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Matt Ingram
Bloomberg Intelligence (senior industry analyst)
First call on the ledger
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Where they stand
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Matt Ingram (Bloomberg Intelligence) tells the Asia Trade the market's bearishness on Commonwealth Bank is unjustified: margins look strong in 2027 on RBA hikes and business-lending growth.
Margins look really good in 2027 with the RBA rate hikes
Matt Ingram says the slowdown in Australian mortgage applications is overblown and longer-term housing loan demand will be very strong, which supports CBA.
we think longer term housing demand is going to be very strong, and that's good for CBA as well
Matt Ingram is bullish on Australian bank earnings across the sector; credit costs from a prolonged Iran war, high fuel costs or rising unemployment are the threat but not his base case.
We're very bullish on earnings across the sector, and we think that credit costs, if this war plays out, if fuel costs remain elevated, and if we see an unemployment problem, then that's a threat to the sector. But that's not our base case.
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