FLT: Travel Giant - Transformation Takes Flight
BUY rating with $17.07 fair value vs $12.38 current price. Strong Australian market position, successful operational transformation, 38% upside potential over 18-24 months.
View noteBUY rating with $17.07 fair value vs $12.38 current price. Strong Australian market position, successful operational transformation, 38% upside potential over 18-24 months.
View noteFletcher Building trades at $2.84 vs fair value $5.56, offering 96% upside through construction cycle recovery and strategic portfolio optimization.
View noteNova Eye Medical: BUY rating, A$0.48 fair value vs A$0.14 current price (243% upside). Pre-profit MIGS specialist targeting H1FY26 breakeven with 25% revenue growth.
View noteFair value $0.84 vs current $0.72. 22% EBITDA margins, 72% government funding, 13% revenue growth. Consolidation platform in fragmented market.
View noteHOLD rating with $28.34 fair value vs $27.04 current price. Market leader in independent trustee services with 8.3% FCF yield, though regulatory overhang and fee compression limit upside.
View noteQuality gold producer with US$1,075/oz AISC trading at A$4.11 vs A$2.71 fair value. Strong operations, excessive valuation, 34% overvalued.
View notePayment processor trading at 42% discount to peers. Fair value $1.60 vs current $1.07. EBITDA margins recovering from 16.5% toward 26% through transformation programme.
View noteHOLD rating with $0.56 fair value vs $0.57 current price. Market leader in seniors' rental (18% share, 98% occupancy) executing risky all-age expansion. 35% execution failure probability creates binary outcomes.
View noteInfrastructure services leader trading at $6.89 vs $9.78 fair value following successful transformation. EBITDA margins at 10-year highs, 42% upside potential.
View noteCyclopharm trades at $0.99 vs $1.18 fair value with 85% global market share in lung imaging, 29% revenue CAGR projected through US expansion
View noteProfitable biotech rarity with 90% EPP monopoly and transformational vitiligo opportunity. Fair value $19.94 vs current $10.89 implies 83% upside. Quality score 7.9/10.
View noteCOSOL trades at $0.60 vs $0.96 fair value amid AMaaS transformation. 13.4% revenue growth forecast, 14.8% peak margins by FY28. Quality score 5.7/10, narrow moat, high execution risk.
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