Australian Infrastructure Stock News

Oil at more than $87 per barrel, a tense Strait of Hormuz, and rising bond yields are pushing many investors to rethink how much risk they really want to carry. Consumer staples stocks, especially larger companies with essential products and dividend potential, often sit on the shortlist when markets turn cautious. This article looks at how the latest energy shock and inflation fears connect to that theme, and introduces 3 stocks from a Defensive Consumer Staples screener that appear to be...

Global market infrastructure stocks sit at the heart of trading activity, so when US banks report strong Q2 investment banking and trading revenues around events like the SpaceX IPO and a surge in equities dealing, these platforms can move into focus. Add in higher net interest income and worries about Iran related tensions, oil supplies and inflation, and you get a backdrop where trading volumes and risk appetite can change quickly. This article looks at three stocks from our Global Market...

With the Federal Reserve openly considering fresh rate hikes and traders rapidly repricing the path of policy, attention is swinging back to stocks that can potentially handle a bumpier cost of capital and mixed growth expectations. Consumer staples often sit on watchlists during these moments because their products tend to be part of everyday spending, even as borrowing costs shift. This article looks at how the latest inflation and interest rate signals might affect a subset of defensive...

Ionic Rare Earths is moving closer to commercialising its Belfast magnet recycling facility. Here's why the latest project milestone could matter for ASX investors.

Wesfarmers has recently expanded Bunnings by integrating Blackwoods and Workwear Group into a larger trade-focused unit, creating a broader platform in trade, safety equipment and industrial supplies to better serve commercial customers. This reshaping of Bunnings’ trade offering could deepen relationships with higher-frequency trade buyers, potentially increasing recurring activity across Wesfarmers’ broader retail and industrial ecosystem. We’ll now explore how this integration of...

GQG Partners (ASX:GQG) is in focus after reporting first half fund outflows of US$15b, mainly from international and emerging markets, alongside US$7.2b of investment gains and outspoken criticism of AI related stocks. See our latest analysis for GQG Partners. At a share price of A$1.435, GQG Partners has seen its short term momentum soften, with the share price return down 15.6% over 90 days and the 1 year total shareholder return down 24.8%, despite a 3 year total shareholder return of...

The Australian share market is currently searching for direction, with ASX 200 futures slightly down amid global uncertainties such as surging oil prices and potential interest rate hikes in the U.S. As investors navigate these turbulent waters, penny stocks—though a somewhat outdated term—remain an intriguing area of investment, especially when they are supported by strong financial health. These smaller or newer companies can offer unique growth opportunities that larger firms might...

Catalyst Metals (ASX:CYL) has caught investor attention after reporting its highest annual gold production since 2013, delivering 104,000 ounces from the Plutonic Gold Belt in FY26 along with A$323 million in cash and bullion. See our latest analysis for Catalyst Metals. The production update lands after a mixed year for Catalyst Metals, with the share price down 21.82% year to date but supported by a 14.94% 1 month share price return and a very large 3 year total shareholder return of about...

Over the past year, insiders sold AU$98k worth of Fortifai Limited ( ASX:FTI ) stock at an average price of AU$0.20 per...

Geopolitics, inflation worries, and shifting central bank signals are reshaping risk across global markets, and some stocks are feeling that pressure more than others. This article looks at how those macro shocks tie back to real businesses, focusing on companies exposed to rising costs, supply chain strains, and changing investor appetite for safe havens. You will see 3 stocks from the Global Volatility Plays Inflation and Geopolitical Risk Stocks screener that appear more vulnerable to...

With oil prices, bond yields and inflation expectations all in focus, many investors are looking for stocks that can grow earnings while still keeping their balance sheets in reasonable shape. The Healthy high growth potential screener aims to do exactly that by highlighting companies where analysts expect strong earnings growth over the next 3 years, alongside acceptable financial positions. Rather than trying to guess which sector will win next, this approach focuses on fundamentals and...

