ASX:APA
ASX:APAGas Utilities

Assessing APA Group’s Valuation As Interest Grows In Regulated Cash Flows And Energy Transition Projects

Why APA Group Is Back on Investor Radar Trending interest in APA Group (ASX:APA) is being driven by focus on its regulated cash flows, current gas transmission spending, and involvement in hydrogen and renewable gas projects. See our latest analysis for APA Group. At a share price of A$8.84, APA’s recent 7 day share price return of 2.79% contrasts with a 30 day share price return decline of 5.05%, while the 1 year total shareholder return of 37.23% points to stronger momentum building over a...
ASX:ASG
ASX:ASGSpecialty Retail

Insider Activity Highlights 3 Undervalued Small Caps In Global Market

In recent weeks, the global market landscape has been characterized by a mixed performance among equity indexes, with small-cap and value stocks leading gains over their large-cap counterparts. The Russell 2000 and S&P MidCap 400 Indexes have reached all-time highs, reflecting strong investor interest in smaller companies amid a backdrop of cooling core consumer prices and robust consumer spending. In this environment, identifying promising small-cap stocks often involves looking for those...
ASX:WGX
ASX:WGXMetals and Mining

Higher Q2 Output And Reaffirmed Guidance Could Be A Game Changer For Westgold Resources (ASX:WGX)

Westgold Resources Limited reported strong group gold production of 111,418oz for the December 2025 quarter, up from 83,937oz in the prior quarter, and maintained its fiscal 2026 production guidance of 345koz–385koz ahead of releasing full Q2 results on January 21, 2026. The decision to reaffirm guidance while lifting quarterly output signals management’s confidence in operational performance just as the company prepares to brief investors via an earnings call and webcast. Next, we’ll...
ASX:MQG
ASX:MQGCapital Markets

Is Macquarie Group (ASX:MQG) Pricing Reflect Its Mixed Returns And Valuation Signals?

If you are wondering whether Macquarie Group at around A$206.97 is offering fair value or a potential mispricing right now, this article breaks down what the numbers are actually saying about the stock. The share price has returned 0.7% over the last 7 days, 3.2% over 30 days, 1.6% year to date, with a 9.9% decline over 1 year. The 3 year and 5 year returns stand at 24.7% and 80.3% respectively. Recent coverage has focused on how Macquarie Group is being viewed as a key player among...
ASX:NST
ASX:NSTMetals and Mining

A Look At Northern Star Resources (ASX:NST) Valuation After Production Cut And Higher Cost Guidance

Northern Star Resources (ASX:NST) recently cut its FY26 gold production forecast to a range of 1.6 to 1.7 million ounces and raised all in sustaining cost guidance, after lower sales, equipment issues, and higher royalty payments. See our latest analysis for Northern Star Resources. Despite the production downgrade and higher cost guidance, Northern Star Resources’ share price was A$27.98 as of the last close, with a 90 day share price return of 18.76% and a 1 year total shareholder return of...
ASX:ARB
ASX:ARBAuto Components

Does ARB's (ASX:ARB) Subtle Revenue Dip Hint At Shifting Demand Or Enduring Resilience?

ARB Corporation Limited recently reported unaudited half-year sales revenue to 31 December 2025 of A$358.0 million, representing a 1.0% decline from the prior corresponding period. The marginal revenue decrease highlights how even small shifts in demand can draw closer attention to ARB’s underlying business trends and resilience. With this slight revenue decline as a backdrop, we’ll examine what the latest update means for ARB’s broader investment narrative. Uncover the next big thing with...
ASX:PLS
ASX:PLSMetals and Mining

Assessing Pilbara Minerals (ASX:PLS) Valuation After AustralianSuper Trim And Ahead Of December Update

PLS Group (ASX:PLS) is back in focus after AustralianSuper reduced its holding from 16.27% to 15.11%, as investors look ahead to the December quarter report and upcoming webcast. See our latest analysis for PLS Group. The A$4.74 share price comes after a 1 day share price return of 1.28%, a 30 day share price return of 20.61% and a 90 day share price return of 68.68%. The 1 year total shareholder return of 94.26% contrasts with a modest 3 year total shareholder return decline of 1.29%,...
ASX:WDS
ASX:WDSOil and Gas

Is Woodside Energy Group (ASX:WDS) Pricing Reflect Its Cash Flow And Earnings Prospects

