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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By Richard Coles
23 July 2019, 4:40 PM
We see more downside risks than upside risks heading into reporting season, with the exception largely being the health insurers.
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By Scott Murdoch
09 January 2019, 1:47 PM
Performing through the volatility
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By Richard Coles
26 May 2017, 11:25 AM
Trying to tackle growth concerns
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By Richard Coles
15 February 2017, 10:51 AM
Plenty of good, but a lot priced in
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By Richard Coles
31 October 2016, 11:09 AM
Re-setting life insurance again
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By Scott Murdoch
12 May 2014, 10:17 AM
Key points from the presentation by Chief Financial Officer Patrick Upfold
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