maintain ROE of 15%, UBS analysts say