ASX:TNE
ASX:TNESoftware

Technology One (ASX:TNE): Valuation Check After R&D Spend, Margin Gains and UK/Education Expansion

Recent coverage around Technology One (ASX:TNE) has focused on its substantial research and development spending, improving margins, and rising dividends, while the company also expands further into large addressable markets such as the UK and the education sector. See our latest analysis for Technology One. Despite that upbeat operational story, the 1 month share price return of minus 22.7 percent and 3 month share price return of minus 27.2 percent show momentum has cooled. However, the 5...
ASX:QBE
ASX:QBEInsurance

QBE Insurance Group (ASX:QBE) Valuation Revisited After A$450m Buyback, Leadership Changes and New Cat Bond Plans

QBE Insurance Group (ASX:QBE) is back on investors’ radar after launching an on market buyback of up to A$450 million, pairing that capital return with leadership changes and fresh catastrophe bond plans. See our latest analysis for QBE Insurance Group. Those daily buyback updates, the A$450 million on market program and the reshaping of QBE Re’s leadership have kept QBE in focus. However, the 1 month share price return of negative 3.64 percent contrasts with a far stronger 5 year total...
ASX:DBI
ASX:DBIInfrastructure

Dalrymple Bay Infrastructure (ASX:DBI): Assessing Valuation After Broker Upgrades Dividend and Profit Outlook

Citi’s latest note on Dalrymple Bay Infrastructure (ASX:DBI) points to stronger distribution growth, lifting its annual dividend outlook to 6% and upgrading profit forecasts, as rising cash and funds from operations improve payout sustainability. See our latest analysis for Dalrymple Bay Infrastructure. Against this backdrop, Dalrymple Bay Infrastructure’s A$4.98 share price has been supported by a 16.08% 1 month share price return and a 39.89% year to date share price return, while its 3...
ASX:MFF
ASX:MFFCapital Markets

MFF Capital Investments (ASX:MFF): Valuation Check as Gerald Stack Steps Up to CEO in 2026

MFF Capital Investments (ASX:MFF) has just reshuffled its leadership, promoting Gerald Stack to Chief Executive Officer and Managing Director from January 2026. This move could subtly reshape strategy and refresh sentiment around the stock. See our latest analysis for MFF Capital Investments. The leadership change comes amid steadily improving sentiment, with a roughly mid single digit recent share price return and a powerful multiyear total shareholder return at the current A$4.99 share...
ASX:SUN
ASX:SUNInsurance

Suncorp (ASX:SUN) Valuation After Major Queensland Storm Claims and Ongoing Share Buyback Program

Suncorp Group (ASX:SUN) is back in focus after late November storms generated more than 18,000 insurance claims in Queensland, with management flagging an estimated A$350 million net cost hitting its reinsurance cap. See our latest analysis for Suncorp Group. The A$350 million storm hit comes after a tough stretch for the stock, with a 1 month share price return of minus 9.31 percent and a year to date share price return of minus 22.86 percent. However, the 5 year total shareholder return of...
ASX:DRO
ASX:DROAerospace & Defense

Why DroneShield (ASX:DRO) Is Up 44.5% After Winning A €2.8m Belgian Anti-Drone Deal – And What's Next

DroneShield recently secured a €2.8 million contract with the Belgian government for handheld drone jammers, supporting the country's €50 million anti-drone initiative to protect airports and military sites. This agreement signals growing European urgency around counter-drone defence and could strengthen DroneShield's position as governments accelerate operational deployments over small-scale trials. We’ll now explore how this Belgian contract, set against surging European counter-drone...
ASX:HMX
ASX:HMXMetals and Mining

ASX Penny Stocks To Watch In December 2025

As the Australian market enters the final weeks of December 2025, shares remain largely unchanged amidst a cautious global economic landscape. Despite this subdued atmosphere, penny stocks—often overlooked and underestimated—continue to offer intriguing opportunities for investors seeking potential growth at lower price points. In this article, we explore several promising penny stocks that exhibit strong financial foundations and could present valuable prospects in today's market conditions.
ASX:MSB
ASX:MSBBiotechs

Has Mesoblast’s Surging Share Price Left Its Future Growth Prospects Underappreciated?

If you are wondering whether Mesoblast is a hidden bargain or a value trap at its current share price, you are not alone. This breakdown aims to unpack that question. The stock has been choppy in the short term, down 1.8% over the last week. That comes after a 24.8% jump over the past month and a 42.8% gain over the last year, all against a still negative year to date return of 17.3% and a 215.8% rise over three years. Recent moves have been driven less by day to day noise and more by...
ASX:WGX
ASX:WGXMetals and Mining

Has Westgold’s 102% 2025 Surge Already Priced In Its Growth Potential?

If you are wondering whether Westgold Resources still offers good value after its big run, or if the gold has already been mined out of the share price, you are in the right place. The stock is up 3.4% over the last week, 2.6% over the past month, and an eye catching 102.1% year to date. This builds on an 86.9% 1 year gain and a 594.7% rise over 3 years. Much of this momentum has been driven by stronger sentiment toward Australian gold producers and Westgold's continued focus on improving...
ASX:RSG
ASX:RSGMetals and Mining

Why Resolute Mining (ASX:RSG) Is Up 5.2% After Upgrading Doropo Gold Project Economics And Sustainability

Resolute Mining Limited has released an updated Definitive Feasibility Study for the Doropo Gold Project in Côte d'Ivoire, incorporating a higher US$1,950/oz reserve price, larger pits, expanded processing capacity, and revised capital and operating cost estimates, along with detailed resource and drilling data. An interesting takeaway is Resolute’s plan to assess a solar and battery lease to reduce power costs and strengthen the project’s sustainability profile while supporting a larger...
ASX:REA
ASX:REAInteractive Media and Services

Is AI-Driven Home Search Threatening REA Group’s Platform Advantage And Altering The Investment Case For REA Group (ASX:REA)?

Recently, commentators have raised concerns that artificial intelligence could erode the long-held dominance of online property platforms such as REA Group by reshaping how buyers and sellers search for homes. This debate matters because REA’s success has largely rested on being the default digital gateway for property listings, a role AI-driven search tools could increasingly challenge. We’ll now examine how rising concern that AI may weaken REA’s platform advantage could influence the...
ASX:PDI
ASX:PDIMetals and Mining

Assessing Predictive Discovery (ASX:PDI)’s Valuation After Its Strong 3-Month and 1-Year Share Price Gains

Predictive Discovery (ASX:PDI) has quietly delivered a sharp share price run over the past year, even as it continues to advance its Bankan Gold project in Guinea and absorb exploration-driven losses. See our latest analysis for Predictive Discovery. That momentum has been hard to miss, with an 81.33% 3 month share price return and a 195.65% 1 year total shareholder return suggesting investors are steadily pricing in Bankan’s growth potential despite recent pullbacks from the A$0.68 mark. If...