Stock Analysis Archives - Page 8 of 97

Codan shares can continue the monster rally

March 11, 2026 by Michael Gable

We have successfully recommended Codan (ASX:CDA) in the past, given its highly-attractive fundamentals and growth path. We recently researched the Company in The Dynamic Investor after it reported results for the six months to 31 December 2025 (1H26). With the shares having risen significantly since our initial recommendation, we consider whether the recent pullback presents another entry opportunity. About Codan Codan engages in the provision of technology solutions and reports results across two operating segments: Communications and Metal Detection. The …

What can make Amcor shares head higher?

March 4, 2026 by Michael Gable

Market sentiment towards Amcor (ASX:AMC) over the last 12-18 months has been impacted by several factors. These include: i) Sustained volume weakness, ii) A reliance on cost savings to support earnings growth, iii) Elevated gearing levels and iv) The retention of underperforming assets. We recently researched the Company in The Dynamic Investor after it reported results for the six months to 31 December 2025 (1H26). We assess whether the risk-reward become more favourable. About Amcor Amcor (AMC) is a global …

Will Computershare rally with higher rates?

February 25, 2026 by Michael Gable

Shares in Computershare (ASX:CPU) have progressively weakened since August last year. We attribute this to factors such as a reduced contribution from Margin Income, muted corporate activity. We recently researched the Company in The Dynamic Investor after it reported results for the six months to 31 December 2025 (1H26). The 1H26 result was slightly ahead of consensus estimates and guidance was upgraded. However, a key question is whether these factors are enough to warrant a favourable view on the shares …

Is IRESS a buy for a takeover?

February 18, 2026 by Michael Gable

We recently researched Iress (ASX:IRE) in The Dynamic Investor. We concluded that the risk-reward was balanced and that there were limited catalysts other than a potential takeover offer. With the shares having weakened by ~13% since our report, do current levels present value, or a value trap? About IRESS Iress is a provider of software and services for trading & market data, financial advice, investment management, life & pensions and data intelligence. The Company’s main operations are located in Australia, …

Is this as good as it gets for Collins Foods?

July 17, 2026February 11, 2026 by Michael Gable

Shares in Collins Foods (ASX:CKF) have recovered strongly since mid-2025. The key factors supporting the recovery include strong same-store sales growth, operational efficiencies and attractive growth prospects in Germany. Despite upgrading guidance, the Company are still cautious about the current consumer environment across all regions. With the shares having retraced from a recent high of $11.64 in early December, is this as good as it gets for CKF? About Collins Foods Collins Foods (CKF) is a Kentucky Fried Chicken (KFC) …