Pro Medicus
Pro Medicus’ profit jumped 42.7 per cent in the half-year to December after the company won and renewed several key contracts.
Profit rose to a record $51.7 million, while revenue rose by almost one-third to a record $97.2 million.
Origin
Origin Energy is under Algo Engine buy conditions. The recent result shows a 23% increase in core net profit for the first half, buoyed by earnings from its gas business.
Pexa
Pexa Group is rated a buy.
The property settlement exchange increased its impairment forecast to between $35 million and $40 million for the 2025 financial year and announced the departure of Les Vance, its Australia chief executive.
13/2 update: There are early signs of buying, but wait for the cross above the 10-day average.
Crypto Trade Table
Our large-cap trading model has added nine new positions.
Lendlease
Lendlease is rated a buy.
AGL
AGL Energy is under Algo Engine buy conditions.
AGL reported a stronger-than-expected HY25 result with A$1.07 bn EBITDA, up 13%.
AI technologies and datacenter buildouts
Meta, Amazon, Alphabet and Microsoft intend to spend as much as $320 billion combined on AI technologies and datacenter buildouts in 2025. That’s up from $230 billion in 2024.
Amazon offered the most ambitious spending initiative, aiming to spend over $100 billion.
Amazon is under Algo Engine sell conditions, and we’ll examine the stock more closely following a price retracement back toward $200.
Shopify
Shopify Inc. Class A Subordinate Voting is under Algo Engine buy conditions.
The Q4 2024 results showed revenue growth of 31% year-over-year to $2.81 billion, which beat consensus. The company reported a net income of $1.29 billion compared to $657 million a year ago, and adjusted net income was $458 million compared to $337 million a year ago.
P/E of 92x makes this an expensive growth stock.
CSL
CSL is under Algo Engine buy conditions.
CSL reported 1H25 underlying NPATA of US$2.07B, +3% yoy. FY25 revenue guidance is US$15.5-15.8B in +5- 7% and NPATA of US$3.2-3.3B in +10-13% range.
Alphabet
NAS: GOOG is under Algo Engine buy conditions.
Google Search accounted for 56% of revenue, with 12.5% YoY growth; YouTube grew by 14%, and Cloud by 30%. Other bets showed 7.8% YoY growth. Alphabet trades at 21 x earnings against the NASDAQ 100 at 28 x EPS.
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