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Telstra Group (ASX: TLS): Dominance Pays
Telstra (ASX: TLS) stands as Australia's premier telecommunications provider with an exceptional telecom asset foundation and leading market position across mobile and internet services. Beyond being a top customer-oriented service provider, Telstra's infrastructure...
Amcor (ASX: AMC) – Poised To Re-rate On Better Macro Conditions
Amcor (ASX: AMC) has had a rough couple of years owing to high rates and inflation, which crippled customer spending and changed spending patterns. Given the high volume and commoditized nature of Amcor’s business, revenues and earnings...
Suncorp (ASX: SUN) – Smooth Ride Ahead
Suncorp is a major general insurance firm operating in the ANZ region. After a rough couple of years due to inflation and heightened claims, the company is back on track with a strong modernization program to drive efficiency and better macro conditions. Moderating...
Webjet Group (ASX: WJL): A Re-Energised B2C Travel Leader Post-Demerger
Webjet Group Limited (ASX: WJL) is a leading digital consumer travel business comprising two key businesses and a technology company. The company recently completed a demerger from WEB Travel Group (formerly Webjet Limited) on September 30, 2024, positioning itself as...
Harvey Norman (ASX: HVN) – A Low-Risk Play Geared To Consumption
Harvey Norman (ASX: HVN) is one of Australia’s household retail names with a large physical presence in the ANZ region and parts of Asia and Europe. The company has been suffering over the past couple of years from a cost of living crisis that crippled demand and...
Breville (ASX: BRG): Well Poised For Growth
Breville (ASX: BRG) is an iconic Australian global consumer brand operating in the appliances market. The company has built a solid niche in the high-end appliances markets with its industrial designs and modern features. The company has weathered tremendous...
Pro Medicus (ASX: PME) – A Secular SaaS Growth Story
Pro Medicus (ASX: PME) is a health tech software company providing imaging tools and services to clients such as hospitals, diagnostic chains, and independent practices. The company's growth was significantly boosted by the logistical disruptions of the COVID-19...
NextDC (ASX: NXT): A Shovel In The AI Gold Rush
NextDC (ASX: NXT) is a data center operator riding a massive cloud/digitization wave for the past decade. Over the past decade, the company has grown tremendously as businesses of all sizes moved from on-premises computing to cloud service providers like AWS, Oracle,...
Fortescue Metals (ASX: FMG): Mining Strength Meets Green Innovation
Fortescue Metals (ASX: FMG) is one of Australia’s biggest miners and the world’s largest pure-play iron ore miner. The company enjoys one of the sector’s most competitive cost structures, which drive cash flows and growth through metals cycles, as evidenced by...