Morgans Blog | Morgans

Financial Services: Mark-to-market and sector earnings changes

08 January 2024, 8:00 AM

We update our Insurance/Diversified Financials sector earnings on a mark-to market and a broad review of our earnings assumptions.

Medibank: AGM and APRA statistics

By Richard Coles

23 November 2023, 8:00 AM

Medibank (ASX:MPL) had hosted its AGM, with the company re-affirming key FY24 guidance metrics.

Macquarie Group: Finally coming off the crest of a wave

By Richard Coles

06 November 2023, 8:00 AM

Overall, we saw this as a soft result that was well below market earnings expectations, although clearly a normalisation in Macquarie Group's (ASX:MQG) operating environment is the key driver here.

HUB24: Discovering new market segments

By Scott Murdoch

19 October 2023, 8:00 AM

HUB24 (ASX:HUB) reported 1Q23 Platform FUA of A$65.1bn, with a -A$0.4bn negative market move and net inflows of A$2.8bn.

Eagers Automotive: Victoria scaled up

By Scott Murdoch

11 October 2023, 8:00 AM

Eagers Automotive (ASX:APE) announced the acquisition of a Victorian dealership portfolio and associated properties for A$245m.

Computershare: Completing a key plank of the business rationalisation

By Richard Coles

04 October 2023, 8:00 AM

Computershare (ASX:CPU) has announced the sale of its US Mortgage Services Business (CLS) for US$720m.

WH Soul Pattinson & Co: A ‘structured’ approach to FY24

By Steven Sassine

03 October 2023, 8:00 AM

WH Soul Pattinson & Co (ASX:SOL) released its FY23 result which, in our view, was a broadly resilient performance of the investment portfolio, with FY24 arguably set to benefit from a more diversified asset base.