Macquarie Group's Business Units' Interconnectivity Is Underappreciated
Earnings growth prospects are tied to long-term demand for infrastructure and energy assetsDiversification and interlinking are key to generating...
404 Views
Australian Non-Operating Holding Company (NOHC) Issuers
In Australia, the fixed income market, especially the exchange-traded part that is available to retail investors, is dominated by well-established,...
100 Views
Initiating on Netwealth with a AUD 5.00 FVE and a No-Moat Rating
We are initiating coverage of Netwealth Group Ltd (NWL AU) with a AUD 5.00 fair value estimate, a no-moat rating, and a high fair value uncertainty...
215 Views
Macquarie’s Strong Competitive Advantages Boost FVE to AUD 118 and Moat Rating to Narrow
We reassess the competitive strengths of Macquarie Group’s five business units and conclude the group does benefit from competitive advantages that...
129 Views
Macquarie Well Placed to Leverage Upturn in Global Growth; FVE Increased 15% to AUD 110
Macquarie Group Ltd (MQG AU) remains poised to benefit from an expected upturn in economic growth and business conditions in key regions of North...
92 Views