Vista Group (VGL) trades at $2.52 AUD versus $2.09 USD fair value, offering 10.7% upside. Dominant 46% market share, 90% recurring revenue, cloud transformation driving 13.3% FY25E growth. Medium confidence, 3-5 year horizon.
View noteWoodside trades at $22.70 versus $39.37 fair value (73% upside). World-class 98.3% reliability, Scarborough 86% complete (H2 2026), Williams partnership validates Louisiana LNG. EBITDA margin 70.4%, development phase FCF compression temporary.
View noteEvent: Insignia Financial Q1 FY26 Update | Date: 2025-10-23 | Source: Insignia Financial ASX Announcements FUMA Hits Record $340.5 Billion with Positive Net Inflows Insignia Financial released its Q1 FY26 quarterly update on 23 October 2025, reporting funds under management and administration (FUMA) of $340.5 billion as of 30 September
View noteEvent: Genesis Energy FY26 Q1 Trading Update | Date: 2025-10-23 | Source: Genesis Energy Investor Announcements Hydro Surge Delivers Strong Q1 Momentum Genesis Energy released its FY26 Q1 trading update on 23 October 2025, highlighting robust performance driven by exceptional hydro generation and effective portfolio management. Key metrics included electricity generation of
View noteEvent: Cochlear 2025 AGM Results | Date: 2025-10-23 | Source: Cochlear Investor Relations Strong Shareholder Support at Hybrid 2025 AGM Cochlear Limited held its 2025 Annual General Meeting on 23 October 2025 in a hybrid format, with all resolutions passed by significant majorities, including the re-election of directors and approval of the
View noteEvent: Brambles 2025 AGM and FY25 Results Update | Date: 2025-10-23 | Source: Brambles Investor Relations Brambles Reaffirms FY26 Guidance Amid Solid FY25 Performance at AGM Brambles Limited (ASX: BXB) held its 2025 Annual General Meeting on 23 October 2025, releasing FY25 financial results and reiterating FY26 guidance. Key highlights include constant-currency
View noteAttractive rating with fair value $4.61 vs current $4.505. Strong operational momentum with 3.1% FUMA growth to $340.5bn and positive $1.0bn net inflows. Trading at 42% discount to peers (7.4x vs 12.8x EV/EBITDA) despite comparable quality.
View noteGenesis Energy (NZX:GNE) fair value NZ$3.61 vs current AUD$2.07 (NZ$2.18), 66% upside. Quality score 8.2/10, wide moat, strong execution. ROIC 8.5%, 12.8% EBITDA margin, 6.6% yield.
View noteGlobal cochlear implant leader (62% share) with Nexa innovation and demographic tailwinds, though current $309 price implies -27% downside to $209 fair value. ROIC 24% vs WACC 8%, FY26 guidance 11-17% profit growth.
View noteBrambles (BXB) trades at $23.23 with fair value US$11.53, implying 30% downside. Strong 22% EBITDA margins and 95% retention offset by elevated valuation at 17.0x P/E versus 15.5x peers.
View noteEvent: 2024 Annual General Meeting Presentation | Date: 2024-10-25 | Source: ASX Company Announcements FY26 EBITDA Guidance Signals Rebound with Acquisition Momentum Helloworld Travel Limited released its 2024 AGM presentation on 25 October 2024, recapping FY25 performance and providing FY26 outlook. Key FY25 metrics included total transaction value (TTV) of $3.8
View noteTrading at 48% discount to peers despite 31.1% margins and 96% franchise retention. Fair value $3.62 vs current $1.83 implies 98% upside potential.
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