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BANK LENDING News & Analysis

What next for the largest company on the ASX?
Stocks
What next for the largest company on the ASX?
After a historic rally in 2024, what lies ahead for this overvalued banking titan?
Simonelle Mody | 13 March 2025
Top priorities for new ANZ CEO
Stocks
Top priorities for new ANZ CEO
ANZ Group needs margin and efficiency improvement rather than market share gains.
Nathan Zaia | 10 December 2024
The largest ASX company is materially overvalued
Stocks
The largest ASX company is materially overvalued
After a 37% share price increase in the last 12 months, investors may be too optimistic for this ASX giant 
Simonelle Mody | 10 November 2024
CBA earnings preview: What to look for in Commonwealth Bank's 2024 earnings?
Stocks
CBA earnings preview: What to look for in Commonwealth Bank's 2024 earnings?
The ASX 200's biggest stock reports its full year earnings tomorrow. Here is what Morningstar's banking analyst thinks investors want to see from...
Joseph Taylor | 13 August 2024
Is this the ASX’s best bank?
Stocks
Is this the ASX’s best bank?
Results keep humming along after first-quarter fiscal 2025 profit.
Nathan Zaia | 29 July 2024
Our take on ANZ earnings and the outlook for the dividend
Stocks
Our take on ANZ earnings and the outlook for the dividend
Is the bank paying too much for home loan growth?
Nathan Zaia | 09 May 2024
Undervalued bank reports earnings
Stocks
Undervalued bank reports earnings
Shares jump but the operating environment remains difficult and we lower our fair value. 
Nathan Zaia | 17 April 2024
Can ANZ’s “strategic win” sustain margin pressure?
Stocks
Can ANZ’s “strategic win” sustain margin pressure?
The bank has lifted home loan growth above its peers but has this come at a cost to its margins and dividend growth.
Christine St Anne | 14 November 2023
What is next for ANZ and Suncorp bank?
Stocks
What is next for ANZ and Suncorp bank?
The proposed merger has been rejected by the ACCC and prospects for the deal are looking unlikely. 
07 August 2023
Has Westpac turned a corner?
Stocks
Has Westpac turned a corner?
Morningstar's Senior Banking Analyst Nathan Zaia has a different view on Westpac than many investors. 
Nathan Zaia | 31 July 2023