National Australia Bank (NAB AU): Synthetic Expert Call Transcript (12 Jul 2026)
The structural tailwind from replicating portfolios is nearing its peak, and while it supported a 3 basis point expansion in NAB’s NIM to 1.81%...
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Aussie Shorts [6 July 2026]: NAB, James Hardie, Qantas, Megaport, Magellan Financial
The largest industry net increase in the past week was A$0.3bn into "Gold"; the largest industry net decrease was A$1.0bn out of "Diversified...
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2024 High Conviction - BEN - Almost All Mortgages | NPLs in Decline | Credit Costs Can Move Lower
BEN is unlike peers, with almost all mortgage loans, less of a problem with high rates, slowing economy. Its LT credit costs show this. NPLs are...
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NAB (NAB AU) Vs ANZ (ANZ AU): Big Four Divergence Strikes Again
Pair trade opportunity re-emerges as the spread between the two Australian banks climbs back above the 2 SD opening threshold. Essential for...
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Aussie Shorts [18th May]: Insurance Australia, 4DMedical, The Lottery Corp., NAB, ANZ, and Westpac
Net shorts fell A$1.6bn week-on-week. Companies mentioned in this regular weekly report include: Insurance Australia, 4DMedical, The Lottery...
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