WAM Research (ASX: WAX) — Perfil da empresa, notícias e dados financeiros
WAM Research invests in small to medium-sized companies on the ASX, aiming to generate long-term returns.
WAM Research
WAM Research is an Australian listed investment company managed by Wilson Asset Management. The company invests primarily in a diversified portfolio of undervalued growth companies, focusing on small-to-medium sized industrial companies listed on the Australian Securities Exchange. Its investment objectives are to deliver a stream of fully franked dividends to shareholders and achieve a high real rate of return, comprising both income and capital growth within acceptable risk parameters. The company applies a research-driven investment process to identify target businesses with compelling growth prospects and strong fundamentals.
Resumo
Operações
Produtos e/ou serviços de WAM Research
- Small-to-Medium Cap Industrial Equities: Direct equity investments in small-to-medium listed Australian industrial companies, focusing on entities with expansion prospects, sustainable market positions, and predictable earnings trajectories across domestic economic sectors.
- Undervalued Growth Investments: Fundamental equity portfolio allocations targeting Australian listed growth companies trading below estimated intrinsic value, seeking long-term capital appreciation through positive operational re-ratings and corporate earnings expansion.
- Fully Franked Dividend Portfolio: Direct equity portfolio allocations structured to generate ongoing investment income and corporate franking credits, supporting the regular payout of fully franked dividend distributions to company shareholders.
- Fundamental Research Operations: Proprietary equity research operations involving direct company management meetings, physical facility inspections, financial statement analysis, and catalyst identification across hundreds of small and mid-cap Australian businesses.
- Cash Reserves Management: Maintenance of tactical liquidity and short-term capital allocations in cash instruments to preserve capital during market downturns and provide flexible buying power for rapid deployment into mispriced equities.
- Relative Value Opportunities: Strategic equity allocations targeting temporary market mispricings, corporate reorganizations, and specific event-driven catalyst opportunities across Australian listed companies to capture risk-adjusted total investment returns.
Comunicados recentes
O que a WAM Research (WAX) comunicou ao mercado, do mais recente para o mais antigo.
- September 2026 Investment Update
Histórico de dividendos
Dividendos por ação pagos pela WAM Research, por ano fiscal.
| Ano fiscal | Intermediário | Final | Especial | Total |
|---|---|---|---|---|
| FY2027(até o momento) | A$0.0500 | — | — | A$0.0500 |
| FY2026 | A$0.0500 | A$0.0500 | — | A$0.1000 |
| FY2025 | A$0.0500 | A$0.0500 | — | A$0.1000 |
| FY2024 | A$0.0500 | A$0.0500 | — | A$0.1000 |
| FY2023 | A$0.0500 | A$0.0500 | — | A$0.1000 |
Principais indicadores financeiros
Resultados divulgados pela WAM Research, em AUD.
- Cap. de mercado
- 164,9 mi
- Receita (TTM)
- -37,5 mi
- P/L
- —
- LPA (diluído, TTM)
- -0.1
- Dividend yield
- 12.4%
- Margem de lucro
- 0.0%
| Fim do ano fiscal | Receita | Resultado operacional | Lucro líquido |
|---|---|---|---|
| -37,5 mi | -40,9 mi | -28 mi | |
| 46,3 mi | 39,5 mi | 28,5 mi | |
| 54,2 mi | 45,4 mi | 32,5 mi | |
| 25,8 mi | 22,6 mi | 16,9 mi |