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.

Equity Bottom-Up

<ul><li>Reaffirms guidanceWiseTech held its AGM today and reaffirmed its FY26 guidance of revenue b/w US$1.39-1.44bn, EBITDA b/w US$550-585m and EBITDA margin b/w 40-41%.</li><li>The company also flagged that the new commercial model will go live on 1st December and “a large number of customers” are expected to transition on that date.</li><li>There was, however, little update on the launch of Container Transport Optimisation (CTO) with only the comment “we are focused on our initial launch of CTO with revenue generati...</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.

Reaffirms guidanceWiseTech held its AGM today and reaffirmed its FY26 guidance of revenue b/w US$1.39-1.44bn, EBITDA b/w US$550-585m and EBITDA margin b/w 40-41%.The company also flagged that the new commercial model will go live on 1st December and “a large number of customers” are expected to transition on that date.There was, however, little update on the launch of Container Transport Optimisation (CTO) with only the comment “we are focused on our initial launch of CTO with revenue generati...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.

WiseTech Global (WTC): First Hurdle Cleared

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.

Australia

WiseTech Global Pty Ltd provides various technology and information technology management solutions. The Company offers cloud based various technology platforms, market specific software and logistics technology solutions, such as edienterprise, a platform supply chain logistics management system, software-as-a-service, and clinical management software. 

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Wisetech Global (WTC AU)

WiseTech Global (WTC): First Hurdle Cleared

Reaffirms guidanceWiseTech held its AGM today and reaffirmed its FY26 guidance of revenue b/w US$1.39-1.44bn, EBITDA b/w US$550-585m and EBITDA...

Bell Potter

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

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