Morgans Blog | Morgans

Suncorp Group: Plan makes sense, but all about delivery

17 May 2021, 1:30 PM

Suncorp Group has confirmed that momentum in its banking franchise is broadly expected to continue into Q3. We adjust our forecasts accordingly.

Pendal Group: Scaling up in the USA

By Scott Murdoch

10 May 2021, 3:30 PM

Pendal Group's investment performance across the UK/EU has rebounded meaningfully, which should support flows and performance fee prospects.

Macquarie Group: CGM to the fore

By Richard Coles

09 May 2021, 3:30 PM

Macquarie Group's FY21 result was pretty clean and largely as expected. We think MQG remains well positioned to seize opportunities on the other side of COVID-19.

QBE Insurance Group: A solid enough AGM update

By Richard Coles

06 May 2021, 9:00 AM

We update or forecasts for QBE Insurance following a solid AGM update on their FY21 performance.

HUB24: Flows accelerate

By Scott Murdoch

20 April 2021, 5:30 PM

HUB24 continues to deliver strong forward looking metrics. Executing on the scale achieved (margin improvement) is now required.

Challenger Financial Svcs: Growth overshadowed by spread impacts

By Richard Coles

20 April 2021, 12:30 PM

The 3Q21 performance update from Challenger Financial Svcs (CGF) delivered strong key growth metrics. However, these were overshadowed by NBPT guidance being lowered.

Afterpay Touch: Looking to pack their bags

By Richard Coles

20 April 2021, 11:00 AM

Afterpay Touch released its 3Q21 business update. Management noted that group margins remain firm and loss rates remain below historical levels.

Pendal Group: Value gets another look in

By Scott Murdoch

15 April 2021, 5:00 PM

Pendal Group released their 2Q21 FUM. Investment performance has turned in a number of UK/EU value orientated funds, providing an improved outlook for flows and performance fees mid-term.