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ASX Stock Research
[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] 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...
[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
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] 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] 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] 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...
[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...
Region & Industry Outlook
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ASX Announcement
Clinuvel Pharmaceuticals (ASX: CUV) – SCENESSE Approved for EPP in Canada
Clinuvel Pharmaceuticals has achieved a significant regulatory milestone with Health Canada's approval of SCENESSE (afamelanotide) for the prevention of phototoxicity in adult patients with erythropoietic protoporphyria (EPP), marking the company's fourth major market...
City Chic Collective (ASX: CCX) – City Chic FY26 Third Trading Update
City Chic Collective has delivered a materially stronger earnings result for FY26, with underlying EBITDA forecast to reach $11.5 million to $12.5 million, representing an 80 to 95 percent increase on the prior year. This substantial earnings improvement reflects the...
Regis Resources (ASX: RRL) – Vault Minerals Merger Update One
Regis Resources has walked away from its bid to acquire Vault Minerals, ending a merger that was flagged as a key growth catalyst for the company. The ASX-listed miner announced today that it will not submit a counterproposal after Genesis Minerals tabled a competing...
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,...
Clinuvel Pharmaceuticals (ASX: CUV) – SCENESSE Approved for EPP in Canada
Clinuvel Pharmaceuticals has achieved a significant regulatory milestone with Health Canada's approval of SCENESSE (afamelanotide) for the prevention of phototoxicity in adult...
Top Stock Reports
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