Acusensus Ltd - Scale Building; Growth Accelerates Through FY25
ACE held its AGM and released a trading update highlighting ongoing momentum in business performance with the company is tracking ahead of market...
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Austin Engineering (ANG) - All Regions Firing – Initiation
The Austin 2.0 strategy, supported by a sound balance sheet, has been well executed to date. We expect scale, process efficiencies, and design...
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Thematic Report: AI Wave- Big Tech's Spending Spree
Big Tech companies like Microsoft are seeing massive revenue growth from AI, with projections of $10 billion in AI revenue by next quarter.
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Cuscal IPO Trading - Valuation Appears Reasonable
Cuscal (1229Z AU) raised around A$337m (US$218m) in its Australia IPO. In this note, we talk about the trading dynamics.
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Thematic Report: India's Capex Growth Ambitions Vs. Reality
India's capital expenditure is slowing down due to elections, prompting the government to aim for 50.5% growth in the second half of FY25 to make...
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