Australian Infrastructure Stock News

Citi recently issued a research report highlighting upside risks to Charter Hall Retail REIT’s earnings, indicating its profits could outperform current market expectations. This more optimistic assessment of the REIT’s earnings profile has prompted investors to reassess how resilient its income streams may be over time. With Citi flagging potential earnings upside, we’ll now examine how this shifts Charter Hall Retail REIT’s investment narrative and underlying assumptions. We've found 12 US...

On January 9, 2026, Aristocrat Leisure announced it had increased its share buyback authorization by an additional A$750.00 million to a total of A$1.50 billion and extended the program to March 5, 2027. This enlarged and longer-dated repurchase plan highlights management’s willingness to commit substantial capital to reducing the share count and returning cash to investors. We’ll now examine how this expanded A$1.50 billion buyback program may influence Aristocrat Leisure’s existing...

In January 2026, Alkane Resources reported third-quarter and half-year production and sales figures, including 44,084 gold-equivalent ounces sold in the quarter and 79,043 gold-equivalent ounces sold over six months, while reaffirming its fiscal 2026 production guidance of 160,000 to 175,000 AuEq oz at an A$2,600 to A$2,900 AISC range. The combination of solid reported output and unchanged full-year guidance provides investors with clearer visibility on operational consistency and cost...

Canaccord Genuity’s upgrade of Lovisa Holdings (ASX:LOV) to a more positive rating has put the fashion jewelry retailer back on investor watchlists, with the broker pointing to long term earnings potential as a key driver. See our latest analysis for Lovisa Holdings. The Canaccord call comes after a mixed stretch for investors, with a 6.4% 1 month share price return and a 5.3% 7 day share price return offset by an 18.5% 3 month share price decline, while the 5 year total shareholder return of...

Ora Banda Mining (ASX:OBM) has drawn investor attention after reporting thick, high-grade gold intercepts from follow-up drilling at the Golden Pole lode within its Waihi Project, located near the Davyhurst processing facility. See our latest analysis for Ora Banda Mining. Those Golden Pole drill results arrive after a strong run in the shares, with a 90 day share price return of 20.45% and a 1 year total shareholder return of 121.92%, which may indicate building momentum rather than fading...

Aurizon Holdings has completed an on-market share buy-back and cancelled over 36 million ordinary shares, while 212,819 performance rights have lapsed unvested, modestly reducing potential future equity issuance. Together, these actions tighten prospective dilution and indicate a focus on capital returns and incentive discipline, with no immediate cash-flow impact disclosed. We will now explore how Aurizon’s sizeable share cancellation could influence its investment narrative, including...

Stanmore Resources (ASX:SMR) has been in focus after reporting record quarterly run of mine coal production of 5.3 million tonnes, a 14% lift in saleable output to 3.6 million tonnes, and a final dividend that outpaced market expectations. See our latest analysis for Stanmore Resources. The recent production update and above expectation dividend have arrived alongside strong momentum, with a 30 day share price return of 26.58% and a 90 day return of 31.00%. The 1 year total shareholder return...

Why the Rentails FEED contract matters for Metals X (ASX:MLX) Metals X (ASX:MLX) has caught investor attention after its Renison joint venture awarded a Front End Engineering Design contract for the planned Rentails tin tailings reprocessing plant, a step that moves the project into detailed planning. See our latest analysis for Metals X. The Rentails FEED contract arrives after a strong run in the shares, with a 30 day share price return of 22.55% and a 90 day share price return of 45.35%...

Recent commentary on Catapult Sports (ASX:CAT) has focused on growth in annualised contract value and management EBITDA, as well as the Perch and IMPECT acquisitions. This has prompted fresh questions about what this means for existing and prospective shareholders. See our latest analysis for Catapult Sports. At around A$3.99, the 90 day share price return of about a 41% decline contrasts with a 1 year total shareholder return of 15.32% and a very large 3 year total shareholder return. This...

James Hardie Industries has recently announced it will close its Fontana, California and Summerville, South Carolina manufacturing plants within 60 days, reallocating production to other facilities as part of its Hardie Operating System program. The company expects these closures to deliver about US$25.00 million in annualized cost savings from the first quarter of fiscal 2027 while reaffirming its third-quarter and full-year fiscal 2026 guidance. Next, we’ll examine how shutting two US...

