04/11/2025 09:23

Macquarie Group (MQG) $218.55

MQG reports on Friday and after trading sideways for 5-months, investors will be looking for reasons for the Millionaires Factory to break its slumber. The bank has successfully grown its mortgage book over recent years; some of the low-hanging fruit may have been picked, although having grown its book and deposits at 3x the pace of CBA in September, the data suggests not.

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14/10/2025 09:23

ANZ Group (ANZ) v Macquarie Group (MQG)

ANZ has also outperformed MQG over the last three months by ~23%, primarily because MQG hadn’t become as overpriced as CBA. However, we’ve been seeing more misses than beats from the “Silver Doughnut” in recent times, which is a new but unappealing trend.

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04/08/2025 09:45

Active Growth Portfolio – Amendment

MM is selling MQG

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24/07/2025 17:15

Macquarie Group (MQG) $213.84

MQG –5.08%: Held their AGM today, announced the CFO was retiring, and provided a 1Q trading update that was slightly softer than the market was expecting.

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17/07/2025 09:28

Macquarie Group Ltd (MQG) $222.66

MQG hold their AGM on the 24th of this month, with the 2026 half-year results following on November 7th. However, the current read through from their US peers is very encouraging with both GS and MS trading desks posting stellar numbers.

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22/05/2025 09:26

Macquarie Group Ltd (MQG) $210.26

MQG has been a slight laggard so far this year due to a few operational issues across the group concerning investors but it’s currently a rarity in the group trading on the cheaper side compared to recent years.

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13/05/2025 09:43

Commonwealth Bank (CBA) $167.18

CBA has been a huge beneficiary of the “safe” money pouring into the ASX, but it doesn’t matter how great a company is; it still has a fair valuation.

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09/05/2025 17:26

Macquarie Group (MQG) $203.31

MQG +3.79%: impressed with FY25 results this morning highlighting strong asset management fees which offset weakness in its commodities and global markets business. 

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22/04/2025 17:22

Macquarie (MQG) $180.83

MQG +0.56%: Announced it has sold its $285bn US and European public markets division know as ‘Macquarie Asset Management’ to Japanese firm Nomura.

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15/04/2025 09:36

Macquarie Group (MQG) $178.65

MQG has been “smacked” well over 30% in the last few months, not helped by the uncertainty created by over a third of its revenue coming from the US. However, it's not a business in the eye of the tariffs, although it is exposed to a downturn in the underlying US economy.

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