ASX:WBC
ASX:WBCBanks

Westpac Banking (ASX:WBC) Valuation Check As RBA Uncertainty And Bushfire Support Draw Investor Focus

Recent rate jitters around the upcoming Reserve Bank of Australia meeting, along with Westpac Banking (ASX:WBC) bushfire relief measures and the February earnings update, have pushed the stock firmly into focus for local bank investors. See our latest analysis for Westpac Banking. Against this backdrop of RBA rate jitters, bushfire relief measures and upcoming earnings, Westpac’s recent price action has been relatively steady. The 1-day share price return is 1.82% and the 7-day share price...
ASX:ELV
ASX:ELVMetals and Mining

Elevra Lithium (ASX:ELV) Is Up 6.2% After Staged NAL Debottlenecking Plan Revealed - What's Changed

In January 2026, Elevra Lithium announced a refined, staged expansion plan for its North American Lithium mine, aiming to accelerate permitting, bring forward increased spodumene concentrate output by about two years, and phase capital spending while targeting lower unit operating costs. An interesting element of this update is the focus on low-risk brownfield debottlenecking steps, which use existing permits and temporary mobile crushing to incrementally lift milling capacity before...
ASX:NVX
ASX:NVXElectronic

Assessing NOVONIX (ASX:NVX) Valuation After Production Timing Shift For Panasonic Energy

Production timing shift and what it means for NOVONIX NOVONIX (ASX:NVX) has updated investors on the timing for mass production of synthetic graphite anode material for Panasonic Energy, moving Panasonic volumes to the second half of 2027, while still targeting industrial-grade output for this year. See our latest analysis for NOVONIX. The production timing update comes after a sharp 1 day share price return decline of 15.84% and a 7 day share price return decline of 24.78%. At the same time,...
ASX:NWH
ASX:NWHConstruction

A Look At NRW Holdings (ASX:NWH) Valuation After Citi’s Optimistic Forecast For Strong First Half Results

Citi’s optimistic forecast for NRW Holdings (ASX:NWH), highlighting expectations for strong first half results, has sharpened investor focus on the contractor’s exposure to Australia’s resources and infrastructure sectors. See our latest analysis for NRW Holdings. The recent optimism from Citi comes on top of firm share price momentum, with a 7 day share price return of 6.84% and a 90 day share price return of 15.16%. The 1 year total shareholder return of 70.01% and 5 year total shareholder...
ASX:TLX
ASX:TLXBiotechs

Telix Pharmaceuticals (ASX:TLX) Valuation Check After BiPASS Phase 3 Trial Reaches First U.S. Patient

Telix Pharmaceuticals (ASX:TLX) has dosed the first U.S. patient in its BiPASS Phase 3 trial, which is testing Illuccix and Gozellix alongside MRI in initial prostate cancer diagnosis, with the goal of refining biopsy decisions. See our latest analysis for Telix Pharmaceuticals. The BiPASS milestone lands at a time when Telix’s 1 day share price return of 2.96% and 7 day share price return of 2.14% sit against a 90 day share price decline of 31.05%. The 1 year total shareholder return decline...
ASX:DYL
ASX:DYLOil and Gas

Is Deep Yellow (ASX:DYL) Recasting Its Uranium Ambitions With Greg Field’s Early CEO Appointment?

Deep Yellow Limited has confirmed that Greg Field will commence as Managing Director and Chief Executive Officer on 2 February 2026, with Acting CEO Craig Barnes returning to his role as CFO. The accelerated timing and clear handover underscore the board’s emphasis on experienced leadership as the company approaches key decisions on its Tumas uranium project in Namibia. We’ll explore how Greg Field’s early appointment to lead the Tumas project shapes Deep Yellow’s broader investment...
ASX:QBE
ASX:QBEInsurance

Did Strong 2024 Results and Reaffirmed 2025 Guidance Just Shift QBE's (ASX:QBE) Investment Narrative?

