All The Latest ASX Research
[SELL] Macquarie Group (ASX: MQG) Why a 21% Rally Into Earnings Looks Stretched
Macquarie has rallied more than 21% in the past month, pushing the multiple to 24x forward earnings against a 10-year average of 16x. We walk through why the valuation looks stretched, the bull-case rebuttals (Aligned Data Centers, Qube), and why FY26 result on 8 May is the decision point.
[BUY] PWR Holdings (ASX: PWH) – De-risked and Returning to Growth
PWR Holdings (ASX PWH) - De-risked and Returning to Growth PWR Holdings (ASX: PWH) designs and manufactures advanced cooling solutions for the...
[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...
[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,...
[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...
[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...
[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...
[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...
[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...
[SELL] Commonwealth Bank (ASX: CBA) – Trading Ahead of the Five-Year Fundamentals
Commonwealth Bank has spent the last 12 months doing exactly what its long-term owners have come to expect, delivering a sector-leading 1H26 result,...