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BANKING STOCKS News & Analysis

The outlook for the big four banks
Stocks
The outlook for the big four banks
Bank margins will continue to benefit from rising interest rates, but mortgage stress could present challenges.
Christine St Anne | 12 January 2023
Why are banks selling off as rates rise? Morningstar explains
Video
Why are banks selling off as rates rise? Morningstar explains
Faster interest rate hikes from the Reserve Bank have markets worried about bad debts, says Morningstar banking analyst Nathan Zaia.
Nathan Zaia | 15 June 2022
Can you still bank on the banks? Editor’s note
Stocks
Can you still bank on the banks? Editor’s note
The selloff has a whiff of short-term panic about it.
Lewis Jackson | 10 June 2022
Risk/reward equation still looks good at Westpac
Video
Risk/reward equation still looks good at Westpac
Morningstar maintains fair value despite a fall in margins and slower progress on cost reductions.
Lewis Jackson | 05 November 2021
Aussie banks $34bn surplus points to more shareholder dividends, buybacks
Video
Aussie banks $34bn surplus points to more shareholder dividends, buybacks
Australia's largest banks have excess capital because they cut dividends, were more conservative on lending, divested assets and raised equity last...
Emma Rapaport | 06 July 2021
NAB's turn to face AUSTRAC's wrath
Stocks
NAB's turn to face AUSTRAC's wrath
We don’t believe the outcome of the investigation will lead to any material changes.
Nathan Zaia | 07 June 2021
‘Can Lives Here’ is no marketing gimmick for Commonwealth Bank
Stocks
‘Can Lives Here’ is no marketing gimmick for Commonwealth Bank
The bank’s new ecommerce platform and its energy retailer aim to widen switching costs and help differentiate its offering, writes Nathan Zaia.
Nathan Zaia | 01 June 2021
Morningstar runs the numbers
Markets
Morningstar runs the numbers
We take a numerical look through this week's Morningstar research. Plus, our most popular articles and videos for the week ended 16 April.
Lewis Jackson | 19 April 2021
Morningstar runs the numbers
Markets
Morningstar runs the numbers
We take a numerical look through this week's Morningstar research. Plus, our most popular articles and videos for the week ended 9 April.
Lex Hall | 12 April 2021
Dividend upgrades expected as economy recovers
Stocks
Dividend upgrades expected as economy recovers
The big banks are expected to lead the charge as companies in general enjoy more robust balance sheets, writes Nicki Bourlioufas.
Nicki Bourlioufas | 06 April 2021