Latest Stock Research & Market Analysis
Search All Research, Articles & Stock Profiles
ASX Stock Research
[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] Lynas Rare Earths (ASX: LYC) Site Visit Confirms Production Ramp on Track With Upside to Nameplate Capacity
Lynas Rare Earths (ASX: LYC) - Mt Weld Ramp-Up De-Risks the Production Outlook We reiterate a Buy rating on Lynas Rare Earths with a price target of A$23.80, implying 17.2% upside from the current share price of A$20.30. The call follows a site visit to the Mt Weld...
[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...
[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...
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] 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] Amgen (AMGN) – Biotech Giant With a Deep Pipeline and Growing Portfolio
Amgen (AMGN) - Biotech Giant With a Deep Pipeline and Growing Portfolio Amgen is one of the world's largest independent biotech companies, and we think the market is underappreciating the breadth of its growth portfolio at current levels. With at least six distinct...
[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...
[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...
Region & Industry Outlook
No Results Found
The page you requested could not be found. Try refining your search, or use the navigation above to locate the post.
ASX Announcement
Lendlease Group (ASX: LLC) – Lendlease Completes UK BTR Asset Recycling
Lendlease has completed the divestment of its UK Build to Rent portfolio to Greystar, realizing approximately £138 million in proceeds and delivering approximately $260 million in cash to the group during FY26, subject to completion adjustments and foreign exchange...
Centuria Capital (ASX: CNI) – Retail Entitlement Offer 53 Now Open
Centuria Capital Group has opened its retail entitlement offer, providing eligible securityholders with an opportunity to participate in raising approximately A$35 million. The announcement marks the commencement of the retail component of a fully underwritten,...
Transurban Group (ASX: TCL) – Transurban Group North America Update
Transurban has secured a Development Framework Agreement with Virginia's Department of Transportation to significantly expand the I-95 Express Lanes, one of its flagship North American assets. The proposed enhancement would add approximately 120 new lane miles to the...
Lendlease Group (ASX: LLC) – Lendlease Completes UK BTR Asset Recycling
Lendlease has completed the divestment of its UK Build to Rent portfolio to Greystar, realizing approximately £138 million in proceeds and delivering approximately $260 million...
Centuria Capital (ASX: CNI) – Retail Entitlement Offer 53 Now Open
Centuria Capital Group has opened its retail entitlement offer, providing eligible securityholders with an opportunity to participate in raising approximately A$35 million. The...
Top Stock Reports
No Results Found
The page you requested could not be found. Try refining your search, or use the navigation above to locate the post.
Subscribe
Want more Free Research?
Subscribe today for free and get an alert when we have new research and webinars.
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.
Contact
Get In Touch
Australia
1300 889 603
International
+61 2 8378 7199
M-F: 8am-5pm
Suite 803, Level 8
70 Pitt St, Sydney, NSW 2000