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WA
Based on Analyst Price Targets
Competitive Pressures And Cost Challenges Loom But Calculated Investments Could Bolster Long-Term Growth
Key Takeaways Intense competition and changed deposit mix are compressing net interest margins, challenging revenue growth. Rising tech costs and projects like UNITE increase expenses, negatively impacting short-term earnings.
View narrativeAU$27.51
FV
20.2% overvalued intrinsic discount3.98%
Revenue growth p.a.
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10 days ago author updated this narrative
WA
Based on Analyst Price Targets
Banking Transformation Faces Margin Squeeze But Tech Modernization Offers A Glimpse Of Growth
Key Takeaways Increased investment in customer advocacy and technology could strain net margins short term, delaying benefit realization. Asset quality decline and increased credit impairments in Business Lending indicate potential risks to earnings stability.
View narrativeAU$33.13
FV
18.4% overvalued intrinsic discount4.16%
Revenue growth p.a.
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10 days ago author updated this narrative