Kiwi, if you haven't already I'd suggest checking out the half yearly audio commentary: http://boardroom.media/broadcast/?eid=56676143564ad5103a2bbe00.
Net lending will be pretty flat for the second half due to seasonality and exiting SACC. I think the commentary also suggested reduced marketing spend for 2H.
It's also worth noting much of the PDL purchase increase is from USA ledgers. It now accounts for around ~20% of the total. Worth noting as it's at a lower ROE than the Aussie purchases.
Kiwi, if you haven't already I'd suggest checking out the half...
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Last
$15.36 |
Change
0.270(1.79%) |
Mkt cap ! $1.045B | |||
| Open | High | Low | Value | Volume |
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Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 1 | 700 | $15.10 |
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| Price($) | Vol. | No. |
|---|---|---|
| $15.40 | 700 | 1 |
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| Last trade - 16.16pm 28/07/2025 (20 minute delay) ? |
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