ASX:LYC
ASX:LYCMetals and Mining

Assessing Lynas Rare Earths (ASX:LYC) Valuation After China’s Latest Export Restrictions

China’s latest export restrictions on military use items to Japan, which include rare earth related products, have pushed Lynas Rare Earths (ASX:LYC) back into focus for investors watching non Chinese supply chains. See our latest analysis for Lynas Rare Earths. The latest China export curbs arrive as Lynas Rare Earths trades at A$14.24, with a 7 day share price return of 14.47% and a 30 day share price return of 10.13%. This follows earlier weakness that left the 90 day share price return at...
ASX:ELV
ASX:ELVMetals and Mining

Assessing Elevra Lithium (ASX:ELV) Valuation After Lithium Price Rebound And Sharper Investor Focus

The latest surge in lithium prices after a three year bear market has pushed Elevra Lithium (ASX:ELV) into the spotlight, as investors reassess producers with established North American assets and tight cost control. See our latest analysis for Elevra Lithium. The surge in lithium prices has coincided with a sharp shift in sentiment toward Elevra Lithium, with a 30 day share price return of 46.94% and a 90 day share price return of 115.25% contributing to a 1 year total shareholder return of...
ASX:ASX
ASX:ASXCapital Markets

What ASX (ASX:ASX)'s Trading Surge and Capital Buffer Shift Means For Shareholders

In recent days, ASX Limited reported a sharp rise in average daily cash-market trades and value traded for December, alongside a commitment to build an additional capital buffer by June 2027 and a narrowed dividend payout range, following an analyst rating upgrade from Goldman Sachs. This combination of higher underlying market activity and a clearer capital management roadmap has sharpened investor focus on the exchange’s earnings resilience and risk profile. We’ll now examine how the...
ASX:MQG
ASX:MQGCapital Markets

Is Macquarie’s Portfolio Shift and Private Funding Activity Recasting Its Risk Narrative for ASX:MQG?

In recent weeks, Macquarie Group has adjusted its portfolio by reducing stakes in smaller listed firms such as Elsight and Jumbo Interactive, while its asset management arm continued funding activities through facilities like Applied Digital’s preferred equity drawdown. These moves, combined with ongoing interest in Macquarie’s funding strategies and an upcoming operational update, highlight how the group is rebalancing risk, capital deployment, and regulatory scrutiny across its banking and...
ASX:WTC
ASX:WTCSoftware

Should WiseTech’s Customs Education Push Reshape Views on Its Ecosystem Strategy for (ASX:WTC) Investors?

WiseTech Global has acquired the Centre for Customs and Excise Studies (CCES), a leading customs and border management education provider, integrating its accredited programs into the WiseTech Academy platform to deepen capabilities across compliance and training in global logistics. This move extends WiseTech’s reach beyond software into specialist skills development, tightening the link between its CargoWise ecosystem and the regulatory expertise its customers rely on to manage...
ASX:RMS
ASX:RMSMetals and Mining

Does Weaker-Than-Expected Quarterly Gold Output Change The Bull Case For Ramelius Resources (ASX:RMS)?

In the past quarter, Australia's Ramelius Resources reported weaker-than-expected gold output across its Mt Magnet, Edna May, and Exploration segments, raising questions about operational performance. This softer production outcome matters because it directly affects how reliably the company can convert its extensive gold assets into ongoing cash flow. Next, we’ll examine how this weaker quarterly production update may influence Ramelius Resources’ investment narrative and expectations for...
ASX:WBT
ASX:WBTSemiconductor

Is Texas Instruments ReRAM Licensing Deal Altering The Investment Case For Weebit Nano (ASX:WBT)?

In December 2025, Weebit Nano Limited announced it had licensed its ReRAM non-volatile memory technology to Texas Instruments, enabling integration into TI's advanced process nodes for embedded processing, with the agreement covering IP licensing, technology transfer, and qualification for high-temperature, automotive-grade use. This deal, alongside Weebit Nano’s fiscal 2026 minimum revenue guidance of A$10,000,000, underscores growing commercial traction for its low-power memory technology...
ASX:KSL
ASX:KSLBanks

ASX Dividend Stocks Featuring Three Top Picks

As the Australian market navigates a period of subdued activity, with materials experiencing a notable sell-off despite rising iron ore futures, investors are keenly observing economic signals from China and their impact on local sectors. In this environment, dividend stocks can offer stability and income potential, making them an attractive option for those looking to balance risk while capitalizing on consistent returns.
ASX:29M
ASX:29MMetals and Mining

