ASX:CAT
ASX:CATSoftware

Assessing Catapult Sports (ASX:CAT) Valuation After Growth In Contracts EBITDA And Perch And IMPECT Acquisitions

Recent commentary on Catapult Sports (ASX:CAT) has focused on growth in annualised contract value and management EBITDA, as well as the Perch and IMPECT acquisitions. This has prompted fresh questions about what this means for existing and prospective shareholders. See our latest analysis for Catapult Sports. At around A$3.99, the 90 day share price return of about a 41% decline contrasts with a 1 year total shareholder return of 15.32% and a very large 3 year total shareholder return. This...
ASX:JHX
ASX:JHXBasic Materials

Does James Hardie (ASX:JHX) Plant Consolidation Mark a Deeper Shift in Its Cost Strategy?

James Hardie Industries has recently announced it will close its Fontana, California and Summerville, South Carolina manufacturing plants within 60 days, reallocating production to other facilities as part of its Hardie Operating System program. The company expects these closures to deliver about US$25.00 million in annualized cost savings from the first quarter of fiscal 2027 while reaffirming its third-quarter and full-year fiscal 2026 guidance. Next, we’ll examine how shutting two US...
ASX:SRL
ASX:SRLMetals and Mining

Assessing Sunrise Energy Metals (ASX:SRL) Valuation After Lockheed Martin Deal And Index Top Performance

Event overview and why Sunrise Energy Metals is in focus Sunrise Energy Metals (ASX:SRL) has drawn fresh attention after ranking as the top performer in Bloomberg Intelligence’s Transition Metals APAC Returns index for 2025, alongside a new multi year scandium supply agreement with Lockheed Martin. See our latest analysis for Sunrise Energy Metals. The recent scandium agreement and index recognition come on top of strong momentum, with a 32.73% 1 month share price return, a 50.94% 3 month...
ASX:ANZ
ASX:ANZBanks

A Look At ANZ Group Holdings (ASX:ANZ) Valuation As Key Australian Rate Decisions Approach

ANZ Group Holdings (ASX:ANZ) is back in focus as traders look ahead to Australia’s upcoming Labour Force release and the Reserve Bank of Australia policy meeting, both closely watched for interest rate expectations. See our latest analysis for ANZ Group Holdings. At a current share price of A$37.52, ANZ has logged a 5.84% 7 day share price return and a 3.02% year to date share price return. Its 1 year total shareholder return of 33.99% and 5 year total shareholder return of 104.04% point to...
ASX:CBA
ASX:CBABanks

Assessing Commonwealth Bank of Australia (ASX:CBA) Valuation As Fixed Mortgage Rates Climb Ahead Of RBA Decision

Commonwealth Bank of Australia (ASX:CBA) has lifted fixed mortgage rates by up to 0.70%, reflecting its view that Reserve Bank policy may tighten as strong consumer spending and inflation pressures remain in focus. See our latest analysis for Commonwealth Bank of Australia. At a latest share price of A$154.30, the stock has had a modest 0.52% 1 day and 0.70% 7 day share price return. The 90 day share price return of an 8.33% decline suggests recent momentum has cooled, even as the 5 year...
ASX:MIN
ASX:MINMetals and Mining

Mineral Resources (ASX:MIN) Valuation Check As China VAT Changes And AustralianSuper Interest Draw Focus

Mineral Resources (ASX:MIN) is back in focus after China outlined lower VAT export rebates for battery products. This shift is influencing lithium sentiment, while AustralianSuper’s higher stake and the pending Q2 FY2026 update add further attention. See our latest analysis for Mineral Resources. The recent focus on China’s VAT changes and AustralianSuper’s higher holding comes after a strong 90 day share price return of 43.12% and a 1 year total shareholder return of 61.35%, although the 3...
ASX:WTC
ASX:WTCSoftware

How CargoWise Expansion And New Pricing At WiseTech Global (ASX:WTC) Has Changed Its Investment Story

Recently, analysts have turned more positive on logistics software provider WiseTech Global, highlighting potential upside from new contract wins, faster CargoWise rollout, and a refreshed commercial model. This renewed enthusiasm underscores how WiseTech’s shift to a new product and pricing approach could materially influence its customer base and revenue mix. Next, we’ll examine how this growing analyst optimism around CargoWise expansion and the new commercial model shapes WiseTech...
ASX:HGO
ASX:HGOMetals and Mining

Assessing Hillgrove Resources (ASX:HGO) Valuation After High‑Grade Copper Update And Insider Share Buying

Why Hillgrove Resources (ASX:HGO) is back on investor radar Recent confirmation of high-grade copper at the Emily Star deposit, together with increased insider share buying, has refocused attention on Hillgrove Resources as the company pursues expansion at its Kanmantoo Copper mine. See our latest analysis for Hillgrove Resources. The recent copper results and insider buying come against a backdrop of strong share price momentum, with a 52.78% 1 month share price return and a 57.14% 3 month...
ASX:IGO
ASX:IGOMetals and Mining

How Technical Momentum And Webcast Plans At IGO (ASX:IGO) Have Changed Its Investment Story

In recent days, IGO has been highlighted in ASX technical uptrend reports and announced a late-January webcast to present its December 2025 quarterly results, while lithium prices have fallen sharply and supply appears to be stabilizing. These developments underline how investor interest is being shaped less by short-term commodity swings and more by IGO’s role in the battery minerals sector and forthcoming disclosure. Against this backdrop, we’ll examine how ongoing momentum in battery...
ASX:MND
ASX:MNDConstruction

