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Bingo Industries Ltd (ASX: BIN) | BUY

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By M3 Equity Research Investment Summary VIC acquisition to drive the next leg of growth Significant organic growth opportunities driven by infrastructure and regulatory tailwinds QLD market presents upside risk Ticker | ASX:BIN GICS Sector | Industrials Current Price | A$2.00 12m Target Price | ▲ A$2.80 Upside | 40% Market Cap | A$675m P/E (TTM) | 32.25x P/E (Forward) | 15.24x BUSINESS DESCRIPTION Bingo Industries Ltd. is a building & construction company. The company provides clients with various solutions for liquid waste such as oily waters,...
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NRW Holdings (ASX:NWH) | BUY

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By M3 Equity Research Investment Summary Golding acquisition to drive FY18 earnings and offers diversification and scale Relationship with iron ore is misunderstood New opportunities in gold and lithium offers upside risk Ticker | ASX:NWH GICS Sector | Industrials Current Price | A$1.15 12m Target Price | ▲ A$ 1.60 Upside | 39% Market Cap | A$420m P/E (TTM) | 12.7x P/E (Forward) | 10.3x BUSINESS DESCRIPTION NRW Holdings Ltd. engages in the provision of civil contracting and mining services. It operates through...
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Capturing Value in Bluechip Mining Stocks

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By Gabriel Yi, Managing Director of M3 Investment Group Investing in blue chip mining stocks requires not only a solid understanding of the supply demand factors of the underlying commodity but also significant patience. Investors and traders can all appreciate that equity markets are irrational at times and valuations can distort from changing sentiments. However, this distortion tends to be much more prominent in the commodity markets. Iron ore, Steel Rebar, Oil, Copper, Aluminium, Gold...
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Medicinal Cannabis Stocks Under the Microscope

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By Gabriel Yi, Managing Director of M3 Investment Group It’s been a sector that has experienced triple digit rallies in recent months. There have been unprecedented moves in intra day share prices of certain companies like Stemcell United (SCU), which exp loded 3000% in one day. Why? They announced the appointment of  the “King of Cannabis” Nevil Schoenmakers as Strategic Advisor to “pursue opportunities in (the) Medicinal Cannabis sector”. These dramatic price movements on simply...
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Tech Stocks to Watch on the ASX in 2017

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By Gabriel Yi, Managing Director of M3 Investment Group Technology advances have created some of the most valuable companies in the world and the tech sector reflects one of the true growth sectors in the stock market. Think Apple, Alphabet, Amazon – most reside in the technology hubs of Silicon Valley, and continue to innovate and introduce new products and services to drive their growth. However most of these tech behemoths are listed overseas which...
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Top 10 Microcap Stocks to Look Out for in 2017

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By Gabriel Yi, Managing Director of M3 Investment Group In a turbulent year for Australian equity markets, we have seen many structural shifts in investor appetite: the commodity bulls have come out from years of hiding to make the mining and material sectors the best in class for 2016, the growth mid-cap sector has experienced weakness in recent months from risk-off trends, and the high yielding, bond proxy shares have also been sold off along...
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