Helia Shakes Its Bear at Macquarie -- Market Talk

Dow Jones

Jul 03, 2025

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)

At the request of the copyright holder, you need to log in to view this content

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Most Discussed

{"basename":"","ssrTDKData":{"titleTemplate":"%s - Tiger Brokers","title":"Tiger Brokers | Global Stocks, Options & Futures Trading App","description":"Tiger Brokers, one-stop investment in US stocks, SGX stocks, HK stocks, A-shares & other global assets. One of the best stock trading platforms in Singapore.","keywords":"tiger brokers,tiger trade,tiger brokers singapore,broker online,stock trading in singapore,share trading singapore,brokerage firm singapore,trading app,stock broker singapore,stock trading platforms,trading account","social":{"ogDescription":"Tiger Brokers, one-stop investment in US stocks, SGX stocks, HK stocks, A-shares & other global assets. One of the best stock trading platforms in Singapore.","ogImage":"https://c1.itigergrowtha.com/portal5/static/media/og-logo.be62fbe1.png","ogUrl":"https://www.itiger.com/news/2548841632"},"companyName":"Tiger Brokers"},"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=en_US&edition=fundamental","thumbnail":"","is_english":true,"pubTime":"2025-07-03 08:41","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2548841632","market":"sh","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","HLI.AU":"Helia Group Limited","BK7160":"商业和住宅抵押贷款融资"},"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"}}}