[HOLD] Cochlear (ASX: COH) – Recovery on Track but Market Share Is the Watch Point
Hold, sell-side target A$137.40, 2.7 per cent below the A$141.15 share price. Cochlear’s market is recovering while rivals contest its share.
Latest Stock Research & Market Analysis
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ASX Stock Research
[SELL] PLS (ASX: PLS) – Bigger P2000 Expansion Comes at a Higher Cost
Rated Sell by sell-side research, A$3.50 target: PLS lifts P2000 spend to about A$2.5 billion, pushing free cash flow negative to decade end.
[BUY] BHP (ASX: BHP) – Bulks Carry a Soft Copper Quarter as the Growth Pipeline Builds
Buy, A$65.70 target, 14.1 per cent upside from A$57.56. Bulks offset a soft copper quarter. Trailing yield 4.2 per cent, fully franked.
[SELL] Bank of Queensland (ASX: BOQ) – Rate Tailwind Masks Weakening Underlying Profitability
Sell: institutional sell-side research targets A$5.90 for Bank of Queensland, 16.5 per cent below A$7.07, as a rate-driven margin lift fades.
[BUY] IAG (ASX: IAG) – WA Concessions Aim to Clear the RACI Deal Through the ACCC
Buy, A$8.60 sell-side target: IAG offers to sell its WA NRMA renewal rights to clear the RACI deal, keeping EPS accretion guidance intact.
Global Macro and Market Research
Why RBA Statements Say Less About the Next Rate Move Than Investors Think
RBA statements carry only a faint signal on rate moves, and just 29 per cent of Australians know its employment mandate, new research finds.
Why The RBA Is Getting Harder To Read Ahead Of Decision Days
The RBA has dropped forward guidance and its hedging language has risen since 2023, coinciding with bigger market surprises on decision days.
The Last Mile of Inflation Is a Goods Problem in Australia, Not a Services One
Australia’s trimmed mean inflation hit 3.6% in August, the hottest of six major economies, and it’s goods prices driving it, not services.
Global Stock Research
[BUY] American Tower (NYSE: AMT) – Data Centers and Buybacks Carry a Soft US Quarter
Buy, US$215.00 target, 14.8 per cent upside. CoreSite data center growth and a US$2.0 billion buyback offset a soft US leasing quarter for AMT.
[BUY] Teledyne (NYSE: TDY) – Digital Imaging Strength Drives a Full-Year Guidance Upgrade
Buy rated by institutional sell-side research with a US$915.00 target, 37.5 per cent upside, after Teledyne beat and raised 2026 guidance.
[BUY] Applied Materials (NASDAQ: AMAT) – AI Demand and Higher Margin Targets Point to Bigger Earnings Power
Buy, US$670.00 target, 65.4 per cent upside, per institutional sell-side research. AI equipment demand and higher margin targets drive Applied Materials.
[BUY] 4D Molecular Therapeutics (NASDAQ: FDMT) – One-Time Gene Therapy Heads Into a Defining Phase 3 Readout in Wet AMD
Buy rated by institutional sell-side research with a US$32.00 target, 148.6 per cent upside, ahead of Phase 3 wet AMD gene therapy data in 2Q27.
[BUY] On Holding (NYSE: ONON) – Margin Expansion Is Running Ahead of the Tariff Refund
Buy-rated On Holding (ONON); US$44 target, 45.7% upside. Q2’26 adj. EBITDA margin 19.8%, gross margin 65.4%, before any tariff refund.
Region & Industry Outlook
Why Aerospace & Defense Spending Is Tilting Toward Cheap Drones and Munitions
Defense spending is tilting toward drones, counter-drone systems and munitions on a $1.15 trillion base budget, says institutional sell-side research.
US Tech (Nasdaq-100) Outlook and Why AI Rewards Software That Owns Its Data
US tech outlook: AI is pushing software spend toward fewer platforms with hard-to-copy data. One example covers more than 240mn US consumers.
Why Healthcare Growth Now Hinges on New Drug Launch Momentum
Healthcare outlook: new drug launches drive sector growth, with an HIV prevention injection keeping more than 70 per cent of users at six months.
ASX Announcement
NEXTDC (ASX: NXT) – NEXTDC Responds to Goodman and Digital Realty
Digital Realty and Goodman Group have acquired a combined 9.9% stake in NEXTDC, acquiring 75.2 million shares through a jointly owned vehicle at an average price of A$9.22 per share between November 3 and 6. The stakes represent a significant entry by two major global...
Janus Henderson Group plc (ASX: JHG) – Distribution Announcement Number Two 2026
JPMorgan Asset Management has announced estimated distributions for six of its premium income focused ETFs listed on the ASX, with payouts ranging from approximately 20 cents per unit to over 54 cents per unit for the November 2026 distribution period. These complex...
Codan (ASX: CDA) – Codan Announces Third Strategic Acquisition
Codan Limited has announced the acquisition of US-based Eventide Communications LLC through its subsidiary Zetron for an enterprise value of approximately 244 million Australian dollars on a cash-free debt-free basis. The deal expands Zetron's mission-critical...
Viva Energy Group (ASX: VEA) – Announces 2026 Strategy Update Report
Viva Energy Group has outlined a three-horizon strategy focused on cementing its position as a leading integrated energy company in Australia. Management is particularly focused...
Goodman Group (ASX: GMG) – Goodman Acquires 9.9% Stake in NEXTDC 3
Goodman Group and Digital Realty have jointly acquired a 9.9% strategic stake in data center operator NEXTDC, marking a significant move by two major infrastructure investors...
Top Stock Reports
5 Best US Shares to Buy Right Now
US equities offer Australian investors access to some of the most innovative and fastest-growing companies in the world. The sheer depth of the American market means there are opportunities across sectors that simply do not exist on the ASX, from cutting-edge biotech...
5 Best Shares to Buy Right Now in Australia
Finding the best shares to buy on the ASX requires more than just scanning a screener or chasing whatever is up this week. We focus on companies with strong competitive positioning, visible earnings growth, and a catalyst to drive the share price higher over the next...
5 Best Dividend Stocks to Buy [ASX Blue Chip Stocks]
Dividend investing on the ASX remains one of the most reliable ways to build long-term wealth. Blue chip dividend stocks offer a combination of regular income and capital growth that is difficult to replicate through other strategies, particularly in an environment...
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