← Australian major banks
What podcasts say about Australian major banks
Every statement, with the speaker, the exact quote and the moment it was said.
What experts have said about Australian major banks
5 statements · 1 positive · 4 negative
Australian banks remain too expensive for value investors.
“The banks are still far too expensive for us”
Open the episode · Hofflin: Big moves are creating great value on the ASXListen at 28:02
Australian banks remain too expensive for Hofflin to buy.
“The banks are still far too expensive for us.”
Open the episode · Riding the rebound in CSL, Cochlear and finding the next opportunityListen at 28:02
Australian banks are currently well provisioned for potential downturns.
“the banks are pretty well provisioned”
Open the episode · Not all income is created equal with Helen Mason | SchrodersListen at 33:31
Australian banks will experience some increase in loan losses.
“there will be some increase in loan losses that they're going to see.”
Open the episode · Not all income is created equal with Helen Mason | SchrodersListen at 34:03
Rising housing bad debts will sharply reduce Australian bank share prices.
“when that happens, all the bank share prices suddenly get smashed because like they've got always a rear. That's something. They've got these bad debt”
Open the episode · AI Bubble, Waymo Ditches Uber, Jacinta Allan’s Disaster, KPMG Scandal and Jim Chalmers’ Crashes Housing in All the Wrong PlacesListen at 1:24:55
Statements are attributed to the speaker as said on the episode and reflect their view at the time, not PodLume's. They are not advice.