28 August 2024
DroneShield Limited (DRO): A game of two halves
DRO recorded revenue from customers of $23.3m (+106% vs pcp) during the 1H24, -3% below BP estimates. We increase our PT to $1.35 and retain our buy recommendation.
9 August 2024
FY24 Reporting Season Preview
Rob Crookston, Equities Strategist, provides a preview on the FY24 reporting season.
9 August 2024
Light & Wonder (LNW): Q2 2024 – Unleashing the dragon
LNW reported Q2 2024 results ahead of our estimates and VA consensus, and we retain our Buy rating.
9 August 2024
REA Group (REA): Compounding growth – upgrade to Buy
Following recent industry data releases we have reviewed our FY24/25 forecasts for REA Group and upgrade to a Buy recommendation.