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ASX Stock Research
[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] Supply Network (ASX: SNL) – A Compounding Machine With Structural Tailwinds
Supply Network (ASX SNL) – A Compounding Machine With Structural Tailwinds Supply Network (ASX: SNL) is one of the most consistent compounders on the ASX, delivering a 20-year revenue and NPAT CAGR of 12% and 19% respectively while consistently exceeding its own...
[HOLD] Wesfarmers (ASX: WES) Is a Quality Portfolio Trading at a Premium Price
Wesfarmers (ASX: WES) Is a Quality Portfolio Trading at a Premium Price Wesfarmers is one of the best-run conglomerates on the ASX. The portfolio is anchored by Bunnings and Kmart, two dominant retail franchises with strong competitive moats and consistent earnings...
[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%...
[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...
Global Marco and Market Research
The US-China Tech Race and What It Means for Investors
The US-China Tech Race and What It Means for Investors The technology competition between the United States and China has moved well beyond trade tariffs and political rhetoric. It is now a full-spectrum contest spanning semiconductors, artificial intelligence,...
Here is How a Repeatable Pattern Gave Investors 24% Gain in Wesfarmers Stock in 6 Months
Part of stock analysis involves undertaking fundamental analysis, technical analysis or a combination of both. Although, it would be nice if everything was as simple as black and white without any inconsistency. For instance, mathematical measures of intrinsic value...
Why the RBA Should Press Pause on Rate Hikes… Soon
The Reserve Bank (RBA) has been in a tough spot lately. Yes, it misread the economy in the aftermath of the pandemic. But the RBA wasn’t the only central bank that went all out in providing stimulus. It wasn’t just the RBA that was late in recognising inflation risks....
Global Stock Research
[BUY] Generate Biomedicines (GENB) – AI-Powered Drug Discovery With Massive Upside
Generate Biomedicines (GENB) - AI-Powered Drug Discovery With Massive Upside Generate Biomedicines is a clinical-stage biotech using generative AI to design protein therapeutics, and it may be one of the most asymmetric opportunities in the sector today. With a lead...
[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...
[BUY] Generate Biomedicines (GENB) – AI-Powered Drug Discovery With Massive Upside
Generate Biomedicines (GENB) - AI-Powered Drug Discovery With Massive Upside Generate Biomedicines is a clinical-stage biotech using generative AI to design protein therapeutics,...
Region & Industry Outlook
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ASX Announcement
NRW Holdings (ASX: NWH) – Golding Secures Further Contract Awards
NRW Holdings has announced two significant contract awards to its Golding Contractors subsidiary, with combined values of approximately $190 million to $195 million, signaling continued strength in the company's order book as it heads into the 2027 financial year. The...
Regis Resources (ASX: RRL) – Mid Year Exploration Update 2026
Regis Resources has declared an initial open pit mineral resource for Beamish South of 7 million tonnes at 1.1 grams per tonne gold, equating to 270,000 ounces, within an economic pit shell at A$3,900 per ounce. This marks a meaningful milestone for the company's...
VanEck Vectors Australian Equal Weight ETF (ASX: MVW) – Estimated Dividend for June 30 2026
VanEck Investments Limited has announced an estimated dividend of $0.6600 per unit for the VanEck Vectors Australian Equal Weight ETF (MVW) for the period ending 30 June 2026. This distribution represents a meaningful income yield for holders of one of the market's...
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...
NRW Holdings (ASX: NWH) – Golding Secures Further Contract Awards
NRW Holdings has announced two significant contract awards to its Golding Contractors subsidiary, with combined values of approximately $190 million to $195 million, signaling...
Top Stock Reports
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