All The Latest ASX Research
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...
Supply Network (ASX: SNL) – A Compounding Machine With Structural Tailwinds
Supply Network (ASX SNL) - A Compounding Machine With Structural Tailwinds Supply Network (ASX: SNL) is one of the most consistent compounders on the ASX, delivering a 20-year revenue and NPAT CAGR of 12% and 19% respectively while consistently exceeding its own...
PWR Holdings (ASX: PWH) – De-risked and Returning to Growth
PWR Holdings (ASX PWH) - De-risked and Returning to Growth PWR Holdings (ASX: PWH) designs and manufactures advanced cooling solutions for the world's most demanding applications, from Formula 1 to aerospace and defence. After a challenging FY25 driven by the...
Fortescue Metals Group (ASX: FMG) – Iron Ore Giant With a Compelling Yield
Fortescue Metals Group (ASX FMG) - Iron Ore Giant With a Compelling Yield Fortescue remains one of Australia's highest-yielding large caps, but the investment case is more nuanced than just the dividend. We see a business generating strong cash flows from its Pilbara...
Codan (ASX: CDA) – Defence Growth and Minelab Tailwinds
Codan (ASX CDA) - Defence Growth and Minelab Tailwinds Codan (ASX: CDA) is a technology company riding two powerful tailwinds simultaneously. Its Unmanned Systems business within Communications has grown over 100% in FY25 and is on track to become the division's...
Suncorp Group (ASX: SUN) – Pure Play Insurer With Strong Capital Returns
Suncorp Group (ASX SUN) - Pure Play Insurer With Strong Capital Returns Suncorp Group trades at A$15.28 with a 12-month price target of A$20.00, implying 30.9% upside from current levels. The company has completed its transformation into a pure-play insurer following...
Insurance Australia Group (ASX: IAG) – Defensive Dividend With Margin Recovery Potential
Insurance Australia Group (ASX IAG) - Defensive Dividend With Margin Recovery Potential IAG is Australia's largest general insurer and one of the more reliable defensive income plays on the ASX. The 1H26 result was mixed, with reported earnings beating expectations...
Collins Food (ASX: CKF) – KFC Growth Story With Improving Margins
Collins Food (ASX CKF) - KFC Growth Story With Improving Margins Collins Food (ASX: CKF) is Australia's largest KFC franchisee and is showing clear signs of an earnings inflection. Same-store sales momentum is building with +3.6% growth in the first 7 weeks of the...
Telstra Group (ASX: TLS) – Reliable Dividends Backed by Infrastructure Dominance
Telstra Group (ASX TLS) - Reliable Dividends Backed by Infrastructure Dominance Telstra remains Australia's dominant telecommunications provider, and we think the stock offers one of the most dependable income streams on the ASX. At A$4.93, we see 6.5% upside to our...