Company moves into its next phase of growth
Frida Wang
Stock update > Watching, waiting, anticipating macro tailwinds to emerge
Peter Meichelboeck
Head of Research
FY25 result update > Hitched to a couple of winners
Frida Wang
Head of China Research
FY25 result update > NPD and GP margin expansion drive the earnings growth
Mark Topy | Peter Meichelboeck
Institutional Research
FY25 result update> Big Beautiful Result
Peter Meichelboeck
Head of Research
Stock re-initiation > It’s time to revisit this little Aussie battler
Peter Meichelboeck
Head of Research
Stock initiation > Stay focused, it is still all about the south
Tony Brinker | Peter Meichelboeck
Institutional Research
1H25 result update > Demand factors contribute to the increased earnings outlook
Mark Topy
Institutional Research
1H25 result update > Overall strategy taking shape nicely
Frida Wang
Head of China Research
1H25 result update > Customers ordering more than they thought
Frida Wang
Head of China Research
Stock update > Light at the end of the tunnel
Peter Meichelboeck
Head of Research
1H25 result update > Bulk recovery contributes to a broader positive earnings trend
Mark Topy | Peter Meichelboeck
Institutional Research
