ASX:SUL
ASX:SULSpecialty Retail

A Look At Super Retail Group (ASX:SUL) Valuation After Record Sales And Lower Profit Guidance

Super Retail Group (ASX:SUL) shares fell 11% after a trading update that reported record first half sales of A$2.2b and 4.2% total sales growth, alongside lower profit guidance. See our latest analysis for Super Retail Group. At a share price of A$15.72, Super Retail Group has given investors a 1-year total shareholder return of 8.96%. The 3-year and 5-year total shareholder returns of 69.13% and 89.85% point to longer term momentum, even as the recent trading update prompted a reset in near...
ASX:APX
ASX:APXIT

Does Appen (ASX:APX)’s Resilient Revenue Amid Losses Reveal a Turning Point In Its AI Data Model?

In recent days, Appen reported quarterly results showing revenue ahead of expectations, underscoring resilient demand for its enterprise AI and machine learning data services despite ongoing net losses and margin pressure. This mix of stronger-than-expected top-line performance and continued profitability challenges puts fresh attention on how Appen’s data-focused business model may evolve as AI workloads shift. We’ll now examine how stronger-than-expected revenue amid continued losses may...
ASX:AD8
ASX:AD8Electronic

3 ASX Penny Stocks With Market Caps Under A$500M

The Australian market has seen a positive start to the week, buoyed by rising oil prices and record highs on Wall Street, despite mixed economic data. In such a fluctuating environment, investors often look for opportunities in smaller stocks that may offer unique growth potential. Penny stocks, though an older term, continue to attract attention due to their ability to provide value when supported by strong financials. This article will explore three ASX penny stocks that stand out for their...
ASX:4DX
ASX:4DXHealthcare Services

How 4DMedical’s New CFO‑Executive Director Appointment At 4DMedical (ASX:4DX) Has Changed Its Investment Story

On January 2, 2026, 4DMedical Limited appointed early investor and long‑serving Non‑Executive Director Julian Sutton as both Executive Director and Chief Financial Officer on a three‑year term. Sutton’s move into an executive role comes just after 4DMedical secured FDA clearance for CT:VQ™, U.S. deployments, and a global distribution agreement with Philips, concentrating financial and commercial leadership at a critical commercialisation phase. Next, we’ll examine how elevating Sutton to CFO...
ASX:QBE
ASX:QBEInsurance

A Look At QBE Insurance Group’s Valuation As George Street Re Expands Casualty Reinsurance Capacity

QBE Insurance Group (ASX:QBE) is drawing fresh attention after QBE Re launched George Street Re, a casualty sidecar with capital of more than $550 million that adds fully collateralised support to its global casualty reinsurance portfolio. See our latest analysis for QBE Insurance Group. Against this backdrop, QBE Insurance Group’s A$20.10 share price sits after a 4.96% 1 month share price return and a 6.86% 3 month share price decline, while its 5 year total shareholder return of 172.77%...
ASX:MLX
ASX:MLXMetals and Mining

ASX Penny Stocks To Watch With Market Caps Larger Than A$100M

The Australian market is currently experiencing a wave of mergers and acquisitions, with significant attention on potential deals involving major players like BlueScope Steel and Rio Tinto. Amidst these high-profile movements, investors may find opportunities in penny stocks, a term that, while somewhat outdated, still points to the potential of smaller or newer companies. These stocks can offer surprising value when backed by solid financials and present an intriguing option for those...
ASX:ALK
ASX:ALKMetals and Mining

Assessing Alkane Resources (ASX:ALK) Valuation After Steady Production And Reaffirmed FY2026 Guidance

Quarterly production and guidance in focus Alkane Resources (ASX:ALK) has put fresh numbers on the table, reporting its December 2025 quarter production while confirming full year 2026 guidance and outlining a sizeable cash and investment position. See our latest analysis for Alkane Resources. The fresh production numbers and unchanged FY2026 guidance appear to have coincided with a sharp shift in sentiment, with Alkane’s 30-day share price return of 43.87% and 1-year total shareholder return...
ASX:ZIP
ASX:ZIPConsumer Finance

Zip Co (ASX:ZIP) Is Up 6.3% After U.S. Listing Talks Intensify Ahead Half-Year Results – Has The Bull Case Changed?

Zip Co recently closed the week with increased investor interest as it approaches its half-year results on 19 February and weighs a possible secondary U.S. listing. The company’s stronger emphasis on its U.S. operations and consideration of accessing American capital markets highlight how central that business has become to its growth ambitions. We’ll now examine how Zip Co’s focus on a potential U.S. listing reshapes the existing investment narrative and expectations for its...
ASX:SGM
ASX:SGMMetals and Mining

How Improved Earnings and Dividends At Sims (ASX:SGM) Have Changed Its Investment Story

Sims Limited recently reported higher earnings supported by stronger operational performance and ongoing dividend contributions, underscoring its role in the ASX 200 metals and recycling sector. This improvement in profitability highlights how Sims’ recycling-focused business model can convert operational efficiency into shareholder returns within a heavily regulated industry. Next, we’ll examine how this improved earnings performance may influence Sims’ existing investment narrative,...
ASX:ETM
ASX:ETMMetals and Mining

Is Energy Transition Minerals (ASX:ETM) Nasdaq Ambition Reframing Its Role in Western Critical Minerals?

