Commonwealth Bank: Potential surplus capital under threat? By Azib Khan, 14 May 2019, 10:00 AM Change to our recommendation – find out why
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
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.
Westpac Banking Corp: Exiting personal financial advice By Azib Khan, 20 March 2019, 9:11 AM Westpac remains our preferred major bank
Westpac Banking Corp By Azib Khan, 19 February 2019, 5:30 PM Softer than expected but solid nonetheless
National Australia Bank By Azib Khan, 08 February 2019, 10:41 AM NAB is now our least preferred major bank
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.
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.
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