Health: Strong

mys

MYS: Regional Banking Consolidator - Merger Math Meets Reality Check

Updated 8 Oct 2025

HOLD rating with $4.73 fair value vs $4.25 current price. Regional bank executing Auswide merger targeting $20-25m synergies, 11.3% upside potential.

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lov

LOV: Fast-Fashion Jewellery Giant - Margin Mirage Meets Reality Check

Updated 8 Oct 2025

Strong sell recommendation with 47% downside to $21.77 fair value. Exceptional margins unsustainable as competition intensifies.

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jin

JIN: Digital Lottery Leader - Contract Cliff Countdown Begins

Updated 8 Oct 2025

Jumbo Interactive trades at $11.39 vs $10.37 fair value. Strong 47% margins offset by 69% TLC dependency and 2030 renewal risk.

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gyg

GYG: Mexican QSR Leader - Clean Food, Dirty Valuation

Updated 8 Oct 2025

High-quality Australian restaurant business with 45% market share trading at 35% premium to $16.22 fair value, requiring extraordinary execution to justify current pricing

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bhp

BHP: Mining Colossus - Copper's Crown, Iron's Throne

Updated 8 Oct 2025

Fair value AUD 51.35 vs current AUD 41.96 (22% upside). Industry-leading cost position with strategic pivot to future-facing commodities. Quality score 7.76/10.

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