All posts by Scott Murdoch
Senior Analyst
Sectors Covered: Diversified Financials, Professional Services
By Scott Murdoch
04 August 2022, 8:00 AM
Pinnacle Investment Management (ASX:PNI) delivered 14% NPAT growth to A$76.4m, in-line with expectations.
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By Scott Murdoch
03 August 2022, 8:00 AM
Credit Corp's (ASX:CCP) headline FY22 NPAT of A$96.2m was in-line with forecast, however the provision release benefit was above expectations.
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By Scott Murdoch
21 July 2022, 7:30 AM
HUB24 (ASX:HUB) reported 4Q22 Platform FUA of A$49.7bn, with a 4Q22 A$3.8bn negative market move partially offset by net inflows of A$2.5bn.
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By Scott Murdoch
12 July 2022, 9:00 AM
We mark-to-market forecasts for GQG Parters (ASX:GQG), Magellan Financial Group (ASX:MFG), Pendal Group (ASX:PDL) and Pinnacle Investment Management Group (ASX:PNI).
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By Scott Murdoch
07 July 2022, 10:40 AM
Within this note, we adjust forecasts across our Auto coverage, with broad downgrades driven primarily by an expectation of weakening consumer demand and relatively limited near-term vehicle supply improvement in Australia.
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By Scott Murdoch
08 June 2022, 10:00 AM
We mark-to-market forecasts for GQG Partners (ASX:GQG), Magellan Financial Group (ASX:MFG), Pendal Group (ASX:PDL) and Pinnacle Investment Management Group (ASX:PNI).
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By Scott Murdoch
30 May 2022, 10:00 AM
Eagers Automotive (ASX:APE) provided 1H22 guidance at its recent AGM. Whilst below consensus expectations, a stronger 2H22 is logical and our FY22 forecast changes are minor.
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By Scott Murdoch
27 April 2022, 10:30 AM
Credit Corp (ASX:CCP) reaffirmed FY22 earnings guidance and increased PDL and net lending investment guidance. AUS debt sale volumes remain subdued, which is being offset by higher investment in USA PDL’s and accelerated lending volumes.
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By Scott Murdoch
04 April 2022, 10:00 AM
We mark-to-market forecasts for equity market linked stocks.
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By Scott Murdoch
31 March 2022, 8:30 AM
Eagers Automotive (ASX:APE) has announced the acquisition of a portfolio of Canberra dealerships and associated properties (10) for A$205m. The portfolio was acquired from WFM Motors (Nick Politis controlled) and therefore requires shareholder approval.
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