QBE Insurance Group recently reported that 2024 delivered strong profitability, with an improved combined operating ratio, solid investment income, and management reaffirming 2025 guidance for mid-single-digit premium growth and a combined operating ratio near the low 92% range. Alongside this, QBE highlighted its over 40-year sponsorship of the Sydney Swans and ongoing focus on capital management, including dividends and share buybacks, underlining the insurer’s emphasis on brand strength...
ASX:MQG
ASX:MQGCapital Markets

Is Macquarie’s Fixed-Rate Hike Reshaping Margin Resilience For Macquarie Group (ASX:MQG)?

Earlier this week, Macquarie Group raised fixed home loan rates by 0.25 percentage points across all fixed terms, responding to higher funding costs and shifting expectations around Reserve Bank of Australia policy. This move may help support lending margins even as it potentially tempers new borrowing demand, ahead of Macquarie’s February operational briefing and May full-year results. Next, we’ll examine how Macquarie’s fixed-rate mortgage increase shapes its earnings recovery narrative...
ASX:INA
ASX:INAResidential REITs

How Investors May Respond To Ingenia Communities Group (ASX:INA) Stronger Cash Flows And Resilient Rental Demand

Ingenia Communities Group recently reported past-year results showing stronger operating cash flow, supported by firm rental demand, active holiday park trading, and solid home settlements across its Australian communities. The update also highlighted how its focus on seniors’ living and expanding community developments is reinforcing the resilience of its rental and holiday income base. Next, we’ll examine how this stronger operating cash flow and demand backdrop may influence Ingenia...
ASX:RSG
ASX:RSGMetals and Mining

Does Resolute Mining’s 2026 Guidance Reveal a Turning Point in Strategy for ASX:RSG?

Resolute Mining has already hosted a webcast and conference call in which CEO Chris Eger presented the company’s Q4 2025 Quarterly Activities Report and outlined operational guidance for 2026. This detailed briefing underlines management’s emphasis on transparency and may give investors clearer visibility into project timelines, cost discipline, and growth priorities. We’ll now examine how the Q4 results and newly outlined 2026 guidance could influence Resolute Mining’s existing investment...
ASX:GMG
ASX:GMGIndustrial REITs

A Look At Goodman Group’s Valuation As Hong Kong Data Centre Partnership Expands

Goodman’s Hong Kong data centre expansion and what it could mean for ASX:GMG Goodman Group (ASX:GMG) is in focus after the Goodman Hong Kong Data Centre Partnership, launched in July 2025, backed its management of six Hong Kong data centres totaling 180 MW of IT capacity. See our latest analysis for Goodman Group. The Hong Kong data centre partnership sits against a mixed share price backdrop, with a 10.22% 1 month share price return and 4.67% 7 day gain offset by a 6.15% 3 month decline and...
ASX:AZJ
ASX:AZJTransportation

Aurizon Holdings (ASX:AZJ) Valuation Check After Buy-Back And Lapsed Performance Rights

Why Aurizon’s latest buy-back and lapsed performance rights matter Aurizon Holdings (ASX:AZJ) has cancelled more than 36 million ordinary shares through an on-market buy-back, while a separate 212,819 performance rights have lapsed unvested, together trimming both current and potential future equity on issue. See our latest analysis for Aurizon Holdings. The buy-back and lapsed performance rights come after a steady 90-day share price return of 7.76% and a 1-year total shareholder return of...
ASX:SMR
ASX:SMRMetals and Mining

Stanmore Resources (ASX:SMR) Is Up 15.4% After Record Output And Surprise Dividend Hike – What's Changed

In recent days, Stanmore Resources reported record quarterly run-of-mine coal production of 5.3 million tonnes and a 14% rise in saleable output to 3.6 million tonnes, alongside a full-year profit that fell sharply as coal prices eased. Despite this profit drop, the company surprised the market with a final dividend above analyst expectations and slightly stronger 2025 guidance, highlighting the resilience of its cash generation and capital return plans. We’ll now examine how this record...
ASX:WOW
ASX:WOWConsumer Retailing

Is Woolworths Group (ASX:WOW) Quietly Rewriting Its Strategy Around AI and Low‑Emission Food?

