Viewpoint: Bullish
After correcting well over 30% from its 2026 high Sandfire (SFR) is coming back to life, MM asks is it time to buy?
HUB24 (HUB) focuses on the delivery of a platform which supports investors. The platform is a next-generation service with state-of-the-art portfolio management, transaction, and reporting solutions for licensees, financial advisers, accountants, stockbrokers, and institutions.
Chubb Limited is a Switzerland-based holding company. The Company, through its subsidiaries, provides a range of insurance and reinsurance products and services to clients around the world. Its segments include North America Commercial property and casualty (P&C) Insurance, North America Personal P&C Insurance, North America Agricultural Insurance, Overseas General Insurance, Global Reinsurance and Life Insurance. It offers commercial insurance products and service offerings, such as risk management programs, loss control, and engineering and complex claims management. It provides specialized insurance products to areas, such as aviation and energy. It also offers personal lines insurance coverage, including homeowners, automobile, valuables, umbrella liability and recreational marine products. In addition, it supplies personal accident, supplemental health and life insurance to individuals in select countries.
Universal Store Holdings Limited is a retailer specializing in trend-led and casual men’s and women’s fashion, shoes, accessories, lifestyle, and gifting. The Company owns a portfolio of premium youth fashion brands and omnichannel retail and wholesale businesses. The Company operates through two segments: Universal Store and CTC. The Universal Store segment trades under the Universal Store and Perfect Stranger retail banners. The CTC segment trades under the THRILLS and Worship brands. The Company operates approximately 109 physical stores across Australia in addition to online channels. It offers various types of clothing products, which include tops, shirts, jeans, dresses, hoodies and jumpers, coats and jackets, pants, skirts, shorts, underwear, swimwear, and others. Its shoe offerings include sneakers, sandals, loafers, boots, thongs, crocs, and kid’s shoes. It also offers various types of accessories, including jewelry, hats, bags, sunglasses and glasses, wallets and others.
Really bullish, there's more to go in the reflation rally
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