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ASX Stock Research
BHP (ASX: BHP) Escondida Expansion Cements the Copper Growth Story
BHP has submitted a larger expansion proposal for the Escondida New Concentrator (ENC) project in Chile, upsizing the plant by roughly 20% and bringing forward an estimated 100ktpa of copper production. With a Buy rating and a price target of A\$57.10, we think this...
Metcash (ASX: MTS) – Well Placed for the Hardware Cycle to Turn
Metcash Ltd (ASX: MTS) - Well Placed for the Hardware Cycle to Turn Metcash (ASX: MTS) is Australia's leading wholesale distributor across grocery, hardware and liquor, trading at an 11.5x forward PE that represents a 28% discount to the ASX200. The hardware cycle is...
Bendigo and Adelaide Bank (ASX: BEN) Shares Are a Buy After a Significant Earnings Surprise
Bendigo and Adelaide Bank Delivers a Cost Turnaround That Changes the Investment Case Bendigo and Adelaide Bank just posted a third quarter result that caught the market off guard. Cash earnings of $139.7 million came in 18% above what we had implied for the second...
Lynas Rare Earths (ASX: LYC) Site Visit Confirms Production Ramp on Track With Upside to Nameplate Capacity
Lynas Rare Earths (ASX: LYC) - Mt Weld Ramp-Up De-Risks the Production Outlook We reiterate a Buy rating on Lynas Rare Earths with a price target of A$23.80, implying 17.2%...
CSL Ltd (ASX: CSL) Why Tariff Noise Does Not Change the Buy Thesis
CSL Ltd (ASX:CSL) Why Tariff Noise Does Not Change the Buy Thesis CSL has pulled back meaningfully from its highs, and the latest round of tariff headlines has only added to the...
Global Marco and Market Research
Supply Shock to Knock the RBA Off the “Narrow Path” and Into the Rough
We held a positive outlook on the Australian macro earlier this year, but that view has been substantially undermined by the war in Iran. Surging fuel prices, rising interest rates, and the flow-on effects to cost-of-living pressures are now the dominant themes...
Gold Investment Primer and Why Gold Matters for Investors
The Gold Market and Why It Matters for Investors Gold is one of the most misunderstood assets in modern finance. It generates no cash flow, pays no dividend, and has limited industrial use compared to other metals. Yet it has preserved purchasing power across...
Energy Security After the Middle East Conflict and What It Means for Solar and Coal
Energy Security After the Middle East Conflict and What It Means for Solar and Coal The 2026 Middle East conflict has forced a global reassessment of energy security in ways that echo the 2022 European energy crisis but with broader implications. Three structural...
Global Stock Research
Broadcom (AVGO) – Three Hyperscaler Partnerships Lock In the Custom Silicon Growth Story
Broadcom has cemented its position as the dominant custom silicon and AI networking partner across the three largest US hyperscalers in the space of a single week. A long-term agreement with Google for next-generation TPUs, an expanded collaboration with Anthropic for...
Netflix (NFLX) – Platform Momentum and the Case for Re-Rating
Netflix (NFLX) - Platform Momentum and the Case for Re-Rating Netflix has pulled back 18% over the past six months while the broader S&P 500 has gained 2%, and we think that divergence has created a compelling entry point. With a prior M&A overhang now behind it,...
Waters Corporation (WAT) – An Attractive Entry Point in Life Sciences
Waters Corporation (WAT) - An Attractive Entry Point in Life Sciences Waters Corporation has pulled back meaningfully following its first-quarter results, and we think that selloff has created an attractive entry point into one of the highest-quality franchises in...
ITT Inc (ITT) – The Next Industrial Compounder
ITT Inc (ITT) - The Next Industrial Compounder ITT Inc trades at US$181.03 with a 12-month price target of US$270, implying 49.1% upside. The company has long been a solid...
Amgen (AMGN) – Biotech Giant With a Deep Pipeline and Growing Portfolio
Amgen (AMGN) - Biotech Giant With a Deep Pipeline and Growing Portfolio Amgen is one of the world's largest independent biotech companies, and we think the market is...
Top Stock Reports
5 Best Shares to Buy Right Now in Australia
Finding the best shares to buy on the ASX requires more than just scanning a screener or chasing whatever is up this week. We focus on companies with strong competitive positioning, visible earnings growth, and a catalyst to drive the share price higher over the next...
5 Best US Shares to Buy Right Now
US equities offer Australian investors access to some of the most innovative and fastest-growing companies in the world. The sheer depth of the American market means there are opportunities across sectors that simply do not exist on the ASX, from cutting-edge biotech...
5 Best Dividend Stocks to Buy [ASX Blue Chip Stocks]
Dividend investing on the ASX remains one of the most reliable ways to build long-term wealth. Blue chip dividend stocks offer a combination of regular income and capital growth that is difficult to replicate through other strategies, particularly in an environment...
ASX Announcement Summaries
Insignia Financial (IFL) – Company Suspended From ASX Quotation
Insignia Financial Limited has been suspended from quotation on the ASX effective from the close of trading on Friday, 17 April 2026, following approval of its scheme of arrangement by the Federal Court of Australia. The suspension marks a pivotal moment for the...
Corporate Travel Management (CTD) – ASX Suspends Long Term Inactive Trading Entities
Corporate Travel Management Limited (ASX: CTD) has been identified in the ASX's Long Term Suspended Entities announcement dated 17 April 2026, confirming the company's securities have been suspended from trading for more than three months. The announcement represents...
Insignia Financial (IFL) – Scheme of Arrangement Now Legally Effective
Insignia Financial's proposed acquisition by CC Capital Partners has now crossed a critical legal threshold. The Federal Court of Australia approved the scheme of arrangement on 16 April 2026, with the office copy of the court orders lodged with ASIC on 17 April 2026....
NRW Holdings (NWH) – Fredon Awarded Second Major Contract
NRW Holdings Limited has secured approximately $160 million in combined contract awards through its subsidiary Fredon, spanning electrical and mechanical services across...
Insurance Australia Group (IAG) – ACCC Merger Review Advances to Phase 2
Insurance Australia Group Limited has received notification from the Australian Competition and Consumer Commission that its proposed alliance with the Royal Automobile Club of...
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MF & Co. Asset Management
MF & Co. Asset Management is a boutique investment firm offering Equity Capital Markets and derivative general advice & trade execution services.
We are specialists in advising and trading in Australian and US Equities, Index & Equity Options and Options on Futures.
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