Berita & analisis pasar
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Dari infrastruktur AI hingga perawatan hewan peliharaan, semikonduktor, dan eksplorasi emas, berikut adalah lima kandidat teratas yang paling mungkin terdaftar di ASX pada tahun 2026.
Apa yang dimaksud dengan Initial Public Offering (IPO)?
1. Teknologi Firmus
Firmus Technologies sedang membangun infrastruktur pusat data bertenaga AI di Tasmania, dan mungkin salah satu perusahaan teknologi yang diposisikan paling strategis di Australia saat ini.
Firmus adalah Mitra Cloud Nvidia dan telah bergabung dengan pasar Lepton pembuat GPU. Perusahaan telah merancang platform Pabrik AI modular dan cair di mana-mana untuk berkembang dengan arsitektur terbaru Nvidia, termasuk jaringan Ethernet Nvidia Spectrum-X.
Kenaikan pada September 2025 sebesar A$330 juta ditutup pada penilaian pasca-uang sebesar A$1.85 miliar untuk perusahaan. Pada November 2025, setelah kenaikan A$500 juta lebih lanjut, penilaian itu telah naik tiga kali lipat menjadi kira-kira A$6 miliar.
Investasi A$100 juta berikutnya dari Maas Group pada awal 2026 mengkonfirmasi penilaian November. Firmus dilaporkan akan mempertimbangkan IPO ASX dalam 12 bulan ke depan dan, mengingat penilaian swasta A$6 miliar, setiap kenaikan publik diperkirakan akan jauh di atas A $1 miliar.
Dengan meningkatnya permintaan Australia untuk kapasitas komputasi AI yang berdaulat dan iklim dingin Tasmania dan keunggulan energi terbarukan untuk operasi pusat data skala besar, Firmus berdiri sebagai salah satu kandidat IPO ASX skala terbesar pada tahun 2026.
Namun, meskipun minat pasar terhadap Firmus tampaknya tumbuh, waktu adalah segalanya ketika datang ke IPO. Perhatikan konfirmasi waktu IPO yang tepat, sentimen pusat data AI, dan apakah Nvidia memberi sinyal memperdalam keterlibatannya sebagai investor jangkar strategis pasca-listing.
2. Rokt
Rokt yang didirikan di Sydney telah diam-diam menjadi salah satu perusahaan teknologi swasta paling berharga di Australia. Platform adtech e-commerce yang bertujuan membantu merek memonetisasi “momen transaksi” sekarang dihargai ~US$7,9 Milyar.
Lembar syarat yang disiapkan oleh MA Financial memproyeksikan jalan keluar harga saham US$72 di bawah skenario kasus dasar, ketika saham dibebaskan dari escrow pada November 2027.
Rokt diperkirakan berpotensi masuk daftar ganda di AS dan di ASX pada tahun 2026, mungkin segera setelah paruh pertama tahun ini. IG Struktur yang paling banyak dibahas adalah listing Nasdaq utama dengan struktur ASX CDI (CHESS Depositary Interest) untuk investor Australia, bukan daftar ganda penuh.
Pendapatan Rokt untuk tahun yang berakhir Agustus 2025 diproyeksikan sebesar US$743 juta (naik 48% tahun-ke-tahun), dengan perkiraan EBITDA sebesar US $100 juta dan margin laba kotor sekitar 43%. Saat ini diproyeksikan untuk melewati tonggak pendapatan tahunan $1 miliar pada Agustus 2026.
Amazon, Live Nation, dan Uber semuanya dilaporkan sebagai pelanggan Rokt, dan perusahaan telah berkembang pesat di Amerika Utara dan Eropa.
Apakah Rokt memilih listing Nasdaq utama dengan struktur CDI ASX, atau daftar ganda penuh, dapat secara signifikan mempengaruhi likuiditas dan akses investor lokal.
3. Greencross
Greencross, bisnis di belakang Petbarn, City Farmers, dan Greencross Vets, sedang bersiap untuk masuk kembali ASX setelah diswadangkan oleh perusahaan ekuitas swasta AS TPG pada tahun 2019.
TPG saat ini memiliki 55% saham Greencross, sementara AustralianSuper dan Healthcare of Ontario Pension Plan (HOOPP) memegang 45% sisanya.
Perusahaan melaporkan pendapatan sebesar A $2 miliar untuk tahun keuangan 2025, peningkatan sederhana dari A $1.95 miliar pada tahun 2024. TPG membayar A$675 juta dalam nilai ekuitas untuk bisnis pada tahun 2019; ia menjual 45% saham pada tahun 2022 dengan penilaian lebih dari A $3,5 miliar. IPO yang diusulkan menyiratkan penilaian lebih dari A$4 miliar.
