Morgans Blog | Morgans

Suncorp Group: Changes at the top

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.

Kina Securities: Multiple angles driving growth

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.

Commonwealth Bank: Potential surplus capital under threat?

14 May 2019, 10:00 AM

Change to our recommendation – find out why

Westpac result shows stock is undervalued

07 May 2019, 2:45 PM

WBC remains our preferred major bank as we believe it remains undervalued relative to major bank peers

QBE Insurance Group: 1H19 results

By Richard Coles

26 February 2019, 2:00 PM

Good progress evident

Major banks: Royal Commission Final Report

05 February 2019, 12:00 PM

At first glance, we do not find any of the recommendations relating to the major banks to be overly concerning.

Reporting season preview: Financial services

By Richard Coles

04 February 2019, 1:30 PM

Entering the reporting season our Insurance/Diversified Financials Add calls (in order of preference) are Link Administration Holdings (LNK), Suncorp Group (SUN), QBE Insurance (QBE), and NIB Holdings (NHF).

Commonwealth Bank 1H19 result preview

31 January 2019, 1:20 PM

We will be looking for 1H19 cash earnings of $4,919m when CBA reports its result on the 6th of February. We expect an interim dividend of $2.01 per share fully franked to be declared.