To The Moon

As of the close on Friday, $S&P/ASX 200(XJO.AU)$ closed at 8,580.10 on Friday, down 0.27% in the past 5 days.

1. $ORIGIN ENERGY LTD(ORG.AU)$ +8.60%

• Macquarie raised its Octopus Energy valuation (23% owned by ORG) from £9B to £12B, driven by the planned demerger of Kraken Technologies, significantly boosting ORG's implied asset value.

• ORG narrowed its FY2025 Energy Markets EBITDA guidance to A$1.3B-$1.4B (midpoint up 8% from prior range), reflecting stronger performance at Eraring power station and favorable wholesale positioning.

• Energy sector tailwinds and improved market sentiment lifted ORG, with its shares gaining 7.53% in the past week amid ASX 200's 0.6% rebound.

2. $FORTESCUE LTD(FMG.AU)$ +3.98%

1. The stock's dividend yield of 12.04%, above the 5-year average of 10.52%, signals strong cash returns to shareholders, attracting income-focused investors.

2. Fortescue's expansion into copper, lithium, and rare earths, tied to renewable energy growth, likely boosted investor confidence in the company's long-term potential.

3. Lower interest rates by the Reserve Bank of Australia (RBA) may have made dividend-paying stocks like FMG more attractive to investors seeking yield.

3.$PRO MEDICUS LTD(PME.AU)$ +3.07%

• The broader ASX tech sector and PME’s recent surge to all-time highs have driven momentum, with the stock up 140.1% YoY.

• The recent market chaos sparked by President Trumps's tariff regime created a solid buying opportunity for aspiring Pro Medicus investors.

• With strong fundamentals, global growth potential, and a track record of execution, Pro Medicus could still prove to be a good buy for long-term investors.

4.$COMPUTERSHARE LTD(CPU.AU)$ +2.82%

• Broader equity gains and reduced recession fears may have driven inflows into stable, dividend-paying stocks like Computershare.

• Georgeson is ranked the #1 proxy solicitor adviser by The Bloomberg Activism Advisory League Tables.

5.$QANTAS AIRWAYS LIMITED(QAN.AU)$ +2.36%

• Qantas continues to benefit from robust domestic and international travel demand, with FY25 revenue expected to grow 8.75% YoY to A$23.86 billion, driven by high airfares and improved load factors.

• Global crude oil price declines have eased fuel expenses—a major cost for airlines—boosting Qantas’ earnings outlook.

• Broader gains in ASX travel stocks (+17 sessions up in 20 trading days) and positive momentum from rival Virgin Australia’s IPO prospects have lifted Qantas shares.