ASX:INA
ASX:INAResidential REITs

Could Macquarie’s Exit Reshape Ingenia Communities Group’s (ASX:INA) Long-Term Investor Base?

Macquarie Group Limited and its controlled entities have recently ceased to be substantial holders in Ingenia Communities Group, a shift announced after the company’s annual general meeting on November 8, 2025. This change could alter Ingenia’s shareholder structure and may influence both investor sentiment and future corporate decisions. We'll examine how Macquarie’s exit as a substantial holder could shift Ingenia Communities Group’s outlook and investment appeal. Uncover the next big...
ASX:BHP
ASX:BHPMetals and Mining

BHP (ASX:BHP): Assessing Valuation as Shares Track 7% Year-to-Date Gain

BHP Group (ASX:BHP) shares have been moving sideways this month as investors weigh the company’s recent performance against a mixed outlook for the broader mining sector. The stock’s year-to-date return sits at 7%. See our latest analysis for BHP Group. BHP Group’s share price has delivered a respectable 7% gain so far this year, with longer-term total returns for shareholders reinforcing the company’s reliable track record. This is especially notable in a sector known for volatility. While...
ASX:LYC
ASX:LYCMetals and Mining

How Lynas Rare Earths’ (ASX:LYC) On-Site Hydrogen Peroxide Deal Could Boost Sustainability and Processing Efficiency

Earlier this month, Solidec announced a landmark partnership with Lynas Rare Earths to deploy a pilot on-site hydrogen peroxide generation system at Lynas’s Australian facility, aiming for more efficient and less carbon-intensive rare earths processing. This collaboration enables Lynas to integrate a novel chemical generation technology that could strengthen both its environmental credentials and its materials processing resilience. We’ll examine how the adoption of on-site low-carbon...
ASX:NXT
ASX:NXTIT

NEXTDC (ASX:NXT): Evaluating Valuation Following Major AI Data Center Expansion Deal with SHARON AI

NEXTDC (ASX:NXT) has entered into an agreement with SHARON AI Inc. to expand its data center capacity by up to 50MW across Australia and the Asia-Pacific. This move highlights the accelerating demand for advanced AI computing infrastructure. See our latest analysis for NEXTDC. The SHARON AI deal comes as NEXTDC shares have faced some turbulence, with a 1-year total shareholder return of -17% and a 1-month share price return of -13.4%. Despite these setbacks, momentum over the last three years...
ASX:MYG
ASX:MYGElectrical

Mayfield Group Holdings (ASX:MYG): Exploring Valuation After $30 Million Equity Raise

Mayfield Group Holdings (ASX:MYG) just wrapped up a series of follow-on equity offerings, raising over A$30 million. This fresh capital injection has investors weighing the potential impact on the company’s outlook and future initiatives. See our latest analysis for Mayfield Group Holdings. The recent equity raise comes against the backdrop of remarkable momentum for Mayfield Group Holdings. While the past day’s share price return was flat, the stock soared 15% over the past week and...
ASX:TLX
ASX:TLXBiotechs

Why Telix Pharmaceuticals (ASX:TLX) Is Down 5.9% After Class Action Lawsuits Over Prostate Therapy Disclosures and What's Next

In recent days, several law firms announced the filing of class action lawsuits against Telix Pharmaceuticals, alleging the company made false and misleading statements about its progress developing prostate cancer therapies and the strength of its supply chain between February 21, 2025 and August 28, 2025. This legal action brings heightened scrutiny to Telix’s disclosures and may influence how investors assess the company’s transparency and governance practices going forward. We'll explore...
ASX:NAB
ASX:NABBanks

Does NAB’s (ASX:NAB) Steady Dividend Signal Resilience or Reflect Softer Profit Momentum?

National Australia Bank recently announced its full-year earnings for the period ended 30 September 2025, reporting net income of A$6.76 billion and declaring a fully franked final dividend of 85 cents per ordinary share, payable on 12 December 2025. A key insight is that while net interest income increased year over year, overall net income and earnings per share showed a modest decrease compared to the prior year. We will now explore how the confirmed final dividend payment influences...
ASX:WHC
ASX:WHCOil and Gas

Will Whitehaven Coal’s (ASX:WHC) Buy-Back Activity Shape Its Investment Story?

Earlier this week, Whitehaven Coal Limited announced it has repurchased a total of 7,456,220 ordinary fully paid securities under its ongoing on-market buy-back program as of November 12, 2025. This share buy-back reflects management’s focus on capital management and can be interpreted as a signal of confidence in the company’s financial position. We will examine how the continued share buy-back activity may influence Whitehaven Coal’s broader investment narrative and outlook. Trump has...
ASX:CGS
ASX:CGSHealthcare Services

Exploring 3 Promising Undervalued Small Caps In Global With Insider Action

In recent weeks, global markets have faced a mix of challenges, including a tech-driven sell-off in U.S. stocks and the longest federal government shutdown on record, which has weighed heavily on investor sentiment. Despite these headwinds, small-cap stocks present intriguing opportunities for investors seeking growth potential amid broader market volatility. Identifying promising small-cap stocks often involves looking at companies with strong fundamentals that can weather economic...
ASX:XRO
ASX:XROSoftware

Xero (ASX:XRO) Valuation in Focus Following Strong Half-Year Earnings Results

Xero (ASX:XRO) just released its half-year earnings, revealing a clear uptick in both revenue and net income compared to last year. Investors are watching closely. These results give a snapshot of the company’s momentum. See our latest analysis for Xero. Despite delivering robust growth in both revenue and net income, Xero’s 1-day share price return fell 9.03% following the results, extending its recent slide to a 12.39% drop over the week. While long-term investors are still ahead with an...
ASX:RHC
ASX:RHCHealthcare

Can Ramsay Health Care’s (ASX:RHC) Cost Discipline Counter Long-Term Funding and Inflation Pressures?

Recently, Ramsay Santé, the European subsidiary of Ramsay Health Care, reported that for the quarter ended September 2025, revenue rose by 2.6% and EBITDA increased by 6.5%, despite funding cuts and cost inflation challenges. This performance was largely achieved through activity growth, disciplined cost management, and the expansion of care models and facilities in France, Sweden, and Norway, aligning services to evolving patient needs. We will explore how Ramsay Santé's resilience in the...
ASX:WBC
ASX:WBCBanks

Westpac (ASX:WBC) Valuation in Focus After Share Buyback Extension and Dividend Increase

Westpac Banking (ASX:WBC) has extended its share buyback program by a year and announced a higher ordinary dividend for the recent half, with key ex-dividend and payment dates approaching. These updates highlight management's ongoing focus on shareholder returns. See our latest analysis for Westpac Banking. Westpac Banking’s active share buyback and stronger dividend appear to be fueling renewed confidence in the stock. The 2025 year-to-date share price return stands at an impressive 21.69%...