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Spark New Zealand Limited (ASX: SPK) – Good At Worst, Great At Best
Spark New Zealand (ASX: SPK) is the leading telecom player in New Zealand with a dominant market position across the entire communications sector. The company is currently facing a very tough operational environment driven by New Zealand’s persistent macroeconomic...
Sigma Healthcare (ASX: SIG)- A Growth Behemoth Is Born
Sigma Healthcare (ASX: SIG) has been in the news lately due to its merger with top pharma retailer Chemist Warehouse Group. The merger has created one of Australia’s largest players in the pharmaceutical space. While the company has taken a beating lately due to...
Cochlear (ASX: COH) – Oversold In Turmoil
Cochlear (ASX: COH) is one of the world’s leading heath technology firms with global dominance in the internal and external hearing aid space. The stock has reacted sharply to tariff concerns and its impact on the company along with cost overruns and disappointing...
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...
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...
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...
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...
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...
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,...