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QBE Insurance Group (QBE.AX): IH26 Result: FY26 Guidance retained; medium term investment thesis still intact.-20260817
高盛· 2026-08-17 10:05
15 August 2026 | 7:01PM AEST Equity Research QBE Insurance Group (QBE.AX) 1H26 Result: FY26 Guidance retained; medium term investment thesis still intact. QBE.AX 12m Price Target: A$27.00 Price: A$23.09 Upside: 16.9% GS Factor Profile ______________________________ Growth Financial Returns Multiple Integrated QBE.AX relative to Australia & New Zealand Coverage QBE.AX relative to ANZ Diversified Financials Source: Company data, Goldman Sachs Research estimates. See disclosures for details. Goldman Sachs does ...
NMDC Limited (NMDC.BO): Q1FY27 Results Review: Misses consensus estimates; Retain Sell: None-20260817
高盛· 2026-08-17 10:04
15 August 2026 | 10:34AM IST Equity Research NMDC Limited (NMDC.BO): Q1FY27 Results Review: Misses consensus estimates; Retain Sell Our view on NMDC stock post Q1FY27 results NMDC's Q1FY27 performance misses consensus estimates mainly due to lower than expected realization and higher than expected costs. Looking ahead, we believe that recent price cuts and seasonally weak Q2 are likely to weigh on near-term performance. NMDC has only recently started reducing prices (two price cuts thus far in Q2FY27) while ...
Harvey Norman Holdings (HVN.AX): FY26 Results Preview: None-20260817
高盛· 2026-08-17 10:04
15 August 2026 | 12:27PM AEST Equity Research Harvey Norman Holdings (HVN.AX): FY26 Results Preview We provide our HVN FY26 preview ahead of earnings Cutting through the noise - our key points heading into results: HVN FY26 result key details Date / time: Expected late August Relative performance since Jan-25 Peter Marks +61(02)9321-8846 | peter.marks@gs.com Goldman Sachs Australia Pty Ltd Rayanne Haidar +61(2)9321-8739 | rayanne.haidar@gs.com Goldman Sachs Australia Pty Ltd James Leigh, CFA +61(2)9321-8450 ...
MSCI China declined3% while CSI300remained flat; US announced drone tariffs; HSI Company proposed HSTECH index revamp: None-20260817
高盛· 2026-08-17 10:04
15 August 2026 | 12:31PM HKT Portfolio Strategy Research CHINA WEEKLY KICKSTART MSCI China declined 3% while CSI300 remained flat; US announced drone tariffs; HSI Company proposed HSTECH index revamp MXCN/CSI300 declined 3.1%/0.6% this week, with high-dividend-yield stocks outperforming. The PBOC released its Q2 monetary policy report, using stronger easing rhetoric but providing few specific signals of additional broad-based monetary easing. On August 13, the US President Trump signed a proclamation imposi ...
