Daily Market Reports | Dec 01 2025
This story features AROA BIOSURGERY LIMITED, and other companies.
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The company is included in ALL-ORDS
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COMPANIES DISCUSSED IN THIS ISSUE
Click on a symbol for fast access.
The number next to the symbol represents the number of brokers covering it for this report -(if more than 1)
ARX CAR CEN FPH (2) GGP GNE HLS HVN IDX IPG KCN (2) MAQ (2) MTO OCL OMA RHC SEK SHL SHV SNT TPW (2) VAU (2) WAF WEB (2)
ARX AROA BIOSURGERY LIMITED
Pharmaceuticals & Biotech/Lifesciences – Overnight Price: $0.66
Canaccord Genuity rates ((ARX)) as Buy (1) –
Aroa Biosurgery has delivered a first half result that was in line with expectations. Canaccord Genuity highlights the maintenance of guidance despite a softer outlook from the Tela Bio result.
The investor briefing focused on the quality and usability of the Ovitex product suite and the broker believes the company is taking the right actions to set the Tela Bio business up for longer-term success.
No changes were made to forecasts and Canaccord Genuity assesses the stock is “cheap”, maintaining a Buy rating. Target unchanged at 90c.
This report was published on November 25, 2025.
Target price is $0.90 Current Price is $0.66 Difference: $0.24
If ARX meets the Canaccord Genuity target it will return approximately 36% (excluding dividends, fees and charges).
This company reports in NZD. All estimates have been converted into AUD by FNArena at present FX values.
Market Sentiment: 1.0
All consensus data are updated until yesterday. FNArena’s consensus calculations require a minimum of three sources
CAR CAR GROUP LIMITED
Automobiles & Components – Overnight Price: $34.77
Jarden rates ((CAR)) as Upgrade to Neutral from Underweight (3) –
Following the recent underperformance of CAR Group, Jarden upgrades to Neutral, lifting the target to $34.65 from $34.00. This reflects the current exchange rates amid unfavourable movements in Korea and favourable movements in the US and Brazil.
The upgrade also reflects long-term forecasts for Korea to reflect higher long-term guarantee penetration of 80%.
The stock has a highest degree of earnings certainty in the broker’s online classifieds coverage, trading at 30.2x FY26 estimated earnings.
Listing volumes can continue to track as expected with new vehicle sales in Australia growing by 2.4% in October.
This report was published on November 25, 2025.
Target price is $34.65 Current Price is $34.77 Difference: minus $0.12 (current price is over target).
If CAR meets the Jarden target it will return approximately minus 0% (excluding dividends, fees and charges – negative figures indicate an expected loss).
Current consensus price target is $42.15, suggesting upside of 21.2%(ex-dividends)
The company’s fiscal year ends in June.
Forecast for FY26:
Jarden forecasts a full year FY26 dividend of 90.00 cents and EPS of 111.80 cents.
At the last closing share price the estimated dividend yield is 2.59%.
At the last closing share price the stock’s estimated Price to Earnings Ratio (PER) is 31.10.How do these forecasts compare to market consensus projections?
Current consensus EPS estimate is 110.8, implying annual growth of 51.9%.
Current consensus DPS estimate is 87.8, implying a prospective dividend yield of 2.5%.
Current consensus EPS estimate suggests the PER is 31.4.
Forecast for FY27:
Jarden forecasts a full year FY27 dividend of 99.00 cents and EPS of 124.30 cents.
At the last closing share price the estimated dividend yield is 2.85%.
At the last closing share price the stock’s estimated Price to Earnings Ratio (PER) is 27.97.How do these forecasts compare to market consensus projections?
Current consensus EPS estimate is 126.1, implying annual growth of 13.8%.
Current consensus DPS estimate is 99.8, implying a prospective dividend yield of 2.9%.
Current consensus EPS estimate suggests the PER is 27.6.
Market Sentiment: 0.8
All consensus data are updated until yesterday. FNArena’s consensus calculations require a minimum of three sources
CEN CONTACT ENERGY LIMITED
Infrastructure & Utilities – Overnight Price: $8.37
Jarden rates ((CEN)) as Overweight (2) –
Contact Energy set a FY31 EBITDAF (EBITDA plus financial instruments fair value movements) target of NZ$1.3-1.4bn compared with FY26 guidance of NZ$980m, Jarden notes.
A new 50MW geothermal project plus an extra 100MW longer-dated geo was also confirmed.
The broker estimates dividend-capable cash flow to rise to NZ79c per share by FY31 from NZ52cps in FY26, making the NZ50c-plus FY31 target look conservative.
Overweight maintained. Target unchanged at NZ$10.85.
This report was published on November 25, 2025.
Current Price is $8.37. Target price not assessed.
The company’s fiscal year ends in June.
Forecast for FY26:
Jarden forecasts a full year FY26 EPS of 28.97 cents.
At the last closing share price the stock’s estimated Price to Earnings Ratio (PER) is 28.89.
Forecast for FY27:
Jarden forecasts a full year FY27 EPS of 30.96 cents.
At the last closing share price the stock’s estimated Price to Earnings Ratio (PER) is 27.03.
This company reports in NZD. All estimates have been converted into AUD by FNArena at present FX values.
Market Sentiment: 0.5
All consensus data are updated until yesterday. FNArena’s consensus calculations require a minimum of three sources
FPH FISHER & PAYKEL HEALTHCARE CORPORATION LIMITED
Medical Equipment & Devices – Overnight Price: $33.34
Canaccord Genuity rates ((FPH)) as Buy (1) –
Fisher & Paykel Healthcare beat expectations in its first half results, and now targets 12-25% growth over FY26. Canaccord Genuity notes hospital sales beat across all categories while homecare slightly lagged its estimates.
Structural tailwinds are still expected from the sleep apnoea industry and the broker envisages a range of new drivers will come into contention as the high flow nasal cannula modality evolves across respiratory indications and care settings.
The broker retains a Buy rating with a target of $37.58.
This report was published on November 26, 2025.
Target price is $37.58 Current Price is $33.34 Difference: $4.24
If FPH meets the Canaccord Genuity target it will return approximately 13% (excluding dividends, fees and charges).
Current consensus price target is $37.00, suggesting upside of 11.0%(ex-dividends)
The company’s fiscal year ends in March.
Forecast for FY26:
Canaccord Genuity forecasts a full year FY26 dividend of 43.46 cents and EPS of 65.18 cents.
At the last closing share price the estimated dividend yield is 1.30%.
At the last closing share price the stock’s estimated Price to Earnings Ratio (PER) is 51.15.How do these forecasts compare to market consensus projections?
Current consensus EPS estimate is 66.8, implying annual growth of N/A.
Current consensus DPS estimate is 43.9, implying a prospective dividend yield of 1.3%.
Current consensus EPS estimate suggests the PER is 49.9.
Forecast for FY27:
Canaccord Genuity forecasts a full year FY27 dividend of 48.89 cents and EPS of 74.87 cents.
At the last closing share price the estimated dividend yield is 1.47%.
At the last closing share price the stock’s estimated Price to Earnings Ratio (PER) is 44.53.How do these forecasts compare to market consensus projections?
Current consensus EPS estimate is 78.4, implying annual growth of 17.4%.
Current consensus DPS estimate is 52.1, implying a prospective dividend yield of 1.6%.
Current consensus EPS estimate suggests the PER is 42.5.
