Global Community

At A$0.477 per share, Bhagwan Marine (ASX: BWN) appears reasonably valued based on its existing operations and the expected contribution from the recently acquired Riverside Marine business. With approximately 397 million shares on issue, this price values the company at around A$189 million.Read more

Visa executes steadily on its three-pillar strategy: Consumer Payments volume growing 8-9% in constant dollars driven by secular cash-to-card conversion and cross-border recovery; CMS at ~20% initially decelerating to ~12% by FY30; VAS sustaining 20-25% growth before decelerating to ~15% by FY32 as the business matures. The DOJ antitrust case resolves with a monetary settlement and limited routing adjustments — painful but not structurally disruptive to the debit network economics.Read more

Ubisoft’s recent shake‑up and sell‑off leave it priced like a broken business, even though a major deal with Tencent puts a much higher value on some of its best-known game franchises. The bigger story is whether cloud streaming rights and a new company structure can unlock that value—or whether losses, control issues, and strikes keep it stuck.Read more

MercadoLibre looks like it’s burning cash, but much of that is tied to building its fast-growing lending business rather than a weakening core platform. The real question is whether this lending push turns into a self-funding engine or a permanent drain—and the next results could swing the story either way.Read more

Apple is a fantastic company for having perfected the design and hardware of our various tools—computers, smartphones—all with software designed in the 2000s to maximize their capabilities. What does the future hold for this company?Read more

Accenture looks like a steady “workhorse” for big companies, but fears that AI could shrink consulting work have pushed investors away. The real question is whether Accenture can turn that AI disruption into a new wave of demand—or whether clients keep cutting back.Read more

Karoon Energy throws off a lot of cash from its offshore oil fields, but investors have soured after equipment problems and worries about rising spending. If taking direct control of its key production vessel really improves reliability and costs, the market’s gloomy view could prove too harsh.Read more

At A$47.93 per share, BHP Group (ASX: BHP) appears reasonably valued based on its current operating performance. For the six months to 31 December 2025, BHP reported revenue of US$27.9 billion, underlying EBITDA of US$15.5 billion and underlying attributable profit of US$6.2 billion, with an underlying EBITDA margin of 58.4%.Read more

Rox Resources is turning Youanmi from an old mine into a new underground gold operation in Western Australia, with funding in place and a clear path to a first gold pour. The upside hinges on strong gold output and extending mine life with more drilling, but it all comes down to whether the team can build and ramp up the mine without costly surprises.Read more