Special & Event-Driven Picks
IHVV ETF: The Hedge That Adds Risk Instead of Removing It
Australia's most popular hedged S&P 500 fund did exactly what it promised last year. Its own fact sheet shows what that promise costs.
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Further Analysis & Commentary
The GDG Share Price Jumped 33% on a Report That Wasn’t Even an Earnings Result
Generation Development Group told the market on Thursday that it manages more money than it did a year ago. That…
WiseTech Shares: Priced Like an Average Software Stock. Isn’t One
Rating SPECULATIVE BUY Price (9 Jul 2026) A$34.58 Consensus target ~A$71 (wide range) Implied upside (consensus) ~105% Consensus (15 analysts)…
Inghams Shares Fell on Bird Flu. The Dip is Not the Bargain It Looks
Our call AVOID THE DIP Price (22 Jun 2026) A$2.01 Consensus target ~A$2.59 Our base case A$1.85 (~8% below) Coverage…
Treasury Wine Estates (ASX: TWE): Investment Analysis
Rating ACCUMULATE Price (15 Jun 2026) A$3.64 Broker target (avg) ~A$5.50 Implied upside ~51% Analyst view Split; Morningstar FV A$8.50…
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