ANZ 0.78% $29.83 anz group holdings limited

spp = price destruction!!, page-30

  1. 229 Posts.
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    Very positive on this stock:

    economic factors such as bad debts, commercial property losses, unemployment..etc are, in my view, well factored in to the SP, and its highly likely we'll see a surprise on the up side (such as Goldmans in US).

    In addition, the new CEO in my view is excellent, the asia strategy is a compelling one, they now have the benefit of a successful SPP to fund acquisitions.

    Not sure i can by the armageddon story at the moment.
 
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