This company reports in NZD. All estimates have been converted into AUD by FNArena at present FX values.
Market Sentiment: 0.5
All consensus data are updated until yesterday. FNArena’s consensus calculations require a minimum of three sources
Jarden rates ((FPH)) as Neutral (3) –
Fisher & Paykel Healthcare delivered a strong 1H26 result, assesses Jarden, with revenue and mix broadly in line but earnings (EBIT) around 5% ahead on better margins and currency hedging.
The broker highlights Hospital as the standout, driven by strong hardware demand, double-digit invasive ventilation (IV) consumables growth and continued expansion in New Applications.
Homecare performed as the analysts expected, with cycling effects and some device pull-forward tempering growth.
Guidance for profit was raised by NZ$20m, reflecting consumables outperformance, margin gains and opex leverage, explain the analysts, with flu season dynamics determining the range outcome.
Neutral. Target edges up to NZ$39.30 from NZ$38.90.
This report was published on November 26, 2025.
Current Price is $33.34. Target price not assessed.
Current consensus price target is $37.00, suggesting upside of 11.0%(ex-dividends)
The company’s fiscal year ends in March.
Forecast for FY26:
Jarden forecasts a full year FY26 dividend of 44.36 cents and EPS of 71.16 cents.
At the last closing share price the estimated dividend yield is 1.33%.
At the last closing share price the stock’s estimated Price to Earnings Ratio (PER) is 46.85.How do these forecasts compare to market consensus projections?
Current consensus EPS estimate is 66.8, implying annual growth of N/A.
Current consensus DPS estimate is 43.9, implying a prospective dividend yield of 1.3%.
Current consensus EPS estimate suggests the PER is 49.9.
Forecast for FY27:
Jarden forecasts a full year FY27 dividend of 50.70 cents and EPS of 81.84 cents.
At the last closing share price the estimated dividend yield is 1.52%.
At the last closing share price the stock’s estimated Price to Earnings Ratio (PER) is 40.74.How do these forecasts compare to market consensus projections?
Current consensus EPS estimate is 78.4, implying annual growth of 17.4%.
Current consensus DPS estimate is 52.1, implying a prospective dividend yield of 1.6%.
Current consensus EPS estimate suggests the PER is 42.5.
This company reports in NZD. All estimates have been converted into AUD by FNArena at present FX values.
Market Sentiment: 0.5
All consensus data are updated until yesterday. FNArena’s consensus calculations require a minimum of three sources
GGP GREATLAND RESOURCES LIMITED
Gold & Silver – Overnight Price: $7.55
Jarden rates ((GGP)) as Downgrade to Neutral from Overweight (3) –
Greatland Resources intends to release outcomes from the Havieron feasibility study early in December, which Jarden notes will mark the first material update on the project since the 2024 admission document.
The broker accounts for potential scope changes, significant capital expenditure inflation and a longer development schedule. First production is still expected in FY28 but the forecast ramp up profile is lengthened.
Underground mining costs are expected to reflect ongoing industry cost pressures. Jarden’s -$70/t real underground mining cost forecast now is 40% higher than the 2024 company estimate.
Rating is downgraded to Neutral from Overweight as despite Havieron being one of the best undeveloped projects in Australia, the economics have been reduced. Jarden lowers the target to $5.50 from $6.90.
This report was published on November 26, 2025.
Target price is $5.50 Current Price is $7.55 Difference: minus $2.05 (current price is over target).
If GGP meets the Jarden target it will return approximately minus 27% (excluding dividends, fees and charges – negative figures indicate an expected loss).
Current consensus price target is $10.50, suggesting upside of 39.1%(ex-dividends)
The company’s fiscal year ends in June.
Forecast for FY26:
Jarden forecasts a full year FY26 dividend of 0.00 cents and EPS of 80.00 cents.
At the last closing share price the stock’s estimated Price to Earnings Ratio (PER) is 9.44.How do these forecasts compare to market consensus projections?
Current consensus EPS estimate is 88.0, implying annual growth of 38.4%.
Current consensus DPS estimate is N/A, implying a prospective dividend yield of N/A.
Current consensus EPS estimate suggests the PER is 8.6.
Forecast for FY27:
Jarden forecasts a full year FY27 dividend of 0.00 cents and EPS of 60.00 cents.
At the last closing share price the stock’s estimated Price to Earnings Ratio (PER) is 12.58.How do these forecasts compare to market consensus projections?
Current consensus EPS estimate is 51.3, implying annual growth of -41.7%.
Current consensus DPS estimate is N/A, implying a prospective dividend yield of N/A.
Current consensus EPS estimate suggests the PER is 14.7.
Market Sentiment: 1.0
All consensus data are updated until yesterday. FNArena’s consensus calculations require a minimum of three sources
GNE GENESIS ENERGY LIMITED
Infrastructure & Utilities – Overnight Price: $2.12
Jarden rates ((GNE)) as Buy (1) –
Genesis Energy’s Investor Day reaffirmed progress toward its Gen28 strategy, highlights Jarden, with FY28 earnings (EBITDA) targeted in the high NZ$500m range but there was limited clarity on post-FY28 growth.
The broker believes dividend potential could rise meaningfully by FY28 as free cash flow improves with higher earnings and stable interest, working capital and capex settings.
Management retained FY26 earnings guidance while outlining execution plans to lift gross margin and maintain opex discipline through FY28.
Jarden retains a Buy rating and NZ$3.01 target.
This report was published on November 26, 2025.
Current Price is $2.12. Target price not assessed.
The company’s fiscal year ends in June.
Forecast for FY26:
Jarden forecasts a full year FY26 EPS of 9.96 cents.
At the last closing share price the stock’s estimated Price to Earnings Ratio (PER) is 21.29.
Forecast for FY27:
Jarden forecasts a full year FY27 EPS of 10.14 cents.
At the last closing share price the stock’s estimated Price to Earnings Ratio (PER) is 20.91.
This company reports in NZD. All estimates have been converted into AUD by FNArena at present FX values.
Market Sentiment: 0.0
All consensus data are updated until yesterday. FNArena’s consensus calculations require a minimum of three sources
HLS HEALIUS LIMITED
Healthcare services – Overnight Price: $0.98
Jarden rates ((HLS)) as Underweight (4) –
Jarden observes strong Diagnostic Imaging industry momentum into FY26, with Medicare benefits up 8.6% across the four months to October and MRI growth accelerating following deregulation.
The broker notes CT activity is also robust, with volumes up 7.5% excluding lung screening, suggesting a stronger-than-expected start for the National Lung Cancer Screening Program.
Pathology trends remain weak due to B12 and urine test funding cuts, which are weighing on sector growth and margins, explain the analysts.
Jarden highlights Healius and Australian Clinical Labs ((ACL)) as most exposed while Sonic Healthcare and Integral Diagnostics benefit from greater Diagnostic Imaging leverage.
October 2025 Medicare benefits suggest slight downside risk to the broker’s 1H26 pathology revenue growth estimate of 4.1% for Healius. Underweight. Target 81c.
This report was published on November 26, 2025.
Target price is $0.81 Current Price is $0.98 Difference: minus $0.17 (current price is over target).
If HLS meets the Jarden target it will return approximately minus 17% (excluding dividends, fees and charges – negative figures indicate an expected loss).
Current consensus price target is $0.84, suggesting downside of -14.3%(ex-dividends)
The company’s fiscal year ends in June.
