Australian Infrastructure Stock News

ASX:PNI
ASX:PNICapital Markets

Pinnacle Investment (ASX:PNI) A$17.2b Net Inflows Reinforce Bullish AUM Growth Narrative

Pinnacle Investment Management Group (ASX:PNI) has opened H1 2026 with A$46.1 million in revenue and basic EPS of A$0.30, alongside net income of A$67.3 million, setting a clear earnings benchmark for the half. The company has seen revenue move from A$27.6 million in H1 2025 to A$37.8 million in H2 2025 and then to A$46.1 million in H1 2026. Over the same periods, basic EPS shifted from A$0.37 in H1 2025 to A$0.27 in H2 2025 and A$0.30 in the latest half. Against that backdrop, margins and...
ASX:EVN
ASX:EVNMetals and Mining

A Look At Evolution Mining’s Valuation As Gold Price Slump And RBA Decision Focus Investor Attention

Evolution Mining (ASX:EVN) has come under pressure after a sharp drop in gold prices hit Australian gold stocks, just as investors gear up for the company’s half-year results and a closely watched Reserve Bank of Australia decision. See our latest analysis for Evolution Mining. The sharp pullback after the gold price slump comes against a backdrop of strong recent momentum, with a 30 day share price return of 17.44%, a 90 day share price return of 39.98%, and a very large 3 year total...
ASX:ANZ
ASX:ANZBanks

A Look At ANZ Group Holdings (ASX:ANZ) Valuation As Traders Position For The RBA Meeting

ANZ Group Holdings (ASX:ANZ) has moved into focus as traders position ahead of the Reserve Bank of Australia meeting, where a potential rate hike and guidance could influence funding costs and profit margins. See our latest analysis for ANZ Group Holdings. At a share price of A$37.07, ANZ’s recent moves around the RBA meeting sit against a broader backdrop where short term share price returns have been modest. However, multi year total shareholder returns above 70% suggest momentum has been...
ASX:IPX
ASX:IPXMetals and Mining

A Look At IperionX (ASX:IPX) Valuation After New U.S. Army Prototype Titanium Order

IperionX (ASX:IPX) is back in focus after securing a US$0.3 million prototype purchase order from American Rheinmetall for 700 lightweight titanium components destined for U.S. Army heavy ground combat systems. See our latest analysis for IperionX. The prototype order arrives after a strong period for investors, with IperionX’s 90 day share price return of 16.58% and a 1 year total shareholder return of 58.60%, on top of a very large 3 year total shareholder return. This comes even as the 7...
ASX:AIH
ASX:AIHMachinery

Undiscovered Gems in Australia to Explore February 2026

As the Australian market faces headwinds from a recent Reserve Bank rate hike and global tech sell-offs, small-cap stocks are navigating a challenging landscape. In this environment, identifying promising opportunities involves looking for companies with robust fundamentals and potential resilience to economic shifts.
ASX:ACW
ASX:ACWBiotechs

Actinogen Medical And 2 Other Top-Tier ASX Penny Stocks

The Australian market is facing headwinds as the Reserve Bank's recent rate hike and global tech sell-offs weigh on investor sentiment, with ASX 200 futures indicating a potential downturn. Despite these challenges, opportunities persist in the form of penny stocks, which offer unique investment prospects due to their lower price points and potential for growth. While the term "penny stocks" might seem outdated, these smaller or newer companies can present significant upside when backed by...
ASX:NAB
ASX:NABBanks

Will Eurobond Funding And Mortgage Rate Hike Change National Australia Bank's (ASX:NAB) Interest Income Narrative

National Australia Bank Limited recently completed a €1 billion floating rate senior subordinated Eurobond offering due January 22, 2036, issued at 100% of face value under Regulation S and Rule 144A. This funding move coincides with the Reserve Bank of Australia’s 0.25 percentage point cash rate increase and NAB’s decision to lift standard variable home loan rates from February 13, reshaping its interest income profile and customer cost pressures. We’ll now examine how the Reserve Bank’s...
ASX:CYL
ASX:CYLMetals and Mining

Will New Chair Mark Connelly Reshape Catalyst Metals' (ASX:CYL) Strategic Direction in M&A?

Catalyst Metals Limited has announced that Mark Connelly will succeed David Jones as Independent Non-Executive Director and Chair of the Board, with the transition occurring over February and formally taking effect on March 2, 2026. Connelly’s appointment brings a leadership profile shaped by prior roles in several resources companies that later became takeover targets, highlighting his experience in board-level decision making during corporate transactions. With Mark Connelly stepping in as...
ASX:DRR
ASX:DRRMetals and Mining

Assessing Deterra Royalties (ASX:DRR) Valuation After Updated MAC Production Figures

