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.

Thematic (Sector/Industry)

<ul><li>AFI commenced operations in 1928 and is Australia’s largest listed investment entity by market capitalisation.</li><li>The Company adopts a long-term perspective that emphasises ‘quality’ investments, with a focus on efficient after-tax returns for shareholders.</li><li>The fixed cost base also enables for the provision of a highly competitive, low-cost investment vehicle, and with no ongoing management or performance fees attributable to an external manager. </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.

AFI commenced operations in 1928 and is Australia’s largest listed investment entity by market capitalisation.The Company adopts a long-term perspective that emphasises ‘quality’ investments, with a focus on efficient after-tax returns for shareholders.The fixed cost base also enables for the provision of a highly competitive, low-cost investment vehicle, and with no ongoing management or performance fees attributable to an external manager. 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.

Head of Research, Krungthai XSpring

Waraporn Wiboonkanarak

Head of Research

A full service Thai brokerage

Krungthai XSpring

Krungthai XSpring is a full service broker. The company provides a wide range of investment services such as Securities Brokerage, Derivative Agent Business, Securities Borrowing and Lending, Securities Trading, Underwriting, Financial Advisory, Wealth Advisory, Private Fund Management and International Markets Securities Trading. 

In terms of credibility, Fitch Ratings has assigned Krunghtai XSpring a long-term rating of AA- and a national short-term rating of F1+ with stable outlook.

Cross Asset Strategy

<ul><li>Technically, the SET Index is expected to move sideways up, with the resistance at 1,301/1,306 points (25-day EMA) and the support at 1,287/1,281 points.</li><li>The market anticipates that stocks at risk of being removed from the index are AWC, GPSC, EA, IVL and KTC, which could negatively impact their share prices today.</li><li>The subdued growth in inflation and PPI reflects ongoing weakness in China's domestic economic activities, which continues to weigh on economic growth this year.</li></ul>

Technically, the SET Index is expected to move sideways up, with the resistance at 1,301/1,306 points (25-day EMA) and the support at 1,287/1,281 points.The market anticipates that stocks at risk of being removed from the index are AWC, GPSC, EA, IVL and KTC, which could negatively impact their share prices today.The subdued growth in inflation and PPI reflects ongoing weakness in China's domestic economic activities, which continues to weigh on economic growth this year.

Equity Bottom-Up

Mirrabooka Investments / Equity Bottom-Up

<ul><li>Mirrabooka Investments (MIR) Mirrabooka Investments aims to provide attractive investment returns over the medium to long term through holding core investments in a portfolio of 50-70 small and medium sized companies and to provide attractive dividend returns.</li><li>MIR focuses on companies with attractive valuations, prospects for strong growth and the potential to benefit from takeover activity.</li><li>These companies typically exhibit ‘quality’ characteristics by targeting businesses that can demonstrate sustainable competitive advantages, have strong management, have competitive moats and demonstrate balance sheet strength. </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.

Mirrabooka Investments (MIR) Mirrabooka Investments aims to provide attractive investment returns over the medium to long term through holding core investments in a portfolio of 50-70 small and medium sized companies and to provide attractive dividend returns.MIR focuses on companies with attractive valuations, prospects for strong growth and the potential to benefit from takeover activity.These companies typically exhibit ‘quality’ characteristics by targeting businesses that can demonstrate sustainable competitive advantages, have strong management, have competitive moats and demonstrate balance sheet strength. 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.

<ul><li>There is no change in our forecasts which we last updated at the release of the 2Q/1H2024 result in August.</li><li>Our 2024 forecasts remain consistent with the guidance where we are around the middle of the adjusted and statutory EBITDA ranges and consistent with if not slightly below VA consensus.</li><li>We continue to forecast strong top line revenue growth in 2024, 2025 and 2026 of 22%, 20% and 17% and positive statutory EBITDA and NPAT in 2025 and beyond.Expecting a strong Q3Life360...</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.

There is no change in our forecasts which we last updated at the release of the 2Q/1H2024 result in August.Our 2024 forecasts remain consistent with the guidance where we are around the middle of the adjusted and statutory EBITDA ranges and consistent with if not slightly below VA consensus.We continue to forecast strong top line revenue growth in 2024, 2025 and 2026 of 22%, 20% and 17% and positive statutory EBITDA and NPAT in 2025 and beyond.Expecting a strong Q3Life360...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.

United States

Life360, Inc. designs and develops technological products. The Company offers mobile application for multi-channel messaging and tracking platform for family communication, lost item retrieving, and medical treatment services. Life360 serves customers in the United States.

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Life360 Inc (360 AU)

Analyst Outlook December 2024

AFI commenced operations in 1928 and is Australia’s largest listed investment entity by market capitalisation. The Company adopts a long-term...

Bell Potter

Today's Dominant Ideas

Technically, the SET Index is expected to move sideways up, with the resistance at 1,301/1,306 points (25-day EMA) and the support at 1,287/1,281...

Krungthai XSpring

Analyst Outlook December 2025

MIR focuses on companies with attractive valuations, prospects for strong growth and the potential to benefit from takeover activity.

Bell Potter

Life360 (360): Choose life

Our 2024 forecasts remain consistent with the guidance where we are around the middle of the adjusted and statutory EBITDA ranges and consistent...

Bell Potter

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