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)

應版權方要求，你需要登入查看該內容

登入 / 註冊

免責聲明：投資有風險，本文並非投資建議，以上內容不應被視為任何金融產品的購買或出售要約、建議或邀請，作者或其他用戶的任何相關討論、評論或帖子也不應被視為此類內容。本文僅供一般參考，不考慮您的個人投資目標、財務狀況或需求。TTM對信息的準確性和完整性不承擔任何責任或保證，投資者應自行研究並在投資前尋求專業建議。

熱議股票

{"basename":"/hant","ssrTDKData":{"titleTemplate":"%s - 老虎證券","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":"老虎證券,老虎證券開戶,老虎券商,老虎證券官網,老虎證券app,tigertrade老虎證券,股票,炒股,新加坡股票交易平臺,投資,投資理財","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/hant/news/2548841632"},"companyName":"老虎證券"},"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_TW&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: 12.5px; color: #7E829C; margin: 0;}\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<h4 class=\"meta\">\n<div class=\"head\" \">\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 smaller\">2025-07-03 08:41</p>\n</div>\n</div>\n</h4>\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</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"BK7123","symbol_name":"互助儲蓄與抵押信貸金融服務","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"}}}