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.
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3 | 5212 | 29.140 |
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8 | 13975 | 29.100 |
Price($) | Vol. | No. |
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