Equity research
Our research covers operational updates, material events, upcoming catalysts, and a valuation framework.
They are written by our in-house analyst, Stefan Tan, CFA. To access the data room, click on a report and enter your email address. You will receive an access code by email.
Flash Note
Excite Technology
ASX: EXT
Priced for Distress, Built for Re-Rating: The Case for EXT
Flash Note
Kuniko
ASX: KNI
Bonanza Grades, Freshly Recapitalised, Resource Due December: The KNI Re-Rating Trade
Client Update
Firebrick Pharma
ASX: FRE
Higher Bar, Bigger Market, Bigger Channel: FRE's Triple Catalyst
Flash Note
Recce Pharmaceuticals Ltd
ASX: RCE
RCE: From Indonesia Phase 3 Readout to MENA Monetisation
Flash Note
Alcidion Group Ltd
ASX: ALC
ALC: From Contract Wins to Run-rate Growth and Better Margins
Flash Note
ClearVue Technologies Ltd
ASX: CPV
ClearVue’s Inflection Window: De-risked Commercial Play in Sight
Flash Update
Rhythm Biosciences Ltd
ASX: RHY
RHY Execution: ColoSTAT® Moving Beyond Data to Adoption
Flash Note
ReNerve Ltd
ASX: RNV
From Approvals to Adoptions: ReNerve’s Next Growth Chapter
Flash Update
Arovella Therapeutics Ltd
ASX: ALA
From Concept to Clinic: Reframing the ALA Opportunity
Flash Note
TruScreen Group
ASX: TRU
Cheap Sensors, Big TAM: The Consumable Engine Behind TruScreen
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