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ASX Stock Research
[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] Nick Scali (ASX: NCK): Margins, Growth and a Franked Yield
Institutional sell-side rates Nick Scali a Buy with a 12-month price target of around A$20. The stock closed at approximately A$14.47 on 9 May 2026, implying roughly 38 per cent upside before dividends. The thesis is built on three pillars: ANZ gross margins that sit...
[SELL] Macquarie Group (ASX: MQG) Why a 21% Rally Into Earnings Looks Stretched
Macquarie has rallied more than 21% in the past month, pushing the multiple to 24x forward earnings against a 10-year average of 16x. We walk through why the valuation looks stretched, the bull-case rebuttals (Aligned Data Centers, Qube), and why FY26 result on 8 May is the decision point.
[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...
[BUY] Nick Scali (ASX: NCK): Margins, Growth and a Franked Yield
Institutional sell-side rates Nick Scali a Buy with a 12-month price target of around A$20. The stock closed at approximately A$14.47 on 9 May 2026, implying roughly 38 per cent...
Global Macro 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] 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] 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] 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
Ramelius Resources (ASX: RMS) – Files Q3 2026 Quarterly Update
Ramelius Resources has completed the sale of its Edna May operation for A$300 million, including A$210 million received in cash on 4 September 2026. The divestment marks a strategic shift toward the company's higher-grade, longer-life assets. The cash proceeds have...
Fisher & Paykel Healthcare Corporation (ASX: FPH) – FPH Half Year Results November 2026
Fisher & Paykel Healthcare Corporation Limited has announced it will release half-year financial results for the period ended 30 September 2026 on Thursday, 26 November, with the disclosure scheduled ahead of 7:00am AEDT. The company will host a conference call at...
Arena REIT (ASX: ARF) – Edge Early Learning Administration Update
Arena REIT's exposure to Edge Early Learning has entered a new phase following the announcement that Edge's administrator has agreed conditional terms for the sale of 31 centre businesses to Goodstart Early Learning. Of Arena's 27 owned properties occupied by Edge, 20...
Ramelius Resources (ASX: RMS) – Files Q3 2026 Quarterly Update
Ramelius Resources has completed the sale of its Edna May operation for A$300 million, including A$210 million received in cash on 4 September 2026. The divestment marks a...
Fisher & Paykel Healthcare Corporation (ASX: FPH) – FPH Half Year Results November 2026
Fisher & Paykel Healthcare Corporation Limited has announced it will release half-year financial results for the period ended 30 September 2026 on Thursday, 26 November, with 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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