TPG menargetkan penawaran umum perdana setidaknya A$700 juta. IPO akan menandai kembalinya Greencross ke ASX setelah absen delapan tahun. Ukuran kenaikan TPG yang relatif kecil menunjukkan perusahaan mengandalkan kinerja aftermarket yang kuat sebelum sepenuhnya keluar.
Pengumuman garis waktu keluar TPG masih menjadi pengawasan apakah IPO 2026 ada di kartu. Dan apakah perusahaan mengejar IPO tradisional atau penjualan perdagangan, yang tetap menjadi jalur alternatif.
4. Morse Mikro
Morse Micro adalah perusahaan semikonduktor yang berbasis di Sydney yang mengembangkan chip Wi-Fi HaLow yang dirancang untuk aplikasi IoT di bidang pertanian, logistik, kota pintar, dan pemantauan industri.
Morse Micro mengadakan putaran Seri C pada September 2025, mengumpulkan US $88 juta, diikuti pada November 2025 oleh kenaikan pra-IPO US $32 juta, sehingga total pendanaan menjadi lebih dari A$300 juta.
Ini menargetkan daftar ASX dalam 12-18 bulan ke depan. Seri C dipimpin oleh raksasa chip Jepang MegaChips dan National Reconstruction Fund Corporation.
Koneksi perangkat IoT global diperkirakan akan melebihi 30 miliar pada tahun 2030, dan Morse Micro akan menjadi perusahaan semikonduktor murni langka yang terdaftar di ASX, yang dapat menarik minat signifikan dari manajer dana yang berfokus pada teknologi.
Traksi Pendapatan Morse Micro dengan mitra perangkat keras tingkat satu sebelum pencatatan adalah sebuah arloji, dan apakah perusahaan mencari listing AS bersamaan mengingat kedalaman selera investor semikonduktor AS.
5. Sumber Daya Bison
Bison Resources adalah penjelajah emas dan logam mulia yang berfokus pada AS yang baru didirikan saat ini di tengah IPO ASX.
Penawaran ditutup pada 20 Maret 2026, dengan listing ASX ditargetkan untuk pertengahan April 2026. Pada kapitalisasi pasar indikatif A$13,25 juta dengan berlangganan penuh, Bison adalah nama paling spekulatif dalam daftar ini dengan margin yang signifikan.
Perusahaan ini memegang empat proyek eksplorasi di timur laut Nevada, dalam Carlin Trend (salah satu sabuk penghasil emas paling produktif di dunia), bertanggung jawab atas sekitar 75% dari produksi emas AS.
IPO berupaya meningkatkan A $4,5 menjadi A $5,5 juta (22,5 hingga 27,5 juta saham pada A$0,20 per saham). Tim ini memiliki pengalaman sebelumnya di Sun Silver (ASX: SS1) dan Black Bear Minerals, memberikan rekam jejak dalam daftar pertambangan ASX junior di luar Nevada.
IPO Global: Apa IPO terbesar yang terjadi secara global pada tahun 2026?
Intinya
Kalender IPO Australia 2026 mencakup spektrum risiko penuh. Permainan infrastruktur AI yang didukung NVIDIA, platform e-commerce bernilai miliaran dolar, dan penjelajah emas junior dengan IPO-nya sudah berlangsung.
Setiap kandidat mencerminkan tahap kematangan yang berbeda dan profil investor yang berbeda. Bersama-sama, mereka menyarankan ASX dapat melihat suntikan yang berarti dari listing baru di seluruh sektor yang sebagian besar tidak ada di pasar lokal dalam beberapa tahun terakhir.
XAUUSD Analysis 24 – 28 April 2023 The gold price outlook is positive in the medium term. Although the close of last week's sell pressure bar indicates a loss of buying momentum. But the price is still above the 1960 support or the last high of the price in the Weekly time frame, which is very likely that the price will continue to swing or settle down between the 1960 support and the 2000 resistance, which can be adjusted.
It can rise further to test the 2070 resistance, which is a key resistance at the weekly timeframe level and is the highest price that gold has ever reached in history. Predicting the price of gold, the price will swing between the 1960 support and the 2000 resistance to either sideways or consolidate at the above price range. If there is an adjustment to the resistance that is worth watching, 2000 and 2012, respectively, but if there is an adjustment to the 1976 and 1960 support levels, it is the support that should be followed. and after passing through this April Gold price direction will be clearer.
