Well spotted. Thanks for posting. The report mirrors my own assessment of relative values between the four pillar banks. Hence ANZ is the only one I hold.
I liked this bit regarding doomsayer's forecasts of a looming “mortgage cliff” due to rising interest rates:
Interesting that they refer to "finalisation" of the Suncorp acquisition as if it is inevitable. They would seem to have insight that I don't share, because I was under the impression that it was unlikely to proceed due to ACCC objections. The SP made a little uptick back when the news of this dropped, so the market consensus appears to be against the deal.
Ann: 2023 Annual General Meeting, page-26
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$29.64 |
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| Open | High | Low | Value | Volume |
| $30.01 | $30.03 | $29.54 | $122.8M | 4.139M |
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| No. | Vol. | Price($) |
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| 1 | 5000 | $29.61 |
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| $29.64 | 22392 | 4 |
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