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4h
Business Standard India
Is there 20-30% upside for Cairn India?loan given in 2014 however now comes up for renewal next month, and the street
Is there 20-30% upside for Cairn India?
Business Standard India / Posted 4 hours ago
loan given in 2014 however now comes up for renewal next month, and the street is watching developments on that front. CLSA says the stock is trading below cash levels (on its books) and is factoring an easy roll-over of loans. However, given... Read more
12h
PhysOrg
Microsoft takes the long view on smartphone rebootconceded that they've lost the battle for smartphone-operating systems," said E
Microsoft takes the long view on smartphone reboot
PhysOrg / Posted 12 hours ago
conceded that they've lost the battle for smartphone-operating systems," said Ed Maguire, who tracks the company at CLSA, a brokerage firm. "After fighting that war for so many years, and watching Nokia go down in flames, nobody would take... Read more
21h
Investopedia
Chinese Banks Short on Funds as Bad Loans Risefaced during last year’s third quarter. “It’s a compromise,” said Patricia Che
Chinese Banks Short on Funds as Bad Loans Rise
Investopedia / Posted 21 hours ago
faced during last year’s third quarter. “It’s a compromise,” said Patricia Cheng, head of China financial research for CLSA in Hong Kong. “Even though banks are sitting on less buffer, they are hoping that with monetary easing, defaults can be... Read more
1d
Sydney Morning Herald
Cover-More eyes US expansion despite earnings dropMr Edwards said. The insurer said its business model "remains resilient" in sp
Cover-More eyes US expansion despite earnings drop
Sydney Morning Herald / Posted yesterday
Mr Edwards said. The insurer said its business model "remains resilient" in spite of the challenges the company faces. CLSA insurance analyst Jan van der Schalk expected Cover-More's earnings to stabilise when the Australian dollar settled.... Read more
1d
Fortune
Goldman Should Buy ETradeacquiring online brokerage E*Trade Financial given the Wall Street bank’s reven
Goldman Should Buy ETrade
Fortune / Posted yesterday
acquiring online brokerage E*Trade Financial given the Wall Street bank’s revenue has been largely flat this decade, said CLSA analyst Mike Mayo. Goldman gs would gain from increased deposits, freeing up of excess capital that is otherwise... Read more
1d
Channel NewsAsia
Goldman Sachs could benefit from buying E*Trade: CLSAonline brokerage E*Trade Financial Corp given the Wall Street bank's revenue ha
Goldman Sachs could benefit from buying E*Trade: CLSA
Channel NewsAsia / Posted yesterday
online brokerage E*Trade Financial Corp given the Wall Street bank's revenue has been largely flat this decade, said CLSA analyst Mike Mayo. Goldman would gain from increased deposits, freeing up of excess capital that is otherwise trapped... Read more
1d
Business Standard India
Indian market will see a de-rating in near term: Mahesh Nandurkarand lack of big triggers will weigh on Indian equity markets in the near term,
Indian market will see a de-rating in near term: Mahesh Nandurkar
Business Standard India / Posted yesterday
and lack of big triggers will weigh on Indian equity markets in the near term, believes Mahesh Nandurkar, India Strategist, CLSA. In a conversation with Sheetal Agarwal, he talks about the earnings, foreign institutional investor inflows and overall... Read more
2 related stories
1d
CNBC
Early movers: HAL, BHI, YHOO, ICE, JCP, FB, AIG, APOL & morein PICC when it went public back in 2003. Starz — The cable channel operator w
Early movers: HAL, BHI, YHOO, ICE, JCP, FB, AIG, APOL & more
CNBC / Posted yesterday
in PICC when it went public back in 2003. Starz — The cable channel operator was upgraded to "outperform" from "underperform" at CLSA, which cites stabilizing revenue trends and long-term visibility into programming costs, among othe... Read more
2d
Business Standard India
Should you sell stocks in May? No, say analystsof supportive domestic and global factors. In a recent interview to Business S
Should you sell stocks in May? No, say analysts
Business Standard India / Posted 2 days ago
of supportive domestic and global factors. In a recent interview to Business Standard, Mahesh Nandurkar, India Strategist, CLSA said that he doesn’t see any big positive triggers for the market. On the contrary, he thinks there could be a few... Read more