Forecast for FY26:
Jarden forecasts a full year FY26 dividend of 0.00 cents and EPS of 1.30 cents.
At the last closing share price the stock’s estimated Price to Earnings Ratio (PER) is 75.38.How do these forecasts compare to market consensus projections?
Current consensus EPS estimate is 3.3, implying annual growth of N/A.
Current consensus DPS estimate is 0.5, implying a prospective dividend yield of 0.5%.
Current consensus EPS estimate suggests the PER is 29.7.
Forecast for FY27:
Jarden forecasts a full year FY27 dividend of 1.70 cents and EPS of 3.00 cents.
At the last closing share price the estimated dividend yield is 1.73%.
At the last closing share price the stock’s estimated Price to Earnings Ratio (PER) is 32.67.How do these forecasts compare to market consensus projections?
Current consensus EPS estimate is 5.7, implying annual growth of 72.7%.
Current consensus DPS estimate is 1.5, implying a prospective dividend yield of 1.5%.
Current consensus EPS estimate suggests the PER is 17.2.
Market Sentiment: 0.0
All consensus data are updated until yesterday. FNArena’s consensus calculations require a minimum of three sources
HVN HARVEY NORMAN HOLDINGS LIMITED
Consumer Electronics – Overnight Price: $6.94
Jarden rates ((HVN)) as Overweight (2) –
Jarden assesses a strong AGM update from Harvey Norman, with year-to-date sales up 9% year-on-year as market share gains, structural tailwinds and a supportive replacement cycle keep momentum intact.
The broker sees upside risk to forecasts given positive Cyber-period reads, favourable mix, rational franchisee margins, and continued gains across Australia and New Zealand.
Regional performance in Ireland, Slovenia and Croatia is improving, note the analysts.
Jarden views Harvey Norman as past the cycle trough, with earnings leverage, housing support and a strong balance sheet pointing to further upside into FY26.
Overweight rating maintained and target raised to $7.60 from $6.70.
This report was published on November 26, 2025.
Target price is $7.60 Current Price is $6.94 Difference: $0.66
If HVN meets the Jarden target it will return approximately 10% (excluding dividends, fees and charges).
Current consensus price target is $7.48, suggesting upside of 7.8%(ex-dividends)
The company’s fiscal year ends in June.
Forecast for FY26:
Jarden forecasts a full year FY26 dividend of 29.00 cents and EPS of 41.80 cents.
At the last closing share price the estimated dividend yield is 4.18%.
At the last closing share price the stock’s estimated Price to Earnings Ratio (PER) is 16.60.How do these forecasts compare to market consensus projections?
Current consensus EPS estimate is 39.1, implying annual growth of -5.9%.
Current consensus DPS estimate is 30.2, implying a prospective dividend yield of 4.4%.
Current consensus EPS estimate suggests the PER is 17.7.
Forecast for FY27:
Jarden forecasts a full year FY27 dividend of 32.00 cents and EPS of 48.20 cents.
At the last closing share price the estimated dividend yield is 4.61%.
At the last closing share price the stock’s estimated Price to Earnings Ratio (PER) is 14.40.How do these forecasts compare to market consensus projections?
Current consensus EPS estimate is 43.5, implying annual growth of 11.3%.
Current consensus DPS estimate is 34.0, implying a prospective dividend yield of 4.9%.
Current consensus EPS estimate suggests the PER is 16.0.
Market Sentiment: 0.2
All consensus data are updated until yesterday. FNArena’s consensus calculations require a minimum of three sources
IDX INTEGRAL DIAGNOSTICS LIMITED
Healthcare services – Overnight Price: $2.64
Jarden rates ((IDX)) as Buy (1) –
Jarden observes strong Diagnostic Imaging industry momentum into FY26, with Medicare benefits up 8.6% across the four months to October and MRI growth accelerating following deregulation.
The broker notes CT activity is also robust, with volumes up 7.5% excluding lung screening, suggesting a stronger-than-expected start for the National Lung Cancer Screening Program.
Pathology trends remain weak due to B12 and urine test funding cuts, which are weighing on sector growth and margins, explain the analysts.
Jarden highlights Healius and Australian Clinical Labs ((ACL)) as most exposed while Sonic Healthcare and Integral Diagnostics benefit from greater Diagnostic Imaging leverage.
Medicare DI growth of 8.6% is broadly in line with Jarden’s 1H26 revenue expectations for Integral Diagnostics, supported by share gains from newly licensed MRI capacity. Target $3.30. Buy.
This report was published on November 26, 2025.
Target price is $3.30 Current Price is $2.64 Difference: $0.66
If IDX meets the Jarden target it will return approximately 25% (excluding dividends, fees and charges).
Current consensus price target is $3.57, suggesting upside of 35.1%(ex-dividends)
Forecast for FY26:
Current consensus EPS estimate is 13.3, implying annual growth of 775.0%.
Current consensus DPS estimate is 8.7, implying a prospective dividend yield of 3.3%.
Current consensus EPS estimate suggests the PER is 19.8.
Forecast for FY27:
Current consensus EPS estimate is 15.9, implying annual growth of 19.5%.
Current consensus DPS estimate is 10.1, implying a prospective dividend yield of 3.8%.
Current consensus EPS estimate suggests the PER is 16.6.
Market Sentiment: 1.0
All consensus data are updated until yesterday. FNArena’s consensus calculations require a minimum of three sources
IPG IPD GROUP LIMITED
Industrial Sector Contractors & Engineers – Overnight Price: $3.85
Moelis rates ((IPG)) as Buy (1) –
Moelis notes IPD Group’s trading update with 1H26 guidance implies earnings (EBITDA) of $24.8m to $25.3m and EBIT of $21.1m to $21.6m, up 6.1% and 5.7% versus a year earlier at midpoint.
Management cited building momentum and a positive FY26 growth outlook. The analyst highlights recovery across end markets, strong order book growth, and a growing opportunity pipeline, with earlier CMI investments starting to bear fruit.
FY26 to FY28 EPS forecasts lifted by 3%, 1%, and 1%, respectively, reflecting stronger FY26 trading to date.
Rating is retained at Buy and target price is increased to $4.83 from $4.74. The broker adds construction demand momentum and rising non residential and infrastructure work support continued growth through FY26.
This report was published on November 27, 2025.
Target price is $4.83 Current Price is $3.85 Difference: $0.98
If IPG meets the Moelis target it will return approximately 25% (excluding dividends, fees and charges).
The company’s fiscal year ends in June.
Forecast for FY26:
Moelis forecasts a full year FY26 dividend of 13.90 cents and EPS of 27.80 cents.
At the last closing share price the estimated dividend yield is 3.61%.
At the last closing share price the stock’s estimated Price to Earnings Ratio (PER) is 13.85.
Forecast for FY27:
Moelis forecasts a full year FY27 dividend of 14.90 cents and EPS of 29.80 cents.
At the last closing share price the estimated dividend yield is 3.87%.
At the last closing share price the stock’s estimated Price to Earnings Ratio (PER) is 12.92.
Market Sentiment: 1.0
All consensus data are updated until yesterday. FNArena’s consensus calculations require a minimum of three sources
KCN KINGSGATE CONSOLIDATED LIMITED
Gold & Silver – Overnight Price: $4.29
Canaccord Genuity rates ((KCN)) as Buy (1) –
Canaccord Genuity notes TAFTA arbitration between Kingsgate Consolidated and Thailand has been mutually terminated, with no award paid to the company.
