Aussie Shorts [31 Aug 2026]: CBA, NAB, Transurban, Westpac, BHP
The largest industry net increase in the past week was A$1.2bn into "Banks"; the largest industry net decrease was A$0.9bn out of "Gold". Net...
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Australia: Value Down Under Awaiting Confirmation. Here’s a Stock Basket That Scales
Australian shares have lagged for a while, but we see opportunity in a basket of trending stocks. We can scale up if the index improves, while...
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Commonwealth Bank of Australia (CBA AU): Synthetic Expert Call Transcript (27 Aug 2026)
Defensive Volume Growth at a Cost: CBA’s record FY26 cash net profit of $11.0 billion and 14.0% ROE were achieved by abandoning some pricing...
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CommBank (CBA AU): Expected Move on FY2026 Results and Option Insights
Options pricing suggests an above-median move on 12 August, while the RBA decision adds volatility risk. Gain insight into CBA’s reporting-day...
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Curator’s Cut: Debt Gets Dearer, Diesel Runs Dry & Strategic Stakes Come Undone
We see which Asian sectors might be impacted by rising rates, how refiners are benefitting from wide crack spreads, and how strategic stakes are...
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