La reprise de l’économie et des banques australiennes s’accélère. Dans cet article, nous expliquons comment le secteur bancaire australien – l’un des plus solides au monde – est fermement entré dans la phase de reprise du cycle de crédit et ce que cela signifie pour le cours des actions. Par le passé, nous avons décrit les secteurs bancaires canadien et australien comme étant semblables à des…
Hamilton ETFs
Australian Banks: Earnings Recovery in Progress; Massive Capital Return Ahead
The recovery of the Australian economy and banks is accelerating. In this insight, we discuss how the Australian banking sector – one of the world’s strongest – has firmly entered the recovery stage of the credit cycle and what that means for share prices. In the past, we have described the Canadian and Australian banking sectors as being akin to fraternal twins given their significant similarities,…
Financial Post Opinion: Canadian bank stocks to get a boost with release of $6 to $8 billion in reserves
The Financial Post published our comment on Canadian bank stocks getting a boost from reserve releases. Click here to read the full article in the Financial Post.
Hamilton ETFs Announces May 2021 Distributions for HCA, HCAL
TORONTO, May 21, 2021 – Hamilton Capital Partners Inc. (“Hamilton ETFs”) is pleased to announce the monthly cash distributions for its Hamilton Canadian Bank Mean Reversion Index ETF (ticker “HCA”) and Hamilton Enhanced Canadian Bank ETF (ticker “HCAL”), both of which trade on the Toronto Stock Exchange, for the month ended May 31, 2021. The ex-dividend date for the distributions is anticipated to be May 28,…
Financial Post Opinion: Analysts likely underestimating a recovery in bank earnings, yet again
The Financial Post published our comment on analysts likely underestimating the speed of the recovery in Canadian bank earnings. Click here to read the full article in the Financial Post.
Banques canadiennes : Le catalyseur n ° 2 (libérations de réserves) approche
Dans cet aperçu, nous expliquons pourquoi nous pensons que les libérations de réserves entre 6 à 8 milliards de dollars pour les banques canadiennes arriveront en 2021, ce qui pourrait avoir un impact important sur le cours des actions. Bien que tous les cycles de crédit soient uniques, ils ont chacun des étapes distinctes et ce cycle de crédit COVID n’a pas été différent. La première…
Banques américaines : Les fusions et acquisitions occupent une place importante sur les appels du premier trimestre
[Toutes les valeurs sont en dollars américains sauf si indiquer contrairement] Comme nous l’avons noté dans l’aperçu de la semaine dernière, « Sociétés financières américaines : encore attrayantes (en particulier celles à moyenne capitalisation) », la reprise des fusions et acquisitions des banques américaines au quatrième trimestre 2020 – un signe clair de la conviction de la direction que la reprise économique était bien engagée – a pris…
Canadian Banks: Catalyst #2 (Reserve Releases) Approaching
In this Insight, we explain why we believe reserve releases of between $6 and $8 bln for the Canadian banks are coming in 2021, which could have a material impact on share prices. While all credit cycles are unique, they each have distinct stages and this COVID credit cycle has been no different. The first stage was three quarters in duration (Q2-20 to Q4-20) and characterized…
U.S. Banks: M&A Features Prominently on Q1 Calls
[All values in U.S. dollars unless otherwise noted] As we noted in last week’s Insight, U.S. Financials: Why They Remain Attractive (Especially the Mid-Caps), the Q4 2020 pick-up in U.S. bank M&A – a clear sign of management’s conviction that the economic recovery was well underway – has gained momentum in 2021, including several transactions involving Hamilton U.S. Mid/Small-Cap Financials ETF (tickers: HUM, HUM-U) and Hamilton…
HCAL / HCA : Volatilité par rapport aux banques canadiennes
Dans ce un graphique, nous comparons le profil de volatilité de 1,25 x l’indice SOLCBMRT (Solactive Canadian Bank Mean Reversion Index) – que le FNB amélioré banques canadiennes Hamilton (symbole : HCAL) cherche à reproduire avant les frais – à celui des grandes banques canadiennes. Nous pensons que HCAL est un bon choix pour les investisseurs à long terme, car son effet de levier modeste offre la…
HCAL/HCA: Volatility vs. Individual Cdn Banks
In this One Chart, we compare the volatility profile of 1.25x the Solactive Canadian Bank Mean Reversion index (SOLCBMRT) – which the Hamilton Enhanced Canadian Bank ETF (ticker, HCAL) seeks to replicate before fees – to that of the Big-6 Canadian banks. We believe HCAL is a good choice for long-term investors, as its modest leverage offers the potential for higher returns in a steadily growing…
Hamilton ETFs Announces April 2021 and Special Cash Distributions for HCA, HCAL
TORONTO, April 23, 2021 – Hamilton Capital Partners Inc. (“Hamilton ETFs”) is pleased to announce the monthly cash and special cash distributions for its Hamilton Canadian Bank Mean Reversion Index ETF (ticker “HCA”) and Hamilton Enhanced Canadian Bank ETF (ticker “HCAL”), both of which trade on the Toronto Stock Exchange, for the month ended April 30, 2021. Regular cash distributions The ex-dividend date for these distributions…