AUDUSD Analysis 24 – 28 April 2023 The AUDUSD is sideways and swings within the 0.67750 resistance and 0.6560 support levels as seen on the H4 timeframe and the Daily timeframe. It is a pin bar that clearly indicates selling momentum. The buying momentum of the price is not yet clearly seen compared to the selling momentum.
Forecasting that price may have a more negative direction. As the price of AUDUSD continues to be in a downtrend in both the short and medium term. Therefore, a correction to continue downwards is very worth watching, especially the support 0.6560 on the H4 timeframe and the Daily timeframe, which is expected to be the next target for the AUDUSD price in the event of a correction down, and in case of a rally, it is expected that the price may rise slightly at the resistance area of 0.67750.
GBPUSD Analysis 24 – 28 April 2023 The GBPUSD trend is currently rebounding and correcting sideways above the key resistance at 1.24470 with continued buying momentum as seen from the weekly timeframe buying candlestick. There is still no clear sell candlestick in the Weekly timeframe, indicating the clarity of the uptrend in both the short and medium term. Forecasting that the price will likely go sideways correction above the 1.24470 resistance area before rallying to create a new higher high to test the 1.26660 resistance, the next resistance on the daily timeframe level, where the key support is 1.22700. which is a support level at the H4 time frame, which is expected that the price may fall down to test If the price is unable to stand on the resistance 1.24470 and continue to rise.
XAUUSD Analysis 17 – 21 April 2023 The gold price outlook is positive in the medium term. As last week's closing of the buying bar was above the 1960 support or the latest high in price on the Weekly timeframe, it indicates the continued buying momentum that will allow the price of gold to continue. It can rise further to test the 2070 resistance level, which is a key resistance level at the weekly timeframe level and is the highest price level that gold has ever reached in history.
But even so, the price of gold remains negative in the short term. Because the close of the last week's buying pressure has drawn down as much as half of the candlestick. This indicates weaker buying momentum following last Friday's sell-off. which may have descended to adjust the base or sideways at the 2000 support level and if the price is moving towards the next support, 1985 and 1976, which are important support levels at the time frame H4 and H1 to watch because if the price cannot go down deeper than the above two support levels The direction of the gold price is likely to continue to rise to test the resistance 2070, in line with the large time frame in the medium term where the price is still Up Trend.
And if the price of gold cannot continue to rise, but there is a breakout of the 1985 and 1976 support levels, it can come down with continuous selling pressure. Daytime support at the 1960 price level or the latest price high in the Weekly timeframe are next targets to watch. EURUSD Analysis 17 – 21 April 2023 EURUSD Price can be viewed both positively and negatively.
As EURUSD is currently hovering around 1.09900, which is the previous high in the Weekly and Daily timeframes, and is starting to lose buying momentum as the weekly candlestick has moved in the past week. guts down (Significantly) as last week's closing price was lower than last week's high. After adjusting up to test the latest High before there is a selling pressure down. Forecasting that price There can be both up and down directions in the medium-term daily timeframe as the loss of buying momentum last week has made the trend or price trend less pronounced.
The price is 1.09900, the next target that the price will rise to test is the resistance 1.11650. down to the support area 1.08800. AUDUSD Analysis 17 – 21 April 2023 The AUDUSD is sideways and swings within the 0.67750 resistance and 0.6560 support levels as seen on the H4 timeframe and the Daily timeframe. Up to half of the wicks were dropped, even though it was closed by a buying bar.
The buying momentum of the price is not yet clearly seen compared to the selling momentum. Forecasting that price May have a more negative direction. As the price of AUDUSD continues to be in a downtrend in both the short and medium term.
Therefore, a correction to continue downwards is very worth watching, especially the support at 0.6560 on the daily timeframe level, which is expected to be the next target for AUDUSD in the event of a decline. And in case of a rally, it is expected that the price may rise slightly at the resistance area of 0.67750.
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On the 9th of March 2023, the Bank of Canada (BoC) released its monetary policy decision to keep rates at 4.50%. In the accompanying statement, the BoC indicated that it expected pressures in product and labour markets to ease as inflation growth signaled a slowdown. It also highlighted that while the BoC was assessing the impact of past interest rate hikes, it would be ready to hike rates again if required to bring inflation down to the 2% target level.
The Candian Median CPI y/y is expected to be released at 4.8% (Previous 5.0%) while Trimmed CPI y/y is expected at 4.9% (Previous 5.1%). If the inflation data is released as expected or lower, this could see the Canadian dollar weaken briefly as the likelihood of future rate hikes from the BoC diminishes. However, the directional bias of the USDCAD would be heavily dependent on the volatility of the DXY.
