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AU markets

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Research and disclosures focused exclusively on Australian markets.

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Australia · Company Research

Meridian Energy’s Winter Setup Looks Very Different From Last Year

The weather has given Meridian Energy (ASX:MEZ) a cleaner story than it had a year ago. That does not make the story simple. New Zealand’s largest renewable electricity…

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…

Australia · Company Research

Alfabs Australia’s FY27 Setup Now Carries the Story

Alfabs Australia Limited (ASX:AAL) is not giving investors a clean little growth story. It is giving them something messier, and probably more interesting: a business that has spent…