ASX:JHX
ASX:JHXBasic Materials

A Look At James Hardie Industries (ASX:JHX) Valuation After Renewed Confidence In Margins And Construction Demand

James Hardie Industries (ASX:JHX) has drawn fresh attention after a multi month rally that brought the stock close to its 52 week highs, as investors focus on margin discipline and resilient North American construction demand. See our latest analysis for James Hardie Industries. At A$31.35, the stock has a 1 month share price return of 5.48%, even though the 90 day share price return is a 5.69% decline and the 1 year total shareholder return is a 37.43% loss. Recent momentum is improving off...
ASX:ANZ
ASX:ANZBanks

Investor Shift Toward ANZ’s Dividend and Digital Story Might Change The Case For Investing In ANZ Group Holdings (ASX:ANZ)

ANZ Group Holdings has recently drawn fresh investor attention as a major Australia–New Zealand bank, with its long history of dividend payments, strong capital position and ongoing digital transformation underpinning confidence in the group’s ability to generate income for shareholders. Recent commentary highlights that investors increasingly view ANZ as a way to diversify beyond US markets while gaining exposure to Australia–New Zealand banking, underpinned by stable asset quality,...
ASX:DRO
ASX:DROAerospace & Defense

Why DroneShield (ASX:DRO) Is Up 25.6% After Record European Defense Deal And Governance Reset

In 2025, DroneShield secured a record A$61.6 million contract with a European military customer, eclipsing its full-year 2024 revenue and reported a very large year-on-year revenue increase in the second quarter, while also holding A$176.3 million in committed purchase orders for 2025 delivery. Following substantial insider share sales in November 2025, the company moved to tighten governance with mandatory minimum insider shareholdings and revamped trading and disclosure policies,...
ASX:QBE
ASX:QBEInsurance

Did QBE’s $400m Catastrophe Bond Just Reframe QBE Insurance Group's (ASX:QBE) Risk Playbook?

QBE Insurance Group recently completed a $400 million catastrophe bond through its Bridge Street Re Ltd. program, securing three years of collateralized reinsurance protection focused on earthquake risk in Australasia and the US. This move broadens QBE’s access to insurance-linked securities and reinforces its capital management toolkit at a time of slowing premium growth. We’ll now explore how QBE’s expanded catastrophe bond protection shapes its investment narrative, particularly its...
ASX:FMG
ASX:FMGMetals and Mining

A Look At Fortescue’s Valuation As It Expands Into Energy Transition Metals And Iron Ore Outlook Stays Supportive

Fortescue (ASX:FMG) is back in focus after its push into copper, rare earths and lithium, alongside an outlook for iron ore prices that supports profitability and highlights its low debt, dividend yield and recent share performance. See our latest analysis for Fortescue. Recent moves in copper, rare earths and lithium sit alongside firm iron ore pricing at A$22.84 per share today, with a 90 day share price return of 18.96% and a 1 year total shareholder return of 40.56% suggesting momentum...
ASX:NST
ASX:NSTMetals and Mining

Northern Star Resources (ASX:NST) Valuation After Production Guidance Cut And Operational Disruptions

Northern Star Resources (ASX:NST) is under pressure after equipment failures and outages at Kalgoorlie, Jundee and Pogo reduced December quarter gold sales and prompted a cut of roughly 100,000 ounces to FY26 production guidance. See our latest analysis for Northern Star Resources. The production guidance cut has come after a sharp one day share price reaction and short term weakness, with a 7 day share price return of 4.3% decline and 30 day share price return of 4.48% decline. However, the...
ASX:ERM
ASX:ERMMetals and Mining

3 Promising ASX Penny Stocks With At Least A$100M Market Cap

The Australian market has been experiencing fluctuations, with optimism from the U.S. influencing early gains, although these have often reversed by the close of trading. Amidst this backdrop, investors seeking opportunities beyond well-known stocks might consider penny stocks—smaller or newer companies that can still offer significant potential. While the term "penny stock" may seem outdated, it remains relevant for those looking to uncover hidden value in companies with strong financial...
ASX:WDS
ASX:WDSOil and Gas

What Woodside Energy Group (ASX:WDS)'s First Beaumont Ammonia Output Means For Shareholders

Woodside Energy Group announced that the Beaumont New Ammonia (BNA) facility in southeast Texas has produced its first ammonia, marking the initial phase of operations commissioning at a plant capable of 1.10 million tonnes per year. The milestone, together with customer contracts for conventional ammonia and plans for lower-carbon output from 2026, positions BNA as a material contributor to global decarbonisation-linked ammonia demand and US export capacity. Now we will examine how first...