Really? Well tell that to the Baillieu Holst analyst, clearly he or she is also clueless on the issue. Read the report...it's buried in there under all the attacks, counter attacks and deflections.
We're talking about a combination of timing and the sector and perceptions that come on the back of a set of negative reports coming from Macbank. It's more complex than you want to think, but it's difficult to analyse just one aspect, namely the SP when the things that combine to affect it are multiple.
Also I'm female, so calling me mate is pretty funny.
Apologies, page-9
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