[BUY] Rio Tinto (ASX: RIO) – Oyu Tolgoi and Simandou Carry the Growth Case After an In-Line Quarter
Buy, A$176.30 sell-side target, 20.5 per cent upside. Oyu Tolgoi lifts Rio Tinto’s 3Q26 copper as Simandou ramps and guidance holds.
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ASX Stock Research
[BUY] Sonic Healthcare (ASX: SHL) – Medicare Lab Fee Cuts Land Close to Company Estimates
Buy, A$23.70 target, 24.9 per cent upside per institutional sell-side research. Sonic Healthcare’s US lab fee cuts land near company estimates.
[BUY] Bellevue Gold (ASX: BGL) – Contractor Hiccup Masks a Looming Cash Flow Inflection
Buy, A$1.90 target and 32.9 per cent upside per institutional sell-side research, as Bellevue Gold’s hedge book clears in FY27.
[BUY] Chrysos (ASX: C79) – Pipeline Depth Answers the FY27 Deployment Question
Buy rated by institutional sell-side research, A$10.26 target, about 50.9 per cent upside. Chrysos has a 24-unit high-confidence pipeline for FY27.
[BUY] Worley (ASX: WOR) – Growth Without the Lump Sum Risk
Buy-rated Worley kept 77 per cent of FY26 revenue reimbursable while pushing into full project delivery. Target A$13.00, 31.8% upside, 5.1% yield.
Global Macro and Market Research
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...
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...
Global Stock Research
[BUY] Applied Materials (NASDAQ: AMAT) – AI Demand and Higher Margin Targets Point to Bigger Earnings Power
Buy, US$670.00 target, 65.4 per cent upside, per institutional sell-side research. AI equipment demand and higher margin targets drive Applied Materials.
[BUY] 4D Molecular Therapeutics (NASDAQ: FDMT) – One-Time Gene Therapy Heads Into a Defining Phase 3 Readout in Wet AMD
Buy rated by institutional sell-side research with a US$32.00 target, 148.6 per cent upside, ahead of Phase 3 wet AMD gene therapy data in 2Q27.
[BUY] On Holding (NYSE: ONON) – Margin Expansion Is Running Ahead of the Tariff Refund
Buy-rated On Holding (ONON); US$44 target, 45.7% upside. Q2’26 adj. EBITDA margin 19.8%, gross margin 65.4%, before any tariff refund.
[BUY] Tradeweb Markets (NASDAQ: TW) – Growth Intact, Sentiment Overdone
Tradeweb Markets (NASDAQ: TW) US$119.82 ▲ +0.13% at US$98.83 on ~22x forward earnings, near its own multi-year low. Rates growth and electronic runway intact. Buy, ~47% upside.
[BUY] Interactive Brokers (NASDAQ: IBKR) – Record DARTs and Account Growth Reset the Earnings Power
BuyInteractive Brokers is a global electronic broker that runs a low-cost trading platform for active retail investors and small to mid-size institutions in more than 200...
Region & Industry Outlook
ASX Announcement
Deterra Royalties (ASX: DRR) – Deterra Royalties Q7 2026 Portfolio Update
Deterra has acquired a net smelter return royalty over Ivanhoe Electric's Santa Cruz copper project in Arizona for US$74.15 million, marking a significant portfolio addition with expected near-term cash generation. The company commissioned the acquisition during the...
Charter Hall Retail REIT (ASX: CQR) – Chair and Manager AGM Addresses
Charter Hall Retail REIT reported operating earnings of 26.4 cents per unit for FY26, representing 4% growth on the prior year, with the board providing FY27 guidance of no less than 27.3 cents per unit, implying growth of at least 3.5%. The company also upgraded FY27...
Charter Hall Retail REIT (ASX: CQR) – 2026 Annual General Meeting Presentation
Charter Hall Retail REIT delivered operating earnings of 26.4 cents per unit in FY26, representing 4% growth from FY25 and in line with upgraded guidance. Management has guided FY27 operating earnings of no less than 27.3 cents per unit, implying 3.5% growth. The...
Ingenia Communities Group (ASX: INA) – INA responds to media speculation
Ingenia Communities Group has issued a clarification statement in response to media speculation, denying that it has received any proposal from a third party interested in...
The Star Entertainment Group (ASX: SGR) – The Star AUSTRAC Civil Penalty Decision
The Star Entertainment Group has accepted a $260 million penalty handed down by the Federal Court on 28 October 2026 in respect of AUSTRAC's civil proceedings against the...
Top Stock Reports
5 Best Shares to Buy Right Now in Australia
Finding the best shares to buy on the ASX requires more than just scanning a screener or chasing whatever is up this week. We focus on companies with strong competitive positioning, visible earnings growth, and a catalyst to drive the share price higher over the next...
5 Best US Shares to Buy Right Now
US equities offer Australian investors access to some of the most innovative and fastest-growing companies in the world. The sheer depth of the American market means there are opportunities across sectors that simply do not exist on the ASX, from cutting-edge biotech...
5 Best Dividend Stocks to Buy [ASX Blue Chip Stocks]
Dividend investing on the ASX remains one of the most reliable ways to build long-term wealth. Blue chip dividend stocks offer a combination of regular income and capital growth that is difficult to replicate through other strategies, particularly in an environment...
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