-- Judo Capital Holdings（ASX：JDO）周四向澳大利亚证券交易所提交的文件显示，该公司表示，第三季度贷款增长、净息差和运营支出均符合预期，并重申了2026财年税前利润预期为1.8亿至1.9亿澳元，尽管该预期更接近下限，其中包含了为应对当前经济形势而增加的集体拨备。 该文件还指出，该行第三季度净息差（NIM）从上半年的3.03%升至约3.15%，与此前下半年的净息差预期一致；截至3月31日，贷款总额（GLA）从2025年12月的134亿澳元增至138亿澳元。 公告补充道，第三季度年化贷款流失率降至15%，低于第二季度的33%，主要得益于外部再融资和可自由支配还款额的减少；截至3月31日，存款总额增至115亿澳元。 公告还补充道，截至3月31日，一级普通股资本充足率（CET1）维持在12.6%，与2025年12月的预期持平；逾期90天及不良贷款占总贷款余额（GLA）的2.65%，较2025年12月的2.66%略有改善。 该公司补充说，整个财年的业绩指引包括净息差在 3% 至 3.1% 的上限，成本收入比低于 50%，总账年收入为 144 亿至 147 亿澳元，预计到财年末，新的定期存款定价将恢复正常，与一个月期银行票据互换利率 (BBSW) 的差额相差不超过 80 至 90 个基点。
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Saudi Shares Start Week Higher; US-Iran Peace Talks Canceled
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$^TASI$SASE:2380$SASE:4012
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Research Alert: CFRA Maintains Hold Rating On Shares Of United Rentals Inc.
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