The Point for Australia/NZ

研报英文原文证据摘录

The Point for Australia/NZ

Point |

Wednesday, 01 July 2026

Company | Industry | Global | Key Rating and Target Price Changes

Company

Collins Foods Ltd. (CKF.AX) - Conference call feedback

We found today's call to be reasonably upbeat with management talking up its

topline growth levers in Australia from KWENCH rollout, late night trading (trial)

and breakfast (trial in GC stores). Collins seemed more relaxed than we would have

expected about the recent increase to the Australian minimum wage and sees

topline growth as the primary offset but it also expects to work with Yum! to

increase automation to offset pressures.

Sam Teeger

Collins Foods Ltd. (CKF.AX) - Krise in Germany?

FY26 Underlying NPAT was $61.4 million was 2% above VA Consensus. Stat NPAT

of $47.1 million was -19% below VA Consensus driven primarily by class action

related costs and restaurant impairments. A final dividend of 15cps was declared,

slightly below the 16.3 in VA Consensus.

Domino's Pizza Enterprises Ltd (DMP.AX) - Trimming the crust in Europe

We are Neutral rated on Domino’s and see potential for cost out to surprise on the

upside. In our view the new group CEO (who will commence by 5 August ‘26)

appears to have a strong pedigree. We need more conviction around the duration

of the turnaround and the health of the pizza category to have a more positive

rating.

Telix Pharmaceuticals Ltd (TLX.AX) - High unmet need in GBM, Pixclara's PDUFA

date approaches next quarter

Telix today hosted an online event covering its neuro-oncology development work.

In the Precision Medicine business (diagnostics), Pixclara, for characterising

recurrent/progressive glioma (brain cancer), remains under review by FDA with a

September 11th goal PDUFA date. We envisage approval; Pixclara is c.AUD1 of our

PT.