Search Follow us

Key contacts

Dean Richardson
Director, Australasia

Regional office - Australia
Level 4
95 Pitt Street
Sydney
NSW 2000
Australia
Tel: +61 (0)2 8249 8342

Regional office - New Zealand
Edison Investment Research (NZ) Ltd
PO Box 10293
Te Rapa
Hamilton
3241
Tel: +61 (0)2 8249 8342

listed companies

Nkwe Platinum MEC Resources
Coal of Africa Syndicated Metals
Gold One Bionomics
Allied Gold Mining Phylogica
ADX Energy Alkane Resources
Bellzone Mining Sumatra Copper & Gold
Continental Coal Gunson Resources
RedFlow Lochard Energy
Circadian Technologies Universal Coal
Biotron Slater & Gordon
See more

Companies with HQs in asia-pacific

Seeing Machines Forterra Trust
Oil & gas Greka Drilling
Bezant Resources G3 Exploration
Baobab Resources Endace
Wynnstay Group PXP Vietnam Fund
Chatham Rock Phosphate Tenon
MMG SeaDragon
Contact Energy Snakk Media
Cue Energy New Zealand Oil & Gas
Rubicon Sky Network Television
See more

Latest research

AJ Lucas Group

Positive momentum in drilling services

Update | Oil & Gas | 24/09/2018

AJ Lucas’s FY18 (to end June 2018) results highlighted a material increase in drilling service revenues (+70%) and margins (+635% EBITDA). Based on AJL’s current order book and leading indicators, management expects rig utilisation and mining sector drilling activity to be sustained in FY19 with robust margins after AJL’s exit from legacy contracts in the coal seam gas and water markets. Our updated valuation reflects expected engineering and construction sales proceeds of A$25m…

PetroMatad

Snow Leopard – potential breached fault seal

Flash note | Oil & Gas | 20/09/2018

The Snow Leopard-1 well (100% Petro Matad) was drilled to total depth of 2,930m in granitic basement. No sands were encountered in the shallow target, although gases (C1 to C5) and an oil sheen were observed in the drilling mud. The deeper objective encountered an overall gross interval of more than 400m. However, no oil or gas shows were observed and the interval was found to be water-bearing. Once operations to plug and abandon the well are complete, the rig will move to the Wild Horse prospect,…

Kazia Therapeutics

GDC-0084 and Cantrixil trials progressing

Update | Pharmaceutical & healthcare | 19/09/2018

Kazia Therapeutics has commenced the Phase II programme for GDC-0084 in glioblastoma (GDC-0084 was in-licensed from Genentech in 2016). Initial data from the Phase IIa dose optimisation component are expected in H119, with a subsequent Phase IIb study expected to read out in 2021. The Phase I study of Cantrixil in ovarian cancer is in the final stages of determining the maximum tolerated dose (MTD). Our valuation range is unchanged at A$73m to A$133m (A$1.46–2.65 per share).

ASLAN Pharmaceuticals

Enrolment for China study adjusted

Update | Pharmaceutical & healthcare | 19/09/2018

ASLAN announced it would be amending the protocol for its ongoing Chinese pivotal trial of varlitinib in biliary tract cancer (BTC). The patients being enrolled in China had more severe disease than expected based on historical controls, which manifested as a weaker than expected response to treatment on the trial. Due to delays, the Chinese study may not complete before the ongoing TREETOP study, which would then serve as a pivotal study for approval in China and is expected to complete in 2019.

Kazia Therapeutics

GDC-0084 and Cantrixil trials progressing

ADR Update | Pharmaceutical & healthcare | 19/09/2018

Kazia Therapeutics has commenced the Phase II program for GDC-0084 in glioblastoma (GDC-0084 was in-licensed from Genentech in 2016). Initial data from the Phase IIa dose optimization component are expected in H119, with a subsequent Phase IIb study expected to read out in 2021. The Phase I study of Cantrixil in ovarian cancer is in the final stages of determining the maximum tolerated dose (MTD). Our valuation range is unchanged at $56m to $101m ($11.10–20.16 per share).

About

Edison‘s Sydney and Wellington offices opened in 2011 to provide research services to companies listed on Asia-Pacific stock exchanges. Companies of all sizes benefit from our research service, which provides the highest standards of research and unrivalled distribution of our reports on a global and unrestricted basis.

Sector Commentary

See more reports See more reports See more reports

Sector Reports

See more sector reports See more sector reports See more sector reports