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COMPANY

Wisetech Global (WTC) (WTC)

Bullish
Wisetech Global (WTC) designs and develops cloud-based logistics software solutions. The Company offers forwarding, custom clearance, liner and agency, warehousing, and land transport solutions. Wisetech Global operates worldwide.
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COMPANY

Telix Pharma Ltd (TLX) (TLX)

Bullish
Telix Pharmaceuticals Limited is a radiopharmaceutical company focused on the development of diagnostic and therapeutic products using Molecularly Targeted Radiation (MTR) to treat cancer. In MTR therapy, a radionuclide is attached to a targeting agent such as a small molecule or antibody. This targeting agent specifically binds to tumors and delivers a radioactive payload in a selective way. The radioactive payload can either be diagnostic (for imaging) or therapeutic, or both. Its lead programs include TLX591-CDx (Illuccix) / TLX591 for diagnosis and treatment of metastatic castrate-resistant prostate cancer, TLX250-CDx/TLX250 for diagnosis and treatment of renal (kidney) cancer, TLX101-CDx / TLX101 for diagnosis and treatment of glioblastoma (brain cancer), and TLX66-CDx (Scintimun) / TLX66 for the treatment of bone marrow conditioning and rare diseases.
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COMPANY

Reece (REH) (REH)

Bullish
Reece (REH) operates as a plumbing, building and hardware merchant throughout Australia. The Company offers a variety of bathroom, kitchen and laundry products through its national stores and showrooms. Reece's products are utilized by plumbers, consumers, architects, builders and interior designers.
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COMPANY

Zillow (ZG US) (ZG US)

Bullish
Zillow Group, Inc. helps people find and get the home they want by connecting them with digital solutions, partners, and agents, and buying, selling, financing, and renting experiences. The Company’s affiliates, subsidiaries and brands include Zillow, Zillow Premier Agent, Zillow Home Loans, Trulia, Out East, StreetEasy, HotPads, ShowingTime+, Spruce, and Follow Up Boss. It provides integrated transaction experience for movers through Zillow, its network of partners, its affiliated brands, and through a comprehensive suite of marketing software and technology solutions for the real estate industry, including Spruce, Mortech, New Home Feed, ShowingTime+ and Follow Up Boss. Its services are primarily designed for buyers, sellers, partners, renters, and borrowers. For customers who are focused on buying new construction homes, it connects them with its home builder partners. Its rentals marketplace assists its partners with listings, advertising, leasing, and property management services.
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COMPANY

Harvey Norman (HVN) (HVN)

Neither
Electrical, furniture and bedding retail giant, Harvey Norman, comprises bricks-and-mortar stores (owned and operated in Australia by independent franchisees) and its multi-award winning online operations, which launched in 2011. Established in the early 1960s as a sole electrical appliance store located in Sydney, Harvey Norman now boasts almost 300 stores globally, including New Zealand, Asia, the UK and Europe. Chairman Gerry Harvey is a well-recognised Australian businessman and go-to source for media seeking commentary about the country’s economic, business and social issues. The retailer is known for its favourable customer credit terms, customer service and the iconic ‘Go, Harvey Norman, Go!’ marketing jingle.
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COMPANY

Temple & Webster (TPW) (TPW)

Neither
Temple & Webster Group Limited operates an online shopping club. The Company offers its members with an access to furniture, homewares, home decor, arts, gifts, and lifestyle products. Temple & Webster group serves customers in Australia.
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Income Report: Asset allocation framework when targeting income
COMPANY

JB Hi-Fi (JBH) (JBH)

Neither
JB Hi-Fi (JBH) is a retail network of more than 300 stores across Australia & NZ, as well as online offering selling home entertainment goods and electronics. It operates the JB Hi-Fi & the Good Guys brands.
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COMPANY

Super Retail Group (SUL) (SUL)

