
Zip Co is recovering from 2026 lows on record earnings, a buyback, and US growth via Stripe. Technically, it broke a downtrend with support near $2.00. Key risks: credit quality, US concentration, and competition.

QBE Insurance Group (ASX: QBE) delivers disciplined underwriting, robust investment returns and rising capital returns, offering high-conviction, income-led exposure to global commercial insurance with upside from sustained double-digit ROE and capital-efficient growth.

Macquarie Group (ASX: MQG) delivers muscular earnings growth, disciplined capital management and diversified global momentum, positioning itself as Australia’s premier financial powerhouse with sustainable mid‑teen returns and expanding shareholder value.

Challenger (ASX: CGF) delivers disciplined growth and capital strength, positioning itself as Australia’s leading retirement‑income compounder with expanding annuity sales, resilient margins and a robust balance sheet.

Suncorp Group (ASX: SUN) delivers resilient margins despite elevated natural hazards, supported by AI‑driven transformation, disciplined capital management, and strong portfolio optimisation.
.webp&w=828&q=75)
ANZ Group Holdings (ASX: ANZ) delivers resilient profitability, disciplined cost control, and strong capital ratios, positioning for sustained shareholder returns amid strategic transformation and integration momentum