The case stemmed from the Thai government’s 2017 shutdown of Chatree gold mine despite valid permits. A tribunal later sided with Kingsgate and licenses were reinstated, enabling a 2023 restart.
While the company forgoes compensation, the broker still sees the resolution as positive because it signals improved relations with the Thai government.
This could support future financing options for growth and potentially allow renegotiation of royalty rates. Buy rating and $7.70 target are unchanged.
This report was published on November 27, 2025.
Target price is $7.70 Current Price is $4.29 Difference: $3.41
If KCN meets the Canaccord Genuity target it will return approximately 79% (excluding dividends, fees and charges).
The company’s fiscal year ends in June.
Forecast for FY26:
Canaccord Genuity forecasts a full year FY26 dividend of 0.00 cents and EPS of 0.79 cents.
At the last closing share price the stock’s estimated Price to Earnings Ratio (PER) is 543.04.
Forecast for FY27:
Canaccord Genuity forecasts a full year FY27 dividend of 0.00 cents and EPS of 1.02 cents.
At the last closing share price the stock’s estimated Price to Earnings Ratio (PER) is 420.59.
All consensus data are updated until yesterday. FNArena’s consensus calculations require a minimum of three sources
Moelis rates ((KCN)) as Buy (1) –
Moelis notes arbitration between Kingsgate Consolidated and the Thai Government has been formally terminated without award, closing a dispute dating back to the 2017 expropriation of the Chatree gold mine.
The broker stresses the outcome has no financial or valuation impact given no compensation was assumed in forecasts.
The analysts view the termination as a pragmatic “shake hands and move on” resolution that preserves Kingsgate’s operating position and potential access to permitting or exploration benefits.
Buy rating and $5.95 target.
This report was published on November 27, 2025.
Target price is $5.95 Current Price is $4.29 Difference: $1.66
If KCN meets the Moelis target it will return approximately 39% (excluding dividends, fees and charges).
All consensus data are updated until yesterday. FNArena’s consensus calculations require a minimum of three sources
MAQ MACQUARIE TECHNOLOGY GROUP LIMITED
Cloud services – Overnight Price: $67.72
Canaccord Genuity rates ((MAQ)) as Buy (1) –
Macquarie Technology delivered an investor briefing at its Macquarie Park data centre campus.
Regarding the prospective new 150MW campus, the next major addition to power supply for that precinct is expected to be available in 2029/30, which Canaccord Genuity believes will be a key determinant of a potential open date for that asset.
In government business, the company has also identified a potential plateauing of the insourcing trend by the federal government as a source of further prospectivity.
In telecoms, the broker believes there is good growth, although the overall impact could be muted by declining traditional telecom products. Buy rating and $95 target.
This report was published on November 26, 2025.
Target price is $95.00 Current Price is $67.72 Difference: $27.28
If MAQ meets the Canaccord Genuity target it will return approximately 40% (excluding dividends, fees and charges).
The company’s fiscal year ends in June.
Forecast for FY26:
Canaccord Genuity forecasts a full year FY26 dividend of 0.00 cents and EPS of 107.00 cents.
At the last closing share price the stock’s estimated Price to Earnings Ratio (PER) is 63.29.
Forecast for FY27:
Canaccord Genuity forecasts a full year FY27 dividend of 0.00 cents and EPS of 70.00 cents.
At the last closing share price the stock’s estimated Price to Earnings Ratio (PER) is 96.74.
Market Sentiment: 1.0
All consensus data are updated until yesterday. FNArena’s consensus calculations require a minimum of three sources
Petra Capital rates ((MAQ)) as Buy (1) –
Following a site tour of Macquarie Technology’s Macquarie Park campus and an overview from divisional executives, Petra Capital noted three takeaways.
The IC3SW is on schedule for Q32026 completion, strong tailwinds remain supportive of growth, and customer feedback confirms Macquarie Technology’s leading NPS (net promoter score).
With no new financial guidance, the broker retained its forecasts, Buy rating and $104.01 target price.
This report was published on November 27, 2025.
Target price is $104.01 Current Price is $67.72 Difference: $36.29
If MAQ meets the Petra Capital target it will return approximately 54% (excluding dividends, fees and charges).
The company’s fiscal year ends in June.
Forecast for FY26:
Petra Capital forecasts a full year FY26 dividend of 0.00 cents and EPS of 125.90 cents.
At the last closing share price the stock’s estimated Price to Earnings Ratio (PER) is 53.79.
Forecast for FY27:
Petra Capital forecasts a full year FY27 dividend of 0.00 cents and EPS of 136.90 cents.
At the last closing share price the stock’s estimated Price to Earnings Ratio (PER) is 49.47.
Market Sentiment: 1.0
All consensus data are updated until yesterday. FNArena’s consensus calculations require a minimum of three sources
MTO MOTORCYCLE HOLDINGS LIMITED
Automobiles & Components – Overnight Price: $3.68
Moelis rates ((MTO)) as Buy (1) –
Motorcycle Holdings’ FY26 year-to-date revenue has risen 19.1% to $259.6m, with organic growth of 6.2% and stronger-than-expected gross margins, explains Moelis. Support was also provided by mix benefits from Mojo and recent acquisitions, observes the analyst.
The broker highlights the integration of Peter Stevens and Harley-Heaven is progressing well, with performance recovering to normal run-rates and October trading particularly strong.
Market share gains are evident, with organic share rising to 17.8% and total share reaching 22% including acquisitions.
Moelis retains a Buy rating and raises its target to $4.17 from $4.13.
This report was published on November 27, 2025.
Target price is $4.17 Current Price is $3.68 Difference: $0.49
If MTO meets the Moelis target it will return approximately 13% (excluding dividends, fees and charges).
The company’s fiscal year ends in June.
Forecast for FY26:
Moelis forecasts a full year FY26 dividend of 18.70 cents and EPS of 33.30 cents.
At the last closing share price the estimated dividend yield is 5.08%.
At the last closing share price the stock’s estimated Price to Earnings Ratio (PER) is 11.05.
Forecast for FY27:
Moelis forecasts a full year FY27 dividend of 20.30 cents and EPS of 36.20 cents.
At the last closing share price the estimated dividend yield is 5.52%.
At the last closing share price the stock’s estimated Price to Earnings Ratio (PER) is 10.17.
Market Sentiment: 1.0
All consensus data are updated until yesterday. FNArena’s consensus calculations require a minimum of three sources
OCL OBJECTIVE CORPORATION LIMITED
IT & Support – Overnight Price: $17.93
Moelis rates ((OCL)) as Upgrade to Buy from Hold (1) –
Moelis states Objective Corp’s electronic content management platform is well positioned to enable AI, and it has now branded its AI enabled services as “Objective Intelligence.”
The analyst believes Objective Intelligence is a significant incremental opportunity, allowing customers to share information with AI securely and efficiently.
Moelis has not updated earnings forecasts, so AI upside is not yet explicitly captured in estimates, while core growth remains underpinned by migration to Nexus SaaS, Build planning rollout, and Regulatory Solutions wins.
Rating is upgraded to Buy from Hold, with the broker arguing the stock trades at a material discount to its valuation and Objective Intelligence offers additional upside on top of existing strategies. Target remains at $24.29.
This report was published on November 26, 2025.