2d
Business Standard India
Indian markets will see a de-rating in near term: Mahesh Nandurkarlack of big triggers will weigh on Indian equity markets in the near-term, beli
Indian markets will see a de-rating in near term: Mahesh Nandurkar
Business Standard India / Posted 2 days ago
lack of big triggers will weigh on Indian equity markets in the near-term, believes Mahesh Nandurkar, India Strategist, CLSA. In conversation with Sheetal Agarwal, he talks about the earnings, FII inflows and overall market outlook. Edited... Read more
2 related stories
2d
The Age
Dividends in the spotlight as bank profits to top $15 billionwill be closely watching banks' exposure to corporate casualties including Dick
Dividends in the spotlight as bank profits to top $15 billion
The Age / Posted 2 days ago
will be closely watching banks' exposure to corporate casualties including Dick Smith, Peabody Energy and Arrium. CLSA analyst Brian Johnson argued another weak spot would be non-interest revenue, including revenue from credit card... Read more
12 related stories
2d
Sydney Morning Herald
Dividends in the spotlight as bank profits to top $15 billionwill be closely watching banks' exposure to corporate casualties including Dick
Dividends in the spotlight as bank profits to top $15 billion
Sydney Morning Herald / Posted 2 days ago
will be closely watching banks' exposure to corporate casualties including Dick Smith, Peabody Energy and Arrium. CLSA analyst Brian Johnson argued another weak spot would be non-interest revenue, including revenue from credit card... Read more
12 related stories
2d
Canberra Times
Dividends in the spotlight as bank profits to top $15 billionwill be closely watching banks' exposure to corporate casualties including Dick
Dividends in the spotlight as bank profits to top $15 billion
Canberra Times / Posted 2 days ago
will be closely watching banks' exposure to corporate casualties including Dick Smith, Peabody Energy and Arrium. CLSA analyst Brian Johnson argued another weak spot would be non-interest revenue, including revenue from credit card... Read more
12 related stories
2d
Brisbane Times
Dividends in the spotlight as bank profits to top $15 billionwill be closely watching banks' exposure to corporate casualties including Dick
Dividends in the spotlight as bank profits to top $15 billion
Brisbane Times / Posted 2 days ago
will be closely watching banks' exposure to corporate casualties including Dick Smith, Peabody Energy and Arrium. CLSA analyst Brian Johnson argued another weak spot would be non-interest revenue, including revenue from credit card... Read more
12 related stories
2d
WA Today
Dividends in the spotlight as bank profits to top $15 billionwill be closely watching banks' exposure to corporate casualties including Dick
Dividends in the spotlight as bank profits to top $15 billion
WA Today / Posted 2 days ago
will be closely watching banks' exposure to corporate casualties including Dick Smith, Peabody Energy and Arrium. CLSA analyst Brian Johnson argued another weak spot would be non-interest revenue, including revenue from credit card... Read more
12 related stories
5d
The Financial Express
Idea Cellular slumps over 4% on disappointing Q4 resultsnetworks in anticipation of Reliance Industries 4G telecom service launch later
Idea Cellular slumps over 4% on disappointing Q4 results
The Financial Express / Posted 5 days ago
networks in anticipation of Reliance Industries 4G telecom service launch later this year. According to brokerage house, CLSA company’s voice traffic and data traffic growth missed estimates. The voice traffic grew 9 per cent year-on-year,... Read more
4 related stories
5d
The Economic Times
5 stocks where global brokerages tweaked ratings post Q4 earningsNEW DELHI: Top global brokerage firms such as CLSA, Credit Suisse and UBS in se
5 stocks where global brokerages tweaked ratings post Q4 earnings
The Economic Times / Posted 5 days ago
NEW DELHI: Top global brokerage firms such as CLSA, Credit Suisse and UBS in separate notes to their clients have tweaked their ratings as well as target prices after their March quarter results. On an aggregative basis, net profit reported by 136... Read more
5d
The Age
Genworth profit falls 25pc as appetite for risky property loans falterschanges in customers in 1H15, as well as a decline in the LVR mix of business".
