05 Dec 2023
Stocks mentioned: BOQ |
Recommendation: Hold
BOQ hosted its AGM today that we attended. Much like the rest of the bank sector, BOQ is expecting..…
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04 Dec 2023
Stocks mentioned: EXP |
Recommendation: Add
Experience Co (EXP) is a travel/tourism company that operates a diversified portfolio of adventure..…
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01 Dec 2023
Stocks mentioned: S32 |
Recommendation: Add
We review our investment view and assumptions as the sector (ex-iron ore) selloff continues. S32's..…
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30 Nov 2023
Stocks mentioned: IRE |
Recommendation: Add
IRE upgraded 2H23/FY24 guidance by ~8-9% on stable revenue and lower costs. Deleverage plans...…
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29 Nov 2023
Stocks mentioned: HDN |
Recommendation: Add
HDN recently released a YTD trading update highlighting that key portfolio metrics remain stable;...…
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29 Nov 2023
Stocks mentioned: PPE |
Recommendation: Add
A challenging operating environment has seen continued margin compression across PPE's business....…
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28 Nov 2023
Stocks mentioned: CKF |
Recommendation: Add
Collins Foods' interim result was indicative of a resilient demand environment, effective margin...…
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28 Nov 2023
Stocks mentioned: ARX |
Recommendation: Add
ARX posted its 1H24 result which was in line with expectations and importantly reconfirmed FY24...…
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27 Nov 2023
Stocks mentioned: QBE |
Recommendation: Add
QBE has given a 3Q23 performance update. The main takeaway is that it was a solid enough 3Q23...…
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27 Nov 2023
Stocks mentioned: HNG |
Hancock & Gore (“H&G”) is an ASX-listed active investment company based in Sydney. The...…
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