ANZ is one of Australia's Big Four banks with a uniquely Asian-tilted institutional banking franchise and the recently completed Suncorp Bank retail acquisition. Australian housing market resilience supports mortgage book quality, but RBA rate cuts will pressure NIMs. Asian institutional revenue (FX, trade finance) provides diversification. Capital returns are stable but not exceptional vs domestic peers.
Thesis reviewed May 29, 2026
Australia and New Zealand Banking Group is headquartered in Australia, which is currently showing moderate signals.
🇦🇺Australia48NEUTRALView Australia risk detail →🏦Financials100NEUTRAL| Ticker | Company | Score | Gap | Signal Δ | Action |
|---|---|---|---|---|---|
| BBAR | BBVA Banco BBVA Argentina SA | 90 | +21% | ↓52% | ENTRY |
| GGAL | Grupo Financiero Galicia S.A. | 90 | +13% | ↓52% | ENTRY |
| MELI | MercadoLibre | 90 | -14% | ↓52% | AVOID |
| BBD | Banco Bradesco S.A. (preferred ADR) | 90 | +5% | ↓52% | NEUTRAL |
| VIV | Telefonica Brasil (Vivo) | 90 | +8% | ↓52% | ENTRY |
| UBS | UBS Group AG | 90 | +17% | ↓52% | ENTRY |
| CIB | Bancolombia S.A. | 90 | +9% | ↓52% | NEUTRAL |
Investors who hold ANZBY may also have indirect exposure through these country funds.
ANZ completes Suncorp Bank integration, retail share rises
RBA holds rates as Australian housing market re-accelerates