ASX:MGR
ASX:MGRREITs

Will Analyst Optimism on Earnings Reversal Change Mirvac Group's (ASX:MGR) Narrative?

In the past three months, Mirvac Group experienced a significant uptick in investor interest despite reporting a low return on equity of 0.8% and a prolonged decline in net income over the past five years. This shift in sentiment is primarily attributed to analyst forecasts predicting a rebound in earnings and a rise in return on equity to 6.1% in the coming years. We’ll explore how analyst optimism for improving profitability may influence Mirvac Group’s broader investment narrative going...
ASX:PCK
ASX:PCKHealthcare Services

Should FDA De Novo Clearance for Adult App Prompt a Rethink by PainChek (ASX:PCK) Investors?

PainChek has received De Novo clearance from the US FDA for its Adult App, authorizing it as the first regulated medical device for pain assessment in individuals who cannot reliably self-report, including those with dementia, thus unlocking access to the US aged care market. The clearance not only enables immediate US commercial rollout but also paves the way for expanded opportunities in international markets that recognize FDA data standards, such as Japan and Germany. We'll now explore...
ASX:MFF
ASX:MFFCapital Markets

MFF Capital Investments (ASX:MFF): Assessing Valuation After Latest NTA and Dividend Update

MFF Capital Investments (ASX:MFF) just shared its latest Net Tangible Asset figures and confirmed an upcoming dividend payment. This regular update provides a snapshot of the company’s financial position and outlines how it manages shareholder returns. See our latest analysis for MFF Capital Investments. MFF Capital Investments’ recent updates have caught investor attention, but momentum has cooled a little after a solid 90-day share price return of 7.01%. While short-term price moves have...
ASX:DBI
ASX:DBIInfrastructure

Dalrymple Bay Infrastructure (ASX:DBI) Valuation in Focus Following Board Changes and Brookfield Exit

Dalrymple Bay Infrastructure (ASX:DBI) is navigating a governance transition after announcing CEO Michael Riches will now serve as Managing Director as well, following the resignation of two non-executive directors linked to Brookfield Infrastructure Group. See our latest analysis for Dalrymple Bay Infrastructure. Recent boardroom changes at Dalrymple Bay Infrastructure arrive during a period of noticeable momentum for shareholders, with a 24% year-to-date share price return and an impressive...
ASX:TCL
ASX:TCLInfrastructure

Is Rising September Quarter Traffic Altering the Investment Case for Transurban Group (ASX:TCL)?

Transurban Group announced on October 8, 2025, that it recorded growth in average daily traffic across its portfolio for the September quarter. This operational update serves as a positive indicator for long-term performance, reflecting increased mobility and sustained demand for toll road infrastructure. To understand how reported traffic growth in the September quarter shapes the investment outlook, we now examine its impact on Transurban’s narrative. Find companies with promising cash...
ASX:REH
ASX:REHTrade Distributors

Is Undervaluation and Profit Growth Potential Altering the Investment Case for Reece (ASX:REH)?

Recent analysis highlights Reece Limited is trading below its intrinsic value, with profit projected to grow by 23% in coming years. This combination of perceived undervaluation and strong profit outlook has drawn heightened investor interest in the company. We'll explore how signs of undervaluation and a robust profit growth forecast could influence Reece's investment narrative going forward. Trump has pledged to "unleash" American oil and gas and these 22 US stocks have developments that...
ASX:WEB
ASX:WEBHospitality

Webjet (ASX:WEB) Valuation: Assessing Upside as Incentives and B2B Growth Drive Post-Demerger Momentum

Web Travel Group (ASX:WEB) has moved forward with an employee incentive scheme by issuing over 2.7 million performance rights as part of its ongoing strategy to retain talent and support growth following its recent demerger. See our latest analysis for Web Travel Group. Web Travel Group’s recent momentum is catching notice, with a 9.6% boost in 7-day share price return and a resilient 1-month gain. At the same time, the 1-year total shareholder return is still down sharply at -36.6%. The...
ASX:SUN
ASX:SUNInsurance

Is Suncorp Group’s (ASX:SUN) Ongoing Buy-Back a Sign of Capital Discipline or Limited Investment Options?

In recent news, Suncorp Group Limited continued its on-market buy-back of ordinary shares, repurchasing a total of 1,227,040 fully paid securities as of October 10, 2025. This move highlights Suncorp’s focus on optimizing its capital structure and returning capital to shareholders, signaling management’s confidence in its financial position and capital flexibility. We’ll now explore how Suncorp’s proactive share buy-back program may influence the company’s overall investment outlook and...
ASX:GYG
ASX:GYGHospitality

What Guzman y Gomez (ASX:GYG)'s A$100 Million Share Buyback Means for Shareholders

Guzman y Gomez Limited (ASX:GYG) has announced a share repurchase program of up to 103,062,048 shares for a total of A$100 million, running through to October 2026 as part of an effort to enhance shareholder returns while maintaining growth funding capacity. This initiative coincides with plans to open 32 new restaurants in Australia in FY26, highlighting the company's simultaneous focus on capital management and network expansion. We will examine how the share buyback program could...
ASX:WA1
ASX:WA1Metals and Mining

WA1 Resources (ASX:WA1): Evaluating Valuation Following Strong Luni Niobium Project Progress and Positive Drill Results

WA1 Resources (ASX:WA1) has drawn market attention after releasing positive assay results from its Luni Niobium Project. The announcement confirmed the presence of high-grade niobium zones, and ongoing drilling continues to uncover more potential. See our latest analysis for WA1 Resources. WA1 Resources’ recent project milestones have clearly caught investor attention, with the share price now at A$20.80 and a strong 1-year total shareholder return of 52%. Over the past 90 days, share price...
ASX:ARB
ASX:ARBAuto Components

A Look at ARB (ASX:ARB) Valuation Following Ford Ranger Raptor Desert Pack Partnership Announcement

Ford’s latest announcement featuring ARB (ASX:ARB) accessories in its limited edition Ranger Raptor Desert Pack has placed a spotlight on the company and its potential to attract new customers through this collaboration. See our latest analysis for ARB. The spotlight from ARB’s collaboration with Ford seems to have sparked fresh attention, coinciding with a solid 15% share price return over the last 90 days. While the year’s total shareholder return remains negative, longer-term holders have...