- Qube Raised to Buy at UBS; PT A$4.15
- Syrah Rated New Overweight at Jarden Securities
- ARB Raised to Neutral at Macquarie; PT A$40.10
- ASX Reinstated Sell at Goldman; PT A$60
- Virgin Money GDRs Cut to Reduce at CLSA; PT A$4.18
- Worley Cut to Hold at Jefferies; PT A$16.80
- WiseTech Rated New Neutral at Redburn; PT A$90
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PULSE CHECK WEBINAR: Portfolio positioning towards FY26
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IREN consensus earnings forecasts – Source Bloomberg
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Gerrish: The correction is done, we’re positioning for what comes next
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PULSE CHECK WEBINAR: Portfolio positioning towards FY26
FY26 is shaping up as a year where strategic portfolio positioning will matter more than ever. Hear from James Gerrish & Shawn Hickman as they detail MM's current views.
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IREN consensus earnings forecasts – Source Bloomberg
Video
WATCH
Gerrish: The correction is done, we’re positioning for what comes next
The Market Matters lead portfolio manager talks the recent recovery, Trump, gold, and why he thinks there's plenty of opportunities.
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