in the movie "THE BIG SHORT', they decided to air on the side of...

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misstrump

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05/06/25

16:06

Post #: 79332750
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Originally posted by Gindaldan: ↑

it’s a bubble and deserves to be shorted. But the issue is how many shares will actually be dumped in a panic sell down? The bank has over 50% retail holders by memory, a lot in the same situation as us, sub $10 cost bases. So they will not liquidate.

The large superfunds are more and more going passive simply because their active management can’t beat the index and it costs almost nothing to be passive at say 0.01-0.02%pa in fees vs say 0.20-0.50% being active and underperforming. The higher CBA goes, the more cashflows have to buy it. Ie every million dollars into the big funds, say 30% goes to Australian shares, of which 12-14% of that goes to CBA. However we’re talking $100s of millions a week of inflows for Australians superfunds. It’s a self made bubble due to a lack of free float and a lack of big new companies in the rust bucket known as Australia.

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in the movie "THE BIG SHORT', they decided to air on the side of Common Sense despite the fact that the current was so strong,

CBA Price at posting: $181.22 Sentiment: Sell Disclosure: Held
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(20min delay)
Last $179.35		Change -1.180(0.65%)		Mkt cap ! $300.1B

Open	High	Low	Value	Volume
$180.53	$181.48	$178.82	$309.9M	1.725M

Buyers (Bids)

No.	Vol.	Price($)
1	443	$179.35

Sellers (Offers)

Price($)	Vol.	No.
$179.50	2114	2

View Market Depth

No.	Vol.	Price($)
2	150	179.000
1	40	178.900
1	55	178.880
1	100	178.800
1	4	178.780

Price($)	Vol.	No.
179.550	991	1
179.900	16	1
180.000	1325	9
180.070	38	1
180.200	1000	1

Last trade - 16.10pm 13/06/2025 (20 minute delay)

CBA (ASX) Chart

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