ASX:REA
ASX:REAInteractive Media and Services

REA Group (ASX:REA) Valuation Check After Google’s Property Search Test and Recent Share Price Weakness

Google’s experiment with homes for sale appearing directly in search results has unsettled investors in REA Group (ASX:REA). This has contributed to a decline in the company’s share price as the market reassesses its long term competitive position. See our latest analysis for REA Group. That Google trial has landed on a stock that was already under pressure, with a 1 month share price return of minus 8.1 percent and a year to date share price return of about minus 22 percent. Even though the...
ASX:SFR
ASX:SFRMetals and Mining

Sandfire Resources (ASX:SFR): Valuation Check After Updated Black Butte Study Highlights Higher-Grade Copper and Cash Flow Potential

Sandfire Resources (ASX:SFR) just refreshed the Pre Feasibility Study for its Johnny Lee deposit and upgraded the resource at Lowry, sharpening the outlook for the Black Butte copper project’s 8 year mine life and cash flow profile. See our latest analysis for Sandfire Resources. That backdrop of improving project economics helps explain why Sandfire’s momentum has been so strong, with a roughly 80 percent year to date share price return and a three year total shareholder return above 200...
ASX:RMS
ASX:RMSMetals and Mining

Assessing Ramelius Resources (ASX:RMS) Valuation After Its A$250 Million Share Buyback Announcement

Ramelius Resources (ASX:RMS) has put a sizeable vote of confidence behind its own stock, approving a A$250 million share buyback that could retire about 4% of its share base over the next two years. See our latest analysis for Ramelius Resources. The buyback lands on top of an already strong run, with the share price up 80.57% year to date and a hefty 317.76% three year total shareholder return, suggesting momentum is still very much on Ramelius’s side. If Ramelius’s surge has you thinking...
ASX:AX1
ASX:AX1Specialty Retail

Top ASX Dividend Stocks To Consider In December 2025

As the Australian market experiences a modest retreat, with sectors like Staples, Health Care, and Energy seeing declines while Real Estate and Materials show resilience, investors are keenly observing the shifting dynamics influenced by global events such as fluctuating oil prices. In this context, dividend stocks remain an attractive option for those seeking steady income streams amidst market volatility.
ASX:WA1
ASX:WA1Metals and Mining

ASX Growth Companies With High Insider Ownership To Watch

The Australian stock market has seen a mixed performance recently, with sectors like Real Estate and Materials experiencing gains while others such as Staples, Health Care, and Energy faced declines. In this fluctuating environment, growth companies with high insider ownership can be of particular interest to investors seeking alignment between management interests and shareholder value.
ASX:TPW
ASX:TPWSpecialty Retail

3 ASX Stocks That May Be Trading Below Estimated Value In December 2025

As the Australian market experiences a slight retreat, with sectors like Staples, Health Care, and Energy facing declines while Materials show strength, investors are keenly observing potential opportunities amidst fluctuating oil prices and geopolitical developments. In such a climate, identifying stocks that may be trading below their estimated value can offer intriguing prospects for those seeking to capitalize on market inefficiencies.
ASX:EHL
ASX:EHLTrade Distributors

Discovering Undiscovered Gems in Australia for December 2025

As the Australian market navigates a period of mixed performance, with sectors like Materials showing resilience amidst broader retreats in Staples, Health Care, and Energy, investors are keeping a keen eye on potential opportunities within small-cap stocks. In this environment, identifying promising companies often involves looking for those with strategic partnerships or unique market positions that can thrive despite fluctuating economic conditions.
ASX:RAC
ASX:RACBiotechs

ASX Penny Stocks To Watch In December 2025

As the Australian market navigates a mixed landscape with sectors like Materials showing strength while Energy struggles, investors are keenly observing potential opportunities. Penny stocks, though an older term, still represent an intriguing area of investment by highlighting smaller or less-established companies that may offer value. By focusing on those with robust financials and clear growth prospects, investors can uncover promising opportunities in this niche segment.
ASX:AGL
ASX:AGLIntegrated Utilities

The Bull Case For AGL Energy (ASX:AGL) Could Change Following Its Push For Private Renewables Capital

In recent days, AGL Energy has moved to secure private capital for its green energy portfolio, aligning with Origin Energy in tapping external investors to help fund large-scale renewable and firming assets. This push to bring in private equity highlights how capital-intensive AGL’s decarbonization plans are, and how willing it is to share ownership of future renewable earnings streams to accelerate its transition. We’ll now examine how AGL’s pursuit of private capital for renewables could...
ASX:JHX
ASX:JHXBasic Materials

