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March 2, 2021
Equity Research Coverage

BNK Banking Corporation Limited (ASX: BBC) – Update – Aggregation Segment Continues to Drive Loan Book Growth

We have upgraded our price target from $1.12 to $1.19 per share. This represents a 63% premium to the share price of $0.73 at 22 February 2021. The upgrade is driven by two key factors: (1) Faster than expected growth in the Aggregation segment in 1H’FY21 has offset a reduction in forecast net interest income due to a reduction in forecast settlements in the Wholesale segment and declining interest rates, and........
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March 2, 2021
Unlisted Managed Investment

PMAC Trust – Provides Exposure to a Diversified Portfolio of Loans to Commercial Borrowers

The Trust is an attractive income play and also a thematic play on the continuing evolution of the Australian non-ADI lending market. Non-ADI (private debt) lenders continue to take an increasing share of the overall market due to the unwillingness / inabilities of banks to extend certain loans...
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March 2, 2021
Equity Research Coverage

IIR Pharma & Biotech Index

We thought we’d kick off the year by taking a look at the top performing companies in the index for 2020. The top 10 performers are tabled below. There were some impressive returns for some of the companies in the index with 29 companies share prices rising by 100% or more....
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November 10, 2020
Equity Research Coverage

Pan Asia Metals Limited (ASX: PAM) – Tungsten and Lithium Projects located in Thailand – By-products including, sulphate of potash (“SoP”), a high quality Potassium Fertiliser

Pan Asia Metals (“Pan Asia” or “the Company”) is a recent listing on the ASX, with a focus on developing “critical” metals projects in the emerging economic powerhouse of SE Asia....
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October 12, 2020
Equity Research Coverage

Great Southern Mining (ASX:GSN) – Ongoing Exploration Success – The Company has Assembled a highly Prospective Portfolio of Properties in Western Australia and Queensland

Activities over the past 11 months have yielded very encouraging results for Great Southern Mining...
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September 7, 2020
Equity Research Coverage

BNK Banking Corporation Limited (ASX: BBC) – BBC Posts Strong Growth In Uncertain Times –

We have assigned BNK a value of $1.12 per share. The valuation is based on a PE multiple of 10x the FY21 forecast EPS plus the current value of the net trailing commission receivable per share. This represents an upside of 72.3% on the share price of $0.65 at 4 September 2020....
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September 7, 2020
Listed Managed Investment

LMI Monthly – Spotlight on QRI, MXT and MOT

This research study is prepared on the basis of data collected by the IIR Research Team from both the managers and ASX....
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August 24, 2020
Listed Managed Investment

Listed Managed Investments – Monthly Review

LIC/LIT/ETF Review - Spotlight on Gryphon Capital Limited. The publication is based upon the data collected by the IIR Research Team...
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August 24, 2020
Equity Research Coverage

Prescient Therapeutics Limited (ASX: PTX) – Next Gen CAR-T Platform a Potential Game Changer

PTX is a clinical stage oncology company with a focus on developing targeted and cellular cancer therapies. Targeted therapies are a focus for anticancer drug development, with the aim of personalising treatment based on a person’s genes and proteins to prevent, diagnose and treat the disease...
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