Insurance Australian Community
Our community narratives are driven by numbers and valuation.
Insurance Australian Investing Ideas
Medibank Private
21.3% overvalued intrinsic discount
Medibank Private Limited. Quality Business With No Margin Of Safety!
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Published 6 Jul
Suncorp Group
15.8% undervalued intrinsic discount
Suncorp’s Next Chapter: Insurance-Only and Ready to Grow
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Published 16 Jun 2025
Generation Development Group
43.7% undervalued intrinsic discount
Updated
GDG: Outlook To Remain Stable As Flat Revenue Offsets Index Inclusion Momentum
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Updated 17 Sep
Insurance Australia Group
Fairly Valued intrinsic discount
IAG: Future Profit Outlook Will Strengthen With RACQ Integration Ahead
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Updated 3 Sep
QBE Insurance Group
30.0% overvalued intrinsic discount
Catastrophe Exposure And Rising Tech Expenses Will Threaten Margins And Earnings Resilience
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Updated 3 Sep
Generation Development Group
15.4% undervalued intrinsic discount
Rising Regulatory Burdens And Volatile Markets Will Erode Earnings
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Updated 3 Sep
Suncorp Group
2.4% undervalued intrinsic discount
SUN: Buyback And Dividend Actions Will Support Future Shareholder Returns
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Updated 13 Aug
QBE Insurance Group
2.7% undervalued intrinsic discount
QBE: Leadership Transition And Dividend Outlook Will Support Long-Term Upside
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Updated 13 Jul
QBE Insurance Group
16.0% undervalued intrinsic discount
Clean Energy And Cyber Insurance Expansion Will Support A Stronger Long Term Outlook
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Published 14 Jul
