ASX:WDS
ASX:WDSOil and Gas

Is Woodside Energy Group’s Valuation Still Attractive After Its Share Price Jumped 16%?

Ever wondered if Woodside Energy Group is fairly valued, or if there is an opportunity hiding in plain sight? Whether you are a long-time holder or just keeping tabs, knowing the company's true value can make a big difference to your investment choices. The share price has delivered a healthy 16.9% return in the past year and surged 15.6% in the last month, which suggests that investor sentiment and risk perception may be shifting. These moves come as global energy...
ASX:MSB
ASX:MSBBiotechs

Mesoblast (ASX:MSB) Valuation Spotlight as FDA Reviews Opioid-Reducing Therapy Data

Mesoblast (ASX:MSB) revealed that the US FDA will convene in December to review data from its Phase 3 trial on rexlemestrocel-L. The focus will be on opioid reduction in chronic low back pain patients. This closely follows updated FDA guidance prioritizing non-opioid therapies in response to the ongoing opioid crisis. See our latest analysis for Mesoblast. Mesoblast shares have seen sharp swings this year, with the latest price at $2.22 and a 30-day share price return of -20.71% reflecting...
ASX:SDF
ASX:SDFInsurance

Is Citi’s Focus on Margin Expansion and M&A Pipeline Shaping Steadfast Group’s (ASX:SDF) Investment Narrative?

Citi recently initiated coverage on Steadfast Group, highlighting the company's business model stability, high premium retention, and robust cash flow, while also emphasizing its history of exceeding guidance targets. Analyst attention has centered on Steadfast's M&A pipeline and margin expansion potential, underscoring the group's resilience and prospects for profit growth. We'll explore how Citi's emphasis on Steadfast's consistent premium retention and strong business fundamentals could...
ASX:CAT
ASX:CATSoftware

Catapult Sports (ASX:CAT): Reassessing Valuation Following Sharp Tech Sector Sell-Off

Catapult Sports (ASX:CAT) shares have come under pressure following a broader tech sector sell-off. The stock dropped nearly 8% as investor sentiment soured across information technology companies in the S&P/ASX 200 this week. See our latest analysis for Catapult Sports. While the sell-off has made headlines, Catapult Sports has actually posted impressive long-term results, with a 78% one-year total shareholder return and an eye-popping 529% over three years. Still, recent momentum has...
ASX:MYG
ASX:MYGElectrical

Will Mayfield Group’s (ASX:MYG) Equity Raise Reflect a Shift in Its Growth Strategy?

In recent days, Mayfield Group Holdings Limited announced the completion of several follow-on equity offerings totaling A$30.50 million and launched an additional securities purchase plan, with new ordinary shares now trading on the ASX under the code MYG. These capital-raising efforts not only enhance the company’s liquidity but also offer insight into Mayfield Group’s current approach to funding expansion and supporting business operations. We'll look at how the company’s multi-stage...
ASX:NXT
ASX:NXTIT

Why NEXTDC (ASX:NXT) Is Down 8.7% After Shareholder Backlash to Executive Pay and Expansion Plans

SHARON AI Inc. recently announced it has signed agreements with NEXTDC to significantly expand its data center footprint, securing up to 50MW of additional capacity across NEXTDC's Australian and Asia-Pacific centers, enabling space for over 20,000 high-performance GPUs. Meanwhile, NEXTDC faced an overwhelming rebuke from shareholders who voted against its remuneration report amid the company’s pursuit of bold regional expansion plans in markets such as Kuala Lumpur, Tokyo, and...
ASX:MQG
ASX:MQGCapital Markets

A Look at Macquarie Group's (ASX:MQG) Valuation After Half-Year Earnings Growth and Dividend Increase

Macquarie Group (ASX:MQG) delivered its half-year earnings update with gains in both net interest income and net profit, along with plans to lift its interim dividend. These developments are likely to shape investor perspectives. See our latest analysis for Macquarie Group. Despite reporting half-year growth in both net interest income and net profit, and announcing a higher interim dividend, Macquarie Group’s share price has lost some momentum, with a 1-month share price return of -12.4%...
ASX:NWL
ASX:NWLCapital Markets

How Investors Are Reacting To Netwealth Group (ASX:NWL) Gaining Market Share Amid Regulatory Focus

Netwealth Group Ltd recently reported robust financial results for the 2025 fiscal year, highlighting strong growth in Funds Under Administration and an increased market share of 8.9%, attributed to capturing a large portion of industry custodial net flows. The company is also addressing ongoing regulatory challenges, including the First Guardian matter, underscoring its commitment to member support and regulatory collaboration. We will examine how Netwealth’s substantial market share gains...
ASX:LYC
ASX:LYCMetals and Mining

Lynas (ASX:LYC): Valuation Insights Following Landmark Solidec Partnership for Greener Rare Earth Processing

Lynas Rare Earths (ASX:LYC) has entered into a landmark partnership with Solidec to pilot a first-of-its-kind hydrogen peroxide generator at its Australian facility. This move focuses on creating a more efficient and low-carbon approach to rare earth materials processing. See our latest analysis for Lynas Rare Earths. The latest collaboration adds to an eventful period for Lynas. The share price has soared by 117.15% year to date, though a sharp 34.47% drop over the past month reminds...
ASX:WDS
ASX:WDSOil and Gas