Target price is $24.29 Current Price is $17.93 Difference: $6.36
If OCL meets the Moelis target it will return approximately 35% (excluding dividends, fees and charges).
Current consensus price target is $22.35, suggesting upside of 24.7%(ex-dividends)
The company’s fiscal year ends in June.
Forecast for FY26:
Moelis forecasts a full year FY26 dividend of 24.00 cents and EPS of 39.70 cents.
At the last closing share price the estimated dividend yield is 1.34%.
At the last closing share price the stock’s estimated Price to Earnings Ratio (PER) is 45.16.How do these forecasts compare to market consensus projections?
Current consensus EPS estimate is 39.7, implying annual growth of 6.8%.
Current consensus DPS estimate is 23.9, implying a prospective dividend yield of 1.3%.
Current consensus EPS estimate suggests the PER is 45.2.
Forecast for FY27:
Moelis forecasts a full year FY27 dividend of 27.00 cents and EPS of 44.50 cents.
At the last closing share price the estimated dividend yield is 1.51%.
At the last closing share price the stock’s estimated Price to Earnings Ratio (PER) is 40.29.How do these forecasts compare to market consensus projections?
Current consensus EPS estimate is 45.2, implying annual growth of 13.9%.
Current consensus DPS estimate is 27.2, implying a prospective dividend yield of 1.5%.
Current consensus EPS estimate suggests the PER is 39.7.
Market Sentiment: 0.6
All consensus data are updated until yesterday. FNArena’s consensus calculations require a minimum of three sources
OMA OMEGA OIL & GAS LIMITED
Energy – Overnight Price: $0.41
Canaccord Genuity rates ((OMA)) as Speculative Buy (1) –
Omega Oil & Gas has executed an agreement to acquire 19.43% of Elixir Energy ((EXR)).
Canaccord Genuity considers it is a positive move given it is a low-cost exposure to expanded acreage across the Taroom Trough, covering multiple plays.
The company will pay -$13.9m via an unconditional placement of new Elixir shares at 4.1cents.
After adjusting for cash and applying a modest premium to reflect the value of the investment, the broker lifts its target to $0.85 from $0.84. Speculative Buy rating.
This report was published on November 26, 2025.
Target price is $0.85 Current Price is $0.41 Difference: $0.445
If OMA meets the Canaccord Genuity target it will return approximately 110% (excluding dividends, fees and charges).
The company’s fiscal year ends in June.
Forecast for FY26:
Canaccord Genuity forecasts a full year FY26 dividend of 0.00 cents and EPS of minus 1.70 cents.
At the last closing share price the stock’s estimated Price to Earnings Ratio (PER) is minus 23.82.
Forecast for FY27:
Canaccord Genuity forecasts a full year FY27 dividend of 0.00 cents and EPS of minus 1.70 cents.
At the last closing share price the stock’s estimated Price to Earnings Ratio (PER) is minus 23.82.
All consensus data are updated until yesterday. FNArena’s consensus calculations require a minimum of three sources
RHC RAMSAY HEALTH CARE LIMITED
Healthcare services – Overnight Price: $36.81
Jarden rates ((RHC)) as Neutral (3) –
Jarden highlights Ramsay Health Care started 1Q26 strongly, with Australian EBIT margin (ex-Joondalup) rising for the first time in a few years.
The broker notes strategic review is complete and attention is now on executing an option for Ramsay Sante. Any move to decouple/sell Ramsay Sante would be viewed very positively, the broker suggests.
Debt refinancing of $2.05bn delivered a $4m interest saving and earnings upside, while UK remains unclear and Elysium is facing weak demand.
Despite solid start, the broker is cautious given unresolved Australian nurse wage cases, potential NEP changes that could erode scale benefits, and very weak UK/French indexation proposals from April 2026/1H26.
Neutral. Target trimmed to $42.40 from $43.64.
This report was published on November 26, 2025.
Target price is $42.40 Current Price is $36.81 Difference: $5.59
If RHC meets the Jarden target it will return approximately 15% (excluding dividends, fees and charges).
Current consensus price target is $35.63, suggesting downside of -3.2%(ex-dividends)
The company’s fiscal year ends in June.
Forecast for FY26:
Jarden forecasts a full year FY26 dividend of 90.10 cents and EPS of 138.30 cents.
At the last closing share price the estimated dividend yield is 2.45%.
At the last closing share price the stock’s estimated Price to Earnings Ratio (PER) is 26.62.How do these forecasts compare to market consensus projections?
Current consensus EPS estimate is 136.2, implying annual growth of 4501.4%.
Current consensus DPS estimate is 86.0, implying a prospective dividend yield of 2.3%.
Current consensus EPS estimate suggests the PER is 27.0.
Forecast for FY27:
Jarden forecasts a full year FY27 dividend of 111.50 cents and EPS of 171.10 cents.
At the last closing share price the estimated dividend yield is 3.03%.
At the last closing share price the stock’s estimated Price to Earnings Ratio (PER) is 21.51.How do these forecasts compare to market consensus projections?
Current consensus EPS estimate is 163.8, implying annual growth of 20.3%.
Current consensus DPS estimate is 103.3, implying a prospective dividend yield of 2.8%.
Current consensus EPS estimate suggests the PER is 22.5.
Market Sentiment: 0.2
All consensus data are updated until yesterday. FNArena’s consensus calculations require a minimum of three sources
SEK SEEK LIMITED
Jobs & Skilled Labour Services – Overnight Price: $24.48
Jarden rates ((SEK)) as Buy (1) –
Jarden believes an understanding of where Seek’s mid-cycle volumes sit in Australasia is critical to valuation, in order to capitalise cash flows at approximate mid-cycle volumes over the long-term.
On a population adjusted basis the broker estimates FY25 was -7% below FY19 levels, the latter being an “above average year”. Jarden currently assumes flat volumes in Australasia in FY26 with a modest increase above the rate of population growth.
A -0.4% reduction is made to FY26 EPS estimates with -2% reduction to medium term estimates as a result of a minor change in the broker’s view of what constitutes “mid-cycle”. Target is reduced to $29.70 and a Buy rating is maintained.
This report was published on November 25, 2025.
Target price is $29.70 Current Price is $24.48 Difference: $5.22
If SEK meets the Jarden target it will return approximately 21% (excluding dividends, fees and charges).
Current consensus price target is $31.56, suggesting upside of 28.9%(ex-dividends)
The company’s fiscal year ends in June.
Forecast for FY26:
Jarden forecasts a full year FY26 dividend of 55.50 cents and EPS of 58.20 cents.
At the last closing share price the estimated dividend yield is 2.27%.
At the last closing share price the stock’s estimated Price to Earnings Ratio (PER) is 42.06.How do these forecasts compare to market consensus projections?
Current consensus EPS estimate is 58.2, implying annual growth of -15.3%.
Current consensus DPS estimate is 55.6, implying a prospective dividend yield of 2.3%.
Current consensus EPS estimate suggests the PER is 42.1.
Forecast for FY27:
Jarden forecasts a full year FY27 dividend of 69.80 cents and EPS of 73.10 cents.
At the last closing share price the estimated dividend yield is 2.85%.
At the last closing share price the stock’s estimated Price to Earnings Ratio (PER) is 33.49.How do these forecasts compare to market consensus projections?
Current consensus EPS estimate is 76.7, implying annual growth of 31.8%.
Current consensus DPS estimate is 68.2, implying a prospective dividend yield of 2.8%.
