Macquarie Group: Pretty much as expected

By Richard Coles

06 November 2020, 10:30 AM

Broad divisional outlook commentary arguably highlights FY21 earnings risks remain to the downside, despite Macquarie Group (ASX:MQG) having a seasonally stronger 2H and Nuix potentially being a large asset realisation. However, MQG remains well placed to ride out the COVID-19 period and seize opportunities on the other side, in our view.


Suncorp Group: Improvement will take time

By Richard Coles

12 February 2020, 10:45 AM

We believe the Suncorp Group (ASX:SUN) management team's strategy of reducing earnings volatility and improving core business performance is the correct one. However, headwinds remain and the timeline to a meaningful uplift in business trajectory is difficult to call, in our view.


Credit Corp: Consistency counts

By Scott Murdoch

29 January 2020, 4:53 PM

We are positive on CCP with it having a strong, visible organic growth path, and further upside from likely capital deployment over 12-18 months. However, we retain a Hold based on valuation – looking for some additional upside to buy.

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