Nathan Zaia

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.  

The shares of Australia’s largest bank have risen 20% in the last year.

Is the bank paying too much for home loan growth?

Is the bank growing the right way again?

The outlook for the bank still looks good but are the shares attractive?

Shares jump but the operating environment remains difficult and we lower our fair value. 

Our latest banking industry pulse explored the state of the industry.