Banks

UBS: One of the Best Deals in History

UBS: One of the Best Deals in History

UBS: One of the Best Deals in History 14/9/2023   One of the biggest fallouts from the banking crisis earlier this year was the merger between Swiss banking giants UBS (SWX: UBSG) and Credit Suisse. Following heavy pressure from authorities worried that Credit...

Don’t Bank on the Big Four

Australia’s big four banks recently released their financial results for the first half of the 2023 financial year (second half of the 2022 calendar year). While the share prices of ANZ, NAB and Westpac are largely unchanged from a few years ago (and CBA has shown a...

Is Insurance Giant IAG on Track for Success?

We continue sticking to the insurance thematic this week by looking at the other giant in the Australian market: IAG. We will continue using the same template as last week in assessing this business and its reports. The simple/straightforward equation: Profit = Earned...

Central Bank Forward Guidance | What is it good for?

This week we take a look at central bank guidance. What does it actually mean and what's the point?  What is it good for? ​ ​Those of you of a certain age will know the next line from Edwin Starr’s 1970 hit song is “absolutely nothing!” He was talking about something...

Is There Value In Holding the Junior Banks?

This week we look at two junior banks that currently sit within select income-oriented individually managed accounts at TAMIM. That is the Bank of Queensland (BOQ.ASX) and Bendigo and Adelaide Bank (BEN.ASX). This is a timely review given the RBA’s flip-flopping...

Talking Top Twenty | Part 2: The Banks – NAB & ANZ

As promised, this week we continue to look through some of the key highlights, and my notes, on the top end of the market. The securities this week are NAB and ANZ. National Australia Bank (NAB.ASX NAB has started off in stellar fashion this year with the key...

Talking Top Twenty | Part 1: The Banks – CBA & WBC

This week we return to our Top Twenty series. Six months since our last review, we look to provide an update on the companies. This week, Commonwealth Bank and Westpac. Read on!  Again, a disclaimer before reading further, this is the just first part of my notes on...

Royal Commission into Banks

This week Robert Swift digs into the recently announced Royal Commission. Today the Australian government announced there would be a Royal Commission established to investigate the banking industry. This was done on receipt, by Treasury, of a letter from ‘the big 4’...

Australian vs. Global banks – Which should I own?

Robert Swift and Roger McIntosh compare local and international banks. Does it make sense to own the behemoths that dominate the Australian market? Are you unknowingly doubling down on exposure to the Australian property market? Australian vs. Global banks – Which...

Sign Up to Our Weekly Stock Insights

* Indicates required field

Name(Required)

Categories

Popular Topics