EquitiesIndustrials 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. BellPotter Marketing Love0
EquitiesIndustrials 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. BellPotter Marketing Love0
EquitiesIndustrials 17 July 2024 Electro Optic Systems (EOS): Early runs on the board Electro Optic Systems released unaudited results for 1H24, detailing a better-than-expected start to the year. BellPotter Marketing Love0
EquitiesIndustrials 18 June 2024 Clinuvel Pharmaceuticals (CUV): Looking to Vitiligo CUV are conducting two Phase 3 trials to expand the label of Scenesse to include patients with vitiligo. BellPotter Marketing Love0
EquitiesIndustrials 24 January 2024 IDP Education (IEL): Canada’s international student crackdown The Canadian Government has announced several material policy changes targeting international students, however these changes on IDP are unclear. BellPotter Marketing Love0
EquitiesIndustrials 12 December 2023 IPD Goup (IPG): Lightning in a bottle IPD has announced the acquisition of CMI Operations for an upfront $92.1m and contingent consideration of up to $8.9m. Our revised PT is $5.75 (prev. $5.50) with our Buy recommendation remaining unchanged. BellPotter Marketing Love0