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AU markets

Darvesh Singh

Research and disclosures focused exclusively on Australian markets.

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Australia · Company Research

CSL Was Once the ASX’s Safe Growth Story. Now It Has to Prove It Again

For years, CSL Limited (ASX:CSL) enjoyed the rarest status on the ASX: a growth company that also felt defensive. Plasma, vaccines, rare diseases, global scale, high barriers to…

Australia · Company Research

EOS Is No Longer Just a Turnaround Story

The story around Electro Optic Systems Holdings Ltd (ASX:EOS) has changed quickly. A year ago, the defence technology group was still carrying the weight of a turnaround. Now…

Australia · Company Research

Alfabs Australia Is Trying to Turn EBITDA Into Cash

Alfabs Australia Ltd (ASX:AAL) is trying to change the question investors ask about the business. For much of the past year, the obvious story was growth. The company…