Source: Kapitales Research

Highlights:

• Investors reacted positively to a new long-term hospital operator agreement aimed at improving asset stability and rental visibility.
• Strong market interest followed a significant gold resource expansion at a large-scale Serbian mining project.
• Upgraded FY26 profit guidance and resilient housing demand supported strong gains in the property development sector.

The Australian share market witnessed strong gains across select healthcare, mining, and property-linked stocks on Thursday, with investors reacting positively to operational developments, resource expansion, and stronger earnings expectations. HealthCo Healthcare and Wellness REIT, Strickland Metals Limited, and Peet Limited were among the ASX stocks attracting strong investor attention during the session.Stocks in Focus:

• HealthCo Healthcare and Wellness REIT (ASX: HCW) surged 9.9% to $0.72
• Strickland Metals Limited (ASX: STK) climbed 4.8% to $0.11
• Peet Limited (ASX: PPC) gained 9.4% to $1.745

HealthCo rises on hospital operator agreementHealthCo Healthcare and Wellness REIT moved sharply higher after announcing a new operator arrangement for Mount Private Hospital in Western Australia. The company confirmed that Bethesda Health Care would become the new long-term operator of the hospital, replacing Healthscope, with support from the Western Australian Government. The market responded positively as investors viewed the update as a major step toward reducing uncertainty surrounding Healthscope-linked assets. HCW also stated that Healthscope had paid all rent obligations due up to May 2026 across HCW and related properties, helping ease concerns around rental income stability.Management added that due diligence processes are continuing for the remaining Healthscope hospitals, while the REIT remains focused on restoring normalised distributions and maintaining long-term growth across its healthcare infrastructure portfolio.Strickland Metals jumps after major resource upgradeStrickland Metals gained after reporting a substantial increase in the mineral resource estimate for the Gradina Deposit at its Rogozna Gold and Base Metals Project in Serbia. The updated inferred resource estimate increased by 50% to 1.8 million ounces of gold, while the broader Rogozna project resource expanded to 9.24 million ounces of gold equivalent. Investors reacted positively to the scale of the upgrade and the growing long-term development potential of the project.The company highlighted that the deposit remains open in multiple directions, supporting further drilling and expansion opportunities. Management also pointed to the project’s high-grade zones and underground mining potential as supportive factors for future growth. Investor interest in gold exploration companies has remained elevated amid ongoing global economic uncertainty and continued demand for precious metals exposure.Peet rallies after earnings guidance upgradePeet Limited advanced strongly after upgrading its FY26 earnings guidance following continued strength across Australia’s residential property market. The property developer now expects FY26 net profit after tax to range between $98 million and $100 million, compared with its earlier guidance range of $86 million to $90 million. The revised forecast implies earnings growth of approximately 67% to 71% compared with FY25. Peet attributed the improved outlook to strong market conditions across Western Australia and Queensland, supported by sustained housing demand and resilient sales activity. The company also accelerated its construction program to bring additional housing supply to market earlier than initially expected.Market participants continue to monitor residential developers closely as population growth, constrained housing supply, and evolving interest rate expectations remain key drivers across the Australian property sector.Note- All data presented is based on information available at the time of writing. Disclaimer for Kapitales Research The materials provided by Kapitales Research, including articles, news, data, reports, opinions, images, charts, and videos ("Content"), are intended for personal, non-commercial use only. The primary goal of this Content is to educate and inform readers. This Content is not meant to offer financial advice, nor does it include any recommendation or opinion that should be relied upon for making financial decisions. Certain Content on this platform may be sponsored or unsponsored, but it does not serve as a solicitation or endorsement to buy, sell, or hold any securities, nor does it encourage any specific investment activities. Kapitales Research is not authorized to provide investment advice, and we strongly advise users to seek guidance from a qualified financial professional, such as a financial advisor or stockbroker, before making any investment choices. Kapitales Research disclaims all liability for any direct, indirect, incidental, or consequential damages arising from the use of the Content, which is provided without any warranties. The opinions expressed by contributors or guests are their own and do not necessarily reflect the views of Kapitales Research. Media such as images or music used on this platform are either owned by Kapitales Research, sourced through paid subscriptions, or believed to be in the public domain. We have made reasonable efforts to credit sources where appropriate. Kapitales Research does not claim ownership of any third-party media unless explicitly stated otherwise.Customer Notice:

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