External broker reports(aggregated public sources), Bell Potter Securities

Bell Potter

External broker reports(aggregated public sources)

Bell Potter Securities

Bell Potter Securities is a leading Australian stockbroking, investment and financial advisory firm that provides a comprehensive offering of financial services to individuals, institutions and corporations. Content available is external broker reports authored by a third party outside the Smartkarma network and has been aggregated by an online aggregator through publicly available sources and is displayed by Smartkarma in this format for user's convenience and general informational purposes only. Content does not constitute investment or financial advice and Smartkarma makes no representation or warranty regarding its accuracy or contents. Original third party author retains all copyright and other proprietary rights in the content. Access or use of third party links not controlled by Smartkarma are at the user's own risk.

Equity Bottom-Up

Electro Optic Systems Hldg / Equity Bottom-Up

<ul><li>First half ahead of BPeEOS released unaudited results for 1H24, detailing a better-than-expected start to the year.</li><li>EOS recorded 1H revenue of $142.6m, which was +92% on 1H23 and represented 59% of BPe CY24 revenue ($241.1m).</li><li>We believe the strong 1H result was likely the due to the acceleration of revenues from the 2H into the 1H, rather than any additional contract awards.</li></ul>Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

First half ahead of BPeEOS released unaudited results for 1H24, detailing a better-than-expected start to the year.EOS recorded 1H revenue of $142.6m, which was +92% on 1H23 and represented 59% of BPe CY24 revenue ($241.1m).We believe the strong 1H result was likely the due to the acceleration of revenues from the 2H into the 1H, rather than any additional contract awards.Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

Electro Optic Systems (EOS): Early runs on the board

Leading International Investment Research, Edison Investment Research

Edison Investment Research

Leading International Investment Research

Edison is an investment research and advisory company, with offices in North America, Europe, the Middle East and AsiaPac. The heart of Edison is our world renowned equity research platform and deep multi-sector expertise. At Edison Investment Research, our research is widely read by international investors, advisors and stakeholders. Edison Advisors leverages our core research platform to provide differentiated services including investor relations and strategic consulting.

Electro Optic Systems (EOS) is a specialist defence company leveraging its optic technology within specific military applications, primarily remote weapons systems and maritime communications. It is benefiting from growth in global defence spend and, with its latest Counter-Uncrewed Aerial Systems (C-UAS) capabilities, an increase in drone warfare. A new management team, an improved commercial focus and a broadening product portfolio should assist in winning a greater share of these markets, driving growth and profitability.

Electro Optic Systems (EOS) is a specialist defence company leveraging its optic technology within specific military applications, primarily remote weapons systems and maritime communications. It is benefiting from growth in global defence spend and, with its latest Counter-Uncrewed Aerial Systems (C-UAS) capabilities, an increase in drone warfare. A new management team, an improved commercial focus and a broadening product portfolio should assist in winning a greater share of these markets, driving growth and profitability.

Electro Optic Systems - A technology driven defence specialist

Pan-Asia Index Rebalances/ Events/ Delta One, Periscope Analytics

Brian Freitas

Pan-Asia Index Rebalances/ Events/ Delta One

Event-Driven

<ul>
<li>Hang Seng announced the results of the March rebalance post market close Friday. Two adds for the HSI, one set of changes for HSCEI, three sets for HSTECH.</li>
<li>An ad hoc rebalance was announced for the KOSDAQ150 following Osstem being designated an 'Administrative Issue'. In IPO world, we have LIC in India and SBI Sumishin NetBank coming up.</li>
<li>Friday was the review cutoff date for the March rebalance of the ASX200 Index. The ATO has provided Aventus with the tax ruling and that creates a timing issue.</li>
</ul>


Hang Seng announced the results of the March rebalance post market close Friday. Two adds for the HSI, one set of changes for HSCEI, three sets for HSTECH.
An ad hoc rebalance was announced for the KOSDAQ150 following Osstem being designated an 'Administrative Issue'. In IPO world, we have LIC in India and SBI Sumishin NetBank coming up.
Friday was the review cutoff date for the March rebalance of the ASX200 Index. The ATO has provided Aventus with the tax ruling and that creates a timing issue.


Index Rebalance & ETF Flow Recap: HSI, HSCEI, HSTECH, HSCI, S&P/ASX, SET50, LIC, SBI Sumishin, Crown

<ul>
<li>There could be 2 changes to the ASX100 and ASX200 prior to the March rebalance due to the acquisitions of <a href="https://www.smartkarma.com/entities/ausnet-services" target="_blank" data-smartkarma-citation="entities:10293:1" rel="noopener">Ausnet Services (AST AU)</a> and <a href="https://www.smartkarma.com/entities/sydney-airport" target="_blank" data-smartkarma-citation="entities:19063:1" rel="noopener">Sydney Airport (SYD AU)</a>. </li>
<li>There will also be the large <a href="https://www.smartkarma.com/entities/bhp-group-ltd" target="_blank" data-smartkarma-citation="entities:147:1" rel="noopener">BHP Group (BHP AU)</a> upweight and funding trade following unification, and possibly the <a href="https://www.smartkarma.com/entities/afterpay-limited" target="_blank" data-smartkarma-citation="entities:26940:1" rel="noopener">Afterpay Touch (APT AU)</a> acquisition by <a href="https://www.smartkarma.com/entities/square-inc" target="_blank" data-smartkarma-citation="entities:23755:1" rel="noopener">Square Inc (SQ US)</a>. </li>
<li>Then there will be more changes to the ASX200 and ASX300 at the March rebalance. There could be a lot of new listings included in the ASX300.</li>
</ul>


