Orora (ASX:ORA) reaffirmed Earnings Before Interest & Tax (EBIT) guidance for the 12 months to 30 June 2027 (FY27) in a recent trading update. The troubled Saverglass division (which accounts for ~45% of the Company’s revenue and EBIT) continues to underperform. However, Saverglass’ EBIT is expected to recover in the second half of FY27. In addition, there are signs of earnings stability the other divisions and the Company is utilising an under-geared balance sheet to focus on capital management. We …

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We recently researched Fisher & Paykel Healthcare (ASX:FPH) in The Dynamic Investor. Strong hospital product demand, improving margins & operational efficiencies have been the key factors underpinning the strength in the share price over the last six months. In addition, there has been a generally more favourable shift in market sentiment towards healthcare stocks. These factors have boosted FPH’s P/E multiple towards the upper end of its historical trading range. Accordingly, we assess whether the market opportunity from new applications, …

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We recently researched Dyno Nobel (ASX:DNL) in The Dynamic Investor after the Company upgraded earnings (EBIT) guidance for the 12 months to 30 September 2026 (FY26). More importantly, the update highlighted that the Company has a clear long-dated growth strategy underpinned by attractive end market demand, transformation benefits and expansion in priority growth markets. We assess whether these factors provide scope for further upside. About Dyno Nobel Dyno Nobel is a leading pure-play international explosives and blasting services company, having …

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We recently researched Computershare (ASX:CPU) in The Dynamic Investor after the Company reported results for the 12 months to 30 June 2026 (FY26). The result demonstrated that CPU could grow earnings, expand margins, increase dividends and reduce gearing despite relatively flat Margin Income. While these factors have helped push the shares higher over the last six months, we assess whether there is scope for further upside. About Computershare Following the recent divestments of Mortgage Services businesses in the US and …

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We recently researched The Lottery Corporation (ASX:TLC) in The Dynamic Investor after the Company reported results for the 12 months to 30 June 2026 (FY26). The result showed some resilience given headwinds from historically low jackpots in FY26, which negatively impacted on TLC’s lotteries business. We recommended TLC as a BUY for two key reasons. Firstly, earnings downgrades from short-term jackpot-related weakness appeared to have been largely reflected in consensus estimates. Secondly, the outlook for FY27 was more promising given: …

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