NAB’s profit falls year on year and the shares drop.

Shares fell more than 6.50 percent after the bank reported results.

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.

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

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

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

Nathan Zaia discusses the rationale and impact of ANZ's Suncorp Bank purchase.

Our view of both companies after the acquisition.