Select Equities

Select Harvests (SHV)

Stock Update > Time to deliver as crop risk starts to recede

Peter Meichelboeck

Head of Research

Pro Medicus (PME)

Stock Update > Record renewal activity leads to a rethink

Peter Meichelboeck

Head of Research

Guzman y Gomez (GYG)

US growth optionality disappears as GYG heads for the exit

Peter Meichelboeck

Head of Research

Clover Corporation (CLV)

1H26 result > Product innovation and customer diversification pays dividends

Frida Wang

Head of China Research

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

Select Harvests Ltd

Select Equities 9th Annual China Conference

Select Harvests (SHV) – Forecast Revision

Mark Topy

Reckon (RKN) – Stock Initiation

Peter Meichelboeck

James Hardie (JHX) – Stock Initiation

Tony Brinker | Peter Meichelboeck

Pro Medicus (PME) – Forecast Revision

Peter Meichelboeck

Treasury Wine Estates (TWE) – Stock Update

Frida Wang | Peter Meichelboeck

Clover Corp (CLV) – Forecast Revision

Frida Wang

Select Harvests (SHV) – Result Update

Mark Topy

NextEd Group (NXD) – Result Update

Peter Meichelboeck

Clover Corp (CLV) – Result Update

Frida Wang

Lynch Group (LGL) – Forecast Revision

Frida Wang

Bega Cheese (BGA) – Forecast Revision

Mark Topy

Select Harvests (SHV)

Pro Medicus (PME)

Guzman y Gomez (GYG)

Clover Corporation (CLV)

Bega Cheese (BGA)

Pro Medicus (PME)

Select Harvests (SHV)

NextEd Group (NXD)

Clover Corporation (CLV)

Bega Cheese (BGA)

Pro Medicus (PME)

Solid global backdrop, but what about this year’s SHV crop?

Near-term replenishment pace critical, execution test for management

Underlying growth insufficient to support market expectations

Oil, confidence, and the real signal for ASX retail equities

A missed opportunity

Aiming even higher

Unit economics v old school economics

Company moves into its next phase of growth

US bank lending, the plateau not the precipice…

Fed policy risks and investment implications…

Result leaves many questions unanswered

USD depreciation thesis under pressure from labour and housing headwinds…

Research Coverage List

FSA Group (FSA) – Forecast Revision

Select Equities 9th Annual China Conference

Select Harvests (SHV) – Forecast Revision

Reckon (RKN) – Stock Initiation

James Hardie (JHX) – Stock Initiation

Pro Medicus (PME) – Forecast Revision

Treasury Wine Estates (TWE) – Stock Update

Clover Corp (CLV) – Forecast Revision

Select Harvests (SHV) – Result Update

NextEd Group (NXD) – Result Update

Clover Corp (CLV) – Result Update

Lynch Group (LGL) – Forecast Revision

Bega Cheese (BGA) – Forecast Revision

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