1. BHP 9%
2. NAB 6.6%
3. ANZ 6.5%
4. WBC 5.7%
5. WOW 5.7%
6. TLS 5.6%
7. CBA 5.2%
8. WES 5.2%
9. MQG 4.4%
10. CSL 1.6%
- BHP leads the list with the growing likelihood that its dividend will be cut. A decision on this is not expected until February and commodity prices can fluctuate dramatically in the space of two or three months
- NAB and ANZ have yields of about 6.5%. There is also talk that their dividends could be cut due to the large capital raisings this year. This is looking increasingly unlikely in the short term as their share prices have rallied over the last couple of weeks.
- WOW 5.7%. Who knows what will happen with WOW. Who will the new CEO be? What will happen to Masters? What will happen to Big W? Will second quarter sales be positive?
- MQG and CSL with lower yields have been by far the best share price performers over the year.
Nov 9th Nov 30th
1. CBA 130b 136b
2. WBC 100b 107b
3. ANZ 74b 79b
4. NAB 74b 78b
5. TLS 64b 66b
6. BHP 70b 59b
7. CSL 44b 46b
8. WES 43b 43b
9. WOW 30b 30b
10. MQG 27b 28b
- The big four banks have all increased their market cap over the last three weeks.
- ANZ has just edged ahead of NAB
- BHP has lost 11b in market cap in the last three weeks
- WES and WOW both remain unchanged.
Source: Yahoo Finance
- Increased four fold since 2012
- Dividend yield 4.4%
- Market cap 28b (10th largest on ASX)
- PE 12.5
- CBA 130b
- WBC 100b
- NAB 74b
- ANZ 74b
- BHP 70b
- TLS 64b
- CSL 44b
- WES 43b
- WOW 30b
- MQG 27b
- The big four banks still easily account for the bulk of the market.
- ANZ has slipped the most of the four banks
- BHP has fallen from 2nd to 5th in a year (share price down 30% in a year)
- Macquarie (MQG) the biggest gain (share price up 30% in a year)
- CSL continues to move up (share price up 20% in a year)
