In today’s briefing:
- Monash IVF (MVF AU): Embroiled in Embryo Bungle; Will the Growth Baby Be Delivered?
- ECM Weekly (30 June 2025) – FWD, Anjoy, IFBH, HDB Financials, Virgin, Xero, Shinhan, Innovent
- Iron Ore: Small Bounce to 100 USD/Ton On Oversold Levels
- PointsBet Holdings Ltd – The Monday Report – 30 June 2025
Monash IVF (MVF AU): Embroiled in Embryo Bungle; Will the Growth Baby Be Delivered?
- Monash IVF (MVF AU) announced that an incident occurred at its Brisbane clinic, where embryo of one patient was incorrectly transferred to another patient resulting in birth of a child.
- The company revised the guidance of FY25 underlying NPAT to be A$27.5M from previous A$30M–31M, announced post H1FY25 results.
- Consensus estimates predict the company’s FY26 revenue to grow marginally by 1% to A$272M and net profit to decline nearly 5%.
ECM Weekly (30 June 2025) – FWD, Anjoy, IFBH, HDB Financials, Virgin, Xero, Shinhan, Innovent
- Aequitas Research’s weekly update on the IPOs, placements, lockup expiry and other ECM linked events that were covered by the team over the past week.
- On the IPO front, in a busy listing week, the results from listing were mixed.
- On the placements front, there were a number of large deals across the region.
Iron Ore: Small Bounce to 100 USD/Ton On Oversold Levels
- Iron ore prices rose 2.3% WoW from oversold levels since our last report, Iron Ore Tracker (23-June-2025): Iron Ore Due for A Small Bounce? to $95/ton
- In the short term, prices could reach $100/ton, but persistent medium-term supply overhang from the Simandou project may pressure prices down to $85/ton.
- We like Fenix Resources (FEX AU) for its massive ramp-up from 1.5 to 4.1 million tons. read: Fenix Resources (FEX AU): Q3 FY25 Concall Update + CZR News
PointsBet Holdings Ltd – The Monday Report – 30 June 2025
- Wrap of events affecting the market on Friday night and the weekend and a preview of the week ahead
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