Genworth profit falls 25pc as appetite for risky property loans falters
The Age / Posted 5 days ago
changes in customers in 1H15, as well as a decline in the LVR mix of business". Jan van der Schalk, insurance analyst at CLSA, said investors who focus on the top line figures were "missing the point". "The combination of rate increases, lower... Read more
2 related stories
5d
Brisbane Times
Genworth first-quarter profit falls 25pc falls as appetite for risky property loans falterschanges in customers in 1H15, as well as a decline in the LVR mix of business".
Genworth first-quarter profit falls 25pc falls as appetite for risky property loans falters
Brisbane Times / Posted 5 days ago
changes in customers in 1H15, as well as a decline in the LVR mix of business". Jan van der Schalk, insurance analyst at CLSA, said investors who focus on the top line figures were "missing the point". "The combination of rate increases, lower... Read more
2 related stories
5d
Sydney Morning Herald
Genworth first-quarter profit falls 25pc falls as appetite for risky property loans falterschanges in customers in 1H15, as well as a decline in the LVR mix of business".
Genworth first-quarter profit falls 25pc falls as appetite for risky property loans falters
Sydney Morning Herald / Posted 5 days ago
changes in customers in 1H15, as well as a decline in the LVR mix of business". Jan van der Schalk, insurance analyst at CLSA, said investors who focus on the top line figures were "missing the point". "The combination of rate increases, lower... Read more
2 related stories
5d
Business Insider
A 15-year old grilled Bank of America's CEO about the bank's performance, and she nailed itmore efficient? Still, there are some, like Clarke, who would like to see the
A 15-year old grilled Bank of America's CEO about the bank's performance, and she nailed it
Business Insider / Posted 5 days ago
more efficient? Still, there are some, like Clarke, who would like to see the bank do more. Mike Mayo, an analyst at CLSA, grilled the Bank of America executive team on a similar topic during the bank's first quarter earnings call. Bank of... Read more
5d
FOX Business
2 Chipmaker Buyouts Which Could Happen Soonbe time for Intel to buy MediaTek, the second biggest ARM chipmaker in the worl
2 Chipmaker Buyouts Which Could Happen Soon
FOX Business / Posted 5 days ago
be time for Intel to buy MediaTek, the second biggest ARM chipmaker in the world. It's not a fresh idea -- analysts at CLSA and RBC Capital Markets previously suggested that the acquisition would be a sensible way for Intel to manufacture ARM... Read more
3 related stories
5d
FOX Business
2 Chipmaker Buyouts Which Could Happen Soonbe time for Intel to buy MediaTek, the second biggest ARM chipmaker in the worl
2 Chipmaker Buyouts Which Could Happen Soon
FOX Business / Posted 5 days ago
be time for Intel to buy MediaTek, the second biggest ARM chipmaker in the world. It's not a fresh idea -- analysts at CLSA and RBC Capital Markets previously suggested that the acquisition would be a sensible way for Intel to manufacture ARM... Read more
3 related stories
5d
The Economic Times
HFCs dispersing loans approved back in FY11, FY12, FY13: Mahesh Nandurkar, CLSAIn a chat with ET Now, Mahesh Nandurkar, India Strategist, CLSA, says the bulk
HFCs dispersing loans approved back in FY11, FY12, FY13: Mahesh Nandurkar, CLSA
The Economic Times / Posted 5 days ago
In a chat with ET Now, Mahesh Nandurkar, India Strategist, CLSA, says the bulk of the slowdown that we have seen in the property markets in the last three years is not reflected fully in the numbers of housing finance companies as yet. Edited... Read more
5d
The Economic Times
Five stocks which have faced re-rating by global brokerages after Q4 resultsNEW DELHI: Top global brokerage firm such as CLSA, UBS and Deutsche Bank in sep
Five stocks which have faced re-rating by global brokerages after Q4 results
The Economic Times / Posted 5 days ago
NEW DELHI: Top global brokerage firm such as CLSA, UBS and Deutsche Bank in separate notes to their clients have tweaked their ratings as well as target prices for these five stocks this past week after their March quarter results. On an aggregative... Read more
6d
TheStreet.com
BofA's chairman fight all but forgotten in CEO's easy reelection to boardwatch on such issues as risk and compensation. "You have an extraordinarily st
BofA's chairman fight all but forgotten in CEO's easy reelection to board
TheStreet.com / Posted 6 days ago
watch on such issues as risk and compensation. "You have an extraordinarily strong and capable board," Bovender said. CLSA analyst Mike Mayo, who had appeared Monday at Dallas-based lender Comerica's annual meeting to agitate for a change of... Read more
6d
Channel NewsAsia
BofA shareholders approve pay for top executivesalso ratified PricewaterhouseCoopers as Bank of America's independent auditor.
