Revolut's Turn To Take On Aussie Big Four
Disrupting the encumbents is no bad thing. I'm not confident this is it. From a valuation standpoint, all four banks appear expensive. Especially...
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Commonwealth Bank of Australia (CBA AU): Synthetic Expert Call Transcript (26 Jul 2026)
Stretched Valuations Fueling Record Bearish Positioning: CBA’s valuation at 25.2x estimated FY26 earnings and 4.0x book value represents a...
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Aussie Shorts [20 July 2026]: Commonwealth Bank, Westpac, Woodside Energy, Wesfarmers, REA Group
The largest industry net increase in the past week was A$0.2bn into "Oils/Gas"; the largest industry net decrease was A$0.3bn out of "Diversified...
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Aussie Shorts [28 Sep 2026]: BHP Group, Steadfast, Artrya, ECHOiQ, Catalyst Metals, Core Lithium
The largest industry net increase in the past week was A$0.4bn into "Banks"; the largest industry net decrease was A$0.1bn out of "Interactive...
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Relative Value Opportunities in Asia-Pac, Pair Trade Roundup (25 Aug)
Quantitative analysis identifies eight pair trade opportunities across three markets and four sectors, offering unique insights into relative value.
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