Diversified Financials Australian Community
Our community narratives are driven by numbers and valuation.
Diversified Financials Australian Investing Ideas
Moderation and Stabilisation: HOLD: Fair Price based on a 4-year Cycle is $12.08
Credit Corp Group Limited ASX: CCP Market Cap: AU$923.0m Weighted Average Number of Shares: 80.37m The Business CCP’s main business is acquiring portfolios of bad debts from financial institutions and collecting on them for profit. As the original lenders write off these debts, the portfolios are generally bought at a discount.Read more
Fiducian: Compliance Clouds or Value Opportunity?
Bad press is a problem for any company, and bad press involving misleading statements and compliance failures even more so. On 3 October 2025, Fiducian Group Ltd (ASX:FID) announced that ASIC had commenced civil proceedings against one of its subsidiaries, Fiducian Investment Management Services Ltd (FIMS).Read more
The GQG Investment Dilemma
GQG Partners is a funds management business that has recorded strong earnings growth over the past year, with EPS rising from US$0.095 to US$0.14. Since 2023 it has grown its funds under management from US$106 billion to US$143 billion, while return on equity sits near 80 per cent.Read more
Analysts Raise Zip Co Target as Valuation Climbs on Buyback and Google Pay Expansion
Key Takeaways Strategic partnerships and tech investments are fueling revenue growth, improved margins, and risk management while reducing customer acquisition costs. International growth and rising adoption among younger consumers strengthen market positioning and support long-term scalability.Read more
Rising Digital Competition And Regulatory Scrutiny Will Challenge Automation Yet Long-Term Prospects Remain Promising
Catalysts About Harmoney Harmoney is a 100 percent online consumer direct lender using data and automation to provide personal and auto finance across Australia and New Zealand. What are the underlying business or industry changes driving this perspective?Read more
Analyst Adjust Price Target for Netwealth Group as Valuation Changes Follow Index Inclusion
Key Takeaways Enhanced digital capabilities, adviser productivity, and expanded product offerings position Netwealth for sustained platform growth and new revenue opportunities. Improved operating leverage and adviser relationships support recurring income, profitability, and resilient long-term earnings.Read more
Debt Portfolio Risks And Regulatory Pressures May Threaten Collections Yet Long-Term Position Appears Resilient
Catalysts About Pioneer Credit Pioneer Credit acquires and services purchased debt portfolios in the Australian banking and finance sector using data driven underwriting and long term vendor partnerships. What are the underlying business or industry changes driving this perspective?Read more
Institutionalisation Of Legal Finance Will Support Capital Light Fee Income Expansion
Catalysts About Omni Bridgeway Omni Bridgeway is a global legal finance and asset management platform that funds and manages legal assets on a capital-light, institutional-grade basis. What are the underlying business or industry changes driving this perspective?Read more
Global Shift To Alternatives Will Expand Digital Infrastructure Reach
Key Takeaways Diversified growth across energy, digital infrastructure, private credit, and real estate positions HMC as a leading consolidator with strong recurring revenue potential and operating leverage. Digital and private credit segments are set for accelerated expansion, driving margins and earnings higher than market expectations due to unique demand drivers and scalable platforms.Read more
