Analyst Views

HUB – Credit Suisse rates as Neutral

Competition in the advised platform market was always going to emerge, Credit Suisse suggests, but BT Panorama’s ((WBC)) price cuts came sooner and are larger than expected, followed by AMP ((AMP)) for MySuper. While the broker still sees significant growth for emerging platforms, price competition will lead to churn and margin compression.

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HUB – Credit Suisse rates as Outperform

HUB24 reported another very strong quarter of inflows and net funds under management, leading the broker to upgrade forecasts ahead of what is seasonally the strongest quarter of June. The number of advertisers on the platform continues to grow and the company signed two new major distribution agreements in the quarter.

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