Event overview and why Sunrise Energy Metals is in focus Sunrise Energy Metals (ASX:SRL) has drawn fresh attention after ranking as the top performer in Bloomberg Intelligence’s Transition Metals APAC Returns index for 2025, alongside a new multi year scandium supply agreement with Lockheed Martin. See our latest analysis for Sunrise Energy Metals. The recent scandium agreement and index recognition come on top of strong momentum, with a 32.73% 1 month share price return, a 50.94% 3 month...

ANZ Group Holdings (ASX:ANZ) is back in focus as traders look ahead to Australia’s upcoming Labour Force release and the Reserve Bank of Australia policy meeting, both closely watched for interest rate expectations. See our latest analysis for ANZ Group Holdings. At a current share price of A$37.52, ANZ has logged a 5.84% 7 day share price return and a 3.02% year to date share price return. Its 1 year total shareholder return of 33.99% and 5 year total shareholder return of 104.04% point to...

Commonwealth Bank of Australia (ASX:CBA) has lifted fixed mortgage rates by up to 0.70%, reflecting its view that Reserve Bank policy may tighten as strong consumer spending and inflation pressures remain in focus. See our latest analysis for Commonwealth Bank of Australia. At a latest share price of A$154.30, the stock has had a modest 0.52% 1 day and 0.70% 7 day share price return. The 90 day share price return of an 8.33% decline suggests recent momentum has cooled, even as the 5 year...

Mineral Resources (ASX:MIN) is back in focus after China outlined lower VAT export rebates for battery products. This shift is influencing lithium sentiment, while AustralianSuper’s higher stake and the pending Q2 FY2026 update add further attention. See our latest analysis for Mineral Resources. The recent focus on China’s VAT changes and AustralianSuper’s higher holding comes after a strong 90 day share price return of 43.12% and a 1 year total shareholder return of 61.35%, although the 3...

Insiders who bought Carbonxt Group Limited ( ASX:CG1 ) in the last 12 months may probably not pay attention to the...

Liontown Limited ( ASX:LTR ) shareholders will have a reason to smile today, with the analysts making substantial...

Key Insights Lottery's significant individual investors ownership suggests that the key decisions are influenced by...

Sky Metals Limited ( ASX:SKY ) insiders who bought shares over the past year were rewarded handsomely last week. The...

Celebrations may be in order for Catalyst Metals Limited ( ASX:CYL ) shareholders, with the analysts delivering a...

To find a multi-bagger stock, what are the underlying trends we should look for in a business? In a perfect world, we'd...

Recently, analysts have turned more positive on logistics software provider WiseTech Global, highlighting potential upside from new contract wins, faster CargoWise rollout, and a refreshed commercial model. This renewed enthusiasm underscores how WiseTech’s shift to a new product and pricing approach could materially influence its customer base and revenue mix. Next, we’ll examine how this growing analyst optimism around CargoWise expansion and the new commercial model shapes WiseTech...

Why Hillgrove Resources (ASX:HGO) is back on investor radar Recent confirmation of high-grade copper at the Emily Star deposit, together with increased insider share buying, has refocused attention on Hillgrove Resources as the company pursues expansion at its Kanmantoo Copper mine. See our latest analysis for Hillgrove Resources. The recent copper results and insider buying come against a backdrop of strong share price momentum, with a 52.78% 1 month share price return and a 57.14% 3 month...

In recent days, IGO has been highlighted in ASX technical uptrend reports and announced a late-January webcast to present its December 2025 quarterly results, while lithium prices have fallen sharply and supply appears to be stabilizing. These developments underline how investor interest is being shaped less by short-term commodity swings and more by IGO’s role in the battery minerals sector and forthcoming disclosure. Against this backdrop, we’ll examine how ongoing momentum in battery...

Monadelphous Group has secured a five-year, A$300 million maintenance contract from Rio Tinto in the Pilbara, extending a relationship that spans more than three decades. This long-term award deepens Monadelphous’ role as a key maintenance partner to tier-one miners, reinforcing the visibility of work with blue-chip clients. We’ll now examine how this new A$300 million Rio Tinto maintenance contract influences Monadelphous’ investment narrative and revenue visibility. We've found 12 US...