JDO 1.14% $1.30 judo capital holdings limited

Massively oversold. It's interesting to note that AMP Bank has a...

  1. 5,393 Posts.
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    Massively oversold.

    It's interesting to note that AMP Bank has a lending book of ~$20B which is significantly undervalued relative to Judo and a few others.

    I've been of the view for the last 2-3 years that the financial sector is absolutely cherry ripe for consolidation/M&A. I think we'll see it playout this decade in a big way.......has been nothing since the 80's.

    Retail super has to also do something before it dies and lending, despite the temporary hiatus following Haine RC, is an obvious product partner. I would note that post Haine, many big players said they were getting out.....and haven't



    Last edited by Squizz956: 26/08/23
 
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