ANZ, Asia and accounting shenanigans
It’s steady as she goes for ANZ. At least, that’s what management would have us believe, explains guest analyst and Intelligent Investor chairman Greg Hoffman.
Big banks & the Basel hoax Pt 2
The latest results looked okay but underneath, the global banking system and the rules that (try to) govern it are as weak as ever.
Big banks & the Basel hoax Pt 1
Three of the big four banks have announced their full year results. Nathan Bell analyses what they mean and, tomorrow, explains the ‘tight regulation’ ruse.
Banks: a question of perspective
A credit boom has delivered nearly two decades of fantastic returns. It's unlikely to be repeated.
Why you should steer clear of NAB and ANZ
The big banks enjoyed a strong reporting season. But the strategies of National Australia Bank and ANZ make them our least preferred options in the sector.
ANZ's ambitions grow
There was little to fear in the half-year numbers released by ANZ today: but the rhetoric sent a shiver down our spines.
ANZ: Good news, bad strategy?
An Asian feast or cold rice and a slice of humble pie? ANZ shareholders face a stark choice as the company heads offshore.
The big banks' great escape
The huge capital raisings of recent months have important implications for bank stock investors, and our recommendations on the sector.
Where to now for the big banks?
A little over three months ago, we published a key piece of research on the big banks. In this review, we reflect on the price movements so far and survey the scene for early signs on whether our fundamental call might ultimately prove to be wrong, or right.
ANZ shareholders: Don't miss this opportunity
The path to profit from share purchase plans is now wonderfully well worn. Yet, sadly, many investors continue not to tread it.
Time to act on the big four banks
With share prices surging in recent months, the time has come for investors to act on the substantial risks in the banking sector.
ANZ breaks ranks
One big bank is starting to face economic reality. That’s to be applauded, but there’s also plenty to worry about.
ANZ keeps eye off the ball
As expected, the latest numbers from ANZ weren’t pretty. But shareholders may have more to worry about with the bank’s expansionist management team.
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