Newsletter

Bank Stocks

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

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 SundichApril 14, 2026

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

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Bank Stocks

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!

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

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2020, the Golden Year

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Bank Stocks

Stocks in Spotlight

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