Bullish
Super Retail Group (SUL)  operates a chain of retail stores throughout Australia. The Stores sells a wide range of automotive parts and accessories, tools, camping products, gardening and outdoor  equipment and boating equipment throughout Australia and New Zealand. Brands include Macpac, Rebel, Super Cheap Auto & BCF 
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COMPANY

Suncorp (SUN) (SUN)

Bullish
One of the country’s largest providers of business financial services and now more than a century old, Suncorp works to sustainably and responsibly help Australians reach their goals. Through some of the most recognised brands (think AAMI, GIO, Apia and Bingle just to name a few) in Australia and NZ, the company provides insurance, banking (Suncorp Bank) and wealth products and services.
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suncorp
COMPANY

Light & Wonder Inc (LNW) (LNW)

Bullish
Light & Wonder, Inc. is a cross-platform global games company with a focus on content and digital markets. The Company's segments include Gaming, SciPlay and iGaming. The Gaming segment designs, develops, manufactures, markets and distributes a comprehensive portfolio of gaming content, products and services. The Company provides its gaming portfolio of products and services to commercial casinos, Native American casinos, wide-area gaming operators such as licensed betting offices (LBOs), arcade and bingo operators in the United Kingdom and continental Europe, and government agencies and their affiliated operators. The SciPlay segment is a developer and publisher of digital games on mobile and Web platforms. The SciPlay segment operates primarily in the social gaming market and hyper-casual space. The iGaming segment provides a comprehensive suite of digital gaming content, distribution platforms, player account management systems, as well as various other iGaming content and services.
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Income Report: Asset allocation framework when targeting income
COMPANY

ANZ Capital Notes 6 (AN3PI) (AN3PI)

Bullish
This ANZ Hybrid security (CBAPI) was issued with a 3.00% margin over the 90 day bank bill and is considered a lower risk, lower yield offer. First call date on this security is 20 March 2028.
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Income Report: Asset allocation framework when targeting income
COMPANY

Bapcor (BAP) (BAP)

Neither
Bapcor (BAP) retails aftermarket parts & accessories for cars and other vehicles. It operates in Australia, New Zealand and Thailand.
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COMPANY

Qoria Ltd (QOR) (QOR)

Neither
Qoria Limited is an Australia-based technology company. The principal activities of the Company include sales and distribution, marketing, and customer support of its suite of cyber safety products and services. It has four operating segments, being the provision of educational technology services in Australia and New Zealand (ANZ), the United Kingdom (UK), the United States of America (USA), and Europe. It offers a suite of cyber safety products and services through its key distribution channels, as well as the provision of ongoing customer support services and continual improvement and upgrade of its services. Its comprehensive suite of child digital safety and wellbeing solutions, including real-time technologies, advanced reporting and education and training programs. Its solutions include classroom Internet management, granular reporting, proactive risk monitoring, real-time wellbeing, student education, staff engagement, parental empowerment, content filtering, and firewall.
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Income Report: Asset allocation framework when targeting income
COMPANY

Charter Hall Group (CHC) (CHC)

Neither
Charter Hall Group (CHC) develops commercial, residential and industrial property. The company also manages a number of real estate investment funds, both listed and unlisted.
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COMPANY

Mirvac Group (MGR) (MGR)

Neither
Mirvac Group (MGR) is a property group involved in both the development and management of office, retail and industrial property assets. All of it's assets and projects are in Australia.
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COMPANY

Stockland (SGP) (SGP)

Neither
Stockland (SGP) develops and manages a property portfolio across residential, retail, retirement, office and industrial assets. The broad exposure diversifies earnings, however it's portfolio is domestic only.
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Income Report: Asset allocation framework when targeting income
COMPANY

GPT Group (GPT) (GPT)

Neither
GPT Group is an active owner and manager of a diversified portfolio of Australian retail, office and industrial property assets. The Group's property portfolio include the MLC Centre, Australia Square, Rouse Hill Town Centre and Melbourne Central.
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Income Report: Asset allocation framework when targeting income
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