BofA shareholders approve pay for top executives
Channel NewsAsia / Posted 6 days ago
also ratified PricewaterhouseCoopers as Bank of America's independent auditor. Among speakers at the meeting was CLSA bank analyst Mike Mayo, a frequent critic of the bank. Mayo said the bank's independent directors were not holding... Read more
6d
The Economic Times
Stock market upside capped from current levels: CLSAMUMBAI: CLSA believe that stock market upside is capped from current levels, as
Stock market upside capped from current levels: CLSA
The Economic Times / Posted 6 days ago
MUMBAI: CLSA believe that stock market upside is capped from current levels, as there are not any meaningful positive triggers in the near term. The brokerage said potential sentiment dampeners are continued delay in passage of the GST bill,... Read more
7d
The Economic Times
CLSA, MS stay positive on Maruti; Jefferies sees up to 14% downsideNEW DELHI: Top global brokerages such as CLSA and Morgan Stanley have maintaine
CLSA, MS stay positive on Maruti; Jefferies sees up to 14% downside
The Economic Times / Posted 7 days ago
NEW DELHI: Top global brokerages such as CLSA and Morgan Stanley have maintained positive stance on Maruti Suzuki after the Q4 results while Jefferies stays underweight with a 12-month target price of Rs 3,311, which translates into a 14 per cent... Read more
7d
TheStreet.com
Comerica gets a wake-up call from investors pushing potential saleThe firm owns about 5% of Comerica's shares, according to data collected by Blo
Comerica gets a wake-up call from investors pushing potential sale
TheStreet.com / Posted 7 days ago
The firm owns about 5% of Comerica's shares, according to data collected by Bloomberg. His comments echoed those of CLSA analyst Mike Mayo, who has mounted a public campaign to urge Comerica to pursue a board shakeup, management changes, a... Read more
7d
TheStreet.com
Investors hammer Comerica at annual meeting as energy losses swellThe firm owns about 5% of Comerica's shares, according to data collected by Blo
Investors hammer Comerica at annual meeting as energy losses swell
TheStreet.com / Posted 7 days ago
The firm owns about 5% of Comerica's shares, according to data collected by Bloomberg. His comments echoed those of CLSA analyst Mike Mayo, who has mounted a public campaign to urge Comerica to pursue a board shakeup, management changes, a... Read more
7d
FOX Business
Intel May Have Just Grabbed a Spot in the iPhone 7Apple's business would clearly be a huge deal for Intel, which has never found
Intel May Have Just Grabbed a Spot in the iPhone 7
FOX Business / Posted 7 days ago
Apple's business would clearly be a huge deal for Intel, which has never found a meaningful position in the mobile market. CLSA Securities said in an investor note last month that Intel could win 30% to 40% of Apple's cellular modem business for... Read more
3 related stories
7d
FOX Business
Intel May Have Just Grabbed a Spot in the iPhone 7be a huge deal for Intel, which has never found a meaningful position in the mo
Intel May Have Just Grabbed a Spot in the iPhone 7
FOX Business / Posted 7 days ago
be a huge deal for Intel, which has never found a meaningful position in the mobile market. Continue Reading Below CLSA Securities said in an investor note last month that Intel could win 30% to 40% of Apple's cellular modem business for... Read more
3 related stories
7d
Dallas Morning News
Why is the biggest bank based in Texas under fire? Dallas hosts Comerica showdowninvestors say they plan to make grave concerns about the bank’s performance hea
Why is the biggest bank based in Texas under fire? Dallas hosts Comerica showdown
Dallas Morning News / Posted 7 days ago
investors say they plan to make grave concerns about the bank’s performance heard at its annual meeting on Tuesday. Led by CLSA Ltd. analyst Mike Mayo, shareholders are saying they’ve reached a breaking point — that it’s time for Comerica to either... Read more
7d
Brisbane Times
'A change in my circumstances': AMP chairman's sudden resignation; internal successor tippedfinding a new chairman would be on maintaining stability and an internal candid
'A change in my circumstances': AMP chairman's sudden resignation; internal successor tipped
Brisbane Times / Posted 7 days ago
