Big four bank faces weaker credit conditions ahead
Stocks
Big four bank faces weaker credit conditions ahead
Strong earnings, softer outlook.
Fair Value increased for Big 4 bank after earnings
Stocks
Fair Value increased for Big 4 bank after earnings
Shares still overvalued, with analysts thinking the fundamentals no longer matter to the share price.
Big 4 earnings: Morningstar analysts form view on impact of slowing housing market
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Big 4 earnings: Morningstar analysts form view on impact of slowing housing market
Big 4 bank maintains Fair Value, Short-term earnings not material enough to shift valuation for key player
ASX major bank drives strong quarterly profit
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ASX major bank drives strong quarterly profit
Profit momentum remains robust yet shares overvalued.
Fears of deteriorating loan quality sends bank share plummeting
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Fears of deteriorating loan quality sends bank share plummeting
We maintain our fair value estimate despite unfavourable economic conditions.
Older cohorts the budget losers, not necessarily the ASX listed insurers
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Older cohorts the budget losers, not necessarily the ASX listed insurers
Proposed legislation removes health insurance rebates.
Our view after CBA shares plunge
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Our view after CBA shares plunge
Steady profit, but rising risks and rich valuation give pause.
ASX listed bank overvalued despite strong earnings
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ASX listed bank overvalued despite strong earnings
Profit beats drive shares higher for Australia’s largest asset manager.
Investors again disappointed by ASX bank result
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Investors again disappointed by ASX bank result
Solid result but valuation is stretched.
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