All posts by Scott Murdoch
Senior Analyst
Sectors Covered: Diversified Financials, Professional Services
By Scott Murdoch
08 June 2022, 10:00 AM
We mark-to-market forecasts for GQG Partners (ASX:GQG), Magellan Financial Group (ASX:MFG), Pendal Group (ASX:PDL) and Pinnacle Investment Management Group (ASX:PNI).
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By Scott Murdoch
30 May 2022, 10:00 AM
Eagers Automotive (ASX:APE) provided 1H22 guidance at its recent AGM. Whilst below consensus expectations, a stronger 2H22 is logical and our FY22 forecast changes are minor.
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By Scott Murdoch
27 April 2022, 10:30 AM
Credit Corp (ASX:CCP) reaffirmed FY22 earnings guidance and increased PDL and net lending investment guidance. AUS debt sale volumes remain subdued, which is being offset by higher investment in USA PDL’s and accelerated lending volumes.
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By Scott Murdoch
04 April 2022, 10:00 AM
We mark-to-market forecasts for equity market linked stocks.
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By Scott Murdoch
31 March 2022, 8:30 AM
Eagers Automotive (ASX:APE) has announced the acquisition of a portfolio of Canberra dealerships and associated properties (10) for A$205m. The portfolio was acquired from WFM Motors (Nick Politis controlled) and therefore requires shareholder approval.
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By Scott Murdoch
15 March 2022, 10:30 AM
Magellan Financial Group (ASX:MFG) announced the continuation of outflows, with a further A$5bn redeemed in 2.5-weeks.
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By Scott Murdoch
25 February 2022, 9:30 AM
Eagers Automotive (ASX:APE) reported underlying PBT of A$401.8m, up 92% on the pcp. The 2H result absorbed a ~A$25m PBT lockdown impact.
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By Scott Murdoch
23 February 2022, 11:30 AM
HUB24 (ASX:HUB) reported slightly ahead of expectations: underlying EBITDA A$29.7m; and underlying NPAT of A$14.2m.
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By Scott Murdoch
21 February 2022, 2:30 PM
Magellan Financial Group's (ASX:MFG) 1H22 result was in-line with expectations: management fees +14% on pcp; Funds Management PBT +13%.
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By Scott Murdoch
18 February 2022, 10:00 AM
IPH Limited (ASX:IPH) reported LFL EBITDA growth of 5% on LFL revenue growth of +2.8% on pcp. Divisional LFL EBITDA growth was Australia +5% and Asia +10%.
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