finding a new chairman would be on maintaining stability and an internal candidate would be preferable.Steady hand wanted CLSA insurance analyst Jan van der Schalk suggested Catherine Brenner, an AMP director since 2010 who also sits on the Coca... Read more
4 related stories
7d
WA Today
'A change in my circumstances': AMP chairman's sudden resignation; internal successor tippedfinding a new chairman would be on maintaining stability and an internal candid
'A change in my circumstances': AMP chairman's sudden resignation; internal successor tipped
WA Today / Posted 7 days ago
finding a new chairman would be on maintaining stability and an internal candidate would be preferable.Steady hand wanted CLSA insurance analyst Jan van der Schalk suggested Catherine Brenner, an AMP director since 2010 who also sits on the Coca... Read more
4 related stories
7d
The Age
'A change in my circumstances': AMP chairman's sudden resignation; internal successor tippeda new chairman would be on maintaining stability and an internal candidate woul
'A change in my circumstances': AMP chairman's sudden resignation; internal successor tipped
The Age / Posted 7 days ago
a new chairman would be on maintaining stability and an internal candidate would be preferable. Steady hand wanted CLSA insurance analyst Jan van der Schalk suggested Catherine Brenner, an AMP director since 2010 who also sits on the Coca... Read more
4 related stories
7d
Sydney Morning Herald
'A change in my circumstances': AMP chairman's sudden resignation; internal successor tippeda new chairman would be on maintaining stability and an internal candidate woul
'A change in my circumstances': AMP chairman's sudden resignation; internal successor tipped
Sydney Morning Herald / Posted 7 days ago
a new chairman would be on maintaining stability and an internal candidate would be preferable. Steady hand wanted CLSA insurance analyst Jan van der Schalk suggested Catherine Brenner, an AMP director since 2010 who also sits on the Coca... Read more
4 related stories
7d
Canberra Times
'A change in my circumstances': AMP chairman's sudden resignation; internal successor tippedfinding a new chairman would be on maintaining stability and an internal candid
'A change in my circumstances': AMP chairman's sudden resignation; internal successor tipped
Canberra Times / Posted 7 days ago
finding a new chairman would be on maintaining stability and an internal candidate would be preferable.Steady hand wanted CLSA insurance analyst Jan van der Schalk suggested Catherine Brenner, an AMP director since 2010 who also sits on the Coca... Read more
4 related stories
8d
The Economic Times
5 stocks where global brokerages tweaked ratings post Q4 earningsNEW DELHI: Top global brokerage firms such as CLSA, Credit Suisse, Deutsche Ban
5 stocks where global brokerages tweaked ratings post Q4 earnings
The Economic Times / Posted 8 days ago
NEW DELHI: Top global brokerage firms such as CLSA, Credit Suisse, Deutsche Bank and BofA-ML in a separate notes to their clients have tweaked their ratings as well as target prices for five stocks after their March quarter results announced this... Read more
8d
Money Management
It’s a Budget deficit, not debt: Deloittethe future — they're the result of pretending to the punters that the boom is r
It’s a Budget deficit, not debt: Deloitte
Money Management / Posted 8 days ago
the future — they're the result of pretending to the punters that the boom is rolling on," the paper said. Related News: CLSA extends 12 year agreement with GBST "At some stage politicians of all sides need to be more honest about the need for... Read more
8d
Dallas Morning News
For Comerica and other companies, ‘the heat is on’ from activist investorslift its value. The issue could escalate Tuesday at Comerica’s annual meeting i
For Comerica and other companies, ‘the heat is on’ from activist investors
Dallas Morning News / Posted 8 days ago
lift its value. The issue could escalate Tuesday at Comerica’s annual meeting in Dallas. A banking analyst, Mike Mayo of CLSA, is helping lead a high-profile challenge. He talked with some large shareholders who agreed that Comerica needed a... Read more
8d
Dallas Morning News
Why is Comerica drawing fire? And why now?investors say they plan to make grave concerns about the bank’s performance hea
Why is Comerica drawing fire? And why now?
