All posts by Richard Coles
Senior Analyst
Sectors Covered: Insurance, Diversified Financials
By Richard Coles
27 July 2021, 8:30 AM
Perpetual (ASX:PPT) has released its 4Q21 business update. Favourable FUM movements, but flows still a bit soft.
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By Richard Coles
26 July 2021, 8:30 AM
Insurance Australia Group (ASX:IAG) has provided an outline of its preliminary FY21 results and FY22 guidance.
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By Richard Coles
23 July 2021, 8:30 AM
Zip Co's (ASX:Z1P) 4Q21 update showed continuing strong growth momentum across the group, with key metrics increasing ~13%-14% sequentially.
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By Richard Coles
18 July 2021, 1:30 PM
We update our Insurance/Diversified Financials sector earnings on a mark-to-market and a broad review of our earnings assumptions.
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By Richard Coles
17 June 2021, 5:30 PM
Insurance Australia Group (ASX:IAG) and Suncorp Group Ltd (ASX:SUN) have both provided an update on FY21 natural hazard claims costs following the severe storms and flooding that impacted parts of Victoria last week.
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By Richard Coles
17 May 2021, 1:30 PM
Suncorp Group has confirmed that momentum in its banking franchise is broadly expected to continue into Q3. We adjust our forecasts accordingly.
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By Richard Coles
09 May 2021, 3:30 PM
Macquarie Group's FY21 result was pretty clean and largely as expected. We think MQG remains well positioned to seize opportunities on the other side of COVID-19.
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By Richard Coles
06 May 2021, 9:00 AM
We update or forecasts for QBE Insurance following a solid AGM update on their FY21 performance.
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By Richard Coles
20 April 2021, 12:30 PM
The 3Q21 performance update from Challenger Financial Svcs (CGF) delivered strong key growth metrics. However, these were overshadowed by NBPT guidance being lowered.
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By Richard Coles
20 April 2021, 11:00 AM
Afterpay Touch released its 3Q21 business update. Management noted that group margins remain firm and loss rates remain below historical levels.
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