26 March 2025
Federal Budget 2025-2026
Treasurer Jim Chalmers delivered his fourth and pre-election Budget, with a focus on cost-of-living relief and a surprise tax cut for all taxpayers.
17 March 2025
Dexus Convenience Retail REIT (DXC): Convenient shelter amongst the noise Recommendation
We maintain our Buy recommendation as industry optimism grows, driven by stronger investor interest and rising margins in the convenience retail sector.
6 March 2025
Harvey Norman (HVN): Moving the dial
Harvey Norman’s 1H25 results exceeded expectations, with a 3% price target increase to $6.00, and maintaining a Buy recommendation.
26 February 2025
IVE Group (IGL): Guidance looks conservative
IVE Group beat 1HFY25 expectations, raised its FY25 NPAT guidance, and increased its price target to $2.80, maintaining a Buy rating.
17 February 2025
Pro Medicus (PME): Growth rate accelerating
PME’s growth in core radiology and cardiology services supports an upgraded Buy rating with a price target of $330.
15 January 2025
Genusplus Group (GNP): Gathering momentum
Recent contract wins strengthen GenusPlus Group’s growth outlook and support our Buy recommendation with a target price of $3.10.