Bell’s targets hybrid yield switch

21 July 2016

Recently, Bell Potter’s fixed income desk recommended holders of Westpac CPS (ASX code: WBCPC) switch into NAB Notes (ASX code: NABPC). Not because there is anything particularly wrong with the Westpac hybrids but simply due to the yield differential and the potential gain to be had. NAB’s hybrids have a March 2019 call date while Westpac’s have a March 2018 call date, so one would expect the NABs to have a slightly higher trading margin on this basis alone.  However, the team at Bell Potter think the difference is too large and one worth exploiting.

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(As at the close of business 21 July, 2016)