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BIG FOUR BANKS News & Analysis

The ASX lender that may stand to gain from rate cuts
Stocks
The ASX lender that may stand to gain from rate cuts
The impending rate cut environment brings eyes to this player.
Simonelle Mody | 08 October 2024
5 red flags that may suggest a company in decline
Stocks
5 red flags that may suggest a company in decline
Great companies can become merely good or even below average. Here is how I'd go about avoiding situations like this.
James Gruber | 18 September 2024
What to make of CommBank's earnings?
Video
What to make of CommBank's earnings?
Nathan Zaia thinks Commonwealth Bank's results and outlook look solid. But he's yet to meet anybody who thinks the stock is cheap.
Nathan Zaia | 21 August 2024
Westpac results: Positive momentum but cost savings still a medium-term story
Stocks
Westpac results: Positive momentum but cost savings still a medium-term story
Our view after the shares have appreciated over 42% in the last year. 
Nathan Zaia | 19 August 2024
The world’s most expensive bank reports earnings
Stocks
The world’s most expensive bank reports earnings
Has the share price run too far or is there room for further gains?
Nathan Zaia | 15 August 2024
CBA earnings preview: What to look for in Commonwealth Bank's 2024 earnings?
Stocks
CBA earnings preview: What to look for in Commonwealth Bank's 2024 earnings?
The ASX 200's biggest stock reports its full year earnings tomorrow. Here is what Morningstar's banking analyst thinks investors want to see from...
Joseph Taylor | 13 August 2024
What next for Australia's banks?
Stocks
What next for Australia's banks?
The outlook for Australian lenders seems fairly benign but shares across the industry are richly valued.
Joseph Taylor | 16 July 2024
Why did ANZ buy Suncorp Bank?
Video
Why did ANZ buy Suncorp Bank?
Nathan Zaia discusses the rationale and impact of ANZ's Suncorp Bank purchase.
Joseph Taylor | 10 July 2024
Can big four bank dividends and buybacks keep growing?
Stocks
Can big four bank dividends and buybacks keep growing?
Share buybacks and special dividends were a feature of bank earnings this month. Could more capital returns be in store for big four shareholders?
Joseph Taylor | 21 May 2024
Our take on ANZ earnings and the outlook for the dividend
Stocks
Our take on ANZ earnings and the outlook for the dividend
Is the bank paying too much for home loan growth?
Nathan Zaia | 09 May 2024