Letters by company
Hipages Group Holdings Ltd
7 letters discussing HPG. Everything written about it on this site is on its ticker page.
- Forager Funds Management Annual Report June 2026 Forager argues that the AI capital-spending boom has become a sector-specific bubble while neglected software and value businesses offer better prospective value. The firm sold Fiserv after its turnaround failed, exited richly valued Comfort Systems and Zegona, added to selected Japanese software holdings, and retained conviction in operating progress at companies including Cuscal and IDP Education. 2026 financial year 5038 $216MAMA $155MBVS $1.1B
- Forager Funds Management Monthly Report | August 2024 The Forager Australian Shares Fund discussed improving operating momentum at Praemium, EML and hipages after their latest results. Praemium is expected to benefit from pricing and cost discipline, EML must clarify its strategic direction, and hipages is converting higher revenue per user into free cash flow. August 2024 EML $83MHPG $72MPPS $191M
- Forager Funds Management Forager Australian Shares Fund Monthly Report February 2024 Forager Australian Shares Fund added Bravura Solutions after its management-led cost reset and sold Lovisa Holdings following a sharp rerating. RPMGlobal and Hipages were supported by revenue growth and operating leverage, while Fineos, Bigtincan, Seven West Media and Motorcycle Holdings faced weak execution or demand conditions. February 2024 BVS $1.1BFCL $521MHPG $72M
- Forager Funds Management Forager Australian Shares Fund Monthly Report April 2023 Forager Australian Shares Fund focused on improving demand conditions for Hipages, Integral Diagnostics and Healthia as healthcare visits and allied-health activity recovered. It criticised Whispir’s deteriorating cash position while citing Fineos’s cash inflow, tighter spending and reduced balance-sheet concerns. April 2023 FCL $521MHPG $72MIDX $436M
- Forager Funds Management Monthly Report August 2026: Australian Shares Fund Bravura Solutions’ margin expansion, cash generation and shareholder payouts have driven a recovery that has brought the shares closer to fair value. EML Payments remains a small holding amid continued deterioration, while IDP Education, Nanosonics, Tyro Payments and Praemium face crucial tests in the coming financial year. August 2026 BVSFF $1BEMCHF $87MIDPUF $707M
- Forager Funds Management Monthly Report April 2026 Forager Australian Shares Fund deployed cash amid volatility, reducing its cash position as smaller industrials lagged while resources and technology rallied. Cuscal’s Paymark acquisition was viewed as a logical, accretive use of capital, while EML Payments cut expectations and Hipages and Aroa reported favourable operating updates. April 2026 CCL $797M
- Forager Funds Management Australian Shares Fund Monthly Report, August 2025 Cuscal became the fund’s largest holding after reporting results consistent with its prospectus and announcing the cash acquisition of Indue. Forager expects customer migration onto Cuscal’s infrastructure to create material cost efficiencies, while Hipages, Macmahon, Experience Co and Tyro Payments also benefited from supportive results or corporate interest. August 2025 CCL $797M
