By Richard Coles
25 February 2021, 3:30 PM
Afterpay Touch reported another solid result for 1H21, with strong growth in key metrics and again a relatively stable overall margin performance.
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By Richard Coles
18 January 2021, 9:00 AM
We see a broadly difficult reporting season for the Insurance/Diversified Financial stocks. Of the large cap stocks, we see the Health Insurers, ASX, and Challenger (ASX:CGF) as best positioned to produce the most solid/stable results.
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By Richard Coles
17 December 2020, 4:30 PM
Zip Co (ASX:Z1P) announced it would be raising up to A$150m in new equity to help accelerate growth. 90% of new capital will be used to fund offshore growth, with A$85m allocated to capitalise on QuadPay's recent robust momentum.
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By Richard Coles
14 July 2020, 12:00 AM
Afterpay Touch (ASX:APT) produced another very strong quarter in 4Q20, delivering 46% sequential sales growth combined with relatively stable operating margins. APT's momentum continues to be highly impressive, but trading on 37x FY20 revenue, we see its valuation as fair and maintain our HOLD call.
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By Richard Coles
12 June 2020, 8:30 AM
In this podcast I discuss Zip Co (ASX: Z1P) acquisition of QuadPay in the US market.
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By Richard Coles
29 May 2020, 8:00 AM
Morgans Research Analyst Richard Coles shares an update on Kina Securities (ASX:KSL), QBE Insurance (ASX:QBE) and Mainstream Group (ASX:MAI).
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By Steve Sassine
14 May 2020, 7:32 PM
I initiated coverage of Washington H. Soul Pattinson and Co. (ASX:SOL) and shared my thoughts with the Morgans network.
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By Richard Coles
12 May 2020, 2:10 PM
Analysis on Suncorp (ASX:SUN) and Macquarie (ASX:MQG).
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By Richard Coles
20 January 2020, 10:57 AM
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
09 August 2019, 6:15 PM
While SUN is going through a transition phase this year, we ultimately think steps to refocus and de-risk the business will drive a re-rating over time.
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