[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.
Latest Stock Research & Market Analysis
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ASX Stock Research
[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.
[HOLD] Treasury Wine Estates (ASX: TWE) – Guidance Reiterated as De-Stocking and Debt Reduction Run to Plan
Hold with an A$5.90 sell-side target, 0.5 per cent below A$5.93. FY27 guidance reiterated, China and US de-stocking on track, debt falling.
[BUY] Computershare (ASX: CPU) – Margin Income Upside and Deal Flow Support FY27 Guidance
Sell-side Buy, A$42.50 target. Research sees Computershare margin income ahead of $770 million FY27 guidance as deal activity builds.
[BUY] Rio Tinto (ASX: RIO) – Oyu Tolgoi and Simandou Carry the Growth Case After an In-Line Quarter
Buy, A$176.30 sell-side target, 20.5 per cent upside. Oyu Tolgoi lifts Rio Tinto’s 3Q26 copper as Simandou ramps and guidance holds.
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] 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.
[BUY] Tradeweb Markets (NASDAQ: TW) – Growth Intact, Sentiment Overdone
Tradeweb Markets (NASDAQ: TW) US$122.54 ▲ +3.08% at US$98.83 on ~22x forward earnings, near its own multi-year low. Rates growth and electronic runway intact. Buy, ~47% upside.
Region & Industry Outlook
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.
Why China Is Pricing a Stability Premium
China has spent three years priced for an accident. In 2026 the macro picture has flipped, with growth holding above 4.5%, inflation reflating off the floor, USD/CNY rolling lower, and the equity wrappers leading the rerating off the 2024 lows.
ASX Announcement
Dicker Data (ASX: DDR) – Dicker Data completes Sektor Group 2 acquisition
Dicker Data has completed its acquisition of New Zealand-based distributor Sektor Group today, expanding the company's geographic footprint and product category mix at a time when Australian technology distribution faces intensifying margin pressures. The deal closed...
AMP (ASX: AMP) – Responds to Fourth ASX Price Query Letter
AMP Limited's share price declined 11.6% on 2 November 2026 after China Life Pension Company (CLPC) released its 3Q solvency report showing lower net profit compared to the same period last year. The sharp move, which saw the stock trade from a high of $2.51 to a low...
oOh!media (ASX: OML) – Scheme Meeting 3 Results Announced
oOh!media shareholders have voted overwhelmingly in favour of the proposed acquisition by funds managed by I Squared Capital, clearing a significant hurdle in the scheme process. The resolution passed with 99.89 percent of votes cast in support and 90.53 percent of...
oOh!media (ASX: OML) – Scheme of Arrangement Chair’s Address and Presentation
Shareholders of oOh!media Limited have voted overwhelmingly to approve the proposed acquisition by I Squared Capital at $1.68 cash per share. The scheme of arrangement passed...
Orezone Gold Corporation (ASX: ORE) – Updated Casa Berardi Life-of-Mine Plan
Orezone Gold has released an updated Preliminary Economic Assessment for the Casa Berardi mine in Northwestern Quebec, setting out the economic case for a combined underground...
Top Stock Reports
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...
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...
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