Author: Leon Hinde

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Super Micro Computers

Posted on August 13, 2024 | by Leon Hinde | Leave a Comment

SMCI:NAS reported FY24 results with a 109% increase in top-line revenue, at $14.9B vs $7.1B a year before.

FY25 revenue is forecast to be up 90% to $28 billion.

Honeywell International

Posted on August 13, 2024 | by Leon Hinde | Leave a Comment

HON:NAS is rated a buy at $190.

Cyber Security ETF

Posted on August 12, 2024 | by Leon Hinde | Leave a Comment

Global X Cybersecurity is rated a buy at $10.50

Oil

Posted on August 12, 2024 | by Leon Hinde | Leave a Comment

Oil remains a preferred commodity exposure. Santos, Beach, and Woodside all offer upside.

Tabcorp

Posted on August 12, 2024 | by Leon Hinde | Leave a Comment

TABCORP Holdings is rated as a speculative buy.

Iluka

Posted on August 12, 2024 | by Leon Hinde | Leave a Comment

Iluka Resources is rated a buy.

Beach Energy

Posted on August 12, 2024 | by Leon Hinde | Leave a Comment

Beach Energy

BHP

Posted on August 12, 2024 | by Leon Hinde | Leave a Comment

BHP Group is rated a buy.

ASX

Posted on August 12, 2024 | by Leon Hinde | Leave a Comment

ASX is rated a buy.

Pexa

Posted on August 12, 2024 | by Leon Hinde | Leave a Comment

Pexa Group is rated a buy.

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