Aussie Banks Must Avoid Earnings, Dividend Disappointment -- Market Talk

Dow Jones

2025/08/04

2356 GMT - Much is riding on Australian banks meeting expectations for earnings and dividends when they update the market. Share prices of the major banks mostly underperformed the benchmark ASX 200 in July. Morgan Stanley attributes this to a brief rotation into mining, driven by higher iron-ore prices and renewed China stimulus hopes. Looking ahead to the banks' results season, MS expects revenue growth and margins to be the key earnings drivers, along with capital management strategies. "While the operating environment remains broadly stable, any disappointment on earnings or dividends could trigger a price-to-earnings de-rating given their full trading multiples," analyst Richard E. Wiles says. MS thinks investor expectations are optimistic for CBA and Westpac, but quite cautious for NAB. (david.winning@wsj.com; @dwinningWSJ)

(END) Dow Jones Newswires

August 03, 2025 19:56 ET (23:56 GMT)

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Share prices of the major banks mostly underperformed the benchmark ASX 200 in July. <a href=\"https://laohu8.com/S/MTK\">Morgan Stanley</a> attributes this to a brief rotation into mining, driven by higher iron-ore prices and renewed China stimulus hopes. Looking ahead to the banks' results season, MS expects revenue growth and margins to be the key earnings drivers, along with capital management strategies. \"While the operating environment remains broadly stable, any disappointment on earnings or dividends could trigger a price-to-earnings de-rating given their full trading multiples,\" analyst Richard E. Wiles says. MS thinks investor expectations are optimistic for CBA and Westpac, but quite cautious for NAB. 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Share prices of the major banks mostly underperformed the benchmark ASX 200 in July. <a href=\"https://laohu8.com/S/MTK\">Morgan Stanley</a> attributes this to a brief rotation into mining, driven by higher iron-ore prices and renewed China stimulus hopes. Looking ahead to the banks' results season, MS expects revenue growth and margins to be the key earnings drivers, along with capital management strategies. \"While the operating environment remains broadly stable, any disappointment on earnings or dividends could trigger a price-to-earnings de-rating given their full trading multiples,\" analyst Richard E. Wiles says. MS thinks investor expectations are optimistic for CBA and Westpac, but quite cautious for NAB. (david.winning@wsj.com; @dwinningWSJ) \n</p>\n<pre>\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  August 03, 2025 19:56 ET (23:56 GMT)\n</p>\n<p>\n  Copyright (c) 2025 Dow Jones &amp; Company, Inc.\n</p>\n</font>\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"BEN.AU","symbol_name":"BENDIGO AND ADELAIDE BANK","start_time":0,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","article_id":"2556754698","we_media_id":"106","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2556754698","pubTimestamp":1754265360,"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":"2356 GMT - Much is riding on Australian banks meeting expectations for earnings and dividends when they update the market. Share prices of the major banks mostly underperformed the benchmark ASX 200 in July. Morgan Stanley attributes this to a brief rotation into mining, driven by higher iron-ore prices and renewed China stimulus hopes. Looking ahead to the banks' results season, MS expects revenue growth and margins to be the key earnings drivers, along with capital management strategies. \"While the operating environment remains broadly stable, any disappointment on earnings or dividends could trigger a price-to-earnings de-rating given their full trading multiples,\" analyst Richard E. Wiles says. MS thinks investor expectations are optimistic for CBA and Westpac, but quite cautious for NAB. ","collect":0,"end_time":0,"defaultTopTitle":"","property":["earning"],"viewcount":null,"language":"en","relate_stocks":{"BEN.AU":"BENDIGO AND ADELAIDE BANK","WBC.NZ":"Westpac Banking Corporation Ordinary Shares","NAB.AU":"NATIONAL AUSTRALIA BANK LTD","ANZ.NZ":"ANZ Group Holdings Limited Ordinary Shares","CBA.AU":"COMMONWEALTH BANK OF AUSTRALIA","WBC.AU":"WESTPAC BANKING CORPORATION","ANZ.AU":"ANZ GROUP HOLDINGS LTD","NABZY":"National Australia Bank Ltd. (Victoria, Australia)","BOQ.AU":"BANK OF QUEENSLAND LTD"},"translate_title":"澳大利亚银行必须避免盈利和股息令人失望——市场讨论","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"CBA.AU":0.9,"NAB.AU":0.9,"BOQ.AU":0.9,"WBC.AU":0.9,"ANZ.NZ":0.9,"WBC.NZ":0.9,"ANZ.AU":0.9,"NABZY":0.9,"BEN.AU":0.9},"content_text":"2356 GMT - Much is riding on Australian banks meeting expectations for earnings and dividends when they update the market. Share prices of the major banks mostly underperformed the benchmark ASX 200 in July. Morgan Stanley attributes this to a brief rotation into mining, driven by higher iron-ore prices and renewed China stimulus hopes. Looking ahead to the banks' results season, MS expects revenue growth and margins to be the key earnings drivers, along with capital management strategies. \"While the operating environment remains broadly stable, any disappointment on earnings or dividends could trigger a price-to-earnings de-rating given their full trading multiples,\" analyst Richard E. Wiles says. MS thinks investor expectations are optimistic for CBA and Westpac, but quite cautious for NAB. 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