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Bega Cheese (BGA)

FY25 result update > NPD and GP margin expansion drive the earnings growth

Mark Topy | Peter Meichelboeck

Institutional Research

Pro Medicus (PME)

FY25 result update> Big Beautiful Result

Peter Meichelboeck

Head of Research

Reckon (RKN)

Stock re-initiation > It’s time to revisit this little Aussie battler

Peter Meichelboeck

Head of Research

James Hardie (JHX)

Stock initiation > Stay focused, it is still all about the south

Tony Brinker | Peter Meichelboeck

Institutional Research

Select Harvests (SHV)

1H25 result update > Demand factors contribute to the increased earnings outlook

Mark Topy

Institutional Research

The a2 Milk Company (A2M)

1H25 result update > Overall strategy taking shape nicely

Frida Wang

Head of China Research

Clover Corporation (CLV)

1H25 result update > Customers ordering more than they thought

Frida Wang

Head of China Research

NextEd Group (NXD)

Stock update > Light at the end of the tunnel

Peter Meichelboeck

Head of Research

Bega Cheese (BGA)

1H25 result update > Bulk recovery contributes to a broader positive earnings trend

Mark Topy | Peter Meichelboeck

Institutional Research

Pro Medicus (PME)

1H25 result > Record year of contract wins underpins strong LT growth outlook

Peter Meichelboeck

Head of Research

Select Harvests (SHV)

FY24 Result > Almond pricing strengthens FY25, with China sales mix benefit

Mark Topy | Peter Meichelboeck

Institutional Research

The a2 Milk Company

Company moves into its next phase of growth

Frida Wang
Treasury Wine Estates

Result leaves many questions unanswered

Frida Wang | Peter Meichelboeck
On the Brink

USD depreciation thesis under pressure from labour and housing headwinds…

Tony Brinker
Treasury Wine Estates

What is the board thinking about next year?

Frida Wang | Peter Meichelboeck
On the Brink

US debt, fiscal strain and equity market risks

Tony Brinker
China Research

Direct feedback from China on key stocks, incl A2M/TWE/BRG

Frida Wang
Treasury Wine Estates

E-commerce sales the best proxy for Chinese consumer demand for Penfolds

Frida Wang | Peter Meichelboeck
China Research

Channel inventories still the key to watch

Frida Wang
On the Brink

Australian CPI & ASX sector opportunities…

Tony Brinker
On the Brink

Trade Wars: history lessons from Smoot-Hawley…

Tony Brinker
On the Brink

Trump tariffs: the economic and market impact

Tony Brinker
On the Brink

US inflation, outlook for core PCE and policy…

Tony Brinker

Research Coverage List

Select Equities Research

Pro Medicus (PME) – Forecast Revision

Peter Meichelboeck

Clover Corp (CLV) – Forecast Revision

Frida Wang

Lynch Group (LGL) – Forecast Revision

Frida Wang

Bega Cheese (BGA) – Forecast Revision

Mark Topy

Pro Medicus (PME) – Forecast Revision

Peter Meichelboeck

Select Harvests (SHV) – Forecast Revision

Mark Topy

Comvita Ltd (CVT.NZ) – Forecast Revision

Mark Topy

Pro Medicus (PME) – Forecast Revision

Peter Meichelboeck

Lynch Group (LGL) – Result Update

Frida Wang

Select Harvests (SHV) – Forecast Revision

Mark Topy

Pro Medicus (PME) – Result Preview

Peter Meichelboeck

The a2 Milk Company (A2M) – Forecast Revision

Frida Wang

Select Equities 8th Annual China Conference

Select Equities is an independently owned, research driven Australian institutional stockbroker. The firm was established in 2002, and is rated highly by its clients and peers for its skills, experience and integrity.

The company conducts high quality, differentiated research on a broad selection of ASX and regionally listed stocks, and is constantly searching for new opportunities to add alpha to its clients’ portfolios.

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