Banks Australian Community
Our community narratives are driven by numbers and valuation.
Banks Australian Investing Ideas
BSP Financial Group
6.6% overvalued intrinsic discount
BSP Financial Group: Dominant Bank in an Undervalued Emerging Market
View narrativeNI
Published 26 Feb
Judo Capital Holdings
5.3% overvalued intrinsic discount
A Fast-Growing SME Lender Trading Like a Problem Bank
View narrativeDA
Published 8 Jul
ANZ Group Holdings
18.2% overvalued intrinsic discount
Is ANZ Holding Your Interest?
View narrativeJA
Published 11 Jul
Kina Securities
12.1% undervalued intrinsic discount
Kina Securities will grow with 28.56% revenue jump
View narrativeRO
Published 27 Apr 2025
National Australia Bank
Fairly Valued intrinsic discount
Digital Payments And Urban Expansion Will Unlock Opportunities
View narrativeAN
Updated 3 Sep
Commonwealth Bank of Australia
22.2% overvalued intrinsic discount
Digital Disruption Will Challenge Market Shares While Tech Drives Progress
View narrativeAN
Updated 18 Aug
ANZ Group Holdings
4.4% overvalued intrinsic discount
Cost Cuts And Efficiency Moves Will Improve Margins Despite Near-Term Uncertainty
View narrativeAN
Updated 14 Aug
National Australia Bank
33.5% overvalued intrinsic discount
Updated
Digital Disruption And Legacy IT Burdens Will Crush Margins
View narrativeAN
Updated 17 Sep
Westpac Banking
16.4% overvalued intrinsic discount
Mortgage Margin Pressure And Rising Credit Risks Will Reshape Long-Term Outlook
View narrativeAN
Published 30 Aug
