Calls
2
Richard Schellbach
UBS Australia Equity Strategist
Win Rate
-
return
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Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Feb 10
$28.64
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Australian FY26 EPS growth expectations have risen to about 12% from 3% six months ago, led by miners but broad-based. Rising AUD historically coincides with strong domestic/global growth and commodity markets, periods when Australian stocks outperform global equities. Investors are underweight Australia and should reallocate there, with almost all sectors positively correlated to AUD strength except healthcare.
Equity Indexes
Long
Feb 10
$24.24
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Commodity markets are relatively resilient, with upward momentum helping Australian equities and the AUD. Chinese growth stabilization and a declining US dollar index are supportive for commodity prices, underpinning the mining and materials outlook.
Commodities
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Richard Schellbach has 2 trade ideas tracked on Buzzberg across 9 tickers since February 2026.
Historical call returns are modeled from recorded ideas and stored prices, not actual brokerage portfolio returns. Check the evaluated call set and horizon; past results do not establish future prediction accuracy. Explore our data and methodology
