14 November 2025
Pro medicus (PME): Dismiss the quieter period
Pro Medicus (PME) starts FY26 strong with key US deals and successful implementations, prompting an upgrade to Buy and a $320.00 target price.
12 November 2025
Goodman Group (GMG): $17.5b+ would be Good
Goodman Group’s 1Q26 update reaffirmed earnings guidance and showed solid progress toward its >$17.5 billion development pipeline.
3 November 2025
Universal Store (UNI): Staying “on trend”
Universal Store (UNI) remains on track with solid sales, margin gains, and reaffirmed expansion plans, supporting a maintained Buy recommendation and $10.50 price target.
25 September 2025
Generation Development (GDG): From little things, big things grow
We have initiated coverage on Generation Development (GDG) with a price target of $8.20 and a Buy recommendation.
22 September 2025
Orica (ORI): Explosive stuff
We have initiated coverage on Orica (ORI) with a price target of $23.00 and a Buy recommendation.