Event: 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.
View noteEvent: 1Q FY26 Update and FY25 AGM Addresses | Date: 2025-10-15 | Source: ASX Announcement Robust 1Q FY26 Momentum with 16% Annualised GLA Growth Judo Capital Holdings released its 1Q FY26 business update during the FY25 AGM on 15 October 2025, highlighting sustained lending momentum amid a challenging economic environment. Gross loans
View noteEvent: Praemium Limited September Quarter Update FY2026 | Date: 2025-10-21 | Source: Praemium Investor Updates Platform FUA Grows 10% YoY with Spectrum Surging 38% in Q1 FY2026 Praemium Limited released its September Quarter Update for FY2026 on 21 October 2025, highlighting robust funds under administration (FUA) growth and strong inflows despite some
View noteEvent: Trading Update | Date: 2025-10-21 | Source: Cleanaway ASX Announcements Guidance Reaffirmed Amid Subdued Q1 Trading Cleanaway Waste Management (ASX: CWY) released a trading update on 21 October 2025, reconfirming its FY26 underlying EBIT guidance of $470-500 million despite challenging conditions in the September quarter. The update highlighted subdued trading, particularly
View noteEvent: October 2025 Investor Presentation | Date: 2025-10-01 | Source: Calix Investor Centre October Presentation Confirms FY25 Financials with Project Timeline Refinements Calix Limited released its October 2025 investor presentation, providing an update on financial performance and project developments without introducing new FY25 metrics. The presentation reaffirmed FY25 total revenue and other
View noteEvent: Raiz Invest Reaches Record $2 Billion FUM in Q1 FY26 | Date: 2025-10-20 | Source: ASX Announcements Record FUM Milestone and EBITDA Guidance Reaffirmed in Q1 FY26 Update Raiz Invest Limited released its Q1 FY26 activities report on 20 October 2025, highlighting record funds under management (FUM) of $2.0 billion
View note