Financial News, Analysis and Data, FNArena

FNArena

Financial News, Analysis and Data

Online financial media company focused on Australian equities, with a global perspective

Equity Bottom-Up

Pro Medicus Limited develops and supplies proprietary software and IT solutions for large medical corporations and individual medical group practices.  The Group's services include billing and management systems for diagnostic imaging providers, clinical reporting systems, and appointment booking services.  Pro Medicus' e-mail system delivers encrypted diagnostic reports to group doctors.

<ul><li>FNArena's Treasure Chest reports on money making ideas from stockbrokers and other experts.</li><li>Today's idea is Pro Medicus.</li><li> Brokers reassess Pro Medicus after share price correction Quiet period offsets long-term growth momentum and contract wins AI, cloud certification, and flagship deployments strengthen outlook</li></ul>

FNArena's Treasure Chest reports on money making ideas from stockbrokers and other experts.Today's idea is Pro Medicus. Brokers reassess Pro Medicus after share price correction Quiet period offsets long-term growth momentum and contract wins AI, cloud certification, and flagship deployments strengthen outlook

REA Group Limited provides online property listings, web development and internet related technology services to the real estate industry along with providing advertising services to Australian companies.  The Company also offers online real estate search services to the Australian public.

<ul><li>REA Group&rsquo;s September quarter results broadly met expectations, though investors continue to question management over competition and AI-related risks.</li><li> REA Group&rsquo;s September quarter meets expectations Unchanged yield guidance allays market concerns Analysts use conference call to ask questions about artificial intelligence and competition risks Morgans maintains REA is one of the highest-quality franchises under its ASX coverage</li></ul>

REA Group&rsquo;s September quarter results broadly met expectations, though investors continue to question management over competition and AI-related risks. REA Group&rsquo;s September quarter meets expectations Unchanged yield guidance allays market concerns Analysts use conference call to ask questions about artificial intelligence and competition risks Morgans maintains REA is one of the highest-quality franchises under its ASX coverage

AI & Competitor Anxiety Dominate REA Sentiment

Genesis Minerals Limited is an Australian-based mineral exploration company. The Company acquires commercially significant mineral deposits that can be brought into production.

<ul><li>Fairmont Equities' Michael Gable continues to see upside for the gold sector with a pull back in Genesis shares now seen offering opportunity.</li></ul>

Fairmont Equities' Michael Gable continues to see upside for the gold sector with a pull back in Genesis shares now seen offering opportunity.

Ramelius Resources Limited is a gold exploration and production company with exploration activities focused in Western Australia.  The Company also explores for base metals.

<ul><li>Analysts are impressed by an ambitious five-year plan issued by Ramelius Resources.</li><li>FY26 marks the low point of ongoing gold production, according to management.</li><li> Ramelius Resources&rsquo; quarterly, guidance and 5-year plan Management is targeting a 170% increase on FY26 production guidance by FY30 Clever acquisitions and operational excellence receive thumbs up from sector analysts Ramelius considered the standout ASX-listed gold producer</li></ul>

Analysts are impressed by an ambitious five-year plan issued by Ramelius Resources.FY26 marks the low point of ongoing gold production, according to management. Ramelius Resources&rsquo; quarterly, guidance and 5-year plan Management is targeting a 170% increase on FY26 production guidance by FY30 Clever acquisitions and operational excellence receive thumbs up from sector analysts Ramelius considered the standout ASX-listed gold producer

ResMed Inc. develops, manufactures, and markets medical equipment for the treatment of sleep disordered breathing. The Company sells diagnostic and treatment devices in various countries through its subsidiaries and independent distributors.

<ul><li>ResMed's first-quarter result broadly met market expectations, though rising margins and potential for further capital management have been negated by US import tariff ambiguity.</li><li> ResMed updates with strong September quarter performance (but largely in line) Gross margin surprised, device revenues outperform expectation Uncertainty about US import tariff exemption weighs on share price Expects share buybacks of US$150m in each quarter of FY26 Ord Minnett sees scope for additional capital management initiatives</li></ul>

ResMed's first-quarter result broadly met market expectations, though rising margins and potential for further capital management have been negated by US import tariff ambiguity. ResMed updates with strong September quarter performance (but largely in line) Gross margin surprised, device revenues outperform expectation Uncertainty about US import tariff exemption weighs on share price Expects share buybacks of US$150m in each quarter of FY26 Ord Minnett sees scope for additional capital management initiatives

Tariff Uncertainty Negates ResMed's Q1 Positives