Current consensus EPS estimate suggests the PER is 31.9.
Market Sentiment: 0.9
All consensus data are updated until yesterday. FNArena’s consensus calculations require a minimum of three sources
SHL SONIC HEALTHCARE LIMITED
Healthcare services – Overnight Price: $23.33
Jarden rates ((SHL)) as Neutral (3) –
Jarden observes strong Diagnostic Imaging industry momentum into FY26, with Medicare benefits up 8.6% across the four months to October and MRI growth accelerating following deregulation.
The broker notes CT activity is also robust, with volumes up 7.5% excluding lung screening, suggesting a stronger-than-expected start for the National Lung Cancer Screening Program.
Pathology trends remain weak due to B12 and urine test funding cuts, which are weighing on sector growth and margins, explain the analysts.
Jarden highlights Healius and Australian Clinical Labs ((ACL)) as most exposed while Sonic Healthcare and Integral Diagnostics benefit from greater Diagnostic Imaging leverage.
For Sonic Healthcare, the Neutral rating and $26.27 target are kept.
This report was published on November 26, 2025.
Target price is $26.27 Current Price is $23.33 Difference: $2.94
If SHL meets the Jarden target it will return approximately 13% (excluding dividends, fees and charges).
Current consensus price target is $27.17, suggesting upside of 16.4%(ex-dividends)
The company’s fiscal year ends in June.
Forecast for FY26:
Jarden forecasts a full year FY26 dividend of 106.30 cents and EPS of 125.70 cents.
At the last closing share price the estimated dividend yield is 4.56%.
At the last closing share price the stock’s estimated Price to Earnings Ratio (PER) is 18.56.How do these forecasts compare to market consensus projections?
Current consensus EPS estimate is 123.4, implying annual growth of 15.4%.
Current consensus DPS estimate is 105.9, implying a prospective dividend yield of 4.5%.
Current consensus EPS estimate suggests the PER is 18.9.
Forecast for FY27:
Jarden forecasts a full year FY27 dividend of 108.30 cents and EPS of 143.20 cents.
At the last closing share price the estimated dividend yield is 4.64%.
At the last closing share price the stock’s estimated Price to Earnings Ratio (PER) is 16.29.How do these forecasts compare to market consensus projections?
Current consensus EPS estimate is 136.5, implying annual growth of 10.6%.
Current consensus DPS estimate is 109.4, implying a prospective dividend yield of 4.7%.
Current consensus EPS estimate suggests the PER is 17.1.
Market Sentiment: 0.4
All consensus data are updated until yesterday. FNArena’s consensus calculations require a minimum of three sources
SHV SELECT HARVESTS LIMITED
Agriculture – Overnight Price: $4.49
Canaccord Genuity rates ((SHV)) as Hold (3) –
Select Harvests’ FY25 earnings were a touch under expectations, but strong cash flow was the highlight along with lower-than-expected net debt, Canaccord Genuity remarks.
With costs rising, the broker reckons future growth depends on better yields/quality and higher almond prices to meet consensus upgrades.
The broker made minor tweaks to FX estimates, based on hedging for FY26. EBITDA forecasts for FY26-28 trimmed by -7% to -9% as cost rises outweigh volume/price gains, and dividend restart is pushed to FY27.
Hold. Target moves higher to $4.30 from $4.02.
This report was published on November 26, 2025.
Target price is $4.30 Current Price is $4.49 Difference: minus $0.19 (current price is over target).
If SHV meets the Canaccord Genuity target it will return approximately minus 4% (excluding dividends, fees and charges – negative figures indicate an expected loss).
Current consensus price target is $5.38, suggesting upside of 19.9%(ex-dividends)
The company’s fiscal year ends in September.
Forecast for FY26:
Canaccord Genuity forecasts a full year FY26 dividend of 0.00 cents and EPS of 45.00 cents.
At the last closing share price the stock’s estimated Price to Earnings Ratio (PER) is 9.98.How do these forecasts compare to market consensus projections?
Current consensus EPS estimate is 36.6, implying annual growth of 63.1%.
Current consensus DPS estimate is 9.0, implying a prospective dividend yield of 2.0%.
Current consensus EPS estimate suggests the PER is 12.3.
Forecast for FY27:
Canaccord Genuity forecasts a full year FY27 dividend of 9.20 cents and EPS of 31.00 cents.
At the last closing share price the estimated dividend yield is 2.05%.
At the last closing share price the stock’s estimated Price to Earnings Ratio (PER) is 14.48.How do these forecasts compare to market consensus projections?
Current consensus EPS estimate is 40.1, implying annual growth of 9.6%.
Current consensus DPS estimate is 12.5, implying a prospective dividend yield of 2.8%.
Current consensus EPS estimate suggests the PER is 11.2.
Market Sentiment: 1.0
All consensus data are updated until yesterday. FNArena’s consensus calculations require a minimum of three sources
SNT SYNTARA LIMITED
Pharmaceuticals & Biotech/Lifesciences – Overnight Price: $0.03
Canaccord Genuity rates ((SNT)) as Buy (1) –
Syntara provided an update on its early topical scar programs SNT-6302 and SNT-9465, which Canaccord Genuity finds “intriguing.”
The broker is still valuing the assets at zero, given early data and unclear reimbursement and despite promising trial/imaging advances.
If mid-2026 results are IND (investigational new drug)-enabling, the broker sees that as the right point to reassess. This would likely be in the context of a licensing or partnering deal since the company probably won’t advance development alone.
Buy. Target unchanged at 19c.
This report was published on November 26, 2025.
Target price is $0.19 Current Price is $0.03 Difference: $0.158
If SNT meets the Canaccord Genuity target it will return approximately 494% (excluding dividends, fees and charges).
Market Sentiment: 1.0
All consensus data are updated until yesterday. FNArena’s consensus calculations require a minimum of three sources
TPW TEMPLE & WEBSTER GROUP LIMITED
Furniture & Renovation – Overnight Price: $15.52
Jarden rates ((TPW)) as Buy (1) –
Jarden observes Temple & Webster’s AGM update showed slowing momentum, with yaer-to-date sales up around 18% year-on-year and the latest 10-week run-rate easing to roughly 14% as competition increased.
The broker attributes the moderation to weaker confidence, heavier discounting in furniture and value consumers delaying purchases into key sales periods.
Growth is expected to re-accelerate into peak trading, supported by Cyber performance and reaffirmed FY26 earnings (EBITDA) margin guidance of 3-5%, alongside ongoing expansion in Home Improvement and New Zealand.
The analysts’ earnings forecasts are reduced by between -11-12% across FY26-FY28 due to softer trading and operational deleverage.
Jarden retains a Buy rating and lowers its target to $19.60 from $32.79.
This report was published on November 26, 2025.
Target price is $19.60 Current Price is $15.52 Difference: $4.08
If TPW meets the Jarden target it will return approximately 26% (excluding dividends, fees and charges).
Current consensus price target is $20.31, suggesting upside of 30.8%(ex-dividends)
The company’s fiscal year ends in June.
Forecast for FY26:
Jarden forecasts a full year FY26 dividend of 0.00 cents and EPS of 11.80 cents.
At the last closing share price the stock’s estimated Price to Earnings Ratio (PER) is 131.53.How do these forecasts compare to market consensus projections?
Current consensus EPS estimate is 11.3, implying annual growth of 18.7%.
Current consensus DPS estimate is N/A, implying a prospective dividend yield of N/A.
