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
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
Flash Note
Harvest Technology Group
ASX: HTG
Mission-Critical Connectivity: HTG’s Nodestream & NEON Play
Flash Note
X2M Connect Ltd
ASX: X2M
From Devices to Data: X2M Positioned for Profitable Scale
Flash Update
WIN Metals Ltd
ASX:WIN
Validation Over Speculation: Scoping Study Confirms WIN’s De-risked Gold Profile
Flash Note
Rhythm Biosciences Ltd
ASX:RHY
Multi-Omics, Multi-Bagger? Rhythm on the Cusp of Key Inflection Points
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