External broker reports(aggregated public sources), Ord Minnett

Ord Minnett

Ord Minnett is a leading Australian wealth management group, incorporating full-service stockbroking, financial planning and funds management. 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.

External broker reports(aggregated public sources)

Equity Bottom-Up

<ul><li>DSE delivered a typically strong 3Q24 result, with few surprises. User growth continues to accelerate, as does net new ARR.</li><li>From a strategic perspective, the company remains focused on growth &gt; profitability, which is the correct choice in our view, given: (1) the enormous white space opportunity still available, (2) the best-in-class unit economics that DSE continues to demonstrate.</li><li>Following the result, we raise our Price Target +8% to $4.09/sh and retain a BUY recommendation.</li></ul><p><em>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.</em></p>

DSE delivered a typically strong 3Q24 result, with few surprises. User growth continues to accelerate, as does net new ARR.From a strategic perspective, the company remains focused on growth &gt; profitability, which is the correct choice in our view, given: (1) the enormous white space opportunity still available, (2) the best-in-class unit economics that DSE continues to demonstrate.Following the result, we raise our Price Target +8% to $4.09/sh and retain a BUY recommendation.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.

Dropsuite Limited - Growth > Profitability Makes Sense to Us

Dropsuite Ltd

Dropsuite Limited - Growth > Profitability Makes Sense to Us