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ASX Stock Research
[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] 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 guard. Cash earnings of $139.7 million came in 18% above what we had implied for the second...
[BUY] Lynas Rare Earths (ASX: LYC) Site Visit Confirms Production Ramp on Track With Upside to Nameplate Capacity
Lynas Rare Earths (ASX: LYC) - Mt Weld Ramp-Up De-Risks the Production Outlook We reiterate a Buy rating on Lynas Rare Earths with a price target of A$23.80, implying 17.2% upside from the current share price of A$20.30. The call follows a site visit to the Mt Weld...
[BUY] Lynas Rare Earths (ASX: LYC) Site Visit Confirms Production Ramp on Track With Upside to Nameplate Capacity
Lynas Rare Earths (ASX: LYC) - Mt Weld Ramp-Up De-Risks the Production Outlook We reiterate a Buy rating on Lynas Rare Earths with a price target of A$23.80, implying 17.2%...
[BUY] CSL Ltd (ASX: CSL) Why Tariff Noise Does Not Change the Buy Thesis
CSL Ltd (ASX:CSL) Why Tariff Noise Does Not Change the Buy Thesis CSL has pulled back meaningfully from its highs, and the latest round of tariff headlines has only added to the...
Global Marco and Market Research
Energy Security After the Middle East Conflict and What It Means for Solar and Coal
Energy Security After the Middle East Conflict and What It Means for Solar and Coal The 2026 Middle East conflict has forced a global reassessment of energy security in ways that echo the 2022 European energy crisis but with broader implications. Three structural...
Why Higher Natural Gas Prices Are a Bigger Problem Than Oil
Why Higher Natural Gas Prices Are a Bigger Problem Than Oil Most of the attention since the Iran conflict began has focused on oil prices, and understandably so. Brent crude is the headline number, the one that leads news bulletins and moves equity markets in real...
Oil Prices After the Strait of Hormuz Closure
Oil Prices After the Strait of Hormuz Closure With the Strait of Hormuz now assumed closed until at least mid-April, commodity strategists have revised their Brent crude forecasts significantly higher and pushed out the timeline for any meaningful price decline. The...
Global Stock Research
[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 selloff has created an attractive entry point into one of the highest-quality franchises in...
[BUY] ITT Inc (ITT) – The Next Industrial Compounder
ITT Inc (ITT) - The Next Industrial Compounder ITT Inc trades at US$181.03 with a 12-month price target of US$270, implying 49.1% upside. The company has long been a solid performer in diversified industrials, but the SPX Flow acquisition positions ITT to achieve its...
[BUY] Amgen (AMGN) – Biotech Giant With a Deep Pipeline and Growing Portfolio
Amgen (AMGN) - Biotech Giant With a Deep Pipeline and Growing Portfolio Amgen is one of the world's largest independent biotech companies, and we think the market is underappreciating the breadth of its growth portfolio at current levels. With at least six distinct...
[BUY] Amgen (AMGN) – Biotech Giant With a Deep Pipeline and Growing Portfolio
Amgen (AMGN) - Biotech Giant With a Deep Pipeline and Growing Portfolio Amgen is one of the world's largest independent biotech companies, and we think the market is...
[BUY] Generate Biomedicines (GENB) – AI-Powered Drug Discovery With Massive Upside
Generate Biomedicines (GENB) - AI-Powered Drug Discovery With Massive Upside Generate Biomedicines is a clinical-stage biotech using generative AI to design protein therapeutics,...
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ASX Announcement
Atlas Arteria (ASX: ALX) – Releases Bidder’s Statement Number 89
IFM Global Infrastructure Fund has launched a formal takeover bid for Atlas Arteria Limited, with Diamond Infraco 1 Pty Ltd acting as the vehicle for acquisition. The offer values each stapled security at A$4.75 in cash, with a conditional uplift to A$5.10 should the...
Clinuvel Pharmaceuticals (ASX: CUV) – FDA Relaxes SCENESSE Postmarketing Requirements
Clinuvel Pharmaceuticals has secured a significant regulatory milestone with the FDA's removal of a cardiac repolarization study requirement from SCENESSE's postmarketing obligations. The removal reflects the agency's confidence in the drug's long-term safety profile...
Megaport (ASX: MP1) – Megaport Secures Three-Year Compute Contract
Megaport Limited has secured a significant three-year compute contract for its subsidiary Latitude.sh, valued at AUD$35.4 million with annualized recurring revenue of AUD$11.8 million. The customer, a US-based unlisted technology company focused on developer tooling,...
Megaport (ASX: MP1) – Megaport Secures Three-Year Compute Contract
Megaport Limited has secured a significant three-year compute contract for its subsidiary Latitude.sh, valued at AUD$35.4 million with annualized recurring revenue of AUD$11.8...
NEXTDC (ASX: NXT) – NEXTDC Opens Retail Entitlement Offer
NEXTDC Limited opened its retail entitlement offer today, inviting eligible shareholders to subscribe for new fully paid ordinary shares at A$12.70 each, with the retail...
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