company coverage
Judo Capital ASX research
Coverage of Judo Capital follows the SME lending model: margin, cost of risk, capital, funding, and whether the bank can earn through-cycle returns above its cost of equity.
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Coverage
- 25 June 2026Judo's credit reset turns a growth-bank story into a cost-of-risk argumentJudo Bank's credit downgrade erased about 40% of ASX:JDO. We test whether three bad loans are idiosyncratic or a structural cost-of-risk reset.