price of Commonwealth Bank of Australia (Right now, you could probably use Google or another data provider to see theof ASX: CBA ) is around $155 per share. But what are CBA shares really worth? How to get to an valuation is one of the more popular questions our senior investment analysts get asked by Australian investors, especially those seeking dividend income. It’s not exclusive to Commonwealth Bank of Australia, of course.ANZ Banking Group (ASX: ANZ) and Macquarie Group Ltd (ASX: MQG) are also very pop ...

Intuit Australia has significantly advanced financial management for its small business customers by officially rolling out Open Banking data feeds for QuickBooks, powered by technology partner SISS Data Services. This critical integration connects QuickBooks customers directly with their banking data via Australia’s Consumer Data Right (CDR) framework, establishing what Intuit calls the country’s most advanced bank feed solution.The progressive rollout has already connected customers with major institution ...

Market Overview - Futures on the S&P 500 and Nasdaq 100 gained about 0.5% as the new week began, following a turbulent stretch marked by a selloff in riskier market segments [1][12] - Bitcoin edged lower on Monday, giving up some gains from a weekend rally [1][12] - Shares in Australia and South Korea opened higher, while Japan was closed for a holiday [1][12] Oil Market - Oil prices extended their slump after the biggest weekly loss since early October, as traders considered the potential for a Ukraine-Russia peace deal that could increase crude flows into an already well-supplied market [2][12] Risk Sentiment - Risk sentiment improved on Wall Street amid reports of early talks by US officials regarding Nvidia's potential sale of H200 AI chips to China [3][12] - The market received a boost from comments by Fed Bank of New York President John Williams, suggesting a near-term rate cut remains a possibility [3][12] Volatility and Market Dynamics - Markets experienced a resurgence in volatility last week, driven by doubts over the Fed's ability to cut rates, unsettling investors [6][12] - Retail momentum traders favored assets such as cryptocurrencies and AI-related stocks, which experienced sharp swings [6][12] - The MSCI Asia Pacific Index saw its steepest weekly drop since April due to a selloff in Asian tech shares [6][12] US Debt and Interest Rates - US debt climbed on Friday after Williams indicated room for easing policy in the near term, citing increased downside risks to employment and eased upside risks to inflation [8][12] - Traders increased bets on a December rate cut, although officials remained divided on the decision [8][12] European Fiscal Pressures - The euro and pound remained steady as fiscal pressures in Europe gained attention, particularly after France's National Assembly rejected part of the 2026 budget [8][12] - The UK government announced a freeze on rail fares in the upcoming budget, part of measures to offset the political impact of raising up to £25 billion ($33 billion) in taxes and spending restraint [9][12] - Analysts noted that the credibility of spending cuts and revenue-raising measures would be crucial for market perception [10][12] Geopolitical Developments - Tensions between China and Japan continued, with China writing a letter to the UN and Japan's defense minister discussing missile deployment plans near Taiwan [10][12] - US Secretary of State Marco Rubio indicated that the proposed November 27 deadline for securing Ukraine's support for a US-backed peace plan could be flexible [11][12]

Economic Overview - Japan's economy contracted for the first time in six quarters, leading to a decline in Japanese and Australian equities, while South Korean equities rose [1][9] - US equity-index futures showed a slight increase amid cautious investor sentiment as they await key economic indicators, including employment figures [2][9] Market Sentiment - Investors are navigating mixed risks, including stretched valuations in AI-related stocks and renewed tensions between China and Japan, contributing to a fading risk appetite [2][9] - November has been characterized by volatility in share markets, with concerns about potential corrections due to stretched valuations and a softening US jobs market [2][9] Federal Reserve Outlook - A number of Federal Reserve officials have expressed skepticism regarding the necessity of a rate cut in December, with futures traders reducing the odds of a quarter-point cut below 50% [5][9] - The uncertainty surrounding interest rate cuts has led to an increase in expected bond-market volatility, which had previously been at a four-year low [5][9] Employment Data Expectations - Analysts expect the upcoming non-farm payrolls report for September to underperform expectations of a 50,000 increase, indicating potential weakness in the labor market [6][9] Commodity Market Trends - Oil prices started the week lower, while gold prices increased, with gold having risen over 50% this year, on track for its best annual gain since 1979 [6][9] - Gold was trading around $4,100 an ounce, having lost more than 2% in the previous session, as expectations for a rate cut diminished [7][9] Cryptocurrency Market - Bitcoin has erased over 30% of its gains since the start of the year, following a peak just over a month ago, as enthusiasm for the pro-crypto stance of the Trump administration wanes [8][9]

Australian Banking Sector - Australia's largest banks, including Commonwealth Bank of Australia (CBA), Westpac (WBC), National Australia Bank (NAB), and ANZ (ANZ), are reducing reliance on mortgage brokers to enhance profitability in a competitive A$1.6 trillion home loan market [2][9] - In-house loan originations are 20-30% more profitable than those sourced through brokers, prompting banks to hire more bankers and invest in proprietary channels for direct lending [3][9] - The combined cash earnings for the "Big Four" banks fell by 4.5% to approximately A$30 billion (US$19.5 billion) in 2025, with net interest margins (NIMs) increasing by only 2 basis points to 1.8% [4][9] Boeing Company - Boeing is focusing on improving customer relations at the Dubai Airshow amid ongoing delays for its 777X mini-jumbo program, with the first delivery now expected in 2027 [5][6][9] - The delays, attributed to the stringent certification process with the U.S. Federal Aviation Administration (FAA), have resulted in a $4.9 billion charge in Q3 2025, with additional charges anticipated between $2.5 billion and $4 billion [6][9] - Major customers like Qatar Airways and Emirates have been affected by the delays, with Emirates expressing significant frustration [7][9]