Dallas Morning News / Posted 8 days ago
investors say they plan to make grave concerns about the bank’s performance heard at its annual meeting on Tuesday. Led by CLSA Ltd. analyst Mike Mayo, shareholders are saying they’ve reached a breaking point — that it’s time for Comerica to either... Read more
8d
TheStreet.com
Mayo's Comerica rant puts critical focus on Soviet-Era board membersdirector is a symbol of how the Dallas-based bank has failed to keep up with th
Mayo's Comerica rant puts critical focus on Soviet-Era board members
TheStreet.com / Posted 8 days ago
director is a symbol of how the Dallas-based bank has failed to keep up with the times. Mayo, an analyst at brokerage firm CLSA who famously tangled with Citigroup's board during the 2000s, says Comerica's poor performance warrants a board shakeup,... Read more
9d
The Economic Times
Triple threat: HDFC Bank, Kotak, IndusInd are tied in a battle for banking supremacylittle better growth on the consumer front," says Anand Tandon. Post its March
Triple threat: HDFC Bank, Kotak, IndusInd are tied in a battle for banking supremacy
The Economic Times / Posted 9 days ago
little better growth on the consumer front," says Anand Tandon. Post its March quarter numbers global brokerage house, CLSA, sees 27 per cent CAGR growth in profit over FY16-18 on the back of high growth, and strong asset quality. "Amongst the... Read more
9d
The Economic Times
Here's what top 5 global brokerage firms are saying about HDFC Bank post Q4 resultsthe same. "We expect the stock to maintain its momentum too, in sync with earn
Here's what top 5 global brokerage firms are saying about HDFC Bank post Q4 results
The Economic Times / Posted 9 days ago
the same. "We expect the stock to maintain its momentum too, in sync with earnings," Citi said in a report. Meanwhile, CLSA has maintained high conviction on the stock with a target of Rs 1,300. The results were aided by utilisation of Rs 300... Read more
9d
Business Standard India
Airtel strikes gold with 4G girl Sasha ChetriKerala -- Airtel has increased its marketshare by 140 basis points in the nine
Airtel strikes gold with 4G girl Sasha Chetri
Business Standard India / Posted 9 days ago
Kerala -- Airtel has increased its marketshare by 140 basis points in the nine months ending December 2015. According to CLSA, Airtel is upping the ante on data offerings. On the ground, Bharti Airtel has stepped up its 4G data offering through a... Read more
10d
Japan Today
Risk and reward: Toyota's close ties to home ‹ Japan Todayhalf a century ago to improve efficiency and reduce wastage. “Just in Time wor
Risk and reward: Toyota's close ties to home ‹ Japan Today
Japan Today / Posted 10 days ago
half a century ago to improve efficiency and reduce wastage. “Just in Time works when everything’s running smoothly,” said CLSA analyst Christopher Richter. “But if you balance the cost (of holding more inventory) for however long you have between... Read more
11d
The Economic Times
Banking sector should consolidate rather than go for immediate mergers: Dr SK Ghosh, SBIit is a very difficult task I agree but a very important determinant of our gro
Banking sector should consolidate rather than go for immediate mergers: Dr SK Ghosh, SBI
The Economic Times / Posted 11 days ago
it is a very difficult task I agree but a very important determinant of our growth rate is the price of oil. We just have a CLSA report saying that the oil prices again are likely to test the $20 a barrel. Now that is certainly good news for us but... Read more
11d
Japan Today
Mitsubishi Motors scandal widens as U.S. regulator seeks information ‹ Japan Todaypending whether they find out that something was wrong in cars sold in the U.S.
Mitsubishi Motors scandal widens as U.S. regulator seeks information ‹ Japan Today
Japan Today / Posted 11 days ago
pending whether they find out that something was wrong in cars sold in the U.S.,” said Christopher Richter, an analyst at CLSA. An official at the U.S. National Highway Traffic Safety Administration told Reuters the regulator had asked Mitsubishi... Read more
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