Helia Shakes Its Bear at Macquarie -- Market Talk

Dow Jones

2025/07/03

0041 GMT - Mortgage insurer Helia shakes its bear at Macquarie following the share-price dive that met the likely loss of a second major contract in recent months. The investment bank's analysts think the Australian company will retain just a third of its current gross written premium if it does end up losing its contracts with ING and Commonwealth Bank. However, they point out in a note to clients that Helia's back book will keep generating capital and that there should still be opportunities for the company to return capital until fiscal 2028. Macquarie raises its target price 3.1% to A$3.35 and lifts its recommendation to neutral from underperform. Shares are up 3.7% at A$4.47. (stuart.condie@wsj.com)

(END) Dow Jones Newswires

July 02, 2025 20:41 ET (00:41 GMT)

应版权方要求，你需要登录查看该内容

免责声明：投资有风险，本文并非投资建议，以上内容不应被视为任何金融产品的购买或出售要约、建议或邀请，作者或其他用户的任何相关讨论、评论或帖子也不应被视为此类内容。本文仅供一般参考，不考虑您的个人投资目标、财务状况或需求。TTM对信息的准确性和完整性不承担任何责任或保证，投资者应自行研究并在投资前寻求专业建议。

热议股票

{"basename":"/hans","ssrTDKData":{"titleTemplate":"%s - 老虎证券","title":"老虎证券全球投资理财平台| 一站式投资美股新股港股A股","description":"老虎证券助您一站式投资美股，新股，港股，A股等全球金融理财产品。新加坡华人最信赖的在线投资平台，现在加入即享低费用，24/5 无时差炒美股投资理财！","keywords":"老虎证券,老虎证券开户,老虎券商,老虎证券官网,老虎证券app,tigertrade老虎证券,股票,炒股,新加坡股票交易平台,投资,投资理财","social":{"ogDescription":"老虎证券助您一站式投资美股，新股，港股，A股等全球金融理财产品。新加坡华人最信赖的在线投资平台，现在加入即享低费用，24/5 无时差炒美股投资理财！","ogImage":"https://c1.itigergrowtha.com/portal5/static/media/og-logo.be62fbe1.png","ogUrl":"https://www.itiger.com/hans/news/2548841632"},"companyName":"老虎证券"},"pageData":{"isMobile":false,"isTiger":false,"isTTM":true,"region":"SGP","license":"TBSG","edition":"fundamental"},"isCrawlerRequest":true,"__swrFallback__":{"@#url:\"https://stock-news.skytigris.cn/v3/news\",params:#id:\"2548841632\",edition:\"fundamental\",auth_exemption:1,,,undefined,":{"share":"https://ttm.financial/m/news/2548841632?lang=zh_CN&edition=fundamental","thumbnail":"","is_english":true,"pubTime":"2025-07-03 08:41","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2548841632","market":"nz","top_or_hot":-1,"title":"Helia Shakes Its Bear at Macquarie -- Market Talk","media":"Dow Jones","content":"<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n     0041 GMT - Mortgage insurer Helia shakes its bear at <a href=\"https://laohu8.com/S/MQG.AU\">Macquarie</a> following the share-price dive that met the likely loss of a second major contract in recent months. The investment bank's analysts think the Australian company will retain just a third of its current gross written premium if it does end up losing its contracts with ING and Commonwealth Bank. However, they point out in a note to clients that Helia's back book will keep generating capital and that there should still be opportunities for the company to return capital until fiscal 2028. Macquarie raises its target price 3.1% to A$3.35 and lifts its recommendation to neutral from underperform. Shares are up 3.7% at A$4.47. (stuart.condie@wsj.com) \n</p>\n<pre>\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  July 02, 2025 20:41 ET (00:41 GMT)\n</p>\n<p>\n  Copyright (c) 2025 Dow Jones &amp; Company, Inc.\n</p>\n</font>","source":null,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Helia Shakes Its Bear at Macquarie -- Market Talk</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nHelia Shakes Its Bear at Macquarie -- Market Talk\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2025-07-03 08:41</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n     0041 GMT - Mortgage insurer Helia shakes its bear at <a href=\"https://laohu8.com/S/MQG.AU\">Macquarie</a> following the share-price dive that met the likely loss of a second major contract in recent months. The investment bank's analysts think the Australian company will retain just a third of its current gross written premium if it does end up losing its contracts with ING and Commonwealth Bank. However, they point out in a note to clients that Helia's back book will keep generating capital and that there should still be opportunities for the company to return capital until fiscal 2028. Macquarie raises its target price 3.1% to A$3.35 and lifts its recommendation to neutral from underperform. Shares are up 3.7% at A$4.47. (stuart.condie@wsj.com) \n</p>\n<pre>\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  July 02, 2025 20:41 ET (00:41 GMT)\n</p>\n<p>\n  Copyright (c) 2025 Dow Jones &amp; Company, Inc.\n</p>\n</font>\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"BK7123","symbol_name":"互助储蓄与抵押信贷金融服务","start_time":0,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","article_id":"2548841632","we_media_id":"106","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2548841632","pubTimestamp":1751503260,"columns":[],"sourceInfo":null,"weMediaInfo":{"media_name":"Dow Jones","introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"summary":"0041 GMT - Mortgage insurer Helia shakes its bear at Macquarie following the share-price dive that met the likely loss of a second major contract in recent months. The investment bank's analysts think the Australian company will retain just a third of its current gross written premium if it does end up losing its contracts with ING and Commonwealth Bank. However, they point out in a note to clients that Helia's back book will keep generating capital and that there should still be opportunities for the company to return capital until fiscal 2028. Macquarie raises its target price 3.1% to A$3.35 and lifts its recommendation to neutral from underperform. Shares are up 3.7% at A$4.47. ","collect":0,"end_time":0,"defaultTopTitle":"","property":[],"viewcount":null,"language":"en","relate_stocks":{"BK7123":"互助储蓄与抵押信贷金融服务","BK7160":"商业和住宅抵押贷款融资","HLI.AU":"Helia Group Limited"},"translate_title":"Helia摆脱了麦格理的熊市——市场谈话","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"HLI.AU":0.9},"content_text":"0041 GMT - Mortgage insurer Helia shakes its bear at Macquarie following the share-price dive that met the likely loss of a second major contract in recent months. The investment bank's analysts think the Australian company will retain just a third of its current gross written premium if it does end up losing its contracts with ING and Commonwealth Bank. However, they point out in a note to clients that Helia's back book will keep generating capital and that there should still be opportunities for the company to return capital until fiscal 2028. Macquarie raises its target price 3.1% to A$3.35 and lifts its recommendation to neutral from underperform. Shares are up 3.7% at A$4.47. (stuart.condie@wsj.com) \n\n\n \n\n\n  (END) Dow Jones Newswires\n\n\n  July 02, 2025 20:41 ET (00:41 GMT)\n\n\n  Copyright (c) 2025 Dow Jones & Company, Inc.","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":true,"code":"91000000","status":"200"}}}