TOPIC

BIG FOUR BANKS News & Analysis

Stock showdown: Do foreign banks expose CBA’s extreme valuation?
Stocks
Stock showdown: Do foreign banks expose CBA’s extreme valuation?
Commonwealth Bank’s numbers are impressive but its valuation continues to defy belief.
Joseph Taylor | 02 June 2025
Is NAB rising to the challenge?
Stocks
Is NAB rising to the challenge?
NAB’s profit falls year on year and the shares drop.
Nathan Zaia | 19 February 2025
Did the market overreact to Westpac results?
Stocks
Did the market overreact to Westpac results?
Shares fell more than 6.50 percent after the bank reported results.
Nathan Zaia | 18 February 2025
These 2 ASX stocks look materially overvalued after earnings
Stocks
These 2 ASX stocks look materially overvalued after earnings
Both of these moated companies annouced solid enough results, but our analysts continue to think the shares are too expensive.
Joseph Taylor | 13 February 2025
Why ASX miners will handily beat banks in the long-term
Stocks
Why ASX miners will handily beat banks in the long-term
After a stellar run for banks, investors are wondering whether they can continue their outperformance or if a rotation into miners is imminent....
James Gruber | 05 February 2025
The ASX lender that may stand to gain from rate cuts
Stocks
The ASX lender that may stand to gain from rate cuts
The impending rate cut environment brings eyes to this player.
Simonelle Mody | 08 October 2024
5 red flags that may suggest a company in decline
Stocks
5 red flags that may suggest a company in decline
Great companies can become merely good or even below average. Here is how I'd go about avoiding situations like this.
James Gruber | 18 September 2024
What to make of CommBank's earnings?
Stocks
What to make of CommBank's earnings?
Nathan Zaia thinks Commonwealth Bank's results and outlook look solid. But he's yet to meet anybody who thinks the stock is cheap.
Joseph Taylor | 28 August 2024
The world’s most expensive bank reports earnings
Stocks
The world’s most expensive bank reports earnings
Has the share price run too far or is there room for further gains?
Nathan Zaia | 21 August 2024
Westpac results: Positive momentum but cost savings still a medium-term story
Stocks
Westpac results: Positive momentum but cost savings still a medium-term story
Our view after the shares have appreciated over 42% in the last year. 
Nathan Zaia | 21 August 2024