ASX:IGO
ASX:IGOMetals and Mining

Assessing IGO (ASX:IGO) Valuation Following Board Renewal, AGM Results, and Positive Momentum Signals

IGO (ASX:IGO) has entered a busy period, as shareholders approved all resolutions at its recent AGM and the board announced a new Chair-elect. Technical analysis is also showing rising momentum for the stock. See our latest analysis for IGO. After a turbulent year that included a net loss, board renewal, and a new Chair-elect, IGO's share price has surged, posting a 20% gain over the last month and a 33% rise year-to-date. With a 1-year total shareholder return of nearly 31%, momentum is...
ASX:MQG
ASX:MQGCapital Markets

Will Macquarie’s Focus on Energy Transition Shift Analyst Views on Future Growth Potential (ASX:MQG)?

Macquarie Group recently hosted the Macquarie Energy Transition & Commodities Conference 2025 at its Singapore office, featuring CEO Shemara Wikramanayake and other senior executives, and also appointed Daniel Lane as head of securities financing transactions in London. The gathering brought together industry leaders to discuss future pathways in energy and commodities, signaling the firm’s commitment to global expansion and sector innovation. We will explore how the company’s executive...
ASX:GQG
ASX:GQGCapital Markets

Why GQG Partners (ASX:GQG) Is Up 12.1% After Expanding Stakes in Major Indian Conglomerates

In recent days, GQG Partners completed block deals worth ₹5,094 crore across five Adani Group companies and expanded holdings in leading Indian firms like Bharti Airtel and State Bank of India. This move underscores GQG Partners’ increasing focus on India’s infrastructure and energy sectors, positioning it among the major global investors in the region's conglomerate sector. We’ll explore how GQG Partners’ deeper investment into Indian infrastructure could influence its investment narrative...
ASX:BHP
ASX:BHPMetals and Mining

Is BHP (ASX:BHP) Undervalued After Recent Share Price Weakness? A Fresh Look at Its Valuation

BHP Group (ASX:BHP) shares have seen a dip of over 5% in the past week. The stock is now trading near A$40 after a month of gradual pressure. Investors are weighing recent market moves against the company’s solid multi-year total returns. See our latest analysis for BHP Group. BHP Group’s share price has faced short-term pressure lately, dropping more than 7% over the past month as investors reassess risk and outlook amidst shifting market sentiment. Still, the company’s five-year total...
ASX:JHX
ASX:JHXBasic Materials

Why Have Leadership Changes and a Quarterly Loss Not Derailed James Hardie’s Strategic Plans (ASX:JHX)?

James Hardie Industries recently appointed Ryan Lada as Chief Financial Officer and Nigel Stein as Chair of the Board, while also reporting second quarter 2025 earnings with sales of US$1.29 billion and a net loss of US$55.8 million. These leadership transitions come as the company modestly raised guidance for its Siding & Trim business and established a new committee to support the integration of the AZEK acquisition, signaling a proactive approach to sector shifts and operational...
ASX:SOL
ASX:SOLDiversified Financial

WHSP Holdings (ASX:SOL) Valuation in Focus Following Profit Turnaround and Rising Insider Confidence

WHSP Holdings (ASX:SOL) has seen a surge in attention after shifting from losses to profitability. The company delivered a 43% total return for shareholders over three years and attracted fresh insider buying within the past year. See our latest analysis for WHSP Holdings. WHSP Holdings' recent shift to profitability and insider buying appear to have raised its profile, but momentum has cooled lately, with a 90-day share price return of -13.6%. Still, investors who stayed the course over the...
ASX:NUF
ASX:NUFChemicals

What Does Nufarm’s (ASX:NUF) CEO Exit Reveal About Its Long-Term Transformation Strategy?

Nufarm recently reported a net loss of A$165.32 million for the year ended September 30, 2025, with sales reaching A$3.44 billion and basic loss per share from continuing operations at A$0.488. This result was shaped by significant non-cash charges in its Seed Technologies business, price pressures in the plant-based omega-3 market, and was accompanied by the departure of its long-serving CEO. We’ll consider how the CEO transition and Seed Technologies challenges could reshape Nufarm’s...
ASX:AX1
ASX:AX1Specialty Retail

Accent Group (ASX:AX1) Is Down 16.1% After Earnings Downgrade and Shareholder Remuneration Protest – What's Changed

Earlier this week, Accent Group reported FY25 company-owned sales of A$1.46 billion and a net profit after tax of A$57.7 million, while flagging a sharp earnings downgrade for the coming year and the temporary absence of its CEO due to illness. Management’s decision to withdraw several shareholder meeting agenda items after significant investor feedback, alongside a first strike on its remuneration report, highlights heightened governance scrutiny amid challenging retail conditions. Here, we...
ASX:JIN
ASX:JINHospitality

Jumbo Interactive (ASX:JIN): Assessing Valuation After New Shares Issued for Employee Incentives

Jumbo Interactive (ASX:JIN) has issued new shares and performance rights as part of its employee incentive strategy. This approach highlights the company’s ongoing focus on staff retention and capital management, which can influence future performance. See our latest analysis for Jumbo Interactive. Jumbo Interactive’s recent share price action has seen some volatility, with a 1-day share price return of -1.44% and a notable 30-day return of -21.33%. While short-term momentum has faded, the...