ASX:PLS
ASX:PLSMetals and Mining

How China’s VAT-Driven Lithium Price Spike At PLS Group (ASX:PLS) Has Changed Its Investment Story

PLS Group recently benefited after lithium prices in China jumped on the back of a move to phase out VAT export rebates on battery products, boosting expectations for short-term demand and supporting Australian lithium miners. Investor attention is now turning to PLS Group’s December-quarter activities report and webcast held on 30 January 2026, as the market looks for signs of how shifting lithium prices are flowing through to sales volumes, pricing, and costs. We’ll now examine how China’s...
ASX:FID
ASX:FIDCapital Markets

ASX Dividend Stocks To Consider In January 2026

As the Australian market rides the wave of a potential commodities supercycle, driven by soaring metals prices and robust materials sector performance, investors are keenly observing how these dynamics influence broader economic trends. In this environment, dividend stocks can offer appealing stability and income potential; selecting those with strong fundamentals and ties to thriving sectors like materials could be particularly beneficial.
ASX:WA1
ASX:WA1Metals and Mining

ASX Growth Stocks With Strong Insider Confidence

As the Australian market navigates a potential commodities supercycle, with materials leading the charge and the ASX200 showing signs of resilience, investors are keenly observing sectors that could benefit from this momentum. In such an environment, growth companies with high insider ownership can be particularly appealing as they often signal strong internal confidence and alignment with shareholder interests, making them noteworthy contenders for those looking to capitalize on Australia's...
ASX:LYC
ASX:LYCMetals and Mining

3 ASX Stocks Estimated To Trade At Discounts Up To 36.4%

The Australian market is currently experiencing a notable surge in the materials sector, driven by rising commodity prices and renewed interest in critical minerals. In this environment, identifying undervalued stocks can present opportunities for investors seeking to capitalize on potential growth, especially when these stocks are trading at significant discounts compared to their intrinsic value.
ASX:EHL
ASX:EHLTrade Distributors

Discovering Undiscovered Gems in Australia This January 2026

As the Australian market rides a wave of optimism driven by surging commodity prices, particularly in materials like neodymium and silver, there's renewed interest in small-cap stocks that could benefit from this momentum. In this environment, identifying promising companies often means looking for those poised to capitalize on the booming materials sector while maintaining strong fundamentals and growth potential.
ASX:VFY
ASX:VFYLife Sciences

Atomic Eagle And 2 More ASX Penny Stocks To Watch

As the Australian market experiences a potential commodities supercycle, driven by surges in metals like gold and silver, investor interest in materials is on the rise. Amid this backdrop, penny stocks—often representing smaller or newer companies—continue to offer intriguing opportunities for growth at accessible price points. Despite their vintage name, these stocks can still provide surprising value when they are backed by strong financial health and solid fundamentals.
ASX:GMG
ASX:GMGIndustrial REITs

Should Goodman’s Hong Kong Data Centre Expansion Require Action From Goodman Group (ASX:GMG) Investors?

Goodman Group has expanded its Hong Kong presence through the Goodman Hong Kong Data Centre Partnership, which now manages six facilities with a combined 180 MW of IT capacity, including two data centres that were under construction when the partnership launched in July 2025. This build-out, backed by major global investors, strengthens Goodman’s role in supplying large-scale digital infrastructure to support Asia’s rapidly developing data economy. We’ll now examine how Goodman’s scaled Hong...
ASX:MIR
ASX:MIRCapital Markets

Mirrabooka Investments (ASX:MIR) High P/E Tests Bullish Narrative Of 14.4% Earnings Growth

Mirrabooka Investments (ASX:MIR) has opened H1 2026 with trailing twelve month revenue of A$18.1 million and Basic EPS of A$0.058, alongside 14.4% earnings growth over the past year and around 12% average annual profit growth over the past five years. Over recent reporting halves the company has seen revenue move from A$9.1 million in H2 2024 to A$7.1 million in H1 2025 and A$5.4 million in H2 2025, with Basic EPS shifting over the same periods from A$0.0315 to A$0.0237 and then A$0.0168...
ASX:BSL
ASX:BSLMetals and Mining

BlueScope Steel (ASX:BSL) Is Up 5.4% After A$438m Special Dividend Plan - What's Changed

Earlier this week, BlueScope Steel’s Board announced it would return A$438 million in surplus cash to investors via an unfranked special dividend of A$1.00 per share, with shares trading ex-dividend from 20 January 2026 and payment scheduled for 24 February 2026. This one-off payout, coming just days after the Board rejected a A$13.2 billion takeover proposal as significantly undervaluing the company, highlights management’s preference to reward existing shareholders while maintaining...
ASX:WOW
ASX:WOWConsumer Retailing

Assessing Woolworths Group (ASX:WOW) Valuation After Chatbot Upgrade And Methane Reduction Trial

Woolworths Group (ASX:WOW) is back on investor radars after the company upgraded its Olive customer service chatbot using Google Cloud technology and announced a multi-year methane reduction trial in its beef supply chain. See our latest analysis for Woolworths Group. Those chatbot and sustainability announcements come as the A$30.20 share price has logged a 13.02% 90 day share price return, while the 1 year total shareholder return of 3.41% contrasts with a 4.62% total shareholder return...
ASX:ASB
ASX:ASBAerospace & Defense

