All posts by Richard Coles
Senior Analyst
Sectors Covered: Insurance, Diversified Financials
By Richard Coles
11 July 2022, 8:20 AM
We make a range of earnings changes across our coverage universe.
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By Richard Coles
25 May 2022, 7:30 AM
Challenger Financial Svcs (ASX:CGF) has hosted its investor day in Sydney. The key themes of the day were CGF will rebrand all of its businesses under the Challenger name, with the company focused on growing through diversifying into new products and through new distribution channels.
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By Richard Coles
09 May 2022, 8:30 AM
In our view, it was hard to fault Macquarie Group's (ASX:MQG) FY22 result, which benefitted from strong performances in CGM and Macquarie Capital.
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By Richard Coles
06 May 2022, 8:00 AM
QBE Insurance Group (ASX:QBE) has given a performance update as part of an investment conference.
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By Richard Coles
22 April 2022, 7:30 AM
Zip Co (ASX:ZIP) has released its 3Q22 update. Group quarterly revenue (A$152m) was up 39% on pcp, but down 4% on the seasonally stronger 2Q22.
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By Richard Coles
17 March 2022, 8:00 AM
Suncorp Group (ASX:SUN) has given an update on the impact of the recent East Coast rain and floods.
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By Richard Coles
01 March 2022, 11:00 AM
Zip Co's (ASX:Z1P) 1H22 result had been pre-released and disappointed on higher bad debts and operating expenses than we expected.
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By Richard Coles
23 February 2022, 10:30 AM
Overall we saw this result as mirroring recent NIB Holdings (ASX:NHF) performances.
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By Richard Coles
22 February 2022, 10:00 AM
Overall, Tyro Payments' (ASX:TYR) result disappointed versus expectations primarily due to a softer payments gross profit margin and higher-than-expected operating costs.
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By Richard Coles
21 February 2022, 3:30 PM
QBE Insurance Group’s (ASX:QBE) FY21 NPAT of US$750m was versus a loss of US$1.5bn in the pcp, but was ~10% below Bloomberg consensus (US$858m).
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