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.
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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.
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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.
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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.
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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.
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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.
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By Richard Coles
15 April 2021, 2:30 PM
Zip Co (Z1P) has successfully priced a A$400m senior unsecured convertible note, at a 35% premium over the Reference Share Price.
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By Richard Coles
14 April 2021, 5:00 PM
Generation Development Group (GDG) reported a very strong Q121 overall with record sales of A$105m in its FUM update.
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By Richard Coles
13 April 2021, 5:00 PM
In our view, it was another strong quarterly performance from Zip Co (ASX:Z1P). Group revenue, merchants, and customers (6.4m) all rose 10%-20% on the sequential quarter.
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By Richard Coles
31 March 2021, 3:00 PM
Suncorp group has disclosed its expected net costs from the recent storms and flooding in NSW, South East Queensland and Victoria. We have revised our FY21 forecasts accordingly.
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