Banking On Profitability, If You’re Big Enough!

Digital Finance Analytics (DFA) Blog

Apr 28 2024 | 00:09:13

00:00 / 00:09:13

Show Notes

Against the backcloth of higher rates for longer, many of the Australian banks will provide trading updates over the next couple of weeks. As a group, they currently have the highest set of valuations seen for decades, but then, their earnings have held up relative to expectations. So what is ahead? And are all banks equal? Some analysts are saying that although banks have flat to negative growth coming up for this year, from a capital management perspective, they’ve all got excess capital, so there will be more buybacks and special dividends to come. So the high valuations are just […]

Other Episodes

Episode 0

September 26, 2022 • 00:52:04

The Banks Are The Aggressors In The War On Cash! [Podcast]

Dale Webster from The Regional And Robbie Barwick from the Citizens Party discuss the war on cash with me , and specifically the removal...

Episode 0

August 19, 2022 • 01:06:46

The Economy Is Broken: Long Live The Phillips Curve! With Tarric Brooker... [Podcast]

My latest chat with Tarric Brooker, @AvidCommentator on Twitter. His charts are available at: https://avidcom.substack.com/p/charts-that-matter-19th-august-2022 The latest edition of our finance and property news...

Episode 0

October 31, 2022 • 01:06:04

Its Edwin's Monday Evening Property Rant! [Podcast]

Another rant from our property insider Edwin Almeida. We look at some of the property auctions in Western Sydney, including some where there was...