Production update and why it matters for Deterra Royalties Deterra Royalties (ASX:DRR) has released fresh operating data, with BHP reporting MAC production of 38.0 Mwmt for December 2025 and 72.6 Mwmt for the year to date. This is a key input for its royalty income. See our latest analysis for Deterra Royalties. The production update comes as Deterra Royalties’ A$4.26 share price sits on a 90 day share price return of 8.67% and a 1 year total shareholder return of 9.12%. This suggests some...
ASX:DMP
ASX:DMPHospitality

A Look At Domino's Pizza (ASX:DMP) Valuation After Board Refresh And New Independent Director Appointment

Domino's Pizza Enterprises (ASX:DMP) has announced a board refresh, with experienced executive and director Judith Swales joining as an Independent Non Executive Director, while long serving Director Grant Bourke retires after nearly 25 years. See our latest analysis for Domino's Pizza Enterprises. The board refresh comes after a weak 1 year total shareholder return of 22.93% decline, while the 90 day share price return of 10.08% suggests some recent positive momentum from the A$22.06...
ASX:AFI
ASX:AFICapital Markets

Is AFI’s Large Buyback Amid Softer Earnings Altering The Investment Case For Australian Foundation (ASX:AFI)?

Australian Foundation Investment Company Limited reported half-year 2025 results on 21 January 2026, with revenue of A$171.76 million and net income of A$146.89 million, both slightly lower than the prior corresponding period. On the same day, the company launched a substantial on-market share buyback of up to 111,898,784 shares, or 8.93% of issued capital, signalling an active approach to capital management through to February 2027. We’ll now examine how this sizeable buyback authorization,...
ASX:GMD
ASX:GMDMetals and Mining

Assessing Genesis Minerals (ASX:GMD) Valuation After Leadership Restructure And Evolving Growth Focus

Genesis Minerals (ASX:GMD) has shaken up its leadership, shifting Raleigh Finlayson to Executive Chair and promoting Matthew Nixon to CEO, as the miner aims to align governance, growth plans and day-to-day operations. See our latest analysis for Genesis Minerals. The leadership reshuffle comes after a mixed short term run, with a 2.96% 1 day share price return and a 10.09% 7 day share price decline. This is set against a 24.32% 90 day share price return and a very large 5 year total...
ASX:OCL
ASX:OCLSoftware

Objective (ASX:OCL) Valuation Check After 10% Share Buyback Approval

Objective (ASX:OCL) has drawn fresh attention after its board approved an on market buyback of up to 9,590,176 shares, or 10% of issued capital, running through to February 5, 2027. See our latest analysis for Objective. That buyback decision comes after a stretch of weaker momentum, with the share price at A$14.63 and a 90 day share price return showing a decline of 21.05%, while the 5 year total shareholder return of 13.72% remains in positive territory. If this kind of capital management...
ASX:PRU
ASX:PRUMetals and Mining

Is Perseus Mining (ASX:PRU) Pricing Fair After A 100% One-Year Share Price Surge

If you are wondering whether Perseus Mining is still priced sensibly after a strong run, this article will walk through what the current share price might be implying about its value. The stock recently closed at A$5.69, after a 100.2% return over the past year, a 0.9% gain year to date, a 0.9% decline over 30 days, and an 11.5% decline over the last week, which may have caught your attention. Recent market interest has been shaped by ongoing sector sentiment around gold miners and how...
ASX:CBA
ASX:CBABanks

A Look At Commonwealth Bank Of Australia’s Valuation After The Latest RBA Cash Rate Hike

Why the latest RBA move matters for Commonwealth Bank of Australia (ASX:CBA) The Reserve Bank of Australia’s 25 basis point cash rate hike is back in focus for Commonwealth Bank of Australia (ASX:CBA). Investors are weighing margin effects against upcoming half year results and recent one off adjustments. See our latest analysis for Commonwealth Bank of Australia. The share price has reacted quickly to the rate decision, with a 1 day share price return of 2.60% and a 7 day share price return...
ASX:TNE
ASX:TNESoftware

Assessing Technology One (ASX:TNE) Valuation After Technical Scans Signal Downtrend And Excess Supply

Recent ASX technical scans flagged Technology One (ASX:TNE) for a downtrend and excess supply, prompting closer attention from traders and long term holders who are watching for any shift in price momentum. See our latest analysis for Technology One. At a latest share price of A$22.65, Technology One has seen its short term share price return weaken, with a 1 day move of 10.47% and a 90 day share price return of 37.89%, while longer term total shareholder returns over three and five years, at...
ASX:WBC
ASX:WBCBanks

Does RBA’s Latest Rate Hike Reshape The Margin And Credit Story For Westpac (ASX:WBC)?

Westpac Banking Corporation recently saw its shares move in response to the Reserve Bank of Australia’s 25 basis point cash rate increase to 3.85%, which has direct implications for bank margins, funding costs and mortgage repricing. With Westpac’s first-quarter update on 13 February set to detail changes in home-loan growth, deposit mix and credit quality, investors are focused on how the higher-rate backdrop is feeding through to the bank’s underlying business trends. We’ll now examine...