ANZ 0.86% $28.94 anz group holdings limited

Ann: 2023 Annual General Meeting, page-26

  1. MTV
    1,707 Posts.
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    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:

    https://hotcopper.com.au/data/attachments/5712/5712601-f635b2f212ea00b4361a15336c0eb3cf.jpg

    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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