ASX:NAB

Will NAB call its $2bn hybrid NABHA?

Christopher Joye

In my AFR column I analyse one of the most debated investments on the ASX: the $2 billion NAB raised in 1999 via its National Income Securities (ASX: NABHA) (click on that link to read via Twitter or direct AFR subscribers can click here): Show More

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Is loan book growth stabilising?

Stuart Jackson

The statistical release of APRA and the RBA’s credit growth data for April shows a stabilisation in the rate of overall mortgage, personal and business loan book growth at 5 per cent across the overall Australian market. By category, mortgage book growth continued to slow, increasing 6 per cent year... Show More

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How do ASX hybrids compare to hybrids overseas?

Christopher Joye

During the Italian crisis there were some big moves in credit spreads overseas, and I've been asked a few times how current ASX hybrid spreads/returns compare to the major banks' hybrids issued in US dollars. Enclosed is a quick summary. Show More

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Asset bubbles burst when credit is withdrawn

David Rosenbloom

As investors there’s always plenty to worry about, and in our view the reasons to be anxious just got bigger. You’d have to be living under a rock not to have heard or read excerpts from the Banking Royal Commission. Much of this has been unbelievably good theatre, but make... Show More

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Losing money overseas

Hugh Dive

In the travel sections of newspapers there frequently appear articles with titles such as Top 7 Overseas Travel Scams (and How to Avoid Them). However, Atlas see the biggest cause of Australians losing money overseas is not pickpockets, dodgy taxi drivers, or pre-damaged rental jet skis, but rather ill-conceived offshore... Show More

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An interesting alternative to the major banks

Clime Asset Management

It would be understandable if investors with large holdings in the four major commercial banks spent much of their time reviewing the recent mixed earnings results and negative newsflow from the Royal Commission. However, the vast amount of negative media and analyst coverage makes it tempting to spend too much... Show More

Bell Potter Top Picks From The Banks

Bell Potter

Our major banks may not be outnumbered nor outgunned in the operational sense but some are clearly not seen to be occupying the moral high ground at the moment. Show More

Business Insights Across the Market

NAOS Asset Management

“There have been significant delays experienced by customers receiving confirmation of bank approvals, as a consequence of the recent Banking Royal Commission, resulting in commencement of construction being delayed” Tamawood Market Announcement Show More

Opportunities Post Royal Commission? You Can Count On It

Harley Grosser

Since the Royal Commission kicked off hardly a day has gone by without Australia’s largest financial institutions in the news, for all the wrong reasons. Some of the accusations are quite shocking and make for great headlines. Show More

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Market drifts lower - yield stocks weigh (TWE)

James Gerrish

The market rolled over early this morning on some big volume through the futures market before ebbing and flowing throughout the session. A whimper up into the close but nothing to write home about, the market simply feels a little hot now and needs to some time to cool –... Show More

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Beyond the Royal Commission headlines

Livewire Exclusive

Financial services have been making headlines for all the wrong reasons in recent weeks. Following Rowena “Shock and” Orr’s public shellacking of the wealth management industry, AMP Limited has since lost almost its entire board of directors, as well as a big part of the executive team. The banks were... Show More

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Let’s take a look at the banks’ results

Stuart Jackson

In the midst of the Royal Commission into Misconduct in Financial Services, the major banks have released their latest half yearly results. The market headed into the reporting period with a high degree of apprehension given the public backlash emanating from the revelations coming from testimony at the Royal Commission... Show More

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A short-term opportunity in the banks

Daniel Want

The conclusion of our December 2016 Livewire article read... “Such would suggest that the 2015 peak valuations in the Australian banking sector could indeed have marked the top of a multi-decade cycle for Australian banks. The latent risks confronting Australia’s banks appear significant, suggesting a high likelihood that in the... Show More

Rotting from the head: We need more than a Royal Commission

Clime Asset Management

The Royal Commission into the Australian banking system has triggered shocking headlines of abuse, particularly around financial advice. But there is a danger that while the inquiry identifies issues and delivers a regulatory response, it doesn’t get to the core of the problem. Show More

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Hard to fault Westpac's result

Hugh Dive

Today marked the conclusion of the May profit reporting season, with Westpac finishing the season well with a strong result that was well-received by the market. May has been a kinder month for shareholders in the major Australian banks than March and April, with three of the four major banks... Show More

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3 immediate implications of tighter lending standards

Pete Wargent

In our latest 50-page report for funds and institutional investors, Chemical Change, we’ve conducted a detailed consideration of shifts in mortgage lending standards, and the likely outcomes from these changes. Highlighted below are three immediate implications. Show More

The Royal Commission opens Pandora’s box

Schroders Australia

The Royal Commission has shown banking, financial advice, and mortgage broking to be sorely lacking on the basics of looking after the customer. It seems that incentives to lend more money and charge more fees were somewhat more powerful than those aimed at improving customer wellbeing. Show More

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Key takeouts from NAB's result

Hugh Dive

NAB's first-half results on Thursday marked the second stop in the banks' results season. This is giving management teams the platform to address the issues raised at the Royal Commission and give a boost to their sagging share prices by showing how their businesses are performing. NAB's results, similar to... Show More

ASX:NAB

Buying the banks

Marcus Padley

The ANZ, NAB, WBC and Macquarie report results next week and will go ex-dividend shortly after. The sector is on its back, and for a variety of reason, one of which is collecting as much franking as possible before Bill Shorten buggers it all up. Then this looks like as... Show More

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Sticky fingers in many pies

Hugh Dive

The business of wealth management has been put under the microscope over the past month with the Royal Commission into the financial services industry. In March, the Commission focused on misdeeds in consumer lending and for the next two weeks in April it will be concerned with transgressions around financial... Show More

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