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 Azib Khan
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 Azib Khan
22 July 2019, 9:00 AM
Stimulus initiatives are serving to de-risk outlook for sector
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By Richard Coles
28 May 2019, 12:30 PM
Suncorp Group CEO and Managing Director Michael Cameron has stepped down, replaced in the interim by current CFO, Steve Johnston. We think the transition to the new CEO will be seen broadly as a positive.
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By Richard Coles
15 May 2019, 10:21 AM
We re-examine the KSL investment thesis, which we see as an earnings driven re-rating story over the next 12-18 months.
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