Monadelphous Group (ASX:MND) Is Up 10.5% After New A$300m Rio Tinto Contract Win

Monadelphous Group has secured a five-year, A$300 million maintenance contract from Rio Tinto in the Pilbara, extending a relationship that spans more than three decades. This long-term award deepens Monadelphous’ role as a key maintenance partner to tier-one miners, reinforcing the visibility of work with blue-chip clients. We’ll now examine how this new A$300 million Rio Tinto maintenance contract influences Monadelphous’ investment narrative and revenue visibility. We've found 12 US...
ASX:SS1
ASX:SS1Metals and Mining

Assessing Sun Silver’s Valuation After New Maverick Springs Assay Results

Sun Silver (ASX:SS1) is back on investors’ radar after new assay results from its Maverick Springs silver gold project in Nevada highlighted thick mineralised intercepts that align with previously outlined resource grades. See our latest analysis for Sun Silver. The recent Maverick Springs assay update has arrived alongside strong short term share price momentum, with a 7 day share price return of 15.0% and a 30 day share price return of 34.0%. The 1 year total shareholder return of 181.9%...
ASX:WBC
ASX:WBCBanks

Westpac Banking (ASX:WBC) Valuation Check As RBA Uncertainty And Bushfire Support Draw Investor Focus

Recent rate jitters around the upcoming Reserve Bank of Australia meeting, along with Westpac Banking (ASX:WBC) bushfire relief measures and the February earnings update, have pushed the stock firmly into focus for local bank investors. See our latest analysis for Westpac Banking. Against this backdrop of RBA rate jitters, bushfire relief measures and upcoming earnings, Westpac’s recent price action has been relatively steady. The 1-day share price return is 1.82% and the 7-day share price...
ASX:ELV
ASX:ELVMetals and Mining

Elevra Lithium (ASX:ELV) Is Up 6.2% After Staged NAL Debottlenecking Plan Revealed - What's Changed

In January 2026, Elevra Lithium announced a refined, staged expansion plan for its North American Lithium mine, aiming to accelerate permitting, bring forward increased spodumene concentrate output by about two years, and phase capital spending while targeting lower unit operating costs. An interesting element of this update is the focus on low-risk brownfield debottlenecking steps, which use existing permits and temporary mobile crushing to incrementally lift milling capacity before...
ASX:NVX
ASX:NVXElectronic

Assessing NOVONIX (ASX:NVX) Valuation After Production Timing Shift For Panasonic Energy

Production timing shift and what it means for NOVONIX NOVONIX (ASX:NVX) has updated investors on the timing for mass production of synthetic graphite anode material for Panasonic Energy, moving Panasonic volumes to the second half of 2027, while still targeting industrial-grade output for this year. See our latest analysis for NOVONIX. The production timing update comes after a sharp 1 day share price return decline of 15.84% and a 7 day share price return decline of 24.78%. At the same time,...
ASX:NWH
ASX:NWHConstruction

A Look At NRW Holdings (ASX:NWH) Valuation After Citi’s Optimistic Forecast For Strong First Half Results

Citi’s optimistic forecast for NRW Holdings (ASX:NWH), highlighting expectations for strong first half results, has sharpened investor focus on the contractor’s exposure to Australia’s resources and infrastructure sectors. See our latest analysis for NRW Holdings. The recent optimism from Citi comes on top of firm share price momentum, with a 7 day share price return of 6.84% and a 90 day share price return of 15.16%. The 1 year total shareholder return of 70.01% and 5 year total shareholder...
ASX:TLX
ASX:TLXBiotechs

Telix Pharmaceuticals (ASX:TLX) Valuation Check After BiPASS Phase 3 Trial Reaches First U.S. Patient

Telix Pharmaceuticals (ASX:TLX) has dosed the first U.S. patient in its BiPASS Phase 3 trial, which is testing Illuccix and Gozellix alongside MRI in initial prostate cancer diagnosis, with the goal of refining biopsy decisions. See our latest analysis for Telix Pharmaceuticals. The BiPASS milestone lands at a time when Telix’s 1 day share price return of 2.96% and 7 day share price return of 2.14% sit against a 90 day share price decline of 31.05%. The 1 year total shareholder return decline...
ASX:DYL
ASX:DYLOil and Gas

Is Deep Yellow (ASX:DYL) Recasting Its Uranium Ambitions With Greg Field’s Early CEO Appointment?

Deep Yellow Limited has confirmed that Greg Field will commence as Managing Director and Chief Executive Officer on 2 February 2026, with Acting CEO Craig Barnes returning to his role as CFO. The accelerated timing and clear handover underscore the board’s emphasis on experienced leadership as the company approaches key decisions on its Tumas uranium project in Namibia. We’ll explore how Greg Field’s early appointment to lead the Tumas project shapes Deep Yellow’s broader investment...
ASX:QBE
ASX:QBEInsurance

Did Strong 2024 Results and Reaffirmed 2025 Guidance Just Shift QBE's (ASX:QBE) Investment Narrative?

QBE Insurance Group recently reported that 2024 delivered strong profitability, with an improved combined operating ratio, solid investment income, and management reaffirming 2025 guidance for mid-single-digit premium growth and a combined operating ratio near the low 92% range. Alongside this, QBE highlighted its over 40-year sponsorship of the Sydney Swans and ongoing focus on capital management, including dividends and share buybacks, underlining the insurer’s emphasis on brand strength...