Select Equities

Bega Cheese (BGA)

1H26 result > Bulk realignment earnings lift, with Branded to now drive growth

Mark Topy | Peter Meichelboeck

Institutional Research

Pro Medicus (PME)

1H26 result >The world has changed

Peter Meichelboeck

Head of Research

Select Harvests (SHV)

FY25 result update > Crop outcome the major driver achieving positive cycle returns

Mark Topy | Peter Meichelboeck

Institutional Research

NextEd Group (NXD)

Stock update > Watching, waiting, anticipating macro tailwinds to emerge

Peter Meichelboeck

Head of Research

Clover Corporation (CLV)

FY25 result update > Hitched to a couple of winners

Frida Wang

Head of China Research

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

The a2 Milk Company (A2M)

1H25 result update > Overall strategy taking shape nicely

Frida Wang

Head of China Research

Bega Cheese (BGA)

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

Mark Topy | Peter Meichelboeck

Institutional Research

Treasury Wine Estates

A missed opportunity

Frida Wang | Peter Meichelboeck

The a2 Milk Company

Aiming even higher

Unit economics v old school economics

Peter Meichelboeck

The a2 Milk Company

Company moves into its next phase of growth

US bank lending, the plateau not the precipice…

Fed policy risks and investment implications…

Treasury Wine Estates

Result leaves many questions unanswered

Frida Wang | Peter Meichelboeck

USD depreciation thesis under pressure from labour and housing headwinds…

Treasury Wine Estates

What is the board thinking about next year?

Frida Wang | Peter Meichelboeck

US debt, fiscal strain and equity market risks

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

Treasury Wine Estates

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

Frida Wang | Peter Meichelboeck

Research Coverage List

Select Equities Research

FSA Group (FSA) – Forecast Revision

Peter Meichelboeck

Select Equities 9th Annual China Conference

Select Harvests (SHV) – Forecast Revision

Pro Medicus (PME) – Forecast Revision

Peter Meichelboeck

Clover Corp (CLV) – Forecast Revision

Select Harvests (SHV) – Result Update

NextEd Group (NXD) – Result Update

Peter Meichelboeck

Clover Corp (CLV) – Result Update

Lynch Group (LGL) – Forecast Revision

Bega Cheese (BGA) – Forecast Revision

Pro Medicus (PME) – Forecast Revision

Peter Meichelboeck

Select Harvests (SHV) – Forecast Revision

Comvita Ltd (CVT.NZ) – Forecast Revision

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