RBC Capital on ResMed $RMD: "RMD delivered a strong 1Q27 which beat on revenues and gross margins. "While this result did benefit from the delayed phasing of supply chain investments and elevated RoW device sales that will roll-off in the 2H, we like the company's growth being

RBC Capital on Coles Group $COL : "A disappointing update - we think the market will focus on 1) likely market share losses in Supermarkets with COL reporting +2.7% comp sales growth vs RBCe +3.2%, and further moderation in October compared to 1Q27 (current RBCe 2Q27 forecast is

RBC Capital on ResMed $RMD: "RMD has delivered a strong result that has beat RBCe and consensus across all key line items. "The company has delivered strong revenue performance across all categories. "Non-GAAP gross margin expanded by 20bps sequentially, which beat

Rudi's View: High Conviction ASX Opportunities https://t.co/QowNhmaoX1 #ASX #stocksinfocus #investing @FNArena

Canaccord Genuity on SiteMinder $SDR: "We are upgrading SDR to BUY and lifting our price target to $4.10. "It has been a difficult CYTD for shareholders, with AI-driven uncertainty around SaaS business models compounded by higher interest rates and waning investor appetite for

From today's Australian Broker Call Report @FNArena : They have certainly taken their time, but analysts at Citi today cut their target for NextDC to $12.75 from $21.15, reflecting delayed M3 billing, higher funding costs and the removal of future projects from forecasts. The

From today's Australian Broker Call Report @FNArena : First response: Citi maintains a Neutral rating and $8.10 target for IGO, balancing record Greenbushes production against ongoing concerns over cash distributions from Tianqi Lithium Energy Australia (TLEA). September

RBC Capital on Integral Diagnostics $IDX : "IDX has provided a disappointing trading update with lower-than-expected 1Q revenue growth in the Australian and New Zealand businesses, staff shortages impacting revenue growth, higher costs leading to a downgrade in FY27 EBITDA

Citi on Wesfarmers $WES: "Wesfarmers' AGM trading update indicates that Bunnings has seen deteriorating sales trends since August. "Sales are tracking below 2H26e (2.4%) on weaker seasonal and commercial sales in recent weeks. This is despite sales growth tracking ahead of

RBC Capital on Super Retail $SUL: "LFL sales trends appear weak across the board with all segments having deteriorated since the first 7 weeks update. "We roughly estimate (based on intra-period interpolation) that group LFL sales has deteriorated from +1.5% growth in the first