In recent days, Energy Transition Minerals appointed Ballard Partners and Cohen & Company Capital Markets to support its planned Nasdaq listing and deepen engagement with US policymakers and investors around its Kvanefjeld rare earths project in Greenland. This move ties the company more closely to Western efforts to secure critical mineral supply chains, positioning Kvanefjeld within a broader geopolitical push around energy transition materials. We’ll now examine how the planned Nasdaq...
ASX:CDA
ASX:CDAElectronic

Why Codan (ASX:CDA) Is Up 27.1% After Upgrading FY26 Profit And Revenue Guidance – And What's Next

Codan recently reported a strong half-year update, forecasting a 52% lift in net profit after tax and a 29% increase in group revenue for the first half of FY26, driven by 46% growth in metal detection sales and solid progress in communications. An interesting aspect of this update is that underlying net profit after tax is rising faster than revenue, indicating improving operating leverage as gold detector demand in Africa and recreational markets combines with more profitable...
ASX:WES
ASX:WESMultiline Retail

Will Inflation Jitters Around Retail Spending Change Wesfarmers' (ASX:WES) Investment Narrative?

In the past week, Wesfarmers faced increased investor caution ahead of key inflation data expected to influence interest rate expectations and, in turn, household spending patterns across its Bunnings, Kmart Group, and Officeworks chains. This focus on upcoming inflation figures highlights how sensitive Wesfarmers’ largely discretionary retail earnings are to shifts in consumer confidence and the broader cost of living backdrop. We’ll now examine how this heightened concern about inflation’s...
ASX:GDG
ASX:GDGInsurance

How Investors Are Reacting To Generation Development Group (ASX:GDG) Appointing A New CFO Amid Acquisition Push

Generation Development Group has appointed Andrew Mellor as chief financial officer, replacing Terence Wong as the company continues to execute its retirement and advice-focused expansion strategy through acquisitions such as Lonsec and Evidentia, alongside Evidentia’s agreement to acquire Encore Advisory Group. This combination of fresh financial leadership and ongoing integration of newly acquired advice and research businesses could be important for how effectively Generation Development...
ASX:COL
ASX:COLConsumer Retailing

A Look At Coles Group (ASX:COL) Valuation After Share Price Weakness And Upcoming Grocery Pricing Rules

Coles Group (ASX:COL) has come under pressure after a 2.8% share price decline, as investors weigh the upcoming Australian inflation report and new grocery pricing regulations planned for July 2026. See our latest analysis for Coles Group. That recent weakness sits within a softer short term trend, with a 30 day share price return of 3.71% and a 90 day share price return of 9.78%. Longer term performance looks firmer, with a 1 year total shareholder return of 15.10% and a 5 year total...
ASX:MIN
ASX:MINMetals and Mining

Mineral Resources (ASX:MIN) Valuation Check After Lithium Sentiment Jolt And Upcoming Quarterly Update

Mineral Resources (ASX:MIN) has retreated from recent highs after Chinese officials flagged potential overcapacity in the electric vehicle and battery sectors. Attention is now shifting to the company’s January quarterly and upcoming half year results. See our latest analysis for Mineral Resources. Mineral Resources’ recent pullback comes after a strong run, with the 30 day share price return of 10.51% and 90 day share price return of 29.34% backed by a 1 year total shareholder return of...
ASX:KAR
ASX:KAROil and Gas

Is 2026’s Baúna FPSO Shift And Project Decisions Altering The Investment Case For Karoon Energy (ASX:KAR)?

In recent days, Karoon Energy highlighted a catalyst-heavy 2026 under new CEO Carri Lockhart, including planned final investment decisions for the Neon project in the second half of 2026, investment decisions on the Who Dat East and South projects in early 2026, and assuming full operatorship of the Baúna FPSO in mid-2026 to potentially lower operating costs. Alongside recent technical analysis flagging a short-term downtrend in the share price, investor attention is shifting toward how...
ASX:DUR
ASX:DURConstruction

Evaluating Duratec (ASX:DUR) After AUKUS Procurement Progress And Defence Contract Momentum

Duratec (ASX:DUR) is back in focus after being instructed to begin early procurement of long lead items for AUKUS related infrastructure upgrades at HMAS Stirling, a defence project with significant national importance. See our latest analysis for Duratec. The latest AUKUS related update comes after the stock climbed to a recent two month high on potential naval base contracts, with a 7 day share price return of 8.99% and a one year total shareholder return of 47.40% pointing to momentum that...