Aussie Reporting Season Update: Cracks in the Mirror
Solid Earnings Momentum Hits a Brick Wall. It’s still early days, with only 40% of stocks reporting during the first 2 weeks of reporting season,...
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QBE's CEO Succession Positive for Long-Term Shareholder Value
In our view, narrow moat-rated QBE Insurance Group’s CEO succession is positive for shareholder value. Well regarded CEO John Neal is stepping down...
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Financials in Focus: QBE - The Long Hangover
In this post, Evidente launches a new product, Financials in Focus, designed to analyse the financial sectors in Australia and globally. In the...
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Momentum Improves for QBE with Multiple Pockets of Earnings Uplift. FVE Increased to AUD 15
Following years of restructuring and remediation, narrow moat-rated global general insurer QBE Insurance Group is much better positioned to take...
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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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