Contract win puts Electro Optic Systems Holdings in focus The latest interest in Electro Optic Systems Holdings (ASX:EOS) is being driven by a new A$5.7 million Australian government contract for its R400 SLINGER counter drone system, as well as a recent A$40 million equity raising. See our latest analysis for Electro Optic Systems Holdings. Despite the contract win and A$40 million equity raise, Electro Optic Systems Holdings’ recent share price performance has softened. The stock is down...

There's no doubt that money can be made by owning shares of unprofitable businesses. For example, although Amazon.com...

Insiders who bought Carbine Resources Limited ( ASX:CRB ) in the last 12 months may probably not pay attention to the...

Potential BSA Limited ( ASX:BSA ) shareholders may wish to note that the Non-Executive Chairman, David Geraghty...

Amidst a backdrop of geopolitical tensions affecting global markets, Australian investors are facing a challenging environment with the ASX showing signs of volatility due to international events. In such uncertain times, growth companies with high insider ownership can be appealing as they often signal management's confidence in the business and alignment with shareholder interests.

As tensions in the Middle East escalate, Australian markets are experiencing increased volatility, with energy stocks potentially rising due to climbing oil prices while other sectors may face downward pressure. In such uncertain times, identifying undervalued stocks can be a strategic approach for investors looking to capitalize on potential market inefficiencies and secure long-term value.

The Australian market is experiencing volatility, with geopolitical tensions and fluctuating commodity prices influencing investor sentiment. In such uncertain times, penny stocks can present intriguing opportunities for those looking to explore beyond well-known names. Although the term "penny stocks" might seem outdated, these smaller or newer companies often hold potential for growth when backed by strong financial health.

In recent months, PLS Group has advanced its Pilgangoora lithium operations and pushed into downstream processing, aiming to capture more value along the battery supply chain amid shifting demand for electrification and storage. What stands out is how investors are weighing this move into mid-stream processing against volatile lithium prices and uncertain near-term earnings, making execution and cost control central to the company’s story. We’ll now examine how the push into downstream...

Geopolitical shocks around the Strait of Hormuz and a sudden 4% move in oil prices can quickly reshape how investors think about global shipping and logistics stocks. Disruptions, or even the threat of disruption, to energy trade routes can affect freight demand, charter rates, insurance costs, and port activity, creating both potential risks and openings. This article looks at 3 stocks from our Global Shipping and Logistics Stocks screener that appear most exposed to the latest US and Iran...

ALS (ASX:ALQ) is in focus after a cyber breach disrupted its global IT systems. The incident prompted a temporary shutdown, operational interruptions, and an ongoing investigation into data exposure and potential financial and reputational impacts. See our latest analysis for ALS. The cyber incident has come after a period where ALS’s 1 year total shareholder return of 30.34% and 3 year total shareholder return of 109.97% contrast with more recent softness, including a 7 day share price...

Sims Limited recently announced past and upcoming executive leadership changes, including the phased retirement of long-serving leader John Glyde, the elevation of Rob Thompson to President, Global Sims Metal, and the appointment of Jeff Wysocki as Group Chief Technology Officer from 1 May 2026. These changes highlight Sims’ push to unify its global metal operations, expand Sims Lifecycle Services and embed technology, data and digital decision-making more deeply across the business. We’ll...

Retail brokerage and asset management stocks sit close to the action as politicians float ideas like “Trump accounts,” wider asset ownership, and new ways of sharing AI driven wealth. These proposals could reshape how households put money to work, how platforms attract customers, and how fees and products evolve. For investors, that points to a fresh set of risks and potential openings. This article looks at three stocks from our screener that appear especially exposed to the latest policy...

Predictive Discovery Limited recently reported quarterly operating results for the period ended June 30, 2026, with average plant throughput of 1,113tph (about 9.0Mtpa) versus a 6.0Mtpa nameplate capacity, gold recovery of 90.5%, and combined gold production of 64,026oz from its Kiniero and Nampala operations. The company’s ability to run well above nameplate capacity while lifting recoveries highlights process optimisation at both mines, which could be important for how investors assess the...