ASX:QBE
ASX:QBEInsurance

How QBE’s Tougher Climate Rules and Board Shift At QBE Insurance Group (ASX:QBE) Has Changed Its Investment Story

QBE Insurance Group has recently tightened climate requirements for its oil and gas clients, advanced its net zero commitments, continued expanding leadership in its UK casualty business, issued and converted 3,845 new ordinary shares, and announced that Non-Executive Director Peter Wilson will leave the board at the end of 2025 to join a competitor. Together, these moves highlight QBE’s push to sharpen climate risk oversight, deepen specialist underwriting capability in key markets, and...
ASX:ALL
ASX:ALLHospitality

Fitch Upgrade and Unsecured Structure Shift Could Be A Game Changer For Aristocrat Leisure (ASX:ALL)

Earlier in December 2025, Fitch Ratings upgraded Aristocrat Leisure’s Long-Term Issuer Default Ratings to ‘BBB’ from ‘BBB-’ with a Stable Outlook, reflecting its shift to an unsecured capital structure after repaying its term loan B. The upgrade underscores Fitch’s view that Aristocrat’s growing digital operations, strong credit metrics, and robust free cash flow generation support a more resilient balance sheet. We’ll now explore how this Fitch upgrade, particularly the move to an unsecured...
ASX:CSL
ASX:CSLBiotechs

Did Five-Year HEMGENIX Data Just Shift CSL's (ASX:CSL) Gene Therapy Investment Narrative?

CSL recently reported five-year Phase 3 HOPE-B data in NEJM and at the ASH meeting, showing HEMGENIX’s durable factor IX activity, sustained bleed reduction, and continued freedom from routine prophylaxis in adults with hemophilia B. The results reinforce HEMGENIX’s position as the only commercially available gene therapy for adult hemophilia B, with long-term safety and efficacy data that may shape how patients and clinicians view one-time gene therapy versus ongoing prophylaxis. We’ll now...
ASX:CUV
ASX:CUVBiotechs

Clinuvel Pharmaceuticals (ASX:CUV): Valuation Check After Vallaurix Expansion to Boost Peptide Drug Development

Clinuvel Pharmaceuticals (ASX:CUV) is in the spotlight after unveiling a major expansion of its Vallaurix innovation hub in Singapore. The company has announced a five year push backed by the Economic Development Board to accelerate advanced peptide drug development. See our latest analysis for Clinuvel Pharmaceuticals. The market seems to be warming to that strategy, with a 30 day share price return of 17.15% and a 90 day gain of 21.11%. However, the five year total shareholder return...
ASX:RMS
ASX:RMSMetals and Mining

Assessing Ramelius Resources (ASX:RMS) Valuation After Announcing a A$250 Million Share Buyback Program

Ramelius Resources (ASX:RMS) has kicked off a sizeable buyback, committing up to A$250 million to repurchase roughly 4% of its shares by mid 2027. This move is a clear signal of confidence at the board level. See our latest analysis for Ramelius Resources. The buyback comes after a powerful run in the shares, with a year to date share price return of about 69% and a three year total shareholder return above 300%. This suggests momentum is still firmly with the bulls, even if short term moves...
ASX:BFG
ASX:BFGCapital Markets

ASX Penny Stocks To Consider In December 2025

As the Australian market experiences a mixed performance with materials leading and IT and industrials lagging, investors are keenly observing sector shifts. The term 'penny stocks' might feel like a relic of past market eras, but the potential they represent is as real as ever. Typically referring to smaller or relatively new companies, these stocks can provide a mix of affordability and growth potential when paired with strong financials.
ASX:BTR
ASX:BTRMetals and Mining

High-Grade Sandstone Hub Drilling And PFS Progress Could Be A Game Changer For Brightstar Resources (ASX:BTR)

Brightstar Resources has reported outstanding high-grade gold drilling results at its Sandstone Hub in Western Australia, including standout intercepts at the Bull Oak and Havilah deposits, while also confirming the past resignation of Non-Executive Director Ashley Fraser effective 2 December 2025. By running six drill rigs and feeding new data into an updated Pre-Feasibility Study due in 2026, Brightstar is sharpening its understanding of Sandstone Hub’s economic potential and its role as a...
ASX:CHC
ASX:CHCREITs

How Charter Hall’s Capital Reallocation And Higher Franked Payout At Charter Hall Group (ASX:CHC) Has Changed Its Investment Story

Charter Hall Group has completed a 42.28 cents per security capital reallocation between Charter Hall Limited and Charter Hall Property Trust, alongside approving a 24.83 cents half-year distribution (85% franked) for the six months to 31 December 2025, payable on 27 February 2026. This mix of internal capital reshaping and a higher, largely franked distribution highlights management’s focus on capital efficiency while supporting tax-effective income for investors. We’ll now examine how the...