Commonwealth Bank: Potential surplus capital under threat? By Azib Khan 14 May 2019, 10:00 AM Change to our recommendation – find out why Read more...
Westpac result shows stock is undervalued By Azib Khan 07 May 2019, 2:45 PM WBC remains our preferred major bank as we believe it remains undervalued relative to major bank peers Read more...
Banks: Enough positives not priced in By Azib Khan 17 April 2019, 1:03 PM We generally expect mid-single-digit underlying EPS growth over the next 3 years. Read more...
Westpac Banking Corp: Exiting personal financial advice By Azib Khan 20 March 2019, 9:11 AM Westpac remains our preferred major bank Read more...
Westpac Banking Corp By Azib Khan 19 February 2019, 5:30 PM Softer than expected but solid nonetheless Read more...
National Australia Bank By Azib Khan 08 February 2019, 10:41 AM NAB is now our least preferred major bank Read more...
Major banks: Royal Commission Final Report By Azib Khan 05 February 2019, 12:00 PM At first glance, we do not find any of the recommendations relating to the major banks to be overly concerning. Read more...
Commonwealth Bank 1H19 result preview By Azib Khan 31 January 2019, 1:20 PM We will be looking for 1H19 cash earnings of $4,919m when CBA reports its result on the 6th of February. We expect an interim dividend of $2.01 per share fully franked to be declared. Read more...
Commonwealth Bank: Update supports good value thesis By Azib Khan 08 November 2018, 1:57 PM Although the bank offers good value at the current share price, we prefer WBC and NAB over CBA. Read more...
National Australia Bank: Comforting result By Azib Khan 02 November 2018, 9:44 AM The FY18 result should serve to allay some investor concerns Read more...