Woodside (ASX:WDS) Valuation in Focus After 17% 1-Month Share Price Gain

Woodside Energy Group (ASX:WDS) stock caught the attention of investors after recent trading activity pushed its share price up about 0.3% for the day and 17% over the past month. The movement has some investors weighing current valuation. See our latest analysis for Woodside Energy Group. Woodside Energy Group’s standout 1-month share price return of nearly 17% signals renewed momentum after a more subdued stretch earlier this year. While the 1-year total shareholder return is a solid 16.9%,...
ASX:IAG
ASX:IAGInsurance

A Look at Insurance Australia Group’s (ASX:IAG) Valuation After Surge in Storm Claims and Reinsurance Update

Insurance Australia Group (ASX:IAG) received over 10,000 claims in the wake of severe storms across Queensland, New South Wales, and Victoria. The company quickly activated its major event command center and reassured investors about limited net costs due to reinsurance. See our latest analysis for Insurance Australia Group. IAG’s share price has pulled back nearly 12% over the last three months, reflecting caution after recent weather events. Its 1-year total shareholder return of 1.4% and a...
ASX:WBC
ASX:WBCBanks

Will Westpac’s Dividend Hike and Buyback Extension Reshape Its Capital Strategy Narrative (ASX:WBC)?

Westpac Banking Corporation recently announced an ordinary dividend of A$0.77 per share for the six months ended September 30, 2025, with the ex-dividend date on November 6, 2025, and extended its share buyback program through to November 10, 2026, after repurchasing A$2.48 billion in shares to date. This period has also seen heightened investor attention as Westpac released its New Zealand Banking Group Disclosure Statement, prompting fresh analysis of its business fundamentals and dividend...
ASX:WTC
ASX:WTCSoftware

Insider Trading Probe Could Be a Game Changer for WiseTech Global (ASX:WTC)

In the past month, WiseTech Global experienced heightened attention after regulatory investigations were launched into alleged insider trading involving its staff, with the event raising questions about the company's governance practices. This regulatory focus is notable given WiseTech Global's central role in the ASX 200 technology sector and its ongoing drive for global leadership in logistics software innovation. We'll examine how the regulatory scrutiny around insider trading allegations...
ASX:TPG
ASX:TPGTelecom

TPG Telecom (ASX:TPG): Valuation Spotlight After $3 Billion Capital Return and Special Dividend Approval

TPG Telecom (ASX:TPG) has just announced a $3 billion capital return to shareholders, combining a capital reduction and an unfranked special dividend. This move follows overwhelming approval at a recent Extraordinary General Meeting. See our latest analysis for TPG Telecom. While the $3 billion capital return and special dividend boosted headlines, TPG Telecom’s recent momentum has shifted. The stock’s share price dropped sharply by 32% in the last week, trimming much of its earlier gains...
ASX:DDR
ASX:DDRElectronic

Does Dicker Data’s (ASX:DDR) Latest Dividend Reflect a Confident or Cautious Capital Strategy?

Dicker Data Limited recently announced a new cash dividend of A$0.11 per share for shareholders, with the ex-dividend date having occurred on November 10, 2025 and payment scheduled for December 1, 2025. This move highlights Dicker Data’s ongoing emphasis on rewarding shareholders, which signals continued financial health and a focus on capital returns. We’ll explore how this fresh dividend announcement may influence Dicker Data’s investment outlook and its position on shareholder value. The...
ASX:PME
ASX:PMEHealthcare Services

How Pro Medicus' Accelerated US Hospital Contracts Could Shape Its Outlook for ASX:PME Investors

Pro Medicus has secured three major US hospital contracts in the first four months of FY26, tripling its pace from the previous year and showing increased momentum in the period leading up to November 2025. These contract wins, combined with anticipation for further contract updates at the upcoming Radiological Society of North America conference, have drawn renewed attention from analysts and investors. We'll explore how the momentum in major hospital contract wins shapes Pro Medicus’...
ASX:DMP
ASX:DMPHospitality

Is Domino’s (ASX:DMP) Defence Move a Sign of Renewed Management Confidence or Hidden Pressures?

In recent weeks, Domino's Pizza Enterprises Limited (ASX:DMP) appointed Morgan Stanley as its defence adviser following private equity buyout speculation, with names like KKR and Bain Capital reportedly circling the business, although no direct discussions with Domino's have taken place. The company's Annual General Meeting brought increased transparency and strengthened governance, with key resolutions passed and efforts to improve franchisee profitability and operational performance...
ASX:WOW
ASX:WOWConsumer Retailing

Woolworths (ASX:WOW) Valuation: Is the Recent 8% Share Price Rebound Justified?

Woolworths Group (ASX:WOW) shares have seen a bounce of around 8% over the past month, even after experiencing pressure earlier this year. Investors are weighing recent results in light of ongoing sector shifts and market expectations for retail growth. See our latest analysis for Woolworths Group. Woolworths Group’s strong 8.5% one-month share price return stands out, especially after a challenging stretch earlier in the year that was highlighted by shifting consumer trends and margin...