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S&P/ASX 200 Monday: CBA, NAB & Westpac caught in the crosshairs

Commonwealth Bank of Australia (ASX:CBA), National Australia Bank(ASX:NAB) and ANZ Banking Group (ASX:ANZ) were moving the S&P/ASX 200 (INDEXASX:XJO).

Today, the big banks including Commonwealth Bank of Australia (ASX:CBA), National Australia Bank Ltd. (ASX:NAB) and Australia and New Zealand Banking Group (ASX:ANZ) were moving the Australian share market.

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1. CBA – will it or won’t it?

Today, NAB announced that it is going to raise around $3.5 billion in a capital raising. The raising discount was set at 8.5% to the last closing price. It also announced a large dividend cut for the interim payment to shareholders to 30 cents per share.

The question now is: are CBA investors in for the same fate? Rask Media’s Jaz Harrison covered the story here.

CBA shares were last seen trading down 1%.

2. National Australia Bank Ltd.

NAB recently announced a $1.1 billion profit hit due to some provisions and write-downs. This morning, the bank announced a big capital raising to ensure its balance sheet remains strong.

NAB has announced a fully underwritten institutional share placement of $3 billion and a non-underwritten share purchase plan targeting $500 million. If you want to know what that means, we’ve created a step-by-step video and tutorial for understanding what to expect.

The capital raising price is $14.15, an 8.5% discount to the last closing price. Right now though NAB shares are in a trading halt.

To continue reading about NAB and get our thoughts on the capital raising, click here.

3. ANZ – down 2.4%

Given NAB’s news, it shouldn’t be a surprise to know the ANZ  share price was trading as much as 3% lower today. While we can speculate, no-one knows exactly what ANZ will do, except ANZ’s leadership.

ANZ generates more of its profit from overseas than other big banks. So the Reserve Bank of New Zealand’s (RBNZ) move to ban dividends cuts off ANZ from one of its main profit centres.

Times have been pretty good for the banks since the GFC. Going forward, I’d rather buy the shares in the free report below.

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