Commonwealth Bank of Australia

The circa $10 billion Brisbane fundie says market risks are leaning towards the downside as it looks for value the rest of the market has missed.

Despite the struggles faced by pure play BNPL providers, the payment option looks like it will survive, boosted by popularity among younger people. But it's the established players who may benefit the most.

In the latest sign of big banks being more willing to partner with fintechs, CBA has teamed up with property platform Coposit to ease access to off-the-plan properties.

Australia's big banks have all raised wholesale funding in recent weeks in issues that were heavily oversubscribed. Analysts and debt market observers say it’s being driven by the same forces lifting their share prices.

Bull runs are by nature quixotic and the current one in bank stocks has no visible means of support. A very predictable earnings season has added little to the story.

This year marks a changing of the guard at the very top of some of Australia's biggest banks. Could CBA's Matt Comyn be the next to move on — and possibly seek a more lucrative role overseas?

2024 is the year of succession for Australia's major banks. The one exception is CBA, where Matt Comyn is well-settled — but there are hints he too may be looking further afield.

As traditional financial institutions pull back from earlier VC-type models, Visa, Mastercard and many banks are sharpening their fintech investment programs.

From near death to high-staff turnover to creating billionaires, Airwallex is one of the highest-profile fintechs in the market. Now it's sponsoring an F1 team. And making no excuses for its culture.

NAB's acquisition of Citi's Australia consumer banking portfolio has doubled its credit card market share at a time when competition from BNPL and Amex is rising and stress in the economy builds.

Depending on who you talk to, open banking in Australia is on the point of acceleration or the pause in its rollout is a welcome chance to improve data quality.

Over the last six months, ANZ, CBA and NAB have all pulled back in various ways from Asia. But in the case of ANZ - and Macquarie - it’s less a story of retreat from the region than of expansion.

Commonwealth Bank bought into BNPL at the height of its run before starting its own brand. Now its stake in Klarna may deliver it $1.7 billion.

Commonwealth Bank's share price took a hit today after disappointing half-year results, and some analysts think it's still too high — but CEO Matt Comyn says the bank's scale gives it an enduring competitive advantage.

ANZ and Macquarie provided little new on bank earnings but all eyes will be on Commonwealth Bank for any slips in its high-wire act.

NAB's new CEO runs its business bank. His biggest rival is at Commonwealth Bank. So what is CBA thinking? And why doesn't that include lending to startups?

If ever there was a business model for the times it was buy now, pay later. Load up young consumers with debt on the promise there was no interest cost, charge merchants high service fees to cover marketing, and rely on cheap funding, FOMO and a very benign credit cycle.

For value investors, Australia's biggest bank is a conundrum. It is expensive on every measure but its share price keeps on flying and has defied gravity for almost two decades.

In just over a decade, payments fintechs have built a 25% market share in the big bank-dominated merchant payment processing sector, an opaque but crucial business.

The major banks have too much capital and not enough to do with it. They already started buying back shares, and in 2024 the market is expecting more.

The new year promises reprieve for margin-crunched bank investors — at least if the ASX bank index can be believed. But not everyone thinks it can.

Intense competition for mortgages and deposits crunched big bank margins in the second half of 2023 but investors are happier now as competition backs off.

Some experts believe generative AI could have a bigger impact on the banking industry than the internet. And that might be underselling the impact.

Major bank partnerships, raisings and actual profits signal there's some optimism in fintech, but capital and startups are in short supply.

Fintech conductors aim to orchestrate the noise of a cacophony of payment options being offered to both consumers and merchants.

The market for bank stocks has settled as investors and analysts finish digesting the fine print of their results. And they're not expecting a rewarding 2024.

Retailer Mosaic Brands is opening more stores in a bet on increased spending as lender CBA is due $49 million by August next year.