Macquarie

Kiwibank succeeding in maverick disruptor role by growing market share, CEO Steve Jurkovich says

Kiwibank succeeding in maverick disruptor role by growing market share, CEO Steve Jurkovich says

As home loan applications drop, Australia's big four banks face a growing challenge from Macquarie

As home loan applications drop, Australia's big four banks face a growing challenge from Macquarie

Commonwealth Bank of Australia bosses say rising swap rates and competition hit ASB's second half-year income

Commonwealth Bank of Australia bosses say rising swap rates and competition hit ASB's second half-year income

Australia's federal budget will reduce property investors' borrowing power and lead to slower house price and credit growth, analysts say

Australia's federal budget will reduce property investors' borrowing power and lead to slower house price and credit growth, analysts say

Macquarie analysts crunch the numbers on the staff cost cutting potential major banks have from AI

Macquarie analysts crunch the numbers on the staff cost cutting potential major banks have from AI

Kiwibank CEO Steve Jurkovich says political uncertainty around a possible IPO a challenging factor for potential outside investors in the state-owned bank

Kiwibank CEO Steve Jurkovich says political uncertainty around a possible IPO a challenging factor for potential outside investors in the state-owned bank

Recent major bank financial reporting seen as better than expected by analysts

Recent major bank financial reporting seen as better than expected by analysts

S&P Global Ratings sees steady times ahead for New Zealand's major banks

S&P Global Ratings sees steady times ahead for New Zealand's major banks

Banking analysts cast their eye over banks' bad debts and ask the perennially fraught question: Is this time different?

Banking analysts cast their eye over banks' bad debts and ask the perennially fraught question: Is this time different?

Banks with strong or rising home loan market share have a common trait - they prioritise broker channels. But because that is costly, they can no longer offer lower interest rates to borrowers

Banks with strong or rising home loan market share have a common trait - they prioritise broker channels. But because that is costly, they can no longer offer lower interest rates to borrowers

Bank's reputation becoming a more important factor in which lender a borrower chooses

Bank's reputation becoming a more important factor in which lender a borrower chooses

Analysts detail opportunity for major banks to boost return on equity from mortgages by 15 basis points

Analysts detail opportunity for major banks to boost return on equity from mortgages by 15 basis points

Macquarie analysts say economic modelling implies that the particularly strong bank share market performance in 2024 was not supported by macro fundamentals, with a record deviation between the modelled and actual performance

Macquarie analysts say economic modelling implies that the particularly strong bank share market performance in 2024 was not supported by macro fundamentals, with a record deviation between the modelled and actual performance

Investment researcher Morningstar says the Aussie banks are overpriced - but ANZ represents the best value despite risks hanging over it

Investment researcher Morningstar says the Aussie banks are overpriced - but ANZ represents the best value despite risks hanging over it

Kiwibank poses risk to the returns from the big four Aussie banks' NZ subsidiaries, analysts say

Kiwibank poses risk to the returns from the big four Aussie banks' NZ subsidiaries, analysts say