ASX:TNE
ASX:TNESoftware

How Technology One’s Heavy R&D and UK, Education Push Will Impact Technology One (ASX:TNE) Investors

Recently, Technology One highlighted its practice of reinvesting around a quarter of its revenue into research and development to strengthen its enterprise software for government, education, and corporate customers, while targeting expansion in large markets such as the U.K. and higher education. This emphasis on heavy R&D spending and entry into sizeable new sectors has reinforced perceptions that the company is deliberately building long-term product relevance and growth options. Next,...
ASX:BAP
ASX:BAPRetail Distributors

Bapcor (ASX:BAP) Valuation After FY26 Guidance Cut and Forecast First-Half Statutory Net Loss

Bapcor (ASX:BAP) has jolted investors with updated FY26 guidance, flagging weaker trading in October and November and a statutory net loss of $5 million to $8 million for the first half. See our latest analysis for Bapcor. The guidance shock lands on top of a bruising run, with the latest 7 day share price return of 19.3 percent offering only a brief bounce after a year to date share price slump of 54.6 percent and a 5 year total shareholder return of negative 68 percent, suggesting sentiment...
ASX:EOS
ASX:EOSAerospace & Defense

Why Electro Optic Systems Holdings (ASX:EOS) Is Up 53.7% After Securing US$80m Korean Laser Deal

Electro Optic Systems Holdings recently announced a binding conditional agreement with a South Korean customer worth about US$80 million (around A$120 million) to supply a 100kW high-energy laser weapon system, with delivery scheduled by the end of 2027 and several regulatory and technical conditions still to be satisfied. The deal includes forming a long-term joint venture in South Korea and licensing EOS’s laser technology, creating a local manufacturing foothold and potential recurring...
ASX:SGR
ASX:SGRHospitality

Will Star Entertainment (ASX:SGR)ʹs New Chair Mark a Deeper Shift in Governance and Strategy?

On 16 December 2025, The Star Entertainment Group Limited’s board accepted Bruce Mathieson Jnr’s departure as Chairman and confirmed Soo Kim as his successor. This change at the top of the board signals a potential shift in governance priorities and future decision-making for the casino operator. Next, we’ll examine how Soo Kim’s appointment as Chairman may influence Star Entertainment Group’s existing investment narrative and risk profile. Trump's oil boom is here - pipelines are primed to...
ASX:GGP
ASX:GGPMetals and Mining

Is Greatland Resources’ (ASX:GGP) Telfer South JV Quietly Redefining Its Capital Efficiency Narrative?

In December 2025, Greatland Resources entered a multi-stage farm-in and joint venture agreement with Rincon Resources over the Telfer South tenure near its Telfer gold-copper mine, while also announcing changes to the Company Secretary role, including an interim appointment and a planned permanent successor in March 2026. The Telfer South deal gives Greatland the option to expand exploration in the Paterson Province and potentially utilise its existing Telfer processing infrastructure, which...
ASX:LTR
ASX:LTRMetals and Mining

The Bull Case For Liontown (ASX:LTR) Could Change Following New Canmax Offtake Deal And Spot Auction

Earlier in December, Canmax Technologies announced a binding offtake agreement with Liontown for spodumene concentrate supply in 2027 and 2028, following Liontown’s successful first digital spot sales auction in November that highlighted strong demand for its product. Together, the long-term Canmax contract and the digital auction signal that Liontown is beginning to lock in future sales channels while testing more flexible ways to sell lithium into the market. We’ll now examine how this new...
ASX:JAN
ASX:JANSoftware

ASX Penny Stocks To Watch In December 2025

Australian shares have seen a positive shift this week, echoing Wall Street's upward trend following the latest U.S. CPI data release. As investors navigate these evolving market dynamics, penny stocks remain an intriguing option for those seeking potential growth in smaller or newer companies. While the term 'penny stocks' may seem outdated, their potential for value and growth is still significant when backed by strong financials.
ASX:TWE
ASX:TWEBeverage

Why Treasury Wine Estates (ASX:TWE) Is Down 10.5% After New Cost-Cut Plan And Guidance Withdrawal

Earlier this month, Treasury Wine Estates launched its TWE Ascent transformation program, targeting A$100.00 million in annual cost savings, cancelling its A$200.00 million share buyback, and withdrawing fiscal 2026 earnings guidance amid weaker luxury wine demand and inventory issues in the US and China. The new CEO, Sam Fischer, is reshaping the group with a smaller, leaner operating model that prioritises brand protection for Penfolds, balance sheet flexibility, and potential asset sales...
ASX:MQG
ASX:MQGCapital Markets

Assessing Macquarie Group (ASX:MQG)’s Valuation After Recent Share Price Weakness

Macquarie Group (ASX:MQG) has been drifting after a mixed few months, with the stock sliding about 11% over the past 3 months even as annual revenue and net income both continued to grow. See our latest analysis for Macquarie Group. Zooming out, the picture is more balanced, with the recent 11.2% 3 month share price pullback sitting against a 1 year total shareholder return of minus 8.9%, but a solid 5 year total shareholder return of 68.4%. This suggests long term momentum is still intact...
ASX:ALL
ASX:ALLHospitality

What Aristocrat Leisure (ASX:ALL)'s Buy-back Expansion and Credit Upgrade Means For Shareholders

Earlier this week, Aristocrat Leisure updated investors on its ongoing on-market buy-back, confirming total repurchases of 9,311,187 securities and releasing its 2025 Annual Report, 2026 AGM date and Corporate Governance Statement. Alongside reaffirmed FY26 NPATA growth guidance across Aristocrat Gaming, Product Madness and Aristocrat Interactive, Fitch’s upgrade to a BBB credit rating highlights improved financial flexibility for capital returns and investment. We’ll now explore how the...