CPU computershare limited.

Ann: 1H FY23 Results Management Presentation, page-5

  1. 12,624 Posts.
    lightbulb Created with Sketch. 8319
    Stronger for longer... pretty simple.
    If rates stay higher for even longer, then CPU is going to be a cash cow over the medium term.


    https://hotcopper.com.au/data/attachments/5053/5053900-9d59c7dde930b345bbddfd68bc21556f.jpg

    I also assume that CPU is being conservative with the interest rate margin revenue over the near term too.
    Looking forward to seeing what the market does.
 
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