Latest Stock Research & Market Analysis
Search All Research, Articles & Stock Profiles
ASX Stock Research
[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] CSL Ltd (ASX: CSL) Why Tariff Noise Does Not Change the Buy Thesis
CSL Ltd (ASX:CSL) Why Tariff Noise Does Not Change the Buy Thesis CSL has pulled back meaningfully from its highs, and the latest round of tariff headlines has only added to the pressure. But when we dig into the actual exposure, the picture looks far more manageable...
[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...
[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%...
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
nib holdings (ASX: NHF) – nib completes Travel strategic review
nib holdings has concluded its strategic review of the travel insurance segment by agreeing to sell its Australian and New Zealand operations to Allianz Partners for up to AUD 50 million, alongside entering a long-term distribution partnership that will see nib...
Atlas Arteria (ASX: ALX) – Releases Second Supplementary Target Statement
Atlas Arteria's board has doubled down on its rejection of IFM's takeover offer with the release of a second supplementary target's statement on 5 June 2026. The company's independent directors continue to recommend that securityholders reject the off-market bid from...
Centuria Industrial REIT (ASX: CIP) – June 2026 Distribution Payment Declared
Centuria Industrial REIT has declared a distribution of 4.20 cents per unit for the quarter ending 30 June 2026, maintaining its commitment to returning income to shareholders as Australia's largest domestic pure-play industrial REIT. The distribution represents the...
nib holdings (ASX: NHF) – nib completes Travel strategic review
nib holdings has concluded its strategic review of the travel insurance segment by agreeing to sell its Australian and New Zealand operations to Allianz Partners for up to AUD 50...
Atlas Arteria (ASX: ALX) – Releases Second Supplementary Target Statement
Atlas Arteria's board has doubled down on its rejection of IFM's takeover offer with the release of a second supplementary target's statement on 5 June 2026. The company's...
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