Ann: March Quarter 2020 Trading Update, page-109

August will tell if they are paying any dividends

I suspect the bad debts are not looking as bad as expected with economy returning to full speed ( or as close to as possible) before job keeper has run out

a second wave of the virus seems impossible and the original threat of the health threat of the virus seems not as real, you would think all the protestors on top of each other in America would all catch it but it doesn't seem to spread as rapidly as first expected

as we learn to live with it, well soon forget it,

off topic a bit here but

the BNPL sector does not seem concerned about bad debts that's for sure

will be nice to see cba ride the wave with Klara before it's too late

crazy times with sp valuations looking forward, we need cba to turn part tech/data/members organisation to give us growth above just the expected banking sector, especially with such low margins on loans and increased pressure by the government to act like a charity

I love cba as a long term investment, but looking at the likes of APT and ZIP over the last 4 months I could have made my 10 year profit target for my cba holding in 10 weeks these new finance loan companies attract big MCs and look to have more upside potential short medium and long,

any one else got any thoughts on bnpl, bad debts, credit cards, so targets, klarna they want to share