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ASX Stock Research
[BUY] Worley (ASX: WOR) – Growth Without the Lump Sum Risk
Buy-rated Worley kept 77 per cent of FY26 revenue reimbursable while pushing into full project delivery. Target A$13.00, 31.8% upside, 5.1% yield.
[BUY] Qantas (ASX: QAN) – The Fleet Renewal Is the Margin Story
Buy-rated Qantas targets a 10-12% international margin from FY32 against 3.7% in FY26. Target A$12.45, 32.6% upside, 4.2% fully franked yield.
[BUY] Amcor (ASX: AMC) – A 5.6% Yield as Volumes Turn
Amcor is a Buy with a A$81.40 target, 24.4% upside from A$65.44. June quarter volumes turned positive, EBIT rose 22%, and the unfranked yield is about 5.6%.
[BUY] Life360 (ASX: 360) – The Market Sold a 38% Revenue Quarter
Life360 grew revenue 38% and adjusted EBITDA 53% in the June quarter, yet the CDIs fell 19% on the day. We rate it a Buy with a A$30.95 target.
[BUY] Breville Group (ASX: BRG) – The Coffee Fear Is Priced In, The Margin Recovery Is Not
Breville Group (ASX: BRG) at A$31.05, on about 29x FY27 earnings and near its own ten-year average while peers re-rate. Buy, about 22% upside.
Global Macro and Market Research
The Last Mile of Inflation Is a Goods Problem in Australia, Not a Services One
Australia’s trimmed mean inflation hit 3.6% in August, the hottest of six major economies, and it’s goods prices driving it, not services.
The $9k Hit to Property Investors. Why Most Won’t Reallocate.
The FY2027 housing tax overhaul costs a typical new property investor ~$9k a year in cash flow and 1.9ppt in 10-yr returns. Why most won’t sell.
Corporate Profits Are at Record Highs. AI Could Make the Gap Even Wider.
US corporate profits have roughly doubled as a share of GDP since the 1980s while the top 1 per cent of firms now control 80 per cent of sales. New economics research spanning a century of data finds concentration accounts for a third of the margin increase, and history suggests AI will widen the gap further.
Global Stock Research
[BUY] On Holding (NYSE: ONON) – Margin Expansion Is Running Ahead of the Tariff Refund
Buy-rated On Holding (ONON); US$44 target, 45.7% upside. Q2’26 adj. EBITDA margin 19.8%, gross margin 65.4%, before any tariff refund.
[BUY] Tradeweb Markets (NASDAQ: TW) – Growth Intact, Sentiment Overdone
Tradeweb Markets (NASDAQ: TW) at US$98.83 on ~22x forward earnings, near its own multi-year low. Rates growth and electronic runway intact. Buy, ~47% upside.
[BUY] Interactive Brokers (NASDAQ: IBKR) – Record DARTs and Account Growth Reset the Earnings Power
Interactive Brokers closed at US$86.97 on 29 May ahead of its monthly metrics release for May 2026, and the print that followed has reset the upside in our view. Institutional sell-side research has IBKR rated Buy with a 12-month price target lifted to US$109,...
[BUY] Walmart (NYSE: WMT) – Share Gains and Digital Flywheel Drive the Next Leg
Walmart closed down 7.3% after its 1Q26 earnings beat and management reiterated full-year guidance, creating what we think is an attractive entry point for the world's largest...
[BUY] MongoDB (MDB): The AI Data Layer Play With a Clear Path to $4bn Revenue
MongoDB (MDB) is rated a Buy with a US$360 price target, implying 8 per cent upside. The thesis rests on Atlas cloud consumption growth, an AI-native product strategy, and an earnings trajectory that compresses the P/E from 55x to 36x by FY29.
Region & Industry Outlook
Why Healthcare Growth Now Hinges on New Drug Launch Momentum
Healthcare outlook: new drug launches drive sector growth, with an HIV prevention injection keeping more than 70 per cent of users at six months.
Why China Is Pricing a Stability Premium
China has spent three years priced for an accident. In 2026 the macro picture has flipped, with growth holding above 4.5%, inflation reflating off the floor, USD/CNY rolling lower, and the equity wrappers leading the rerating off the 2024 lows.
Why Gold Miners Still Have Room to Run
Gold has had a turbulent few months. Spot gold ran from around US$3,400/toz at the end of 2025 to a peak above US$5,300/toz in early 2026 on a wave of speculative call-option demand and continued central bank diversification. The Iran shock in late March then...
ASX Announcement
MAAS Group Holdings (ASX: MGH) – Announces Firmus First Progress Update
Firmus Grid Limited has withdrawn its application to list on the ASX, citing recent market volatility and prevailing conditions that would not adequately reflect the company's business strength or long-term growth outlook. The board determined the IPO terms were not...
MAAS Group Holdings (ASX: MGH) – Second trading halt for MAAS Group Holdings
Maas Group Holdings Limited has requested an immediate trading halt in its securities pending the release of material announcements regarding a proposed initial public offering of Firmus and the contractual arrangements between the two entities. The halt is expected...
Inghams Group (ASX: ING) – Inghams Files 2026 Annual Report
Inghams Group has released its 2026 Annual Report, showcasing the company as the largest integrated poultry producer across Australia and New Zealand. The integrated operating model supports operations across both countries, with a workforce of more than 8,200...
MAAS Group Holdings (ASX: MGH) – MGH Pauses Trading Pending Announcement
MAAS Group Holdings Limited has requested a pause in trading of its securities on the ASX, effective immediately, with the company indicating a further announcement will follow....
City Chic Collective (ASX: CCX) – Files 2025 Annual Report to Shareholders
City Chic Collective delivered a 92% increase in underlying EBITDA to $12.3 million in FY26, demonstrating that the apparel retailer's turnaround strategy is generating improved...
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 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...
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...
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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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