In recent days, Woolworths Group announced an upgraded Olive digital shopping assistant powered by Google Cloud’s Gemini Enterprise and launched a multi‑year seaweed-based methane-reduction trial in its beef supply chain with partners Sea Forest, DIT AgTech, and Teys Australia. These twin moves into lower-emissions agriculture and more capable AI support highlight how Woolworths is tying sustainability and technology to its core supermarket offering ahead of its half-year results due on 25...
ASX:NIC
ASX:NICMetals and Mining

How New HPAL Stake Sale and Western Offtake Will Impact Nickel Industries (ASX:NIC) Investors

In recent months, Nickel Industries obtained approval to increase its 2025 nickel ore sales quota, secured a five-year environmental permit, and agreed to sell a 10% stake in its Excelsior Nickel Cobalt HPAL project to South Korean-listed Sphere Corp at a US$2.40 billion valuation with an accompanying offtake agreement. This collaboration opens a new channel into Western aerospace and electric vehicle supply chains, potentially reshaping Nickel Industries’ customer mix and revenue...
ASX:CQR
ASX:CQRRetail REITs

A Look At Charter Hall Retail REIT’s Valuation After Citi’s Upbeat Earnings Outlook

What sparked the latest move in Charter Hall Retail REIT? Charter Hall Retail REIT (ASX:CQR) attracted fresh attention after a Citi report pointed to potential upside in its earnings outlook, coinciding with a move higher in the unit price as investors reacted. See our latest analysis for Charter Hall Retail REIT. At around A$4.14, Charter Hall Retail REIT has posted positive short term momentum, with a 1 month share price return of 2.73% and a 7 day share price return of 1.97%. Its 1 year...
ASX:TWE
ASX:TWEBeverage

Can Treasury Wine Estates’ (ASX:TWE) New Cost Cuts And Incentive Tweaks Reframe Its Investment Story?

Treasury Wine Estates recently reported weaker trading conditions in key markets such as the US and China, alongside higher costs and a cautious near-term outlook, and announced a company-wide cost-cutting program targeting about A$100 million in annual savings from FY27. At the same time, several small adjustments to its equity incentive plans, including lapses and cancellations of performance and deferred share rights plus a minor share issue, signal tighter alignment between management...
ASX:IPX
ASX:IPXMetals and Mining

IperionX (ASX:IPX) Is Up 12.6% After Major US Defense Funding Boost - What's Changed

IperionX has completed a US$47.1 million U.S. Department of War IBAS award and progressed a U.S. Department of Defense contract of up to US$99 million to scale its Virginia Titanium Manufacturing Campus, backed by a free transfer of about 290 metric tons of Ti64 titanium scrap feedstock. This combination of long-term government funding, free raw material supply and an operational U.S. manufacturing campus strengthens IperionX’s role in domestic titanium production for defense uses. We’ll now...
ASX:AGL
ASX:AGLIntegrated Utilities

AGL Energy’s Valuation After New Rewards Scheme And Battery Storage Investments

Why AGL Energy’s new rewards scheme is getting investor attention AGL Energy (ASX:AGL) has rolled out a customer rewards program that offers bill discounts to households and businesses that cut electricity use during peak demand, such as heatwaves and other grid stress periods. The scheme is voluntary and uses smart meter data to identify and reward customers who dial back consumption when the system is under pressure, aiming to reduce blackout risk while trimming overall network costs. For...
ASX:LYC
ASX:LYCMetals and Mining

Assessing Lynas Rare Earths (ASX:LYC) Valuation After CEO Retirement News And Recent Share Price Rebound

Lynas Rare Earths (ASX:LYC) moved into focus after CEO and Managing Director Amanda Lacaze announced plans to retire after 12 years, with a formal succession process underway and investor attention turning to leadership continuity. See our latest analysis for Lynas Rare Earths. The leadership news arrives after a sharp near term rebound, with a 7 day share price return of 9.79% and a 30 day share price return of 24.84% following earlier weakness. At the same time, the 1 year total shareholder...