NAB: Interim result 2013
The result underwhelmed the market but, as Nathan Bell explains, the lousy UK division masked a decent result at home.
What will NAB be worth in 2017? Pt 2
Wrapping up a two-part analysis, Greg Hoffman examines three more valuation scenarios and pieces together the overall picture.
What will NAB be worth in 2017? Pt 1
In the first of a two-part analysis, Greg Hoffman explains the main drivers of a bank’s profit and outlines the first two of five scenarios that value NAB shares in five years’ time.
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.
Westpac and NAB near upgrade territory
The latest results are in from two of Australia's big banks. Investors have sold the stocks down sharply and we're getting much more interested.
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.
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.
NAB puts spin on a poor result
Perhaps the share price went up because investors were expecting worse. But there was plenty to worry about in the latest result from NAB.
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