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Bank Stocks

The Big Four Banks: Which is the best one for investors in 2026?

Australia’s Big Four Banks remain the backbone of the ASX in 2026. Collectively capitalised at ~$700bn, they continue to generate some of the largest profits in corporate Australia and remain the most reliable dividend payers in the market. At the same time, they are among the most heavily regulated and scrutinised institutions in the country;…

ByNick Sundich2 days ago

Is Bendigo Bank (ASX:BEN) a Buy After Strong Q3 Results and Its Bold Outsourcing Bet?

Bendigo Bank jumps on Q3 earnings beat Bendigo and Adelaide Bank (ASX:BEN) had its best single day on the ASX 200 this week, with shares jumping as much as 9.5% after a stronger-than-expected quarterly earnings update. The result came in roughly 12% above market consensus according to UBS, driven by wider margins and strong lending…

ByUjjwal MaheshwariApril 10, 2026

The Iran Ceasefire Rally Is On! But Investors Aren’t Responding In the Right Way

Add a new term to your vocabulary: The Iran Ceasefire Rally. The rally on the ASX yesterday, that saw our bourse rise over 2.5% in its best day in several months, occurred amidst a 2 week suspension of hostilities in Iran. And the ASX was not alone with Asian markets and North American futures rallying,…

ByNick SundichApril 9, 2026

Bank of Queensland (ASX:BOQ) Jumps 7% on A$3.7B Challenger Deal – Is This the Turnaround Investors Have Been Waiting For?

Bank of Queensland Jumps on Challenger Deal Bank of Queensland (ASX: BOQ) shares jumped 7.06% yesterday, closing at A$7.28 and marking the stock's highest level in 2026, after the regional lender announced a major strategic deal with investment management firm Challenger (ASX: CGF). The two companies have agreed to an A$3.7 billion equipment finance loan…

ByUjjwal MaheshwariApril 8, 2026

The Long Goodbye: Why Australian Active Fund Managers Are Running Out of Road

Australian Active Fund Managers are struggling, make no mistake. Hitting home the point yesterday were reports that Ox Capital Management — a boutique emerging markets specialist led by veteran investor Joseph Lai; had entered formal wind-up proceedings on March 27 2026. This wind up was not the first, and likely won't be the last. So each…

ByNick SundichApril 2, 2026

When Equity Analysts Go to War: 6 Times Stockpickers Fought Back Against Companies And What Happened Next!

The relationship between a public company and equity analysts covering it, in theory, one of productive scrutiny. In practice, it often looks far more adversarial. Companies control access to information, management time and investor relations resources, and when an analyst says something they don't like, the gloves come off. They get cut from briefings, frozen…

ByNick SundichApril 2, 2026

Here are 5 ASX Stocks That Should Be Merged or Be Acquired, and Why the Logic Is Compelling

Despite the dour state of the markets right now, it could be time for certain ASX stocks that should be merged or be acquired to go ahead. With private equity sitting on nearly USD$440bn in uncommitted capital, a more permissive regulatory environment for smaller deal-making, and a wave of ASX small and mid-caps trading at…

ByNick SundichApril 1, 2026

Here Are 6 Questions Investors Need To Ask About Their Portfolio To Get The Best Possible Returns!

There are hard questions investors need to ask about their portfolio every now and again, because anyone telling you there's such a thing as a 'set and forget' investment is wrong. Markets evolve, company fundamentals shift, and macro conditions change, yet many portfolios are left largely unchecked. The most rational approach is to periodically interrogate…

ByNick SundichMarch 31, 2026

The Impact of The Iran War Extends Beyond Oil, And this ASX Company is the Poster Child for It!

It is easy to think the Impact of The Iran War is simply businesses in the oil space or that use oil in their operations (for instance freight businesses). Or by extension, companies in the 'consumer discretionary' space that find due to higher energy prices (and interest rates), that their goods are more discretionary than…

ByNick SundichMarch 25, 2026

RBA March 17 Rate Decision: What ASX Bank and REIT Investors Need to Know Before Tuesday

RBA March Decision: What It Means for ASX Stocks The Reserve Bank of Australia meets on Tuesday, 17 March, and it could be one of the most consequential rate decisions in months for ASX investors. The RBA already raised the cash rate to 3.85% back in February. Now, with Governor Michele Bullock calling this meeting…

ByUjjwal MaheshwariMarch 14, 2026

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Bank Stocks

The Big Four Banks: Which is the best one for investors in 2026?

Is Bendigo Bank (ASX:BEN) a Buy After Strong Q3 Results and Its Bold Outsourcing Bet?

The Iran Ceasefire Rally Is On! But Investors Aren’t Responding In the Right Way

Bank of Queensland (ASX:BOQ) Jumps 7% on A$3.7B Challenger Deal – Is This the Turnaround Investors Have Been Waiting For?

The Long Goodbye: Why Australian Active Fund Managers Are Running Out of Road

When Equity Analysts Go to War: 6 Times Stockpickers Fought Back Against Companies And What Happened Next!

Here are 5 ASX Stocks That Should Be Merged or Be Acquired, and Why the Logic Is Compelling

Here Are 6 Questions Investors Need To Ask About Their Portfolio To Get The Best Possible Returns!

The Impact of The Iran War Extends Beyond Oil, And this ASX Company is the Poster Child for It!

RBA March 17 Rate Decision: What ASX Bank and REIT Investors Need to Know Before Tuesday

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