Reassessing James Hardie Industries (ASX:JHX) Valuation After a Major North America Leadership Shake-Up

Leadership shake up in North America James Hardie Industries (ASX:JHX) has reshuffled the top deck in its crucial North America Building Products business, a move that could subtly redirect the strategy investors have been tracking. See our latest analysis for James Hardie Industries. Those leadership moves land at an interesting moment, with the share price at A$30.40 and a sharp 1 month share price return of 19.54 percent contrasting with a much weaker year to date share price return of...
ASX:STO
ASX:STOOil and Gas

How Santos’ Latest Asset Sales and Barossa Focus Will Impact Santos (ASX:STO) Investors

Santos recently completed the sale of its interests in the Mahalo Joint Venture and the Petrel and Tern fields, raising upfront and contingent cash while lowering future decommissioning obligations as it sharpens its portfolio around core growth projects. This shift frees up capital and management attention for higher-priority developments such as Barossa and Pikka, potentially reshaping Santos’ long-term cash flow mix and risk profile. Next, we’ll explore how these divestments and Barossa’s...
ASX:TNE
ASX:TNESoftware

Technology One (ASX:TNE): Valuation Check After R&D Spend, Margin Gains and UK/Education Expansion

Recent coverage around Technology One (ASX:TNE) has focused on its substantial research and development spending, improving margins, and rising dividends, while the company also expands further into large addressable markets such as the UK and the education sector. See our latest analysis for Technology One. Despite that upbeat operational story, the 1 month share price return of minus 22.7 percent and 3 month share price return of minus 27.2 percent show momentum has cooled. However, the 5...
ASX:QBE
ASX:QBEInsurance

QBE Insurance Group (ASX:QBE) Valuation Revisited After A$450m Buyback, Leadership Changes and New Cat Bond Plans

QBE Insurance Group (ASX:QBE) is back on investors’ radar after launching an on market buyback of up to A$450 million, pairing that capital return with leadership changes and fresh catastrophe bond plans. See our latest analysis for QBE Insurance Group. Those daily buyback updates, the A$450 million on market program and the reshaping of QBE Re’s leadership have kept QBE in focus. However, the 1 month share price return of negative 3.64 percent contrasts with a far stronger 5 year total...
ASX:DBI
ASX:DBIInfrastructure

Dalrymple Bay Infrastructure (ASX:DBI): Assessing Valuation After Broker Upgrades Dividend and Profit Outlook

Citi’s latest note on Dalrymple Bay Infrastructure (ASX:DBI) points to stronger distribution growth, lifting its annual dividend outlook to 6% and upgrading profit forecasts, as rising cash and funds from operations improve payout sustainability. See our latest analysis for Dalrymple Bay Infrastructure. Against this backdrop, Dalrymple Bay Infrastructure’s A$4.98 share price has been supported by a 16.08% 1 month share price return and a 39.89% year to date share price return, while its 3...
ASX:MFF
ASX:MFFCapital Markets

MFF Capital Investments (ASX:MFF): Valuation Check as Gerald Stack Steps Up to CEO in 2026

MFF Capital Investments (ASX:MFF) has just reshuffled its leadership, promoting Gerald Stack to Chief Executive Officer and Managing Director from January 2026. This move could subtly reshape strategy and refresh sentiment around the stock. See our latest analysis for MFF Capital Investments. The leadership change comes amid steadily improving sentiment, with a roughly mid single digit recent share price return and a powerful multiyear total shareholder return at the current A$4.99 share...
ASX:SUN
ASX:SUNInsurance

Suncorp (ASX:SUN) Valuation After Major Queensland Storm Claims and Ongoing Share Buyback Program

Suncorp Group (ASX:SUN) is back in focus after late November storms generated more than 18,000 insurance claims in Queensland, with management flagging an estimated A$350 million net cost hitting its reinsurance cap. See our latest analysis for Suncorp Group. The A$350 million storm hit comes after a tough stretch for the stock, with a 1 month share price return of minus 9.31 percent and a year to date share price return of minus 22.86 percent. However, the 5 year total shareholder return of...
ASX:DRO
ASX:DROAerospace & Defense

Why DroneShield (ASX:DRO) Is Up 44.5% After Winning A €2.8m Belgian Anti-Drone Deal – And What's Next

DroneShield recently secured a €2.8 million contract with the Belgian government for handheld drone jammers, supporting the country's €50 million anti-drone initiative to protect airports and military sites. This agreement signals growing European urgency around counter-drone defence and could strengthen DroneShield's position as governments accelerate operational deployments over small-scale trials. We’ll now explore how this Belgian contract, set against surging European counter-drone...