If you are wondering whether Woodside Energy Group is priced attractively right now, the key question is whether the current share price lines up with the value of its underlying business. The stock recently closed at A$23.50, with returns of 0.8% over the last 7 days, 3.1% over 30 days, a 0.7% decline year to date, and a 2.4% decline over the past year. Over 5 years the return sits at 27.2%, and over 3 years the return is a 21.8% decline. Recent coverage of Woodside has focused on its...
ASX:29M
ASX:29MMetals and Mining

How Investors Are Reacting To 29Metals (ASX:29M) A$150 Million Discounted Rights Issue And Dilution Risk

In January 2026, 29Metals Limited launched a follow-on equity offering of A$149.98 million, issuing 374,955,311 ordinary shares at A$0.40 each, a A$0.14 discount per share under a Regulation S rights offering structure. This sizeable capital raise stands out for its scale relative to the existing equity base and its potential to reshape 29Metals’ capital structure through dilution and added funding flexibility. We’ll now examine how this substantial rights offering, and its implications for...
ASX:VEA
ASX:VEAOil and Gas

How Viva Energy’s Board Renewal and New Chair Will Impact Viva Energy Group (ASX:VEA) Investors

Viva Energy Group announced that long-serving Chair Robert Hill will retire on 1 March 2026, with current Director Dr Sarah Ryan named Chair elect and experienced executive Alistair Bell joining the Board as an Independent Non-Executive Director on the same date. This refresh brings energy industry depth and financial leadership to the Board, potentially influencing how Viva Energy balances operational discipline with long-term growth priorities. Against this backdrop of board renewal, we’ll...
ASX:ORG
ASX:ORGElectric Utilities

How Investors Are Reacting To Origin Energy (ASX:ORG) Extending Eraring Coal Plant’s Operating Life

Origin Energy has delayed the retirement of its 2,880 megawatt Eraring coal-fired power station in New South Wales from August 2027 to April 2029, after authorities identified ongoing system security and reliability risks during Australia’s energy transition. This extension highlights how aging coal capacity remains critical to grid stability while renewable generation, storage projects, and major transmission upgrades are still being developed. We’ll now examine how extending Eraring’s...
ASX:WWG
ASX:WWGLogistics

3 ASX Penny Stocks With Market Caps Under A$600M

The Australian market is experiencing a turbulent period, with losses gathering steam amid global economic uncertainties and delayed U.S. trading activity. Despite these challenges, investors continue to seek opportunities in various corners of the market, including penny stocks. While the term 'penny stock' might seem outdated, it still signifies potential growth opportunities in smaller or newer companies that can offer value when backed by strong financials.
ASX:MSB
ASX:MSBBiotechs

Mesoblast (ASX:MSB) Valuation Check After FDA Backs Rexlemestrocel L’s Pain And Opioid Reduction Data

Mesoblast (ASX:MSB) is back in focus after feedback from the U.S. FDA on its rexlemestrocel L cell therapy, which targets chronic discogenic low back pain and is directly linked to opioid use reduction. See our latest analysis for Mesoblast. Despite the positive FDA feedback, Mesoblast’s recent share price momentum has been soft, with a 7 day share price return of a 7.0% decline and a 30 day share price return of a 12.7% decline, while the 3 year total shareholder return of 177.6% points to a...
ASX:JHX
ASX:JHXBasic Materials

A Look At James Hardie Industries’ (ASX:JHX) Valuation As Plant Closures Aim For Future Cost Savings

James Hardie Industries (ASX:JHX) is back in focus after announcing plans to close its Fontana, California, and Summerville, South Carolina manufacturing plants within 60 days and to consolidate capacity under a broader optimization program. See our latest analysis for James Hardie Industries. The plant closures come after a sharp share price rally, with a 15.54% 30 day share price return and a 13.02% year to date share price return, even as the 1 year total shareholder return shows a 36.53%...
ASX:DJW
ASX:DJWCapital Markets

Djerriwarrh Investments H1 2026 Margin Compression Challenges High Quality Earnings Narrative

Djerriwarrh Investments (ASX:DJW) has put out its H1 2026 numbers, reporting total revenue of A$24.8 million and basic EPS of A$0.079, with trailing twelve month EPS of A$0.146 on revenue of A$51.6 million. Over the last three reported halves, revenue has moved between A$24.8 million and A$26.7 million while basic EPS has ranged from A$0.067 to A$0.081. This gives investors a clear view of how earnings per share have tracked relative to a fairly steady top line. With trailing net profit...