Strategy radar 2012_0928 – Defensive stocks with lower RBA rates

Highlights this week include: Suncorp’s $350M hybrid Tier 1 securities raising illustrating banks seeking alternative sources of funding. Hollard comments on expected disruption of the insurance market further to the partnership with Woolworths to sell car and travel cover. While investing in insurance, Woolworths also announced divestment from Dick Smith Electronics.

After last week’s engineering digression, a quick appendix this week is looking at some Deutsche Bank Equity research on the effect of lower RBA rates on ‘defensive’ stocks.

As per usual, main sources are curated in Pearltrees: http://pear.ly/bEKy9

Advertisements

Leave a Reply

Fill in your details below or click an icon to log in:

WordPress.com Logo

You are commenting using your WordPress.com account. Log Out / Change )

Twitter picture

You are commenting using your Twitter account. Log Out / Change )

Facebook photo

You are commenting using your Facebook account. Log Out / Change )

Google+ photo

You are commenting using your Google+ account. Log Out / Change )

Connecting to %s