On the first edition of the Morning Mail this week, David is joined by Evans and Partners Senior Research Analyst George Gabriel .
Post the full year results of National Australia Bank Ltd, Westpac Banking Corporation and ANZ Bank Ltd, George has formalised his investment view across the banking sector. We cover his preferred selection this morning: National Australia Bank Ltd (NAB).
While George’s full research report is available detailing ten reasons for this view, we select the two key reasons for discussion this morning. We also discuss our valuation of NAB and the order of preferences for the balance of the banking sector.