ASX:IAG
ASX:IAGInsurance

A Look at Insurance Australia Group’s (ASX:IAG) Valuation After Surge in Storm Claims and Reinsurance Update

Insurance Australia Group (ASX:IAG) received over 10,000 claims in the wake of severe storms across Queensland, New South Wales, and Victoria. The company quickly activated its major event command center and reassured investors about limited net costs due to reinsurance. See our latest analysis for Insurance Australia Group. IAG’s share price has pulled back nearly 12% over the last three months, reflecting caution after recent weather events. Its 1-year total shareholder return of 1.4% and a...
ASX:WBC
ASX:WBCBanks

Will Westpac’s Dividend Hike and Buyback Extension Reshape Its Capital Strategy Narrative (ASX:WBC)?

Westpac Banking Corporation recently announced an ordinary dividend of A$0.77 per share for the six months ended September 30, 2025, with the ex-dividend date on November 6, 2025, and extended its share buyback program through to November 10, 2026, after repurchasing A$2.48 billion in shares to date. This period has also seen heightened investor attention as Westpac released its New Zealand Banking Group Disclosure Statement, prompting fresh analysis of its business fundamentals and dividend...
ASX:WTC
ASX:WTCSoftware

Insider Trading Probe Could Be a Game Changer for WiseTech Global (ASX:WTC)

In the past month, WiseTech Global experienced heightened attention after regulatory investigations were launched into alleged insider trading involving its staff, with the event raising questions about the company's governance practices. This regulatory focus is notable given WiseTech Global's central role in the ASX 200 technology sector and its ongoing drive for global leadership in logistics software innovation. We'll examine how the regulatory scrutiny around insider trading allegations...
ASX:TPG
ASX:TPGTelecom

TPG Telecom (ASX:TPG): Valuation Spotlight After $3 Billion Capital Return and Special Dividend Approval

TPG Telecom (ASX:TPG) has just announced a $3 billion capital return to shareholders, combining a capital reduction and an unfranked special dividend. This move follows overwhelming approval at a recent Extraordinary General Meeting. See our latest analysis for TPG Telecom. While the $3 billion capital return and special dividend boosted headlines, TPG Telecom’s recent momentum has shifted. The stock’s share price dropped sharply by 32% in the last week, trimming much of its earlier gains...
ASX:DDR
ASX:DDRElectronic

Does Dicker Data’s (ASX:DDR) Latest Dividend Reflect a Confident or Cautious Capital Strategy?

Dicker Data Limited recently announced a new cash dividend of A$0.11 per share for shareholders, with the ex-dividend date having occurred on November 10, 2025 and payment scheduled for December 1, 2025. This move highlights Dicker Data’s ongoing emphasis on rewarding shareholders, which signals continued financial health and a focus on capital returns. We’ll explore how this fresh dividend announcement may influence Dicker Data’s investment outlook and its position on shareholder value. The...
ASX:PME
ASX:PMEHealthcare Services

How Pro Medicus' Accelerated US Hospital Contracts Could Shape Its Outlook for ASX:PME Investors

Pro Medicus has secured three major US hospital contracts in the first four months of FY26, tripling its pace from the previous year and showing increased momentum in the period leading up to November 2025. These contract wins, combined with anticipation for further contract updates at the upcoming Radiological Society of North America conference, have drawn renewed attention from analysts and investors. We'll explore how the momentum in major hospital contract wins shapes Pro Medicus’...
ASX:DMP
ASX:DMPHospitality

Is Domino’s (ASX:DMP) Defence Move a Sign of Renewed Management Confidence or Hidden Pressures?

In recent weeks, Domino's Pizza Enterprises Limited (ASX:DMP) appointed Morgan Stanley as its defence adviser following private equity buyout speculation, with names like KKR and Bain Capital reportedly circling the business, although no direct discussions with Domino's have taken place. The company's Annual General Meeting brought increased transparency and strengthened governance, with key resolutions passed and efforts to improve franchisee profitability and operational performance...
ASX:WOW
ASX:WOWConsumer Retailing

Woolworths (ASX:WOW) Valuation: Is the Recent 8% Share Price Rebound Justified?

Woolworths Group (ASX:WOW) shares have seen a bounce of around 8% over the past month, even after experiencing pressure earlier this year. Investors are weighing recent results in light of ongoing sector shifts and market expectations for retail growth. See our latest analysis for Woolworths Group. Woolworths Group’s strong 8.5% one-month share price return stands out, especially after a challenging stretch earlier in the year that was highlighted by shifting consumer trends and margin...
ASX:TEA
ASX:TEAConstruction

Tasmea (ASX:TEA) Valuation in Focus After Director Stephen Young Ups Stake

Tasmea (ASX:TEA) has caught attention following news that director Stephen Elliott Young has increased his stake by acquiring more ordinary shares via the company’s Dividend Reinvestment Plan. Moves like this by insiders often prompt investors to more closely consider company prospects. See our latest analysis for Tasmea. Tasmea’s momentum has been hard to miss lately, with a 1-year total shareholder return of 86.3% and the share price jumping more than 73% since January. The director’s...
ASX:XRO
ASX:XROSoftware

Xero (ASX:XRO) Slides 13.7% After Mixed Results and US Expansion—Is Growth Strategy at a Crossroads?

