ANZ Group needs margin and efficiency improvement rather than market share gains.

We lower our fair values to reflect the risk but still believe the shares are attractively priced.  

Nathan Zaia thinks Commonwealth Bank's results and outlook look solid. But he's yet to meet anybody who thinks the stock is cheap.

Our view after the shares have appreciated over 42% in the last year. 

Has the share price run too far or is there room for further gains?

Results keep humming along after first-quarter fiscal 2025 profit.

Our view of both companies after the acquisition. 

We recommend shareholders participate in equity raise.

Key takeaways for the sector from reporting season.

We have raised our fair value marginally based on improving prospects.