Australian Food Stock News

ASX:ASB
ASX:ASBAerospace & Defense

A Look At Austal (ASX:ASB) Valuation After Accounting Error And EBIT Guidance Cut

Austal (ASX:ASB) has cut its full year EBIT guidance after uncovering an accounting error in its US Navy contracts, where incentives were double counted, prompting fresh questions about controls and forecasting. See our latest analysis for Austal. The accounting overstatement has come on the heels of a sharp 33.10% 1 month share price decline and a 14.16% year to date share price fall, even though the 1 year total shareholder return of 61.67% and 3 year total shareholder return of more than...
ASX:BWP
ASX:BWPRetail REITs

How Investors Are Reacting To BWP Trust (ASX:BWP) Surging Half-Year Earnings And Profitability

BWP Trust recently reported results for the half year ended 31 December 2025, with sales rising to A$102.56 million and net income reaching A$226.19 million. The sharp increase in basic earnings per share to A$0.3131 from A$0.2202 highlights how recent operations have translated into stronger profitability. We’ll now examine how this stronger half-year profit performance could influence BWP Trust’s existing investment narrative and future expectations. Invest in the nuclear renaissance...
ASX:ARG
ASX:ARGCapital Markets

How Investors May Respond To Argo Investments (ASX:ARG) Lifting Its Fully Franked Interim Dividend

Argo Investments Limited recently reported half-year net income of A$130.79 million for the six months to 31 December 2025, up from A$121.23 million a year earlier, with basic earnings per share rising to A$0.172 from A$0.159. Following these results, the company declared a fully franked interim dividend of A$0.185 per share, attaching franking credits at the 30% corporate tax rate and reinforcing the role of tax-effective income in its appeal to shareholders. We’ll now examine how Argo’s...
ASX:VNT
ASX:VNTConstruction

How Investors Are Reacting To Ventia Services Group’s (ASX:VNT) A$107m Defence Contract Extension

Ventia Services Group Limited recently announced a one-year extension of its Defence Maintenance Contract with the Australian Department of Defence, effective from 1 December 2028 and valued at A$107 million, with options for up to four additional years. This extension underscores the Defence Department’s confidence in Ventia’s ability to keep advanced military assets mission-ready, consistently maintaining asset availability above 95% even during intense operational periods. We’ll now...
ASX:CEH
ASX:CEHHospitality

ASX Penny Stocks To Watch In February 2026

As Australian shares prepare for a modest open amid the bustling February reporting season, investors are keenly observing market dynamics without the usual guidance from U.S. and Chinese traders due to their respective holidays. In this context, penny stocks—often representing smaller or newer companies—continue to capture attention as they offer unique opportunities for growth and value. Despite being considered an outdated term by some, these stocks remain relevant investment options,...
ASX:DRO
ASX:DROAerospace & Defense

How DroneShield’s New COO Appointment Could Shape Operations for DroneShield (ASX:DRO) Investors

DroneShield recently appointed Michael Powell as Chief Operating Officer, following a period of accelerated expansion, rising global defence and critical infrastructure demand, and a major manufacturing capacity increase at its Alexandria, New South Wales facility. Powell’s more than 25 years of operational leadership across defence, aerospace, secure communications, and critical infrastructure suggests DroneShield is prioritising disciplined global scaling and tighter alignment between...
ASX:BXB
ASX:BXBCommercial Services

A Look At Brambles (ASX:BXB) Valuation As Shares Tick Higher Before Half Year Results

Brambles (ASX:BXB) is back in focus after a modest share price rise ahead of its half-year results, with investors looking for fresh detail on pricing, costs, cash flow and regional demand trends. See our latest analysis for Brambles. That pre-results move sits within a stronger trend, with the latest A$23.62 share price supported by a 1 year total shareholder return of 25.05% and a 5 year total shareholder return of 171.30%. This is signalling momentum that investors are now reassessing...
ASX:SHL
ASX:SHLHealthcare

Assessing Sonic Healthcare’s Valuation As Revenue Growth Outpaces Its Historical Price To Sales Ratio

Why Sonic Healthcare is getting fresh attention Increased interest in Sonic Healthcare (ASX:SHL) has been sparked by a gap between its recent revenue growth and a share price that sits below its historical average price to sales ratio. See our latest analysis for Sonic Healthcare. Sonic Healthcare’s share price has been under pressure over the past year, with a 1 year total shareholder return of 22.7% decline and a 4.4% decline year to date. The 90 day share price return of 2.7% hints at...
ASX:CGS
ASX:CGSHealthcare Services

Undervalued Asian Small Caps With Insider Action February 2026

As Asian markets navigate a complex landscape marked by modest gains in Chinese stocks and economic shifts in Japan, small-cap companies are drawing attention amid broader market fluctuations. With the backdrop of these regional dynamics, identifying promising small-cap stocks often involves examining insider actions and valuations that align with current economic conditions.
ASX:TWE
ASX:TWEBeverage

Treasury Wine Estates (ASX:TWE) Trailing A$433.4m Loss Tests Bullish Margin Recovery Narratives

Treasury Wine Estates (ASX:TWE) has just released its H1 2026 scorecard. Recent halves showed revenue of A$1.57 billion in H1 2025 and A$1.42 billion in H2 2025, alongside basic EPS of A$0.27 and A$0.27 respectively. This compares with the prior H2 2024 period where revenue was A$1.49 billion and basic EPS was a loss of A$0.08 per share. The company’s trailing twelve month revenue has been between A$2.73 billion and A$3.07 billion across recent periods, with basic EPS ranging from A$0.19 to...
ASX:HDN
ASX:HDNRetail REITs

The Bull Case For HomeCo Daily Needs REIT (ASX:HDN) Could Change Following A Sharp Half-Year Net Income Uplift

HomeCo Daily Needs REIT has reported its half-year results for the period to 31 December 2025, posting A$190.4 million in sales and A$243.5 million in net income, with basic and diluted earnings per share of A$0.1167. The sharp uplift in net income and earnings per share versus the prior year suggests meaningful operational progress within the daily needs-focused portfolio. Next, we’ll examine how this strong half-year uplift in net income could influence HomeCo Daily Needs REIT’s existing...
ASX:CLW
ASX:CLWREITs

Did CLW’s Coles DC Deal and Valuation Uplift Just Shift Charter Hall Long WALE REIT's (ASX:CLW) Investment Narrative?

Charter Hall Long WALE REIT recently reported higher H1 FY26 operating earnings, a A$139 million portfolio valuation uplift, and completed A$455 million of acquisitions alongside A$79 million of divestments, while reaffirming its FY26 operating earnings and distribution guidance. A key highlight was the purchase of a 49.9% interest in Coles’ new automated distribution centre on a 20‑year lease, reinforcing the REIT’s focus on long-duration, high-quality income backed by corporate and...