ASX Stocks Possibly Trading Below Fair Value In January 2026

As the Australian market navigates through a period of mixed performance, with materials experiencing a sell-off despite rising iron ore futures and healthcare leading gains, investors are keenly observing potential opportunities. In this environment, identifying stocks that may be trading below their fair value can offer intriguing possibilities for those looking to capitalize on market inefficiencies.
ASX:DUR
ASX:DURConstruction

ASX Penny Stocks To Monitor In January 2026

As the Australian market navigates a landscape marked by fluctuating commodity prices and ongoing economic stimuli from China, investors are keenly observing sector movements such as the recent materials sell-off and healthcare gains. In this context, penny stocks—often representing smaller or newer companies—continue to capture interest for their potential to deliver notable returns despite their niche status. While the term may seem outdated, these stocks can still offer promising...
ASX:TLS
ASX:TLSTelecom

A Look At Telstra Group’s Valuation After Strong Results And New A$800 Million 5G Investment

Heightened interest in Telstra Group (ASX:TLS) has been sparked by its recent financial performance, which includes growth in its mobile division, higher income and EBITDA, and an announced A$800 million 5G network investment over four years. See our latest analysis for Telstra Group. After a strong 1 year total shareholder return of 23.04%, Telstra’s recent share price performance has cooled, with a 30 day share price return of 2.44% decline and the stock now trading at A$4.80, hinting that...
ASX:RRL
ASX:RRLMetals and Mining

How Investors May Respond To Regis Resources (ASX:RRL) Quarterly Production Holding Firm Amid Supportive Gold Prices

In early January 2026, Regis Resources Limited reported group gold production of 96,600 ounces for the quarter ended 31 December 2025, slightly below the same period a year earlier. The update highlights that Regis maintained solid output amid a broader rally in gold prices and shifting expectations for US Federal Reserve rate cuts, factors that can influence how investors view its operational momentum. We’ll now examine how this quarterly production outcome, set against supportive gold...
ASX:ASL
ASX:ASLMetals and Mining

Should Andean Silver’s Equity Raise And Chilean Reporting Shift Require Action From Andean Silver (ASX:ASL) Investors?

In late 2025, Andean Silver Limited completed a follow-on equity offering of A$5.99 million at A$1.85 per share and shifted its financial year-end to 31 December to align with Chilean reporting requirements. The doubled A$6 million share purchase plan and adjusted reporting calendar underline how closely the company is tying capital raising to its Chilean exploration timetable and planned Cerro Bayo activities. Next, we’ll examine how aligning the financial year with Chilean operations and...
ASX:XRO
ASX:XROSoftware

Did Xero’s Melio Deal and Margin Pressure Just Shift Xero's (ASX:XRO) Investment Narrative?

In recent months, Xero has faced mounting scrutiny after its US$2.50 billion acquisition of U.S.-based payments platform Melio, funded by a discounted institutional placement that diluted existing shareholders, even as the company reported 20% operating revenue growth and higher EBITDA in its FY26 half-year results. The key concern now is whether Xero can manage declining gross profit margins and successfully integrate Melio without eroding the benefits of its expanding cloud accounting...
ASX:BGL
ASX:BGLMetals and Mining

Does Bellevue Gold’s Misfire Response Reveal a Strength or Weakness in Management Discipline (ASX:BGL)?

Bellevue Gold recently disclosed that underground development was suspended in late December after a safety incident involving misfire management, with work restarting on 4 January once assessments were completed and access to high-grade Deacon and Viago headings was restored. The incident highlights how operational safety protocols can temporarily interrupt mine development while also underscoring management’s willingness to halt production to address risks thoroughly. Next, we’ll explore...
ASX:WES
ASX:WESMultiline Retail

Wesfarmers (ASX:WES) Valuation In Focus As Inflation Data And Upcoming Results Draw Investor Attention

Wesfarmers (ASX:WES) is back in focus as traders watch key inflation data that could influence interest rate expectations and consumer spending, two forces closely tied to its core Bunnings and Kmart businesses. See our latest analysis for Wesfarmers. At a share price of A$80.96, Wesfarmers has seen some pressure recently, with a 90 day share price return of 9.07% and a slightly negative year to date move. Its 1 year total shareholder return of 15.9% and 5 year total shareholder return of...