bearish

NAB - Maturing Debt AUD40bn | At Top of Rate Cycle | With High Unseasoned Loans, CRE Loans

Daniel has highlighted this Insight as a Top Pick
376 Views15 Nov 2023 09:48
NAB has more maturity debt than large peers, which can mean worse NIM impact when refinancing at the top of the rate cycle. Business loan growth high, CRE lending is substantial. Credit costs at risk.
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Daniel Tabbush
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