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ASX Stock Research
[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] 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 that target. The bull case rests on three pillars: the hotel bed wholesaling sector is...
[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 Macro and Market Research
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...
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...
Global Stock Research
[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 Street, automotive gross margins running well ahead of forecast, and energy storage...
[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] 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...
Region & Industry Outlook
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ASX Announcement
Harvey Norman Holdings (ASX: HVN) – Files FY26 Full Year Results
Harvey Norman Holdings reported underlying profit before tax of $654.69 million for the year ended 30 June 2026, a gain of $64.33 million or 10.9% compared with the prior year. This adjusted figure, which excludes AASB 16 lease accounting effects, property...
Harvey Norman Holdings (ASX: HVN) – Harvey Norman Files FY26 Annual Report
Harvey Norman Holdings delivered earnings growth across its main financial metrics for the year ended 30 June 2026, with EBITDA rising 5.0 percent to $1.18 billion and EBIT advancing 5.3 percent to $917 million. Reported profit before tax increased 4.9 percent to $790...
WAM Capital (ASX: WAM) – Maintains FY2026 final dividend, FY2027 update
WAM Capital Limited has announced a material reduction in its dividend target for FY2027, cutting the full year dividend from 15.5 cents per share to 8.0 cents per share, partially franked at 60%. While the company maintained its FY2026 dividend at 15.5 cents per...
Harvey Norman Holdings (ASX: HVN) – Harvey Norman Files FY26 Annual Report
Harvey Norman Holdings delivered earnings growth across its main financial metrics for the year ended 30 June 2026, with EBITDA rising 5.0 percent to $1.18 billion and EBIT...
WAM Capital (ASX: WAM) – Maintains FY2026 final dividend, FY2027 update
WAM Capital Limited has announced a material reduction in its dividend target for FY2027, cutting the full year dividend from 15.5 cents per share to 8.0 cents per share,...
Top Stock Reports
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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.
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