Australian Infrastructure Stock News

ASX:REA
ASX:REAInteractive Media and Services

REA Group (ASX:REA) Valuation Check After Resilient Quarterly Revenue And EBITDA Growth

Quarterly results put REA Group in focus REA Group (ASX:REA) has moved into the spotlight after its latest quarterly update, with revenue and EBITDA growth reported despite softer property listings, drawing attention to its pricing power and business resilience. See our latest analysis for REA Group. The quarterly update comes after a mixed period for investors, with a 1 day share price return of 2.61% to A$182.39 contrasting with a 1 year total shareholder return decline of 27.73% and a 3...
ASX:ZIP
ASX:ZIPConsumer Finance

Assessing Zip Co (ASX:ZIP) Valuation After The Launch Of New Pay In 2 Product

Why Zip Co’s new Pay in 2 product matters for investors Zip Co (ASX:ZIP) has launched Pay in 2, a new option that lets customers split purchases into two installments over two weeks. The product targets everyday spending within a single billing cycle. The product follows a pilot where 95% of surveyed users said they would use Pay in 2 again, with interest focused on groceries and bills. It also includes a short introductory period of no origination fees for early adopters. See our latest...
ASX:JIN
ASX:JINHospitality

Do Jumbo Interactive’s Governance Shifts And SaaS-Led Earnings Momentum Reveal A New Strategy For ASX:JIN?

Jumbo Interactive Limited previously announced that Company Secretary Kimberly Sue resigned for personal reasons and that Graeme Blackett was appointed as an additional Company Secretary, effective 29 January 2026. Alongside these governance changes, Jumbo reported strong first-half FY26 earnings growth supported by expanding SaaS, managed services, and recent prize-based giveaway acquisitions in the UK and USA. Next, we’ll explore how this earnings momentum, driven by SaaS and managed...
ASX:EMR
ASX:EMRMetals and Mining

ASX Growth Companies With High Insider Stakes To Watch

As the Australian market faces a slightly lower opening amid global tech sector challenges, investors are increasingly cautious, influenced by Wall Street's recent downturn and upcoming central bank meetings. In this climate, growth companies with high insider ownership can be particularly appealing as they often signal strong internal confidence and alignment with shareholder interests.
ASX:NCK
ASX:NCKSpecialty Retail

ASX Stocks That May Be Undervalued In February 2026

As the Australian stock market opens slightly lower today, influenced by ongoing challenges in the U.S. tech sector and cautious global sentiment, investors are keenly observing potential opportunities amidst this volatility. In such an environment, identifying undervalued stocks can be crucial for those looking to capitalize on market inefficiencies and long-term growth potential.
ASX:MAH
ASX:MAHMetals and Mining

ASX Penny Stock Highlights Featuring BKI Investment And Two Others

Australian shares are expected to open slightly lower today, with futures indicating a modest drop, as global market sentiment remains cautious amid ongoing challenges in the tech sector. For investors willing to explore beyond well-known companies, penny stocks—typically smaller or newer firms—can offer intriguing possibilities. Despite being an older term, penny stocks still hold potential for growth and affordability when backed by strong financials; we'll explore three such examples that...
ASX:BTR
ASX:BTRMetals and Mining

Brightstar Resources (ASX:BTR) Is Down 16.7% After A$180m Share Issue Filing Has The Bull Case Changed?

In early February 2026, Brightstar Resources Limited filed follow-on equity offerings to raise up to A$180,000,000 through issuing 360,000,000 new ordinary shares at A$0.50 each, including a subsequent direct listing component. The scale of this capital raise materially enlarges Brightstar’s share base, meaning existing shareholders face meaningful dilution as ownership is spread across many more shares. Next, we’ll examine how this large equity issuance and resulting shareholder dilution...
ASX:PRU
ASX:PRUMetals and Mining

Is Perseus Mining’s (ASX:PRU) Ongoing Buy-Back Quietly Redefining Its Capital Allocation Playbook?

Perseus Mining Limited recently reported past quarter, half-year and calendar-year 2025 group gold production and sales, with 424,989 ounces produced and 437,022 ounces sold at an All-In Site Cost of US$1,800 per ounce, while also reaffirming unchanged group production guidance of 400,000–440,000 ounces for the 2026 financial year. Alongside these steady operating metrics, Perseus is actively running an on-market share buy-back, signalling continued capital management focus and tighter share...
ASX:DRO
ASX:DROAerospace & Defense

Assessing DroneShield (ASX:DRO) Valuation After Governance Reforms And Major European Defence Contract

