ANZ's Strategy Reset May Be Weighing on Performance -- Market Talk

Dow Jones

12/01

2253 GMT - ANZ's strategy reset under its new chief executive may already be weighing on the Australian bank's underlying performance, Macquarie analysts suggest. They tell clients in a note that data show ANZ is lagging its major bank peers on growth in mortgages, business lending and deposits. They acknowledge ANZ had guided for its mortgage lending to grow more slowly than the overall market, but nonetheless think the data overall point to early signs of revenue underperformance amid CEO Nuno Matos's overhaul. ANZ and NAB remain Macquarie's preferred picks among the majors. (stuart.condie@wsj.com)

(END) Dow Jones Newswires

November 30, 2025 17:53 ET (22:53 GMT)

应版权方要求，你需要登录查看该内容

免责声明：投资有风险，本文并非投资建议，以上内容不应被视为任何金融产品的购买或出售要约、建议或邀请，作者或其他用户的任何相关讨论、评论或帖子也不应被视为此类内容。本文仅供一般参考，不考虑您的个人投资目标、财务状况或需求。TTM对信息的准确性和完整性不承担任何责任或保证，投资者应自行研究并在投资前寻求专业建议。

热议股票

{"basename":"/hans","ssrTDKData":{"titleTemplate":"%s - 老虎证券","title":"老虎证券全球投资理财平台| 一站式投资美股新股港股A股","description":"老虎证券助您一站式投资美股，新股，港股，A股等全球金融理财产品。新加坡华人最信赖的在线投资平台，现在加入即享低费用，24/5 无时差炒美股投资理财！","keywords":"老虎证券,老虎证券开户,老虎券商,老虎证券官网,老虎证券app,tigertrade老虎证券,股票,炒股,新加坡股票交易平台,投资,投资理财","social":{"ogDescription":"老虎证券助您一站式投资美股，新股，港股，A股等全球金融理财产品。新加坡华人最信赖的在线投资平台，现在加入即享低费用，24/5 无时差炒美股投资理财！","ogImage":"https://c1.itigergrowtha.com/portal5/static/media/og-logo.be62fbe1.png","ogUrl":"https://www.itiger.com/hans/news/2588715767"},"companyName":"老虎证券"},"pageData":{"isMobile":false,"isTiger":false,"isTTM":true,"region":"SGP","license":"TBSG","edition":"fundamental"},"isCrawlerRequest":true,"__swrFallback__":{"@#url:\"https://stock-news.skytigris.cn/v3/news\",params:#id:\"2588715767\",edition:\"fundamental\",auth_exemption:1,,,undefined,":{"share":"https://ttm.financial/m/news/2588715767?lang=zh_CN&edition=fundamental","thumbnail":"","is_english":true,"pubTime":"2025-12-01 06:53","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2588715767","market":"hk","top_or_hot":-1,"title":"ANZ's Strategy Reset May Be Weighing on Performance -- Market Talk","media":"Dow Jones","content":"<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n     2253 GMT - ANZ's strategy reset under its new chief executive may already be weighing on the Australian bank's underlying performance, <a href=\"https://laohu8.com/S/MQG.AU\">Macquarie</a> analysts suggest. They tell clients in a note that data show ANZ is lagging its major bank peers on growth in mortgages, business lending and deposits. They acknowledge ANZ had guided for its mortgage lending to grow more slowly than the overall market, but nonetheless think the data overall point to early signs of revenue underperformance amid CEO Nuno Matos's overhaul. ANZ and NAB remain Macquarie's preferred picks among the majors. (stuart.condie@wsj.com) \n</p>\n<pre style=\"white-space: pre\">\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  November 30, 2025 17:53 ET (22:53 GMT)\n</p>\n<p>\n  Copyright (c) 2025 Dow Jones &amp; Company, Inc.\n</p>\n</font>","source":null,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>ANZ's Strategy Reset May Be Weighing on Performance -- Market Talk</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nANZ's Strategy Reset May Be Weighing on Performance -- Market Talk\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2025-12-01 06:53</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n     2253 GMT - ANZ's strategy reset under its new chief executive may already be weighing on the Australian bank's underlying performance, <a href=\"https://laohu8.com/S/MQG.AU\">Macquarie</a> analysts suggest. They tell clients in a note that data show ANZ is lagging its major bank peers on growth in mortgages, business lending and deposits. They acknowledge ANZ had guided for its mortgage lending to grow more slowly than the overall market, but nonetheless think the data overall point to early signs of revenue underperformance amid CEO Nuno Matos's overhaul. ANZ and NAB remain Macquarie's preferred picks among the majors. (stuart.condie@wsj.com) \n</p>\n<pre style=\"white-space: pre\">\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  November 30, 2025 17:53 ET (22:53 GMT)\n</p>\n<p>\n  Copyright (c) 2025 Dow Jones &amp; Company, Inc.\n</p>\n</font>\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"WBC.AU","symbol_name":"WESTPAC BANKING CORPORATION","start_time":0,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","article_id":"2588715767","we_media_id":"106","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2588715767","pubTimestamp":1764543180,"columns":[],"sourceInfo":null,"weMediaInfo":{"media_name":"Dow Jones","introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"summary":"2253 GMT - ANZ's strategy reset under its new chief executive may already be weighing on the Australian bank's underlying performance, Macquarie analysts suggest. They tell clients in a note that data show ANZ is lagging its major bank peers on growth in mortgages, business lending and deposits. They acknowledge ANZ had guided for its mortgage lending to grow more slowly than the overall market, but nonetheless think the data overall point to early signs of revenue underperformance amid CEO Nuno Matos's overhaul. ANZ and NAB remain Macquarie's preferred picks among the majors. ","collect":0,"end_time":0,"defaultTopTitle":"","property":[],"viewcount":null,"language":"en","relate_stocks":{"WBC.AU":"WESTPAC BANKING CORPORATION","BK7135":"综合性银行","CBA.AU":"COMMONWEALTH BANK OF AUSTRALIA","BK4207":"综合性银行","ANZ.AU":"ANZ GROUP HOLDINGS LTD","NABZY":"National Australia Bank Ltd. (Victoria, Australia)","BK7511":"ESG概念","NAB.AU":"NATIONAL AUSTRALIA BANK LTD","BK8062":"综合性银行","ANZ.NZ":"ANZ Group Holdings Limited Ordinary Shares","WBC.NZ":"Westpac Banking Corporation Ordinary Shares"},"translate_title":"澳新银行的战略重置可能会影响业绩——市场讨论","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"NAB.AU":0.9,"CBA.AU":0.9,"ANZ.NZ":0.9,"WBC.AU":0.9,"WBC.NZ":0.9,"ANZ.AU":0.9,"NABZY":0.9},"content_text":"2253 GMT - ANZ's strategy reset under its new chief executive may already be weighing on the Australian bank's underlying performance, Macquarie analysts suggest. They tell clients in a note that data show ANZ is lagging its major bank peers on growth in mortgages, business lending and deposits. They acknowledge ANZ had guided for its mortgage lending to grow more slowly than the overall market, but nonetheless think the data overall point to early signs of revenue underperformance amid CEO Nuno Matos's overhaul. ANZ and NAB remain Macquarie's preferred picks among the majors. (stuart.condie@wsj.com) \n\n\n \n\n\n  (END) Dow Jones Newswires\n\n\n  November 30, 2025 17:53 ET (22:53 GMT)\n\n\n  Copyright (c) 2025 Dow Jones & Company, Inc.","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"-1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":true,"code":"91000000","status":"200"}}}