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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] 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...
[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...
Global Marco 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
[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] 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...
[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...
Region & Industry Outlook
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ASX Announcement
IDP Education (ASX: IEL) – S&P DJI June 2026 Quarterly Rebalance
IDP Education Limited has been removed from the S&P/ASX 200 Index effective prior to the open of trading on Monday, June 22, 2026, according to the S&P Dow Jones Indices June quarterly rebalance announcement released on June 5, 2026. The removal marks a significant...
ALS (ASX: ALQ) – S&P DJI June 2026 Quarterly Rebalance
S&P Dow Jones Indices announced on June 5, 2026 the rebalancing of the S&P/ASX Indices effective prior to market open on June 22, 2026. ALS Limited gains inclusion in the S&P/ASX 50 Index following the quarterly review, replacing Pro Medicus Limited in the...
Centuria Office REIT (ASX: COF) – Centuria Office June 2026 Distribution
Centuria Office REIT has declared a distribution of 2.525 cents per unit for the quarter ending 30 June 2026, representing the fund's latest income payment to unitholders. The distribution reflects COF's ongoing exposure to Australia's core office real estate markets...
ALS (ASX: ALQ) – S&P DJI June 2026 Quarterly Rebalance
S&P Dow Jones Indices announced on June 5, 2026 the rebalancing of the S&P/ASX Indices effective prior to market open on June 22, 2026. ALS Limited gains inclusion in the S&P/ASX...
Centuria Office REIT (ASX: COF) – Centuria Office June 2026 Distribution
Centuria Office REIT has declared a distribution of 2.525 cents per unit for the quarter ending 30 June 2026, representing the fund's latest income payment to unitholders. The...
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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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