Latest Stock Research & Market Analysis
Search All Research, Articles & Stock Profiles
ASX Stock Research
[BUY] 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. Recent management commentary has reinforced our...
[BUY] BHP (ASX: BHP) Escondida Expansion Cements the Copper Growth Story
BHP has submitted a larger expansion proposal for the Escondida New Concentrator (ENC) project in Chile, upsizing the plant by roughly 20% and bringing forward an estimated 100ktpa of copper production. With a Buy rating and a price target of A\$57.10, we think this...
[BUY] 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...
[BUY] 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...
[BUY] Bendigo and Adelaide Bank (ASX: BEN) Shares Are a Buy After a Significant Earnings Surprise
Bendigo and Adelaide Bank Delivers a Cost Turnaround That Changes the Investment Case Bendigo and Adelaide Bank just posted a third quarter result that caught the market off...
Global Marco and Market Research
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...
Supply Shock to Knock the RBA Off the “Narrow Path” and Into the Rough
We held a positive outlook on the Australian macro earlier this year, but that view has been substantially undermined by the war in Iran. Surging fuel prices, rising interest rates, and the flow-on effects to cost-of-living pressures are now the dominant themes...
Gold Investment Primer and Why Gold Matters for Investors
The Gold Market and Why It Matters for Investors Gold is one of the most misunderstood assets in modern finance. It generates no cash flow, pays no dividend, and has limited industrial use compared to other metals. Yet it has preserved purchasing power across...
Global Stock Research
[BUY] Corvus Pharmaceuticals (CRVS) – Novel and Differentiated Contender in Auto-Immune and Hematology
Corvus Pharmaceuticals has developed soquelitinib, a first-in-class oral ITK inhibitor targeting moderate-to-severe atopic dermatitis and relapsed/refractory peripheral T cell lymphoma. We initiate at Buy with a 12-month price target of $40.
[BUY] Broadcom (AVGO) – Three Hyperscaler Partnerships Lock In the Custom Silicon Growth Story
Broadcom has cemented its position as the dominant custom silicon and AI networking partner across the three largest US hyperscalers in the space of a single week. A long-term agreement with Google for next-generation TPUs, an expanded collaboration with Anthropic for...
[BUY] Netflix (NFLX) – Platform Momentum and the Case for Re-Rating
Netflix (NFLX) - Platform Momentum and the Case for Re-Rating Netflix has pulled back 18% over the past six months while the broader S&P 500 has gained 2%, and we think that divergence has created a compelling entry point. With a prior M&A overhang now behind it,...
[BUY] Netflix (NFLX) – Platform Momentum and the Case for Re-Rating
Netflix (NFLX) - Platform Momentum and the Case for Re-Rating Netflix has pulled back 18% over the past six months while the broader S&P 500 has gained 2%, and we think that...
[BUY] Waters Corporation (WAT) – An Attractive Entry Point in Life Sciences
Waters Corporation (WAT) - An Attractive Entry Point in Life Sciences Waters Corporation has pulled back meaningfully following its first-quarter results, and we think that...
Region & Industry Outlook
No Results Found
The page you requested could not be found. Try refining your search, or use the navigation above to locate the post.
ASX Announcement
Vicinity Centres (ASX: VCX) – Vicinity Acquires Eastern Creek Quarter Retail Asset
Vicinity Centres has exchanged contracts to acquire Eastern Creek Quarter, a hybrid retail asset in Western Sydney, for $400 million, with settlement expected on 30 June 2026. The acquisition marks a continuation of Vicinity's disciplined approach to strategic real...
Meridian Energy (ASX: MEZ) – Meridian April 2026 Monthly Operating Report
Meridian Energy's April 2026 monthly operating report reveals an exceptionally well-positioned hydro system as the country enters the cooler months. National electricity storage reached 119 percent of historical average by May 11, up sharply from 106 percent at the...
PolyNovo (ASX: PNV) – Response to ASX Price Query 3
PolyNovo Limited responded to an ASX price query on 14 May 2026 after its share price jumped from a low of $1.01 at close on 13 May to a high of $1.19 the following day, accompanied by a significant spike in trading volume. The Australian Securities Exchange sought...
PolyNovo (ASX: PNV) – Response to ASX Price Query 3
PolyNovo Limited responded to an ASX price query on 14 May 2026 after its share price jumped from a low of $1.01 at close on 13 May to a high of $1.19 the following day,...
oOh!media (ASX: OML) – 2026 Strategy Trading Update and AGM Materials
oOh!media has delivered a significant operational update demonstrating progress on its strategic transformation, with management identifying $12 million in annualised pre-tax...
Top Stock Reports
No Results Found
The page you requested could not be found. Try refining your search, or use the navigation above to locate the post.
Subscribe
Want more Free Research?
Subscribe today for free and get an alert when we have new research and webinars.
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.
Contact
Get In Touch
Australia
1300 889 603
International
+61 2 8378 7199
M-F: 8am-5pm
Suite 803, Level 8
70 Pitt St, Sydney, NSW 2000