The past, present and future of the big banks
The banks are flying. There are good reasons to remain grounded.
NAB, ANZ, Westpac: Interim results 2023
Three of the big four have just reported big profit increases, but it's going to get tougher from here.
The future of the big banks - part 2
The first products from the big bank's digital transformation projects are out, and they don't look good.
The future of the big four banks
Low rates have knocked the profitability of the big banks. Now, an even greater threat awaits.
Westpac: Result 2020
As expected, this was a result marred by impairments and increased provisioning for bad debts.
Banks: Is the worst yet to come?
Recent results from the big banks were better than feared, but the worst for bad debts is yet to come. The question is whether it's been priced in already.
Model Portfolio trades
We're reducing our weighting in the big banks to make way for a new stock in the Income Portfolio.
Banks: Removing price guides
Bank earnings are coming under pressure from every corner. We're temporarily removing the price guides until there's more clarity.
Bank price guides reduced
Having made my bank stocks mistakes in the US and Europe, I don't wish to see Australian investors repeat them.
Westpac gives investors an exit strategy
Recent controversies have prompted Westpac to give investors an SPP withdrawal option.
Westpac CEO sacked
CEO Brian Hartzer and chairman and Lindsay Maxsted have fallen on their swords following the AUSTRAC investigation.
Salad days over for big banks
Are the banks finally through the worst? Will the housing market upturn be a dead cat bounce? In this review we search for answers.
Westpac Annual Result and SPP
Westpac has announced a lousy annual result, cut the dividend and announced a $2.5bn capital raising. Bank investors need to get used to it.
Rising house prices support Westpac's dividends
With falling interest rates, Westpac's earnings and dividends are under pressure. The return of house price growth helps support the dividend.
What holds should you buy?
High quality companies are rarely cheap after the ASX 200 has risen sharply. But buying them at reasonable prices can still provide respectable returns. Here are ten to consider right now.
Banks remain under pressure despite election fillip
The banks have been on a charge this week following the surprise election result, but fundamental problems remain.
Westpac: Interim Result 2019
Underlying results were better than reported earnings, but conditions are getting tougher.
Westpac quits financial advice
Westpac is committed to wealth management but will sell its loss-making financial planning unit.
Westpac: Q1 update
Westpac is in the regulator's sights - but that has little bearing on its latest quarterly update or its longer-term prospects.
Banks escape the worst of Hayne pain
The Royal Commission's recommendations should have a minimal long-term impact for the banks, but prospects are more uncertain for wealth managers.
Home truths for Westpac
With property prices continuing to fall, Rakesh Tummala examines how Westpac may fare in a major crash.
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