Bourse leader Commonwealth Bank (ASX:CBA) has been down as much as -10% through Week 46, with shareholders seemingly unhappy with chief Matt Comyn’s suggestions they’re battling “competitive intensity.”Listen to the HotCopper podcast for in-depth discussions and insights on all the biggest headlines from throughout the week. On Spotify, Apple, and more.Comyn heralded a $2.6 billion cash profit during the big four bank’s quarterly earnings earlier this week, which was, on paper, higher than last year.It’s no ...

Core Viewpoint - HDFC Bank (HDB) is currently viewed as a more attractive investment option compared to Commonwealth Bank of Australia Sponsored ADR (CMWAY) for value investors, based on various financial metrics and rankings [1][3][7]. Zacks Rank - HDFC Bank has a Zacks Rank of 2 (Buy), indicating a positive earnings outlook, while Commonwealth Bank of Australia has a Zacks Rank of 3 (Hold) [3][7]. Valuation Metrics - HDB has a forward P/E ratio of 22.24, significantly lower than CMWAY's forward P/E of 28.21, suggesting HDB is undervalued [5]. - The PEG ratio for HDB is 1.59, compared to CMWAY's PEG ratio of 9.97, indicating HDB's earnings growth is more favorably priced [5]. - HDB's P/B ratio stands at 2.81, while CMWAY's P/B ratio is higher at 3.78, further supporting HDB's valuation as more attractive [6]. Value Grades - HDB has been assigned a Value grade of B, whereas CMWAY has a Value grade of D, reflecting HDB's stronger position in terms of value metrics [6][7].

Core Viewpoint - Australia is set to release its third-quarter inflation data next Wednesday, which will clarify market expectations regarding the Reserve Bank of Australia's (RBA) potential fourth interest rate cut in November [1] Group 1: Economic Forecasts - CBA economist Trent Sanders predicts that the RBA will not cut rates again this year due to significant price increases [1] - The adjusted average inflation rate in Australia for this quarter is expected to reach as high as 2.9% year-on-year, which may cause concern for the RBA [1] Group 2: Labor Market Considerations - The RBA's upcoming statement will need to address the recent surge in unemployment rates, which could open the door for a further rate cut in February [1]

Core Insights - Investors are evaluating Banco De Chile (BCH) and Commonwealth Bank of Australia Sponsored ADR (CMWAY) for potential undervalued stock opportunities [1] Valuation Metrics - Banco De Chile has a Zacks Rank of 2 (Buy), indicating a positive earnings outlook, while Commonwealth Bank of Australia has a Zacks Rank of 3 (Hold) [3] - BCH has a forward P/E ratio of 13.07, significantly lower than CMWAY's forward P/E of 28.01, suggesting BCH may be undervalued [5] - The PEG ratio for BCH is 2.45, compared to CMWAY's PEG ratio of 9.90, indicating BCH's expected earnings growth is more favorable [5] - BCH's P/B ratio stands at 2.73, while CMWAY's P/B ratio is higher at 3.71, further supporting BCH's valuation as more attractive [6] - Based on these metrics, BCH has received a Value grade of B, whereas CMWAY has a Value grade of D, highlighting BCH's superior valuation profile [6] Earnings Outlook - BCH is noted for its improving earnings outlook, which enhances its attractiveness as a value investment compared to CMWAY [7]

Core Viewpoint - The valuation of Commonwealth Bank of Australia (CBA) shares is a significant concern for investors, particularly those interested in dividend income, with current share price around $167.21 [1][11]. Group 1: Valuation Methods - The Price-Earnings (PE) ratio is a common valuation tool, comparing a company's share price to its earnings per share, with CBA's current PE ratio at 29.7x compared to the banking sector average of 20x [4][6]. - A sector-adjusted PE valuation for CBA, based on the average PE ratio, results in a valuation of $111.56 [6]. - The Dividend Discount Model (DDM) is highlighted as a more effective valuation method for banks, relying on recent or forecasted dividends and a risk rate [7][8]. Group 2: DDM Valuation Insights - The DDM formula used is Share price = full-year dividend / (risk rate – dividend growth rate), with various growth and risk assumptions yielding an average valuation of CBA shares at $98.33, adjusted to $100.66 with a higher dividend payment [10][11]. - A gross dividend valuation, including franking credits, results in a share price valuation of $143.80 [12]. Group 3: Growth and Risk Considerations - Different growth rates and risk rates yield a range of valuations, with a 6% risk rate and 2% growth rate resulting in a valuation of $119.00, while an 11% risk rate and 4% growth rate yield $238.00 [13]. - The complexity of banks necessitates thorough research beyond initial valuation methods, considering factors like growth strategy, economic indicators, and management assessment [14].