ASX:TLS
ASX:TLSTelecom

Does Earnings And Dividend Anticipation Change The Bull Case For Telstra Group (ASX:TLS)?

Telstra Group has become a focus for investors as they await its half-year earnings report on 19 February 2026 and the March dividend announcement, with attention sharpened by broader market uncertainty and interest rate movements. The situation highlights how Telstra’s reputation as a relatively defensive telecommunications player can attract interest when macroeconomic conditions appear unsettled. Next, we’ll examine how anticipation around Telstra’s upcoming earnings and dividend could...
ASX:FMG
ASX:FMGMetals and Mining

Is Fortescue’s (ASX:FMG) Shift Toward Green Hydrogen Reshaping Its Iron Ore Investment Case?

In recent days, Fortescue has come under pressure as softer iron ore prices, linked to weakness in China’s property sector and rising inventories, coincided with heightened analyst scrutiny ahead of its upcoming production and half-year earnings updates. At the same time, Fortescue’s ambitious push into green hydrogen and ammonia is reshaping how investors weigh the risks of its iron ore reliance against the potential of its global clean-energy aspirations. Next, we’ll examine how...
ASX:APA
ASX:APAGas Utilities

Assessing APA Group’s Valuation As Interest Grows In Regulated Cash Flows And Energy Transition Projects

Why APA Group Is Back on Investor Radar Trending interest in APA Group (ASX:APA) is being driven by focus on its regulated cash flows, current gas transmission spending, and involvement in hydrogen and renewable gas projects. See our latest analysis for APA Group. At a share price of A$8.84, APA’s recent 7 day share price return of 2.79% contrasts with a 30 day share price return decline of 5.05%, while the 1 year total shareholder return of 37.23% points to stronger momentum building over a...
ASX:MQG
ASX:MQGCapital Markets

Is Macquarie Group (ASX:MQG) Pricing Reflect Its Mixed Returns And Valuation Signals?

If you are wondering whether Macquarie Group at around A$206.97 is offering fair value or a potential mispricing right now, this article breaks down what the numbers are actually saying about the stock. The share price has returned 0.7% over the last 7 days, 3.2% over 30 days, 1.6% year to date, with a 9.9% decline over 1 year. The 3 year and 5 year returns stand at 24.7% and 80.3% respectively. Recent coverage has focused on how Macquarie Group is being viewed as a key player among...
ASX:WDS
ASX:WDSOil and Gas

Is Woodside Energy Group (ASX:WDS) Pricing Reflect Its Cash Flow And Earnings Prospects

If you are wondering whether Woodside Energy Group is priced attractively right now, the key question is whether the current share price lines up with the value of its underlying business. The stock recently closed at A$23.50, with returns of 0.8% over the last 7 days, 3.1% over 30 days, a 0.7% decline year to date, and a 2.4% decline over the past year. Over 5 years the return sits at 27.2%, and over 3 years the return is a 21.8% decline. Recent coverage of Woodside has focused on its...
ASX:VEA
ASX:VEAOil and Gas

How Viva Energy’s Board Renewal and New Chair Will Impact Viva Energy Group (ASX:VEA) Investors

Viva Energy Group announced that long-serving Chair Robert Hill will retire on 1 March 2026, with current Director Dr Sarah Ryan named Chair elect and experienced executive Alistair Bell joining the Board as an Independent Non-Executive Director on the same date. This refresh brings energy industry depth and financial leadership to the Board, potentially influencing how Viva Energy balances operational discipline with long-term growth priorities. Against this backdrop of board renewal, we’ll...
ASX:WWG
ASX:WWGLogistics

3 ASX Penny Stocks With Market Caps Under A$600M

The Australian market is experiencing a turbulent period, with losses gathering steam amid global economic uncertainties and delayed U.S. trading activity. Despite these challenges, investors continue to seek opportunities in various corners of the market, including penny stocks. While the term 'penny stock' might seem outdated, it still signifies potential growth opportunities in smaller or newer companies that can offer value when backed by strong financials.
ASX:JHX
ASX:JHXBasic Materials

A Look At James Hardie Industries’ (ASX:JHX) Valuation As Plant Closures Aim For Future Cost Savings

James Hardie Industries (ASX:JHX) is back in focus after announcing plans to close its Fontana, California, and Summerville, South Carolina manufacturing plants within 60 days and to consolidate capacity under a broader optimization program. See our latest analysis for James Hardie Industries. The plant closures come after a sharp share price rally, with a 15.54% 30 day share price return and a 13.02% year to date share price return, even as the 1 year total shareholder return shows a 36.53%...
ASX:DJW
ASX:DJWCapital Markets

Djerriwarrh Investments H1 2026 Margin Compression Challenges High Quality Earnings Narrative

Djerriwarrh Investments (ASX:DJW) has put out its H1 2026 numbers, reporting total revenue of A$24.8 million and basic EPS of A$0.079, with trailing twelve month EPS of A$0.146 on revenue of A$51.6 million. Over the last three reported halves, revenue has moved between A$24.8 million and A$26.7 million while basic EPS has ranged from A$0.067 to A$0.081. This gives investors a clear view of how earnings per share have tracked relative to a fairly steady top line. With trailing net profit...
ASX:BGL
ASX:BGLMetals and Mining

3 ASX Stocks That May Be Priced Below Their Intrinsic Value Estimates

As the Australian share market faces a slight dip amid global trade tensions and tariff threats, investors are keenly observing opportunities that may arise from these fluctuations. In such an environment, identifying stocks that might be priced below their intrinsic value becomes crucial for those looking to capitalize on potential market inefficiencies.
ASX:PTN
ASX:PTNMetals and Mining

3 ASX Penny Stocks With Market Caps Under A$500M

The Australian stock market is experiencing a slight dip, with shares expected to open 0.3% lower due to global economic factors such as new tariffs from the U.S. on Europe. Despite these challenges, there are still opportunities for investors looking at smaller or newer companies often referred to as penny stocks. While the term may seem outdated, these stocks can offer significant potential when they are backed by strong financials and solid fundamentals, providing an intriguing area of...
ASX:PPS
ASX:PPSSoftware

Undervalued Global Small Caps With Insider Buying In January 2026

As the global markets navigate a mixed landscape, small-cap and value stocks have emerged as leaders, with indices like the Russell 2000 and S&P MidCap 400 reaching all-time highs. This environment highlights the potential for discerning investors to explore opportunities in smaller companies that may be poised for growth amidst broader economic shifts. In this context, identifying small-cap stocks with strong fundamentals and positive insider activity can be a strategic move for those...