Xero reported its half-year results for the period ended September 30, 2025, with revenue of NZ$1.19 billion and net income of NZ$134.78 million, as well as 10% subscriber growth and a recent US expansion through the acquisition of bill payment platform Melio. While the company highlighted significant advances in AI-driven efficiency and international markets, profit margin pressures and missed earnings expectations raised questions about the pace and sustainability of its growth...
ASX:DRO
ASX:DROAerospace & Defense

DroneShield (ASX:DRO): Evaluating Valuation After Insider Sales and Contract Withdrawal Shake Market Confidence

DroneShield (ASX:DRO) shares have captured attention following a wave of insider selling by its CEO and directors, along with the withdrawal of a previously announced multi-million dollar contract. This has resulted in heightened volatility and fresh scrutiny from investors. See our latest analysis for DroneShield. The wave of insider selling sparked a rapid shift in sentiment, with DroneShield's 1-week share price return plunging 27.6% and its 30-day return down more than 54%. Despite this...
ASX:IGO
ASX:IGOMetals and Mining

A Look at IGO (ASX:IGO) Valuation as Lithium Sector Optimism Returns

IGO (ASX:IGO) shares have been catching extra attention as excitement returns to lithium stocks, supported by recent changes in China’s lithium royalty rules and some industry-defining deals. Investors are curious how these shifts shape the landscape for established players. See our latest analysis for IGO. The past week’s sector-wide lithium rally has propelled IGO’s share price up 35%, capping a strong 39% year-to-date gain. The combination of renewed lithium optimism and incoming board...
ASX:ZIP
ASX:ZIPConsumer Finance

Will Zip Co’s (ASX:ZIP) Nasdaq Ambitions Reshape Its Global Expansion Strategy?

Zip Co announced progress on its share buy-back program and revealed plans to pursue a Nasdaq listing to support its US expansion, aiming to tap new capital sources and increase exposure to American investors. This dual approach could influence Zip Co’s capital structure and global growth strategy, positioning the company to seek broader market opportunities in the competitive Buy Now, Pay Later space. We'll look at how Zip Co’s move toward a Nasdaq listing adds a new dimension to its...
ASX:CRN
ASX:CRNMetals and Mining

Coronado Global Resources (ASX:CRN): Assessing Valuation After Debt Warning, Going Concern Risk, and Heavy Share Sell-Off

Coronado Global Resources (ASX:CRN) drew intense market attention after warning it may breach debt covenants and raised doubt about its ability to continue as a going concern. Shares tumbled as investors absorbed these material risks. See our latest analysis for Coronado Global Resources. Coronado Global Resources’ share price has been caught in a relentless downward spiral, diving over 65% year-to-date and posting a bruising 71.5% total shareholder return loss over the past year. Momentum...
ASX:MQG
ASX:MQGCapital Markets

How Macquarie Group’s Earnings Beat and Dividend Boost (ASX:MQG) Has Changed Its Investment Story

Earlier this month, Macquarie Group reported half-year earnings for the period ended September 30, 2025, highlighted by net income of A$1.66 billion, increased net interest income, and declared an interim dividend of A$2.80 per share. The announcement of Daniel Lane as head of securities financing transactions in London adds further depth to the company’s commodities and global markets team, signifying ongoing leadership investment in international operations. We’ll consider how the interim...
ASX:MND
ASX:MNDConstruction

Monadelphous Group (ASX:MND): Valuation in Focus After Upgraded FY26 Revenue Outlook and Strategic Expansion

Monadelphous Group (ASX:MND) saw its shares surge after issuing a new revenue forecast for FY26, pointing to growth of 20 to 25 percent compared to the previous year. This outlook follows a number of fresh contract wins and the acquisition of Kerman Contracting, both of which are expected to expand Monadelphous’s service offerings and customer base. See our latest analysis for Monadelphous Group. Momentum is clearly building for Monadelphous Group, with its recent contract wins and bullish...
ASX:GNC
ASX:GNCConsumer Retailing

GrainCorp (ASX:GNC) Is Down 9.6% After Profits Fall Despite Higher Sales—Has the Bull Case Changed?

GrainCorp Limited recently reported its full year earnings for the period ended September 30, 2025, with sales rising to A$7,305.7 million from A$6,506.8 million last year, but net income dropping to A$39.9 million from A$61.8 million previously. Despite achieving higher sales, the company saw a significant contraction in bottom-line results, reflecting the impact of challenging global market conditions on profitability. We'll examine how GrainCorp's weaker profit outcome, despite increased...
ASX:CXO
ASX:CXOMetals and Mining

Core Lithium (ASX:CXO): Assessing Valuation After Finniss Project Overhaul and Upgraded Ore Reserves

Core Lithium (ASX:CXO) climbed to a 52-week high after announcing a revised reopening plan for its Finniss Project. The new plan lowers pre-production costs and increases the Grants deposit ore reserve estimate by 33%. See our latest analysis for Core Lithium. This rally caps off a stunning stretch for Core Lithium, with a 1-day share price return of 5.26% and 37.93% over the past week. This reflects renewed investor confidence after the Finniss Project update. Momentum has accelerated...