Current consensus EPS estimate suggests the PER is 137.3.
Forecast for FY27:
Jarden forecasts a full year FY27 dividend of 0.00 cents and EPS of 19.40 cents.
At the last closing share price the stock’s estimated Price to Earnings Ratio (PER) is 80.00.How do these forecasts compare to market consensus projections?
Current consensus EPS estimate is 21.3, implying annual growth of 88.5%.
Current consensus DPS estimate is N/A, implying a prospective dividend yield of N/A.
Current consensus EPS estimate suggests the PER is 72.9.
Market Sentiment: 0.3
All consensus data are updated until yesterday. FNArena’s consensus calculations require a minimum of three sources
Petra Capital rates ((TPW)) as Buy (1) –
Petra Capital notes Temple & Webster’s sales in FY26 to-date (Nov 20) grew 18% y/y, slowing from 28% growth in the first six weeks. It implies 14% y/y over weeks 7-21 as B2C slows.
Home Improvement still grew over 40% and B2B improved to 23%, the broker highlights. Management is targeting FY26 revenue growth at the low end of 20% and reaffirmed EBITDA margin guidance of 3-5%, with New Zealand entry starting strongly.
The broker trimmed FY26-27 sales and margins, and together with a reduction in valuation multiple, resulted in its target price dropping to $20.15 from $30.00. Buy retained.
This report was published on November 27, 2025.
Target price is $20.15 Current Price is $15.52 Difference: $4.63
If TPW meets the Petra Capital target it will return approximately 30% (excluding dividends, fees and charges).
Current consensus price target is $20.31, suggesting upside of 30.8%(ex-dividends)
The company’s fiscal year ends in June.
Forecast for FY26:
Petra Capital forecasts a full year FY26 dividend of 0.00 cents and EPS of 11.90 cents.
At the last closing share price the stock’s estimated Price to Earnings Ratio (PER) is 130.42.How do these forecasts compare to market consensus projections?
Current consensus EPS estimate is 11.3, implying annual growth of 18.7%.
Current consensus DPS estimate is N/A, implying a prospective dividend yield of N/A.
Current consensus EPS estimate suggests the PER is 137.3.
Forecast for FY27:
Petra Capital forecasts a full year FY27 dividend of 0.00 cents and EPS of 19.90 cents.
At the last closing share price the stock’s estimated Price to Earnings Ratio (PER) is 77.99.How do these forecasts compare to market consensus projections?
Current consensus EPS estimate is 21.3, implying annual growth of 88.5%.
Current consensus DPS estimate is N/A, implying a prospective dividend yield of N/A.
Current consensus EPS estimate suggests the PER is 72.9.
Market Sentiment: 0.3
All consensus data are updated until yesterday. FNArena’s consensus calculations require a minimum of three sources
VAU VAULT MINERALS LIMITED
Gold & Silver – Overnight Price: $5.00
Canaccord Genuity rates ((VAU)) as Buy (1) –
Vault Minerals has closed out its second half hedges, which represented 27% of Canaccord Genuity’s estimated production over the period. This represents a -48% reduction in the total hedge book.
The broker updates its modelling for the hedge book closure as well as the recent 6.5:1share consolidation. Underlying free cash flow forecasts for the second half increase by 77%, and the FY26 forecasts by 65% to $444m.
The price target decreases to $6.15 from $6.21 on a post-consolidation basis. Buy rating retained.
This report was published on November 25, 2025.
Target price is $6.15 Current Price is $5.00 Difference: $1.15
If VAU meets the Canaccord Genuity target it will return approximately 23% (excluding dividends, fees and charges).
Current consensus price target is $4.50, suggesting downside of -10.0%(ex-dividends)
The company’s fiscal year ends in June.
Forecast for FY26:
Canaccord Genuity forecasts a full year FY26 dividend of 0.00 cents and EPS of 36.00 cents.
At the last closing share price the stock’s estimated Price to Earnings Ratio (PER) is 13.89.How do these forecasts compare to market consensus projections?
Current consensus EPS estimate is 35.6, implying annual growth of 57.2%.
Current consensus DPS estimate is N/A, implying a prospective dividend yield of N/A.
Current consensus EPS estimate suggests the PER is 14.0.
Forecast for FY27:
Canaccord Genuity forecasts a full year FY27 dividend of 0.00 cents and EPS of 76.00 cents.
At the last closing share price the stock’s estimated Price to Earnings Ratio (PER) is 6.58.How do these forecasts compare to market consensus projections?
Current consensus EPS estimate is 51.4, implying annual growth of 44.4%.
Current consensus DPS estimate is N/A, implying a prospective dividend yield of N/A.
Current consensus EPS estimate suggests the PER is 9.7.
Market Sentiment: 1.0
All consensus data are updated until yesterday. FNArena’s consensus calculations require a minimum of three sources
Moelis rates ((VAU)) as Buy (1) –
On first take, Moelis notes Vault Minerals has closed out all hedges due for delivery in 2H26, removing 47.3koz gold sold at an average $2,797/oz, at a cost of -$172.7m funded from cash of $703m at end September.
December quarter 2025 hedges remain to be delivered as planned and around 10koz gold still sold forward in 1Q2027.
The broker explains the move has no material impact financially, using cash now to avoid delivering into out of the money hedges later, with the ultimate benefit depending on the 2H2026 gold price.
The analyst questions the timing and motives, flagging possible links to muted buyback activity, recent AGM remuneration dissent, and whether this is housekeeping ahead of a new CEO.
Management did not touch on guidance and the broker suggests there is no meaningful valuation change implied at this stage.
Commentary maintains the stock looks inexpensive versus peers, with smaller assets expected to throw off cash in their remaining life and King of the Hills viewed as an undervalued, long life strategic asset.
Buy rated with a $6.10 target price.
This report was published on November 26, 2025.
Target price is $6.10 Current Price is $5.00 Difference: $1.1
If VAU meets the Moelis target it will return approximately 22% (excluding dividends, fees and charges).
Current consensus price target is $4.50, suggesting downside of -10.0%(ex-dividends)
The company’s fiscal year ends in June.
Forecast for FY26:
Moelis forecasts a full year FY26 dividend of 0.00 cents and EPS of 15.80 cents.
At the last closing share price the stock’s estimated Price to Earnings Ratio (PER) is 31.65.How do these forecasts compare to market consensus projections?
Current consensus EPS estimate is 35.6, implying annual growth of 57.2%.
Current consensus DPS estimate is N/A, implying a prospective dividend yield of N/A.
Current consensus EPS estimate suggests the PER is 14.0.
Forecast for FY27:
Moelis forecasts a full year FY27 dividend of 0.00 cents and EPS of 54.00 cents.
At the last closing share price the stock’s estimated Price to Earnings Ratio (PER) is 9.26.How do these forecasts compare to market consensus projections?
Current consensus EPS estimate is 51.4, implying annual growth of 44.4%.
Current consensus DPS estimate is N/A, implying a prospective dividend yield of N/A.
Current consensus EPS estimate suggests the PER is 9.7.
Market Sentiment: 1.0
All consensus data are updated until yesterday. FNArena’s consensus calculations require a minimum of three sources
WAF WEST AFRICAN RESOURCES LIMITED
Gold & Silver – Overnight Price: $2.81
Canaccord Genuity rates ((WAF)) as No Rating (-1) –
Canaccord Genuity is under research restriction for West African Resources but notes the company has provided an update (and a more positive picture) on discussions with the Burkina Faso government.
