MQG 0.43% $204.69 macquarie group limited

anyone got a view on mqg, page-3

  1. 13,068 Posts.
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    Rocky

    You would be right about the NOHC not being to access the government guarantee, although MQG can use the bank to fund the non banking business up to certain limits.

    I would have though MQG could get NOHC financing away, but at a price. However, if they cant, more equity might be needed as a substitute and to keep debt investors happy.

    I sold out last of my MQG at 30 and have been surprised by its strength.

    Personally I think some short term downside is likely but long term is a great buy
 
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