There could be 2 changes to the ASX100 and ASX200 prior to the March rebalance due to the acquisitions of Ausnet Services (AST AU) and Sydney Airport (SYD AU). 
There will also be the large BHP Group (BHP AU) upweight and funding trade following unification, and possibly the Afterpay Touch (APT AU) acquisition by Square Inc (SQ US). 
Then there will be more changes to the ASX200 and ASX300 at the March rebalance. There could be a lot of new listings included in the ASX300.


ASX100/​200/300 Index Rebalance Preview (March 2022): A Lot Happening From Now to March

Frontier and emerging markets (Vietnam)

Dylan Waller

Nomadic Equity

Thematic (Sector/Industry)

Today I am speaking with Simon Skerrett, COO and Co-founder of CommStream Capital Limited, Australia's first agricultural streaming company which partners with progressive farmers to provide capital solutions to fund productivity growth and innovation.With drastic shortages of capital in Australian farming, CommStream leverages its industry expertise and relationships to bring farmers an overdue, innovative financing solution, which drives productivity growth and helps fund generational…

Today I am speaking with Simon Skerrett, COO and Co-founder of CommStream Capital Limited, Australia's first agricultural streaming company which partners with progressive farmers to provide capital solutions to fund productivity growth and innovation.With drastic shortages of capital in Australian farming, CommStream leverages its industry expertise and relationships to bring farmers an overdue, innovative financing solution, which drives productivity growth and helps fund generational…

CommStream Capital Limited Interview: Insight From Australia's First Agricultural Streaming Company

Australia

Electro Optic Systems Holdings Limited is a technology company specializing in electro-optic design and development for the space and defense markets.  The Company develops satellite laser ranging and tracking systems along with laser based sighting and surveillance systems.

Price Gauge
52-week Range	0.00 - 0.00
Market Cap (USDm)	0.00
P/E	0.00
Dividend (Yield)	0.00

Electro Optic Systems Hldg (EOS AU)

Electro Optic Systems (EOS): Early runs on the board

We believe the strong 1H result was likely the due to the acceleration of revenues from the 2H into the 1H, rather than any additional contract...

Bell Potter

Electro Optic Systems - A technology driven defence specialist

Electro Optic Systems (EOS) is a specialist defence company leveraging its optic technology within specific military applications, primarily remote...

Edison Investment Research

Index Rebalance & ETF Flow Recap: HSI, HSCEI, HSTECH, HSCI, S&P/ASX, SET50, LIC, SBI Sumishin, Crown

This recap highlights Insights covering Asian index rebalances (announcements/ forecasts/ IPO Fast Entry/ M&A driven changes). We also highlight...

Brian Freitas

ASX100/200/300 Index Rebalance Preview (March 2022): A Lot Happening From Now to March

There will be many changes to the ASX100/200/300 indices from now to March due to M&A activity & price moves. Plus a large funding trade following...

Brian Freitas

CommStream Capital Limited Interview: Insight From Australia's First Agricultural Streaming Company

Today I am speaking with Simon Skerrett, COO and Co-founder of CommStream Capital Limited, Australia's first agricultural streaming company which...

Nomadic Equity

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)

Electro Optic Systems (EOS): Early runs on the board

We believe the strong 1H result was likely the due to the acceleration of revenues from the 2H into the 1H, rather than any additional contract...

Bell Potter

Electro Optic Systems - A technology driven defence specialist

Electro Optic Systems (EOS) is a specialist defence company leveraging its optic technology within specific military applications, primarily remote...

Edison Investment Research

Index Rebalance & ETF Flow Recap: HSI, HSCEI, HSTECH, HSCI, S&P/ASX, SET50, LIC, SBI Sumishin, Crown

This recap highlights Insights covering Asian index rebalances (announcements/ forecasts/ IPO Fast Entry/ M&A driven changes). We also highlight...

Brian Freitas

ASX100/​200/300 Index Rebalance Preview (March 2022): A Lot Happening From Now to March

There will be many changes to the ASX100/200/300 indices from now to March due to M&A activity & price moves. Plus a large funding trade following...

Brian Freitas

CommStream Capital Limited Interview: Insight From Australia's First Agricultural Streaming Company

Today I am speaking with Simon Skerrett, COO and Co-founder of CommStream Capital Limited, Australia's first agricultural streaming company which...

Nomadic Equity

ASX100/200/300 Index Rebalance Preview (March 2022): A Lot Happening From Now to March