Australian shares: Simpler, predictable earnings this year’s equity market story

  • 📰 FinancialReview
  • ⏱ Reading Time:
  • 51 sec. here
  • 2 min. at publisher
  • 📊 Quality Score:
  • News: 24%
  • Publisher: 90%

Ireland News News

Ireland Ireland Latest News,Ireland Ireland Headlines

Fewer shocks and more bankable businesses, that’s what is in fashion with investors this year. The list of companies trying to dish it up is growing.

One of the year’s big themes in Australian equity capital markets is the quest for earnings simplicity.

The goal is simplicity; simplicity in how capital is directed inside a business and how that capital is derived. There are rich rewards for those that get it right.Insurance Australia Group CEO Nick Hawkins gets it better than most. As the former CFO, he has a good grasp of markets, earnings and shareholders, and how to put those three together to create value. That’s not to say he or IAG has always got it right, but he knows the game.

IAG shares popped close to 10 per cent on Friday. It was welcome news, and even more welcome was that IAG shares were trading higher again on Monday. That it was delivered on the final trading day of the financial year was a bonus. Morgan Stanley analysts said it would lower IAG’s cost of capital given improved earnings certainty for the coming five years – even though it would chip 2 per cent off the group’s FY25 earnings-per-share forecasts. Citi analysts said investors would likely be willing to pay more for IAG’s less volatile earnings.

 

Thank you for your comment. Your comment will be published after being reviewed.
Please try again later.
We have summarized this news so that you can read it quickly. If you are interested in the news, you can read the full text here. Read more:

 /  🏆 2. in İE

Ireland Ireland Latest News, Ireland Ireland Headlines

Similar News:You can also read news stories similar to this one that we have collected from other news sources.

'Fewer eggs on shelves' as bird flu culls affect production, says poultry industryShoppers may see fewer eggs on shelves as three farms at the centre of bird flu outbreaks in Victoria are placed in quarantine.
Source: abcnews - 🏆 5. / 83 Read more »