These talks followed the latter’s request to acquire additional equity interest in the Kiaka gold project. This would take government ownership to 50%.
As an alternative to a further equity stake, the company submitted a proposal to increase national participation and government revenue through the development of new and previously closed mining projects.
The company has clarified other assets such as Sanbrado and Toega are not part of the discussions.
This report was published on November 26, 2025.
Current Price is $2.81. Target price not assessed.
The company’s fiscal year ends in December.
Forecast for FY25:
Canaccord Genuity forecasts a full year FY25 dividend of 0.00 cents and EPS of 29.00 cents.
At the last closing share price the stock’s estimated Price to Earnings Ratio (PER) is 9.69.
Forecast for FY26:
Canaccord Genuity forecasts a full year FY26 dividend of 12.00 cents and EPS of 79.00 cents.
At the last closing share price the estimated dividend yield is 4.27%.
At the last closing share price the stock’s estimated Price to Earnings Ratio (PER) is 3.56.
Market Sentiment: 0.0
All consensus data are updated until yesterday. FNArena’s consensus calculations require a minimum of three sources
WEB WEB TRAVEL GROUP LIMITED
Travel, Leisure & Tourism – Overnight Price: $4.77
Canaccord Genuity rates ((WEB)) as Buy (1) –
Web Travel’s first half underlying EBITDA was ahead of Canaccord Genuity’s estimates while revenue margin of 6.5% was also ahead of guidance and forecasts.
The broker believes it is important to step back and look at the multi-year view, assessing revenue in the low to mid-teen growth range and operating leverage as part of a “well-developed and significant technology stack”.
Growth rates are expected to be sustainable to at least FY30. The stock appears to offer compelling value and the broker has a high conviction Buy rating. Target is raised to $6.40 from $6.30.
This report was published on November 25, 2025.
Target price is $6.40 Current Price is $4.77 Difference: $1.63
If WEB meets the Canaccord Genuity target it will return approximately 34% (excluding dividends, fees and charges).
Current consensus price target is $5.96, suggesting upside of 24.9%(ex-dividends)
The company’s fiscal year ends in March.
Forecast for FY26:
Canaccord Genuity forecasts a full year FY26 dividend of 0.00 cents and EPS of 23.70 cents.
At the last closing share price the stock’s estimated Price to Earnings Ratio (PER) is 20.13.How do these forecasts compare to market consensus projections?
Current consensus EPS estimate is 23.8, implying annual growth of -54.4%.
Current consensus DPS estimate is 1.4, implying a prospective dividend yield of 0.3%.
Current consensus EPS estimate suggests the PER is 20.0.
Forecast for FY27:
Canaccord Genuity forecasts a full year FY27 dividend of 10.30 cents and EPS of 30.70 cents.
At the last closing share price the estimated dividend yield is 2.16%.
At the last closing share price the stock’s estimated Price to Earnings Ratio (PER) is 15.54.How do these forecasts compare to market consensus projections?
Current consensus EPS estimate is 32.1, implying annual growth of 34.9%.
Current consensus DPS estimate is 2.1, implying a prospective dividend yield of 0.4%.
Current consensus EPS estimate suggests the PER is 14.9.
Market Sentiment: 0.8
All consensus data are updated until yesterday. FNArena’s consensus calculations require a minimum of three sources
Jarden rates ((WEB)) as Overweight (2) –
Web Travel’s 1H26 results showed a clear turnaround with accelerating share gains, especially via OTA (online travel agency) and in the US. Margins improved, and WebBeds EBITDA was up 21% y/y and 5% ahead of consensus, Jarden observes.
Momentum has carried into 2H, with total transaction value up 23% and 2H EBITDA forecast to rise 35%. The drivers are better AI-led conversions, sustained above-guidance profitability, and cyclical travel tailwinds across Americas, Europe and APAC.
The broker trimmed FY26 net profit forecast by -12% due to higher interest costs and expenses related to the bonus scheme. FY26-27 EBITDA forecasts cuts by -1-5% but FY28 lfited by 3%.
Overweight. Target rises to $5.90 from $5.40 on medium-term earnings upgrades.
This report was published on November 25, 2025.
Target price is $5.90 Current Price is $4.77 Difference: $1.13
If WEB meets the Jarden target it will return approximately 24% (excluding dividends, fees and charges).
Current consensus price target is $5.96, suggesting upside of 24.9%(ex-dividends)
The company’s fiscal year ends in March.
Forecast for FY26:
Jarden forecasts a full year FY26 dividend of 3.00 cents and EPS of 24.30 cents.
At the last closing share price the estimated dividend yield is 0.63%.
At the last closing share price the stock’s estimated Price to Earnings Ratio (PER) is 19.63.How do these forecasts compare to market consensus projections?
Current consensus EPS estimate is 23.8, implying annual growth of -54.4%.
Current consensus DPS estimate is 1.4, implying a prospective dividend yield of 0.3%.
Current consensus EPS estimate suggests the PER is 20.0.
Forecast for FY27:
Jarden forecasts a full year FY27 dividend of 14.00 cents and EPS of 34.90 cents.
At the last closing share price the estimated dividend yield is 2.94%.
At the last closing share price the stock’s estimated Price to Earnings Ratio (PER) is 13.67.How do these forecasts compare to market consensus projections?
Current consensus EPS estimate is 32.1, implying annual growth of 34.9%.
Current consensus DPS estimate is 2.1, implying a prospective dividend yield of 0.4%.
Current consensus EPS estimate suggests the PER is 14.9.
Market Sentiment: 0.8
All consensus data are updated until yesterday. FNArena’s consensus calculations require a minimum of three sources
Disclaimer:
The content of this information does in no way reflect the opinions of FNArena, or of its journalists. In fact we don’t have any opinion about the stock market, its value, future direction or individual shares. FNArena solely reports about what the main experts in the market note, believe and comment on. By doing so we believe we provide experienced, intelligent investors with a valuable tool that helps them in making up their own minds, reading market trends and getting a feel for what is happening beneath the surface.
This document is provided for informational purposes only. It does not constitute an offer to sell or a solicitation to buy any security or other financial instrument. FNArena employs very experienced journalists who base their work on information believed to be reliable and accurate, though no guarantee is given that the daily report is accurate or complete. Investors should contact their personal adviser before making any investment decision.
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For more info SHARE ANALYSIS: OCL - OBJECTIVE CORPORATION LIMITED
For more info SHARE ANALYSIS: OMA - OMEGA OIL & GAS LIMITED
For more info SHARE ANALYSIS: RHC - RAMSAY HEALTH CARE LIMITED
For more info SHARE ANALYSIS: SEK - SEEK LIMITED
For more info SHARE ANALYSIS: SHL - SONIC HEALTHCARE LIMITED
For more info SHARE ANALYSIS: SHV - SELECT HARVESTS LIMITED
For more info SHARE ANALYSIS: SNT - SYNTARA LIMITED
For more info SHARE ANALYSIS: TPW - TEMPLE & WEBSTER GROUP LIMITED
For more info SHARE ANALYSIS: VAU - VAULT MINERALS LIMITED
For more info SHARE ANALYSIS: WAF - WEST AFRICAN RESOURCES LIMITED
For more info SHARE ANALYSIS: WEB - WEB TRAVEL GROUP LIMITED