ClearView Wealth Limited (CVW) - 1H24 Update – Discount to Embedded Value and Growing
CVW’s share price relative to its embedded value per share has continued to widen, now trading at a 33% discount (EV/share at 9% discount rate of...
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ClearView Wealth Limited (CVW) - Initiation - Discount to Embedded Value & Winning Share
ClearView is currently winning 11% of all new life insurance business sold through advisers – a $10b market which has grown at a ~5% CAGR...
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Valuations Stretched on ASX-Listed Corporate Hybrids
In November 2016 we stated a large proportion of redemptions would be reinvested in existing corporate issues to achieve some degree of sectoral...
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Australia's Housing Revolution Continues, but for How Much Longer?
A lift in new dwelling investment to a record high has underpinned Australia's current housing expansion. The revolution in Australian housing...
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Challenges Mount for the Wide Moat-Rated Australian Banks
As a consequence of increasing global risks, tougher regulatory demands, intensifying pressure on net interest margins, higher bad debts and lower...
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