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)

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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"}}}