Financial Services: Mark-to-market and sector earnings changes

About the author:

Richard Coles
Author name:
By Richard Coles
Job title:
Senior Analyst
Date posted:
08 January 2024, 7:00 AM
Sectors Covered:
Insurance, Diversified Financials

  • We update our Insurance/Diversified Financials sector earnings on a mark-to market and a broad review of our earnings assumptions.
  • We make a range of earnings changes across our coverage universe. Our preferred sector ADD calls are QBE Insurance Group (ASX:QBE), Computershare (ASX:CPU), Suncorp Group (ASX:SUN), Tyro Payments (ASX:TYR) and Generation Development Group (ASX:GDG).
  • We see upside risks heading into the result period for TYR and potentially the general insurers (depending on Christmas storm costs), with downside risks arguably existing for CPU and MAF in the near term.

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