To The Moon

As of the close on Friday, $S&P/ASX 200(XJO.AU)$ closed at 7968.20 on Friday, up 2.66% in the past 5 days.

1. $Resmed DRC(RMD.AU)$ +7.35%

• Tariff Exemption: ResMed’s exports from Australia and Singapore are exempt from U.S. trade tariffs, protecting margins and ensuring global competitiveness.

• Solid Revenue Growth: Q3 sales rose 8% to $1.3B, meeting expectations and showing consistent performance.

• Massive Market Opportunity: With new insomnia treatments launching, ResMed targets a 2 billion-person addressable market, supporting long-term growth.

2. $Macquarie(MQG.AU)$ +7.17%

• The $1B from divesting its public asset management unit boosts financial flexibility for new strategic moves.

• With 30+ AI-powered tools planned for 2025, Macquarie is focused on customer engagement and revenue growth.

• A 20% YTD drop vs. ASX 200’s 5.8% dip presents a compelling rebound opportunity for long-term investors.

3.$WISETECH GLOBAL LTD(WTC.AU)$ +5.59%

• WiseTech has announced the acquisition of Editrade S.A., a South American customs management software provider. what made WiseTech a market darling in the first place: strategic acquisitions, expanding global reach, and laser focus on automating complex logistics. It may not be a silver bullet for its share price, but it is a solid step in the right direction.

4. $BHP GROUP LTD(BHP.AU)$ +4.33%

• Tier-one, low-cost assets with high margins support strong performance across commodity cycles.

• BHP is well-positioned to attract capital as investors seek reliable, high-return miners.

• 28 hedge funds were bullish on BHP, compared to 22 funds in the prior quarter. BHP ranks 12th among the best uranium stocks to invest in.

5. $JAMES HARDIE INDUSTRIES-CDI(JHX.AU)$ +4.09%

• The launch of Hardie™ Designer highlights the company's leadership in digital transformation within the building materials space.

• James Hardie has a better P/E ratio of 22.28 than the aggregate P/E ratio of 16.53 of the Construction Materials industry.