Austal (ASX:ASB) Is Up 11.7% After Securing New A$1.0–1.3 Billion Defence Contract

In recent months, Austal Limited finalized a Strategic Shipbuilding Agreement with the Australian Government, appointing Austal Defence Australia as prime contractor for Tier 2 surface combatants under an initial A$1.00–A$1.30 billion contract, while also funding U.S. shipyard expansion through a capital raise to support larger U.S. Navy vessels. This combination of a long-term Australian defence framework and enlarged U.S. capacity could reshape Austal’s contract pipeline, capital needs,...
ASX:NMG
ASX:NMGMetals and Mining

Does New Murchison Gold’s (ASX:NMG) Lydia Fast‑Track Plan Redefine Its Near‑Mine Growth Strategy?

New Murchison Gold recently reported high‑grade drilling results from the Lydia prospect in Western Australia, extending known gold mineralisation along strike and at depth and supporting work towards a JORC-compliant resource and refined pit designs. By planning to fast-track Lydia using existing Crown Prince infrastructure and aiming to include it in its resource and reserve base, the company is signalling an effort to build a more robust near-mine production pipeline. We’ll now examine...
ASX:AMP
ASX:AMPDiversified Financial

Is Citi’s Capital Return Call and Digital Push Altering The Investment Case For AMP (ASX:AMP)?

Recently, Citi highlighted the possibility of capital returns at AMP and reinstated a positive analyst rating, while AMP also reported past MySuper Lifestage performance and enhanced its digital retirement advice tools for super members. An interesting angle is how expectations of additional dividends or buybacks intersect with AMP’s growing digital retirement offering and adviser ecosystem. We’ll now examine how Citi’s capital return commentary could influence AMP’s investment narrative...
ASX:WDS
ASX:WDSOil and Gas

Assessing Woodside Energy Group (ASX:WDS) Valuation After Recent Share Price Momentum

Woodside Energy Group (ASX:WDS) is back on many investors’ screens after recent share price moves, with the stock last closing at A$24.02 and mixed return figures across different time frames. See our latest analysis for Woodside Energy Group. The recent 7 day share price return of 4.66% and 90 day share price return of 8.69% suggest some momentum is building. However, the 1 year total shareholder return of a 0.61% decline and 3 year total shareholder return of an 18% decline point to a...
ASX:PNR
ASX:PNRMetals and Mining

Pantoro Gold ASX PNR Valuation Check After High Grade Norseman Drilling Results

Event driven interest in Pantoro Gold Pantoro Gold (ASX:PNR) has caught investor attention after reporting high grade drilling results at the Daisy South deposit within its 100% owned Norseman Gold Project in Western Australia. The results confirm extensions to existing mineralisation and support plans for a new open pit that is intended to run alongside current operations, with mine scheduling aligned to the Gladstone Everlasting Open Pit. See our latest analysis for Pantoro Gold. After...
ASX:NTU
ASX:NTUMetals and Mining

Is Northern Minerals' (ASX:NTU) Concentrated Register Quietly Reshaping Its Long-Dated Project Strategy?

Recent coverage has highlighted how ownership concentration and broad shareholder participation at Northern Minerals is shaping governance and strategic influence in its long‑dated mining projects. This focus on who holds power in the register offers investors a clearer view of how decisions may be made and aligned across stakeholders. Next, we examine how this growing interest in Northern Minerals’ ownership structure could influence the company’s broader investment narrative. Uncover the...
ASX:IPX
ASX:IPXMetals and Mining

Assessing IperionX’s Valuation After New US$99m Defense Contract And Titanium Campus Commissioning

What triggered the latest move in IperionX? IperionX (ASX:IPX) is back on investor radars after securing a U.S. Department of Defense contract valued at up to US$99 million, tied to domestic titanium production for defense uses. See our latest analysis for IperionX. The stock’s recent move sits within a mixed backdrop, with a 1 month share price return of 40.36% and a year to date share price return of 20.73%. The 1 year total shareholder return of 58.14% and very large 5 year total...
ASX:TEA
ASX:TEAConstruction

Tasmea (ASX:TEA) Valuation Check After Governance Update On Equity Incentive Structure

Tasmea (ASX:TEA) is back on investors’ radars after a fresh update on its equity-based staff incentives, which puts governance transparency and capital consistency at the center of the story. See our latest analysis for Tasmea. The update on equity incentives comes as Tasmea’s 1 day share price return of 2.93% and 7 day share price return of 10.68% sit against a year to date share price return of 8.83% and a 1 year total shareholder return of 63.41%. Together, these figures point to momentum...
ASX:COH
ASX:COHMedical Equipment

Cochlear’s VA Nexa Rollout Sparks Fresh Look At Whether The Shares Are Undervalued

Cochlear’s VA access expansion and what it might mean for shareholders Cochlear (ASX:COH) recently made its Nucleus Nexa cochlear implant system available to eligible US military veterans at VA clinics nationwide, a move that widens access and puts a spotlight on its hearing technology offering. See our latest analysis for Cochlear. The Nucleus Nexa news comes after a period where short term share price momentum has softened. A 90 day share price return of a 6.38% decline contrasts with a 5...