Austin Engineering trades at 2.7x EBITDA vs sector 9.5x median. Fair value $0.78 vs current $0.30 reflects Chilean operational recovery potential and working capital normalisation.
View noteAMP trades at $1.63 vs $1.93 fair value following successful transformation to retirement specialist. 18% upside with 4.9% yield and wide moat characteristics.
View noteAtlas Arteria trades at A$49.20 versus A$87.49 fair value, offering 75% upside through regulatory normalisation catalysts with 4.9% yield and 98% FCF conversion.
View noteTrading at $68.84 vs fair value $79.44 (15.4% upside). Gaming Operations market leader (42% share) with Interactive division scaling toward $1bn revenue by FY29. ROIC 19.2% vs WACC 10.3%.
View noteFair value $14.96 vs current $9.76. Market leader executing renewable transformation with 9.6GW pipeline. EBITDA margins expanding 13.2% to 17.7%.
View noteDeep value opportunity trading at A$1.01 vs A$3.13 fair value. HHR network dominance with 10,496 units, pending Novomatic acquisition catalyst.
View noteTrading at $0.26 vs $8.71 fair value (3,250% upside). OGPP reliability transformation to 99.4% unlocks operational leverage with 65% EBITDA margins. ECSP drilling Q2 FY26 targets 90 TJ/d new supply with 70% success probability in structurally tight market.
View noteAdairs trades at $2.59 vs $3.34 fair value (29% upside), with transformation under new CEO showing early momentum (22.6% Q1 sales growth) though Focus challenges and technology execution create 53% combined failure probability requiring disciplined risk management.
View noteHOLD rating with A$3.57 fair value vs A$6.07 current price. Dominant AV networking platform faces execution complexity and valuation premium challenges.
View noteTrading at $4.48 vs fair value $6.48, ABB shows 44.6% upside with 8.4% NBN market share, 11.6% EBITDA margins, and diversified revenue streams.
View noteLife360 rated Attractive with $92.34 fair value. Category-leading family safety platform with 65% market share, 32% revenue CAGR, expanding internationally with advertising monetisation upside.
View noteFair value $4.47 vs current $2.53 (77% upside). Australia's #5 gold producer with 7Mtpa processing capacity, 13% production CAGR, trading 22% below peers despite superior growth.
View note