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 Read more...
Westpac Banking Corp – Negativity still looking overdone By Azib Khan 28 September 2018, 2:21 PM WBC remains our preferred major bank Read more...
Commonwealth Bank – Expense risk is materialising By Azib Khan 11 May 2018, 11:35 AM CBA remains our least preferred major bank Read more...
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. Read more...
Australian Finance Group By Azib Khan 26 February 2018, 1:25 PM Still plenty of value here Read more...
National Australia Bank By Azib Khan 12 February 2018, 12:59 PM Softer revenue but stronger capital position Read more...
Commonwealth Bank By Azib Khan 09 February 2018, 10:28 AM Risks remain despite provisions taken Read more...
Banking sector: Key stock picks By Azib Khan 30 January 2018, 11:51 AM I discuss the key picks in the banking sector ahead of reporting season. Read more...