As the USDCAD trades within a symmetrical triangle pattern, the release of the CPI data could see breakout potential in either direction. If the price trades higher beyond 1.3750 and the 61.8% Fibonacci retracement level could see the USDCAD resume with the uptrend to retest the key resistance level of 1.3860. Alternatively, if the CPI data signals increasing inflation growth, the USDCAD could break the support level of 1.3660 and trade significantly lower, down toward the 1.35 key support level, especially if the DXY continues to weaken.
Adobe Inc. (ADBE) announced its financial results for the third quarter of the fiscal year 2022 before the opening bell in the US on Thursday. The American software company reported revenue of $4.433 billion, falling slightly short of Wall Street forecast of $4.438 billion. Earnings per share reported at $3.40 per share for the quarter, above analyst estimate of $3.345 per share. ''Fueled by our ground-breaking technology, track record of creating and leading categories and consistent execution, Adobe delivered another record quarter,'' Shantanu Narayen, chairman and CEO of Adobe said in a press release. ''Adobe achieved record revenue and strong profitability in the quarter, demonstrating that our products are mission-critical to individuals, small businesses and the world’s largest enterprises,'' said Dan Durn, executive vice president and CFO of the company. ''Our operational rigor combined with our strong engine of innovation are driving growth across our platforms and will fuel future growth as the digital economy continues to expand,'' Durn added.
The company repurchased approximately 5.1 million shares during the quarter. Adobe also announced that it has entered into final stages to acquire Figma, a web-first collaborative design platform for around $20 billion in cash and stock. ''Adobe’s greatness has been rooted in our ability to create new categories and deliver cutting-edge technologies through organic innovation and inorganic acquisitions,'' ''The combination of Adobe and Figma is transformational and will accelerate our vision for collaborative creativity,'' Shantanu Narayen commented on the acquisition of Figma. Adobe Inc. (ADBE) chart Shares of Adobe were down by around 15% on Thursday, trading at $313.35 a share.
Here is how the stock has performed in the past year: 1 month -29.45% 3 months -15.16% Year-to-date -45.38% 1 year -53.43% Adobe price targets UBS $415 Stifel $500 Baird $450 Deutsche Bank $500 Wells Fargo $425 Mizuho $480 Citigroup $388 Barclays: $440 Adobe is the 70 th largest company in the world with a market cap of $144.34 billion. You can trade Adobe Inc. (ADBE) and many other stocks from the NYSE, NASDAQ, HKEX and the ASX with GO Markets as a Share CFD. Sources: Adobe Inc., TradingView, MarketWatch, Benzinga, CompaniesMarketCap
Salesforce financial results announced Salesforce.com Inc. (CRM) reported its latest financial results for its fiscal second quarter on Wednesday. World’s leading customer relationship management (CRM) company reported revenue of $7.72 billion (up 22% year-over-year) vs. $7.692 billion expected. Earnings per share also topped analyst estimates at $1.19 per share for the quarter vs. $1.03 per share expected. ''We had another strong quarter, with revenue of $7.7B growing 22% year-over-year and 26% in constant currency, showing yet again the durability of our business model,'' Marc Benioff, Chair and Co-CEO of Salesforce said following the latest results. ''And, we’re thrilled to initiate our first-ever share repurchase program to continue to deliver incredible value to our shareholders on our path to $50 billion in revenue in FY26,'' Benioff added. ''Our results demonstrate the strength and diversity of our product portfolio across regions, industries and segments,'' said Bret Taylor, Co-CEO of Salesforce. ''In this more measured buying environment, our Customer 360 portfolio is even more strategic and relevant as our customers focus on productivity, efficiency and time to value,'' Taylor concluded.
The company expects revenue of $7.82 to $7.83 billion for the fiscal third quarter Salesforce.com Inc. (CRM) chart The stock was up by 2.28% at the end of Wednesday’s session at $180.19 a share. The stock fell by around 5% in the after-hours due to future outlook. Here is how the stock has performed in the past year: 1 month -0.16% 3 months +12.75% Year-to-date -29.17% 1 year -30.99% Salesforce price targets Citigroup $189 BMO Capital $223 Mizuho $245 Morgan Stanley $273 Piper Sandler $220 Deutsche Bank $260 JP Morgan $275 Barclays $218 Wells Fargo $235 Salesforce.com Inc. is the 58 th largest company in the world with a market cap of $179.10 billion.
You can trade Salesforce.com Inc. (CRM) and many other stocks from the NYSE, NASDAQ, HKEX and the ASX with GO Markets as a Share CFD. Sources: Salesforce.com Inc., TradingView, MetaTrader 5, Benzinga, CompaniesMarketCap