Helia Bear Sees Risks from Declining Property Prices

Dow Jones

Jul 21

0345 GMT - Helia's bear at Macquarie sees the Australian mortgage insurer exposed to risks from declining property prices and higher interest rates. Maintaining an underperform rating on the stock, an analyst at the investment bank warns that Helia's elevated share price suggests investors are not pricing in housing-market risks. With the stock at near record levels, the analyst points out that house prices have already softened and that it is getting harder for borrowers in arrears to sell their property or to refinance. The Macquarie view is that Helia's earnings are at risk from higher claims reserves, higher arrears and lower cures. Macquarie cuts its target price by 2.7% to 3.60 Australian dollars. Shares are down 7.3% at A$5.23. (stuart.condie@wsj.com)

(END) Dow Jones Newswires

July 20, 2026 23:45 ET (03:45 GMT)

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One of the best stock trading platforms in Singapore.","ogImage":"https://c1.itigergrowtha.com/portal5/static/media/og-logo.0a0bd8dc.png","ogUrl":"https://www.itiger.com/news/2653223625"},"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:\"2653223625\",edition:\"fundamental\",auth_exemption:1,,,undefined,":{"share":"https://ttm.financial/m/news/2653223625?lang=en_US&edition=fundamental","thumbnail":"","is_english":true,"pubTime":"2026-07-21 11:45","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2653223625","market":"us","top_or_hot":-1,"title":"Helia Bear Sees Risks from Declining Property Prices","media":"Dow Jones","content":"<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n     0345 GMT - Helia's bear at <a href=\"https://laohu8.com/S/MQG.AU\">Macquarie</a> sees the Australian mortgage insurer exposed to risks from declining property prices and higher interest rates. Maintaining an underperform rating on the stock, an analyst at the investment bank warns that Helia's elevated share price suggests investors are not pricing in housing-market risks. With the stock at near record levels, the analyst points out that house prices have already softened and that it is getting harder for borrowers in arrears to sell their property or to refinance. The Macquarie view is that Helia's earnings are at risk from higher claims reserves, higher arrears and lower cures. Macquarie cuts its target price by 2.7% to 3.60 Australian dollars. Shares are down 7.3% at A$5.23. (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  July 20, 2026 23:45 ET (03:45 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>Helia Bear Sees Risks from Declining Property Prices</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 Bear Sees Risks from Declining Property Prices\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\">2026-07-21 11:45</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n     0345 GMT - Helia's bear at <a href=\"https://laohu8.com/S/MQG.AU\">Macquarie</a> sees the Australian mortgage insurer exposed to risks from declining property prices and higher interest rates. Maintaining an underperform rating on the stock, an analyst at the investment bank warns that Helia's elevated share price suggests investors are not pricing in housing-market risks. With the stock at near record levels, the analyst points out that house prices have already softened and that it is getting harder for borrowers in arrears to sell their property or to refinance. The Macquarie view is that Helia's earnings are at risk from higher claims reserves, higher arrears and lower cures. Macquarie cuts its target price by 2.7% to 3.60 Australian dollars. Shares are down 7.3% at A$5.23. (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  July 20, 2026 23:45 ET (03:45 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":"CFA.SI","symbol_name":"NikkoAM-STC Asia REIT","start_time":0,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","article_id":"2653223625","we_media_id":"106","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2653223625","pubTimestamp":1784605500,"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":"0345 GMT - Helia's bear at Macquarie sees the Australian mortgage insurer exposed to risks from declining property prices and higher interest rates. Maintaining an underperform rating on the stock, an analyst at the investment bank warns that Helia's elevated share price suggests investors are not pricing in housing-market risks. With the stock at near record levels, the analyst points out that house prices have already softened and that it is getting harder for borrowers in arrears to sell their property or to refinance. The Macquarie view is that Helia's earnings are at risk from higher claims reserves, higher arrears and lower cures. Macquarie cuts its target price by 2.7% to 3.60 Australian dollars. Shares are down 7.3% at A$5.23.  Dow Jones NewswiresJuly 20, 2026 23:45 ET Copyright  2026 Dow Jones & Company, Inc.","collect":0,"end_time":0,"defaultTopTitle":"","property":[],"viewcount":null,"language":"en","relate_stocks":{"CFA.SI":"NikkoAM-STC Asia REIT","SRU.SI":"CSOP iEdge SREIT ETF US$","GLS.SI":"Lion SG Phy Gold S$","SRT.SI":"CSOP S-REITs INDEX ETF","BK7160":"商业和住宅抵押贷款融资","HLI.AU":"Helia Group Limited","CLR.SI":"LION-PHILLIP S-REIT","JJJ.SI":"Lion-Nomura Japan Active ETF","BK7123":"互助储蓄与抵押信贷金融服务"},"translate_title":"Helia Bear 看到了房地产价格下跌带来的风险","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"CFA.SI":1.5,"GLS.SI":0.6,"JJJ.SI":0.6,"HLI.AU":0.9,"SRU.SI":0.6,"CLR.SI":0.6,"SRT.SI":0.6},"content_text":"0345 GMT - Helia's bear at Macquarie sees the Australian mortgage insurer exposed to risks from declining property prices and higher interest rates. Maintaining an underperform rating on the stock, an analyst at the investment bank warns that Helia's elevated share price suggests investors are not pricing in housing-market risks. With the stock at near record levels, the analyst points out that house prices have already softened and that it is getting harder for borrowers in arrears to sell their property or to refinance. The Macquarie view is that Helia's earnings are at risk from higher claims reserves, higher arrears and lower cures. Macquarie cuts its target price by 2.7% to 3.60 Australian dollars. Shares are down 7.3% at A$5.23. (stuart.condie@wsj.com) \n\n\n \n\n\n  (END) Dow Jones Newswires\n\n\n  July 20, 2026 23:45 ET (03:45 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":true,"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"}}}