By
30 July 2020, 11:00 AM
As we flagged as a potential development last week, APRA has announced that it has eased dividend restrictions.
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By Scott Murdoch
09 July 2020, 9:50 AM
In this piece, I provide an update on the Financial Services sector. In detail, I discuss Magellan (MFG), Pendal (PDL) and Pinnacle Investment (PNI).
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By Scott Murdoch
02 July 2020, 2:40 PM
We view NWL as a high-quality business, although fully valued at current levels. We retain an Add recommendation on HUB.
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By Richard Coles
02 June 2020, 1:00 PM
In this note, we take a look at the current state of play for the Buy-Now-Pay-Later (BNPL) stocks (APT and Z1P) in the COVID-19 (CV19) period, so far.
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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.
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By Richard Coles
03 February 2020, 10:20 AM
Overall, it has been a terrible few months for the general insurers, with unprecedented claims events occurring. However, we feel like long-term value is re-emerging for SUN at current levels. Maintain ADD rating.
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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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By Steven Sassine
15 January 2020, 2:21 PM
We initiate coverage of MoneyMe (MME) with an ADD rating. MME is a consumer credit business that utilises its digital presence and technology platform to offer innovative loan products.
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By
28 October 2019, 3:10 PM
I detail what to expect when major banks NAB, ANZ and WBC report their results in the coming days.
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By
22 July 2019, 9:00 AM
Stimulus initiatives are serving to de-risk outlook for sector
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