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Bank Stocks

ANZ (ASX:ANZ) Cash Profit Jumps 70% to A$3.78bn But Shares Drop: Buy the Dip or Stay Away?

ANZ Shares Slip Despite Strong Profit Growth ANZ Group Holdings (ASX:ANZ) just released one of its strongest half-year results in years, but the share price tells a different story. Cash profit jumped 70% to A$3.78 billion, the dividend was held at 83 cents, and franking was boosted to 75%. Yet shares fell 2.84% on Friday…

ByUjjwal MaheshwariMay 2, 2026

Australia CPI 4.6%, Trimmed Mean 3.3%: Is The RBA Rate Hike Still Coming?

CPI hit 4.6%. But the trimmed mean held at 3.3% Australia's headline inflation jumped to 4.6% in the year to March 2026, the highest level since September 2023. The Australian Bureau of Statistics released the data this morning, showing inflation accelerated sharply from February's 3.7% reading. On a quarterly basis, annual CPI accelerated to 4.1%…

ByUjjwal MaheshwariApril 29, 2026

ASX small caps that could rebound after EOFY tax-loss selling

Will the RBA Hike To 4.35% On May 5? Today’s CPI Number Decides

RBA May Hike Again if CPI Runs Hot The Australian Bureau of Statistics releases the March quarter inflation number at 11:30 am today, and it decides whether the Reserve Bank hikes the cash rate from 4.10% to 4.35% on 5 May. All four big four banks (CBA, NAB, Westpac and ANZ) are now forecasting a…

ByUjjwal MaheshwariApril 29, 2026

The 50% CGT discount on shares: Here’s how it works, and if it is under threat

The 50% CGT discount on shares is one of the key mechanisms that helps investors keep as much of their cash as they have earned on their investments. We felt that it was time to write a stand-alone article about this in light of the inflation crisis and how it could lead to investors seeking…

ByNick SundichApril 28, 2026

Judo Capital (ASX:JDO) Holds A$190m Profit Guidance But Lifts Provisions on SME Uncertainty

Judo Capital Rises Despite SME Loan Caution Judo Capital Holdings (ASX:JDO) delivered its Q3 update on Friday, and the market's response was interesting. The stock closed up 1.45% at A$1.40, outperforming most of the big four banks despite the cautious commentary. On the surface, Judo reaffirmed its full-year profit guidance of A$180m to A$190m. But…

ByUjjwal MaheshwariApril 25, 2026

Suncorp’s (ASX:SUN) $2.4bn Aggregate Reinsurance Arrangement Was Well Received By Investors!

Suncorp’s announcement of a new 5‑year aggregate reinsurance arrangement lands at a moment when the group has already undergone one of the most significant strategic resets in its modern history. The business that once balanced general insurance with a low‑return retail bank has, over the past three years, reshaped itself into a more focused, more predictable…

ByNick SundichApril 24, 2026

ASX Confession Season Is In Full Swing! Which Stocks Could Follow Cochlear In Downgrading Guidance?

ASX Confession Season got into full swing yesterday with Cochlear's guidance downgrade that saw over $4bn in shareholder value wiped out. It is that time that happens every year - a period that fund managers dread and short sellers quietly anticipate. It has no official name on the ASX calendar, no regulatory trigger, and no…

ByNick SundichApril 23, 2026

Small Cap ASX Lenders Deliver Quarterly Updates: MoneyMe, Harmoney and Plenti Show Momentum as Big Banks Shift Strategy

Australia's three listed small cap ASX lenders — MoneyMe (ASX:MME), Harmoney (ASX:HMY) and Plenti (ASX:PLT); each released quarterly trading updates to the market today, providing a timely window into the health of the non-bank lending sector. Taken together, the releases tell a consistent story. These companies are carving out positions that the major institutions appear either…

ByNick SundichApril 22, 2026

How To Read a Balance Sheet As An Investor: The 7 Questions Prudent Investors Need to Ask!

Knowing how to read a balance sheet is a key skill investors need to know, because the balance sheet is the most underrated document in an annual report. Most new investors skip straight to earnings - perhaps not knowing how importance the balance sheet is or having an appreciate but not knowing how to read…

ByNick SundichApril 21, 2026

Its Deja Vu For Big Four Bank Investors As The Mortgage Wars Recommence With a Vengence!

Big Four Bank Investors may think they've seen the 'Mortgage Wars' all before and they're no big deal. After all: Aren't the banks always competing hard for borrowers whatever interest rates do? Yes, but the mortgage wars of 2022-23 were not called 'wars' for no reason. ANZ's resurrection of cashback retention payments, Westpac's latest fixed-rate…

ByNick SundichApril 21, 2026

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Bank Stocks

ANZ (ASX:ANZ) Cash Profit Jumps 70% to A$3.78bn But Shares Drop: Buy the Dip or Stay Away?

Australia CPI 4.6%, Trimmed Mean 3.3%: Is The RBA Rate Hike Still Coming?

Will the RBA Hike To 4.35% On May 5? Today’s CPI Number Decides

The 50% CGT discount on shares: Here’s how it works, and if it is under threat

Judo Capital (ASX:JDO) Holds A$190m Profit Guidance But Lifts Provisions on SME Uncertainty

Suncorp’s (ASX:SUN) $2.4bn Aggregate Reinsurance Arrangement Was Well Received By Investors!

ASX Confession Season Is In Full Swing! Which Stocks Could Follow Cochlear In Downgrading Guidance?

Small Cap ASX Lenders Deliver Quarterly Updates: MoneyMe, Harmoney and Plenti Show Momentum as Big Banks Shift Strategy

How To Read a Balance Sheet As An Investor: The 7 Questions Prudent Investors Need to Ask!

Its Deja Vu For Big Four Bank Investors As The Mortgage Wars Recommence With a Vengence!

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