Recent volatility around governance concerns, reform efforts and operational milestones has put DroneShield (ASX:DRO) under the spotlight again, as investors reassess expectations ahead of Q4 2025 results and the Singapore Airshow 2026. See our latest analysis for DroneShield. After a huge 1 year total shareholder return that is many times the initial investment, recent share price weakness, including a 30 day share price return of an 18.62% decline to A$3.19, suggests momentum has cooled as...
ASX:BHP
ASX:BHPMetals and Mining

A Look At BHP Group’s Valuation As Cerro Colorado Restart Plans Support Copper Growth Narrative

BHP Group (ASX:BHP) is back in focus after the company outlined plans to restart its Cerro Colorado copper mine in Chile, alongside a multi year investment plan and fresh operating partnerships. See our latest analysis for BHP Group. The latest Cerro Colorado update lands after a strong run in the shares, with an 18.08% 90 day share price return and 10.05% year to date share price return, while the 1 year total shareholder return of 30.48% and 5 year total shareholder return of 76.44% point...
ASX:MSB
ASX:MSBBiotechs

Mesoblast (ASX:MSB) Is Down 7.4% After Expanding Ryoncil Access And Planning Adult SR-aGvHD Trial – Has The Bull Case Changed?

Mesoblast Limited reported past real-world use of Ryoncil (remestemcel-L-rknd) in pediatric steroid-refractory acute graft-versus-host disease, alongside expanding U.S. transplant center onboarding and broad government and commercial reimbursement coverage via a dedicated MyMesoblast access hub and a specific CMS J-Code. The company also plans to widen Ryoncil’s label into the much larger adult SR-aGvHD population through a pivotal trial with the NIH-funded Bone Marrow Transplant Clinical...
ASX:SRL
ASX:SRLMetals and Mining

Sunrise Energy Metals (ASX:SRL) Valuation After Capital Raising And Critical Minerals Funding News

Sunrise Energy Metals (ASX:SRL) has raised fresh equity capital and secured funding for early construction works, positioning its scandium and energy metals projects to supply the planned U.S. critical minerals stockpile. See our latest analysis for Sunrise Energy Metals. These capital raisings and early construction plans come after an extended run in the shares, with a 90 day share price return of 111.51% and a 30 day share price return of 31.97%, even though the 1 day and 7 day share price...
ASX:COF
ASX:COFOffice REITs

Centuria Office REIT H1 FFO Stability Tests Bullish Narratives On Underlying Earnings Power

Centuria Office REIT (ASX:COF) has put H1 2026 numbers on the table with total revenue of A$79.0 million, Funds From Operations of A$33.4 million and basic EPS of A$0.103, giving investors a fresh read on its income generating power. The REIT has seen total revenue move from A$75.3 million in H1 2025 to A$79.0 million in H1 2026, while basic EPS has shifted from a loss of A$0.036 per unit in H1 2025 to A$0.103. This sets up a results season where the focus is squarely on how sustainable these...
ASX:GDF
ASX:GDFIndustrial REITs

Garda Property Group (ASX:GDF) FFO Stability Tests Bearish Narratives After Multi Year Earnings Slide

Garda Property Group (ASX:GDF) has put up a cleaner set of numbers for H1 2026, with revenue of A$16.962 million, basic EPS of A$0.020, and funds from operations of A$7.624 million anchoring the latest half. The group has seen revenue move from A$14.145 million in H2 2024 to A$15.175 million in H1 2025 and then to A$16.962 million in H2 2025, while EPS has swung from a loss of A$0.041 to a loss of A$0.051 and then into positive territory at A$0.020. Taken together, the latest FFO and EPS...
ASX:CQE
ASX:CQESpecialized REITs

Charter Hall Social Infrastructure REIT H1 2026 Valuation Gap Challenges Cautious Community Narratives

Charter Hall Social Infrastructure REIT (ASX:CQE) has put fresh numbers on the table for H1 2026, with revenue of A$69.5 million and basic EPS of A$0.12665, while on a trailing twelve month basis revenue sits at A$132.8 million and EPS at A$0.234185. Over the past three reported half years, revenue has moved between A$65.5 million and A$69.5 million, alongside basic EPS ranging from A$0.082998 in H1 2025 to A$0.12665 in H1 2026. This gives investors a clearer view of how current earnings...
ASX:IAG
ASX:IAGInsurance

Regulator’s RAC Insurance Ruling Might Change The Case For Investing In Insurance Australia Group (ASX:IAG)

Australia’s competition regulator has blocked Insurance Australia Group’s bid for RAC Insurance, even as IAG recently completed its A$855 million RACQ Insurance acquisition and continues processing thousands of storm and hail claims across Queensland, New South Wales and Victoria. The combination of a halted expansion attempt, a completed regional acquisition and heavy weather-related claims highlights how concentration risk, capital deployment and climate exposure are shaping IAG’s...