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ASX Stock Research
[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] 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] 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
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...
The Iran Conflict and Its Impact on Global Markets
The Iran Conflict and Its Impact on Global Markets The coordinated US and Israeli military operation against Iran has produced the largest energy supply disruption in modern history, dwarfing every prior oil shock on record. With the Strait of Hormuz effectively shut...
Global Stock Research
[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] 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] 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...
[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...
Region & Industry Outlook
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ASX Announcement
Regis Resources (ASX: RRL) – Genesis Vault 1 Proposal Update
Regis Resources has decided not to exercise its matching right under the scheme implementation deed with Vault Minerals, clearing the final major hurdle for Genesis Minerals to acquire Vault. The decision, announced on 13 July 2026, removes the last contractual...
Regis Resources (ASX: RRL) – Regis Provides VAU Transaction Update
Vault Minerals Limited has signalled its intention to terminate its scheme of arrangement with Regis Resources Limited and proceed with a superior takeover proposal from Genesis Minerals Limited, ending an acquisition process that has taken a dramatic turn in recent...
oOh!media (ASX: OML) – oOh!media Updates Change of Control Proposals
Three private equity firms have reconfirmed their takeover proposals for oOh!media, with offers ranging from $1.60 to $1.65 per share. Pacific Equity Partners, I Squared Capital, and Oaktree Capital Management each lodged non-binding indicative offers (NBIOs) and have...
Regis Resources (ASX: RRL) – Genesis Vault 1 Proposal Update
Regis Resources has decided not to exercise its matching right under the scheme implementation deed with Vault Minerals, clearing the final major hurdle for Genesis Minerals to...
Regis Resources (ASX: RRL) – Regis Provides VAU Transaction Update
Vault Minerals Limited has signalled its intention to terminate its scheme of arrangement with Regis Resources Limited and proceed with a superior takeover proposal from Genesis...
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