Morgan Stanley has just issued a broker note and they see slowing momentum in CBA's retail banking, dilution from the corporate banking growth strategy, limited margin for error on loan losses and a potential ~$7 billion capital build. In our view, a falling ROE makes CBA vulnerable to a de-rating.
MS goes onto rate ANZ as 'overweight' (or buy), Westpac an 'equal-weight' (or hold) and the other two banks 'underweight' (or sell).
CBA Dividends, page-14
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Last
$134.77 |
Change
2.030(1.53%) |
Mkt cap ! $225.5B | |||
| Open | High | Low | Value | Volume |
| $133.82 | $135.08 | $133.13 | $125.7M | 934.9K |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 1 | 159 | $134.73 |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| $134.77 | 506 | 1 |
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| Last trade - 16.10pm 07/10/2024 (20 minute delay) ? |
| CBA (ASX) Chart |