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.
National Australia Bank: Comforting result By Azib Khan, 02 November 2018, 9:44 AM The FY18 result should serve to allay some investor concerns
Video: Banking sector update By Azib Khan, 22 October 2018, 2:43 PM Find out why we have an Add recommendation on all four major banks
Bank of Queensland: No growth on the horizon By Azib Khan, 05 October 2018, 11:25 AM No special dividend declared but CET1 position is strong
Westpac Banking Corp – Negativity still looking overdone By Azib Khan, 28 September 2018, 2:21 PM WBC remains our preferred major bank
Commonwealth Bank – Expense risk is materialising By Azib Khan, 11 May 2018, 11:35 AM CBA remains our least preferred major bank
ANZ Banking Group – Enough positive sector thematics evident By Azib Khan, 02 May 2018, 2:06 PM The 1H18 result supports our base case that the major bank sector's ordinary dividend yields are sustainable over our forecast period.