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ASX Stock Research
[BUY] Worley (ASX: WOR) – Selloff Overshoots the Earnings Trim
Worley (ASX: WOR) at A$10.94, around 10x forward EV/EBIT after an overdone selloff. The earnings trim is modest, the growth case intact. Buy, about 35% upside.
[BUY] ResMed (ASX: RMD) – Growth Levers in Place for a Re-Rate
Buy ResMed at A$26.68 with a A$46.70 target and 75% upside. The GLP-1 fear is fading, new growth levers are scaling, and it trades below medtech peers.
[BUY] Collins Foods (ASX: CKF) – Qld and WA Exposure Outweighs the Wage Cost Squeeze
Collins Foods (ASX: CKF) at A$8.27 trades ~20% below its historical PE. Qld/WA exposure plus a kiosk rollout offset wage pressure. 29% upside, Buy.
[BUY] Collins Foods (ASX: CKF) – Qld and WA Exposure Outweighs the Wage Cost Squeeze
Collins Foods (ASX: CKF) at A$8.27 trades ~20% below its historical PE. Qld/WA exposure plus a kiosk rollout offset wage pressure. 29% upside, Buy.
[BUY] WEB Travel Group (ASX: WEB): Near-Term Headwinds Create a Value Entry Point
Institutional sell-side rates WEB Travel Group a Buy with a 12-month price target of A$4.70. The stock closed at A$2.23 on 20 May 2026, implying roughly 111 per cent upside to...
Global Marco and Market Research
The Australian Consumer Was Already Last in the G10 on Spending. The RBA Hiked Anyway.
The G10 consumer dashboard puts Australian household spending growth dead last in the developed-market cohort. Tuesday’s RBA hike to 4.35 percent continues the squeeze. What that means for a domestic portfolio.
The Q1 CPI Was Mixed. The RBA Still Has to Hike on Tuesday.
The Reserve Bank Board meets on Monday and Tuesday next week with a rate decision at 2:30pm AEST on Tuesday. This is the most anticipated single-meeting call we have had in nine months. The case rests on a Q1 CPI print released on Wednesday that did two things at...
Why the Iran Oil Shock Points to More RBA Hikes, Not Fewer
The default narrative around the Iran conflict and the oil spike that has followed it is that it is bad news, full stop. Higher energy costs feed into inflation, dent consumer spending, and put pressure on central banks to either hold tight or cut rates to cushion the...
Global Stock Research
[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.
[BUY] Upwork (NASDAQ: UPWK) – Restructuring Sharpens the Margin Story
Upwork delivered a Q1'26 result that landed on the right side of a bifurcated narrative. Revenues came in around the midpoint of guidance at $195mn, while Adj. EBITDA of $57mn came in nearly 24% above consensus expectations, with the margin beat tracing back to a cost...
[BUY] Eli Lilly (LLY): Foundayo Reframes the Oral GLP-1 Story
LLY Buy with ~37% upside to ~US$1,283. 1Q26 EPS US$8.55 beat US$6.77, 2026 guide raised to US$82-85bn. Foundayo oral GLP-1 hits 8k prescribers in 3 weeks, 80% new incretin patients.
[BUY] Eli Lilly (LLY): Foundayo Reframes the Oral GLP-1 Story
LLY Buy with ~37% upside to ~US$1,283. 1Q26 EPS US$8.55 beat US$6.77, 2026 guide raised to US$82-85bn. Foundayo oral GLP-1 hits 8k prescribers in 3 weeks, 80% new incretin patients.
[HOLD] Tesla (NASDAQ: TSLA) A Strong Q1 But No Free Cash Flow Until 2028
Tesla (NASDAQ: TSLA) A Strong Q1 But No Free Cash Flow Until 2028 Tesla just delivered a first quarter result that was stronger than the market expected, with revenue beating the...
Region & Industry Outlook
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ASX Announcement
Charter Hall Retail REIT (ASX: CQR) – Files 2025 Full Year Accounts
Charter Hall Retail REIT reported a statutory profit of $389.4 million for the year ended 30 June 2026, representing a substantial 78.4% increase from the prior year's $218.3 million. While this headline figure is impressive, the composition of the result reveals a...
ResMed Inc (ASX: RMD) – ResMed Declares Dividend Distribution RMD 4
ResMed has declared a quarterly dividend of USD 0.066 per share for holders of Chess Depositary Instruments trading on the ASX. The announcement, made on 7 August 2026, represents the company's Q3 2026 distribution and carries important implications for Australian...
ResMed Inc (ASX: RMD) – ResMed Reports Q4 2026 Results
ResMed delivered strong results for fiscal year 2026, with full-year revenue reaching $5.7 billion, representing 10% growth or 8% growth on a constant currency basis. More notably for shareholders, the company's non-GAAP diluted earnings per share increased 17% to...
ResMed Inc (ASX: RMD) – ResMed Reports Q4 2026 Results
ResMed delivered strong results for fiscal year 2026, with full-year revenue reaching $5.7 billion, representing 10% growth or 8% growth on a constant currency basis. More...
James Hardie Industries plc (ASX: JHX) – James Hardie Q1 FY27 Results
James Hardie Industries has raised its full-year FY27 guidance following a stronger-than-expected first quarter, with pro forma adjusted EBITDA growth now targeted at 7.4 to 13.7...
Top Stock Reports
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