Deep value opportunity at $0.41 vs $2.49 fair value. EBITDA margins recovering from 13.1% trough. Canadian operations prove model works with 4.4% SSS growth.
View noteHOLD rating with $13.07 fair value vs $10.94 current price. Partnership income surged 202% to 38% of profit. 6.7% dividend yield with transformation execution risk.
View noteHOLD rating with $0.40 fair value vs $0.37 current price. Strong 20.5% ROIC and underground expansion offset by peak cycle positioning and execution risks.
View noteLycopodium trades at $12.00 vs fair value $16.62, offering 38.5% upside through technical differentiation, SAXUM integration, and critical minerals recovery with 32.8% ROIC.
View noteHOLD rating with A$14.73 fair value vs A$14.61 current price. Strategic HRE monopoly outside China driving 32% EBITDA margins by FY27, though Malaysian regulatory renewal March 2026 creates binary risk.
View noteHOLD rating with $122.30 fair value vs $149 current price. Wide moat gaming platform with 7.5% revenue CAGR and 39% EBITDA margins, though 18% overvalued.
View noteLGI trades at $3.50 vs $1.37 fair value. Market leader with 65% share, 19.7% revenue CAGR, expanding 21MW to 56MW by FY30.
View noteDeep value opportunity with 361% upside potential. Fair value $3.55 vs current $0.77. EBITDA margins recovering to 12% through transport cycle normalisation and integration synergies.
View notePNG's digital banking leader trading at 75% discount to PGK 6.40 fair value, offering 32% expected returns with strong fundamentals and multiple catalysts
View noteFair value $12.17 vs current $11.15 implies 9.1% upside. Wide moat professional services consolidator with 80+ acquisitions, 30.7% EBITDA margins, international expansion optionality.
View noteJohns Lyng Group trades at 18.3% discount to $4.66 fair value, positioned at CAT revenue trough with defensive BaU growth and strategic platform expansion opportunities.
View noteMarket-leading retailer with 35.2% ROIC trading at fair value $67.02, facing e-commerce disruption whilst maintaining exceptional operational efficiency and 25% market share.
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