IAG Loses Bulls Amid Tech-Disruption Risk -- Market Talk

Dow Jones

昨天

0133 GMT - IAG loses its bulls at Macquarie, where analysts reckon it is the Australian insurer most at risk from tech disruption. Lowering their recommendation to neutral from outperform, the analysts tell clients in a note that incumbent insurers are at a disadvantage in relation to artificial-intelligence-related disruption due to their complex technology infrastructure. While Macquarie's analyst don't expect tech companies to directly engage in highly regulated financial services, they do see scope for underwriting agencies to go direct-to-consumer by leveraging their existing tech platforms. "IAG's starting point on technology could be its largest challenge," they write. Macquarie lowers its target price on the stock 5.6% to 8.50 Australian dollars. Shares are down 2.8% at A$8.05. (stuart.condie@wsj.com)

(END) Dow Jones Newswires

June 23, 2026 21:33 ET (01:33 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/2645639088"},"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:\"2645639088\",edition:\"fundamental\",auth_exemption:1,,,undefined,":{"share":"https://ttm.financial/m/news/2645639088?lang=zh_CN&edition=fundamental","thumbnail":"","is_english":true,"pubTime":"2026-06-24 09:33","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2645639088","market":"nz","top_or_hot":-1,"title":"IAG Loses Bulls Amid Tech-Disruption Risk -- Market Talk","media":"Dow Jones","content":"<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n     0133 GMT - IAG loses its bulls at <a href=\"https://laohu8.com/S/MQG.AU\">Macquarie</a>, where analysts reckon it is the Australian insurer most at risk from tech disruption. Lowering their recommendation to neutral from outperform, the analysts tell clients in a note that incumbent insurers are at a disadvantage in relation to artificial-intelligence-related disruption due to their complex technology infrastructure. While Macquarie's analyst don't expect tech companies to directly engage in highly regulated financial services, they do see scope for underwriting agencies to go direct-to-consumer by leveraging their existing tech platforms. \"IAG's starting point on technology could be its largest challenge,\" they write. Macquarie lowers its target price on the stock 5.6% to 8.50 Australian dollars. Shares are down 2.8% at A$8.05. (stuart.condie@wsj.com) \n</p>\n<pre style=\"white-space: pre\">\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  June 23, 2026 21:33 ET (01:33 GMT)\n</p>\n<p>\n  Copyright (c) 2026 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>IAG Loses Bulls Amid Tech-Disruption Risk -- 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\">\nIAG Loses Bulls Amid Tech-Disruption Risk -- 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\">2026-06-24 09:33</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n     0133 GMT - IAG loses its bulls at <a href=\"https://laohu8.com/S/MQG.AU\">Macquarie</a>, where analysts reckon it is the Australian insurer most at risk from tech disruption. Lowering their recommendation to neutral from outperform, the analysts tell clients in a note that incumbent insurers are at a disadvantage in relation to artificial-intelligence-related disruption due to their complex technology infrastructure. While Macquarie's analyst don't expect tech companies to directly engage in highly regulated financial services, they do see scope for underwriting agencies to go direct-to-consumer by leveraging their existing tech platforms. \"IAG's starting point on technology could be its largest challenge,\" they write. Macquarie lowers its target price on the stock 5.6% to 8.50 Australian dollars. Shares are down 2.8% at A$8.05. (stuart.condie@wsj.com) \n</p>\n<pre style=\"white-space: pre\">\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  June 23, 2026 21:33 ET (01:33 GMT)\n</p>\n<p>\n  Copyright (c) 2026 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":"IAG","symbol_name":"IAMGOLD Corp","start_time":0,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","article_id":"2645639088","we_media_id":"106","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2645639088","pubTimestamp":1782264780,"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":"0133 GMT - IAG loses its bulls at Macquarie, where analysts reckon it is the Australian insurer most at risk from tech disruption. Lowering their recommendation to neutral from outperform, the analysts tell clients in a note that incumbent insurers are at a disadvantage in relation to artificial-intelligence-related disruption due to their complex technology infrastructure. While Macquarie's analyst don't expect tech companies to directly engage in highly regulated financial services, they do see scope for underwriting agencies to go direct-to-consumer by leveraging their existing tech platforms. \"IAG's starting point on technology could be its largest challenge,\" they write. Macquarie lowers its target price on the stock 5.6% to 8.50 Australian dollars. Shares are down 2.8% at A$8.05. ","collect":0,"end_time":0,"defaultTopTitle":"","property":[],"viewcount":null,"language":"en","relate_stocks":{"IAG":"IAMGOLD Corp","LU0345780281.USD":"NINETY ONE GSF GLOBAL GOLD \"A\"  ACC","LU0345780521.USD":"NINETY ONE GSF GLOBAL GOLD \"A\" (USD) INC","BK7034":"财产与意外伤害保险","BK4017":"黄金","IAG.AU":"INSURANCE AUSTRALIA GROUP"},"translate_title":"IAG因技术颠覆风险而失去多头——市场讨论","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"IAG.AU":0.9,"IAG":1.5},"content_text":"0133 GMT - IAG loses its bulls at Macquarie, where analysts reckon it is the Australian insurer most at risk from tech disruption. Lowering their recommendation to neutral from outperform, the analysts tell clients in a note that incumbent insurers are at a disadvantage in relation to artificial-intelligence-related disruption due to their complex technology infrastructure. While Macquarie's analyst don't expect tech companies to directly engage in highly regulated financial services, they do see scope for underwriting agencies to go direct-to-consumer by leveraging their existing tech platforms. \"IAG's starting point on technology could be its largest challenge,\" they write. Macquarie lowers its target price on the stock 5.6% to 8.50 Australian dollars. Shares are down 2.8% at A$8.05. (stuart.condie@wsj.com) \n\n\n \n\n\n  (END) Dow Jones Newswires\n\n\n  June 23, 2026 21:33 ET (01:33 GMT)\n\n\n  Copyright (c) 2026 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":"-1","news_tag":"","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":0,"need_auth":true,"need_login_tip":false,"code":"91000000","status":"200"}}}