By Nathan Lead
05 May 2023, 8:00 AM
National Australia Bank's (ASX:NAB) 1H23 result was below expectations, with NIM uplift not as strong as expected (and trending down).
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By Nathan Lead
01 May 2023, 8:30 AM
We preview the 1H23 reporting season, with expectations of solid-to-strong 1H23 growth but with a weakening earnings outlook from 2H23 onwards.
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By Nathan Lead
16 February 2023, 9:00 AM
Commonwealth Bank (ASX:CBA) the 1H23 result was solid, with strong operating profit growth partly offset by the reversal of credit impairment releases into expensing.
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By Nathan Lead
16 November 2022, 7:00 AM
Commonwealth Bank's (ASX:CBA) Q1 update showed strong growth in the high quality net interest income but weakness in the lower quality non-interest income and loan impairment charges.
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By Nathan Lead
10 November 2022, 7:00 AM
National Australia Bank's (ASX:NAB) FY22 result was below our forecast but in-line with consensus.
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By Nathan Lead
08 November 2022, 8:30 AM
We viewed Westpac Banking Corp's (ASX:WBC) FY22 performance as at or above expectations.
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By Nathan Lead
19 October 2022, 7:30 AM
We expect financial performance over the short term to benefit from the sugar hit of rising interest rates, excess liquidity, and a benign credit risk environment.
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By
27 April 2022, 12:00 PM
Shifting to more cautious sector stance with rate rises looking imminent.
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By
19 April 2022, 10:00 AM
Bank of Queensland (ASX:BOQ) has reported 1H22 cash earnings of $268m, 8% better than we expected. The beat was driven by credit loss provision releases and one-off revenue gains through non-interest income. An interim dividend of 22cps (ff) has been declared.
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By
14 March 2022, 8:00 AM
We see exceptional value in Bank of Queensland's (ASX:BOQ) stock. The Company has been executing well on its transformation program, it continues to grow its home loan book at above-system levels.
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