JDO 2.69% $1.27 judo capital holdings limited

The >3% NIM is at scale though. The market is preoccupied with...

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    The >3% NIM is at scale though. The market is preoccupied with the next year or so. This slide clearly shows NIM falling in FY24, and given they’ve put no numbers on it, most likely below 3%.

    https://hotcopper.com.au/data/attachments/5535/5535635-e0d0b6e44c3a9083ae873f111224012e.jpg

    I like how the business is going and I think Healy and co are solid, but falling almost 20% on volume is not shorters and manipulatooors.
    Last edited by mondyinvest: 24/08/23
 
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