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Stock Insights

Talking Top Twenty: National Australia Bank (NAB.ASX) & ANZ (ANZ.ASX)

31/3/2022

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This week we continue with the Talking Top Twenty series by rounding out the Big 4 banks, looking at National Australia Bank (NAB.ASX) and Australia and New Zealand Banking Group (ANZ.ASX). 
Big 4 Banks

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Talking Top Twenty: Commonwealth Bank (CBA.ASX) & Westpac (WBC.ASX)

23/3/2022

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With Australian reporting season now well and truly over, we take stock and return to our Talking Top Twenty series. To kick things off this time around we take a look at a couple of the Big 4 banks; Commonwealth Bank of Australia (CBA.ASX) and Westpac (WBC.ASX).
Australian Banks

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Is There Value In Holding the Junior Banks?

8/7/2021

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​This week we look at two junior banks that currently sit within select income-oriented individually managed accounts at TAMIM. That is the Bank of Queensland (BOQ.ASX) and Bendigo and Adelaide Bank (BEN.ASX). This is a timely review given the RBA’s flip-flopping around the potential timing of rate hikes. 
Australia's junior banks BOQ.ASX & BEN.ASX

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Talking Top Twenty | Part 2: The Banks - NAB & ANZ

29/4/2021

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​As promised, this week we continue to look through some of the key highlights, and my notes, on the top end of the market. The securities this week are NAB and ANZ.

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Talking Top Twenty | Part 1: The Banks - CBA & WBC

21/4/2021

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This week we return to our Top Twenty series. Six months since our last review, we look to provide an update on the companies. This week, Commonwealth Bank and Westpac. Read on!

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Talking Top Ten | Part 1: The Banks

25/8/2020

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This week we go through some of the notes and key highlights from the top end of the market. A disclaimer before reading further, this is the first part of my notes on the top ten securities by market capitalisation.

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3 Things to Watch For in the Big 4 Banks' Results

29/4/2020

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This week has seen an announcement by NAB of the anticipated dividend cut to 30c per share, and a capital raise, this pretty much makes it a certainty that the other three will follow suit. Given the centrality of the Big 4 to Australian equity investors and the broader economy we thought it pertinent to revisit the topic. In particular, with a view to see what the other banks might do and their risk profile going forward. This is all to say, is it time to buy yet? 

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What does ANZ's franking cut mean going forward?

7/11/2019

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​This week we again revisit the topic of the banks. An issue that has been especially pertinent to us given the cut of ANZ’s franking composition. What will this mean going forward? Will it impact the way we invest?

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A Case Study in Poor Capital Allocation: The Need for Greater Shareholder Protections

18/4/2019

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This week we present a piece by Hamish Carlisle, from Merlon Capital Partners who power the TAMIM Australian Equity Income IMA, examining the shareholder value implications of CBA’s acquisition of Colonial in 2000 as a case study in poor capital allocation.

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Banks: Forget the Royal Commission, back to earnings

9/5/2018

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This week Guy Carson takes a look at the Big Banks in light of their recently released results. This is an essential read in the wake of the Royal Commission.

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Time to Buy the Banks?

29/9/2016

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This week Vincent Cook, senior analyst with the fund underlying the TAMIM Australian Equity Growth & Income Individually Managed Accounts (IMA), takes time out to discuss the Australian Banks. There is a significant amount of negativity in the Australian press regarding the outlook for our banks however we see some positive signs with indications of consolidation appearing in the sector. Given the worry about Deutsche Bank and banks in general, it is timely to discuss our thoughts on the sector.

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​The information provided on this website should not be considered financial or investment advice and is general information intended only for wholesale clients ( as defined in the Corporations Act). If you are not a wholesale client, you should exit the website. The content has been prepared without taking into account your personal objectives, financial situations or needs. You should seek personal financial advice before making any financial or investment decisions. Where the website refers to a particular financial product, you should obtain a copy of the relevant product services guide or offer document for wholesale investors before making any decision in relation to the product. Investment returns are not guaranteed as all investments carry some risk. The value of an investment may rise or fall with the changes in the market. Past performance is no guarantee of future performance. This statement relates to any claims made regarding past performance of any Tamim (or associated companies) products. Tamim does not guarantee the accuracy of any information in this website, including information provided by third parties. Information can change without notice and Tamim will endeavour to update this website as soon as practicable after changes. Tamim Funds Management Pty Limited and CTSP Funds Management Pty Ltd trading as Tamim Asset Management and its related entities do not accept responsibility for any inaccuracy or any actions taken in reliance upon this advice. All information provided on this website is correct at the time of writing and is subject to change due to changes in legislation. Please contact Tamim if you wish to confirm the currency of any information on the website.  

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