ASX:MQG
ASX:MQGCapital Markets

What Macquarie Group (ASX:MQG)'s Rising Half-Year Profits and Net Interest Income Mean For Shareholders

On November 6, 2025, Macquarie Group Limited announced half-year results for the period ended September 30, reporting net interest income of A$2.07 billion and net income of A$1.66 billion, both increases from the previous year. Additionally, the company’s basic and diluted earnings per share from continuing operations rose year-over-year, signaling some improvement in profitability for shareholders. We’ll explore how Macquarie’s growth in net interest income shapes the current investment...
ASX:PDN
ASX:PDNOil and Gas

Paladin Energy (ASX:PDN): Valuation Insights as Langer Heinrich Restart Brings Uranium Supply Back to Market

Paladin Energy (ASX:PDN) is back in the spotlight after announcing the restart of its Langer Heinrich uranium mine in Namibia. This move arrives as global demand for uranium is climbing, fueled by a shift towards nuclear energy. Investors are now watching how this fresh supply could influence both Paladin and wider sector dynamics. See our latest analysis for Paladin Energy. Paladin Energy’s decision to ramp up operations has landed in the middle of a volatile period for its shares. After a...
ASX:NAB
ASX:NABBanks

Did Slower Profit Growth and Rising Costs Just Shift National Australia Bank's (ASX:NAB) Investment Narrative?

National Australia Bank recently announced its full-year results, reporting a cash profit of A$7.1 billion for the period ended 30 September 2025, slightly below analyst expectations, and declared a fully franked final dividend of 85 cents per share, payable in December 2025. While revenue increased 1.2%, profit margins were pressured by higher credit impairment charges and a 4.6% rise in operating expenses, raising renewed scrutiny of the bank’s competitive position as it faces stronger...
ASX:MTS
ASX:MTSConsumer Retailing

Metcash (ASX:MTS): Assessing Valuation After Senior Executive Bullying Allegations Surface

Metcash (ASX:MTS) is under the spotlight as two former senior finance executives allege bullying by the company’s CFO arising from disputes over bonuses. One former leader is taking legal action in the Federal Court. See our latest analysis for Metcash. Amid the management turmoil, Metcash’s 23.96% share price return year-to-date suggests that investors have focused on the company’s solid business momentum rather than short-term headlines. Over the past year, total shareholder return reached...
ASX:WES
ASX:WESMultiline Retail

Will Wesfarmers' (ASX:WES) Special Dividend and Capital Return Reshape Its Capital Allocation Strategy?

In early November 2025, Wesfarmers Limited announced a special dividend of A$0.40 per share and a capital return of A$1.10 per security, both payable to shareholders on December 4, 2025, following approval at the recent Annual General Meeting. These shareholder distributions provide a direct cash benefit and reflect Wesfarmers' ability to return surplus capital, highlighting management's ongoing focus on capital efficiency and shareholder value. We’ll discuss how the return of A$1.10 per...
ASX:TSL
ASX:TSLMetals and Mining

ASX Penny Stocks To Watch In November 2025

The Australian market is experiencing a cautious close to the week, with futures indicating a slight decline amid ongoing concerns about AI valuations and job cuts impacting global sentiment. In such uncertain times, investors often seek opportunities in lesser-known corners of the market where potential value can be found. Penny stocks, though an outdated term, still refer to smaller or emerging companies that might offer growth potential and affordability when backed by strong financials.
ASX:TLX
ASX:TLXBiotechs

Does the SEC Probe Challenge Telix Pharmaceuticals' (ASX:TLX) Management Credibility and Investor Confidence?

Recently, Telix Pharmaceuticals disclosed that it received a subpoena from the U.S. Securities and Exchange Commission concerning its disclosures about prostate cancer therapeutic candidates, prompting law firms such as Bragar Eagel & Squire and Rosen Law Firm to initiate investigations into potential securities law violations. This development has heightened attention to the accuracy of the company’s public statements and their impact on investor trust. We’ll consider how the federal...
ASX:BHP
ASX:BHPMetals and Mining

BHP (ASX:BHP) Valuation Spotlight After Major Mt Arthur Land Transfer and Mine Closure Progress

BHP Group (ASX:BHP) is transferring about 3,700 hectares from its Mt Arthur Coal operation to Malabar Resources. This move is related to the company’s plan to responsibly close the mine by 2030. See our latest analysis for BHP Group. At A$43.0 per share, BHP Group has seen steady momentum this year, supported by decisive actions such as the Mt Arthur Coal land transfer and a continued focus on long-term sustainability. The stock’s 7.6% year-to-date share price return signals optimism...
ASX:WTC
ASX:WTCSoftware

Are WiseTech Global’s Strong Results Misunderstood by the Market at Current Valuation Levels (ASX:WTC)?

WiseTech Global has drawn renewed interest due to its strong business performance, marked by sustained revenue and profit growth, and ongoing adoption of its cloud-based logistics software. An interesting development is that the company’s shares are currently trading below their historical price-to-sales multiples, despite continued operational momentum. We'll explore how the company’s strong revenue and profit trends, amid subdued recent news, influence WiseTech Global's investment...
ASX:WOW
ASX:WOWConsumer Retailing

Woolworths Group (ASX:WOW): Valuation in Focus After Quarterly Sales Growth Spurs Share Price Recovery

Woolworths Group (ASX:WOW) recently released its first-quarter sales results, reporting group sales of $18,483 million, up from $18,004 million a year earlier. This steady growth can catch the attention of investors. See our latest analysis for Woolworths Group. Following the company’s stronger first-quarter sales announcement, Woolworths Group’s share price has rebounded by 7.5% over the past month after a tough run earlier in the year. However, its 1-year total shareholder return of -2.1%...
ASX:ZIP
ASX:ZIPConsumer Finance

Could Stripe Partnership Push Zip Co (ASX:ZIP) Toward a Stronger US Market Position?

On October 23, 2025, Zip Co Limited announced an expanded partnership with Stripe, enabling U.S. merchants to activate Zip’s buy-now-pay-later solution through Stripe’s optimized checkout interfaces, including a no-code setup via the Stripe Dashboard. This partnership positions Zip to reach a broader segment of financially underserved consumers while helping U.S. merchants enhance conversion rates through embedded installment payment options. We’ll look at how the integration with Stripe’s...