When one door closes, another one opens. And so it is with APRA’s regulatory changes. While it's a headwind for banks, lending to small players is now an opportunity for a group of nimble, emerging lenders.
We explore this topic in this special thematic episode with Sam Willis from BTIG hosting Roger Montgomery and Karl Siegling. Karl outlines three companies playing this opportunity and says of one of them: “I was amazed at their result. 25-30% EPS growth, on 9 times earnings. We always say that we can’t find value out there. But there it is!” In discussing the big 4 banks, Roger settles on one, but describes what could become an ‘Armageddon scenario’ for the sector. Tune in for the full story.
Watch next: From darlings to dogs
Watch our panelists pass their verdicts on Retail Food Group and Domino’s Pizza, both of which have given investors severe indigestion over the last 12 months.
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