Australian Logistics Stock News

ASX:SKG
ASX:SKGSpecialized REITs

Why Storage King Group (ASX:SKG) Is Down 9.8% After EPS Falls Despite Steady Revenue - And What's Next

Storage King Group has reported past full-year results to 30 June 2026, with sales of A$224.67 million, revenue of A$247.42 million, and net income of A$154.32 million, all broadly unchanged in revenue terms but with materially lower earnings than the prior year. The sharp reduction in basic earnings per share from continuing operations to A$0.1174, compared with A$0.22 previously, highlights pressure on profitability despite near-flat top-line performance. We will now examine how this...
ASX:DXS
ASX:DXSOffice REITs

What DEXUS (ASX:DXS)'s Widening Full-Year Net Loss Means For Shareholders

DEXUS has released its full-year results for the year ended 30 June 2026, reporting sales of A$29.9 million, revenue of A$459.23 million and a net loss of A$122.05 million. While sales increased year on year, the combination of lower overall revenue and a much larger loss per share highlights pressure on the group’s profitability and cost base. We’ll now examine how this sharp widening of DEXUS’s full-year net loss reshapes the company’s investment narrative and risk profile. The latest GPUs...
ASX:HLI
ASX:HLIDiversified Financial

Helia Group (ASX:HLI) Unveils Buyback And Dividends, Is The Upside Already Priced In?

Helia Group (ASX:HLI) has drawn fresh investor attention after its Board approved a share repurchase program of up to 27,248,606 shares for A$75 million, along with new special and interim dividend declarations. See our latest analysis for Helia Group. Helia Group shares trade at A$5.68, with a 1-day share price return of 1.25% and a 90-day share price return of 13.15%. The 1-year total shareholder return of 35.65% and very large 5-year total shareholder return indicate notable long-term...
ASX:COH
ASX:COHMedical Equipment

Should Cochlear’s Weaker Profit, Lower Dividend and Soft Outlook Require Action From Cochlear (ASX:COH) Investors?

Cochlear Limited recently reported its full-year 2026 results, with sales of A$2,347.6 million, net income of A$147.3 million, and a lower ordinary dividend of A$1.30 per security for the six months to June 30, 2026. Alongside modest revenue growth, the sharp reduction in earnings per share and guidance for only low single-digit constant-currency sales growth in fiscal 2027 raises questions about the balance between Cochlear’s innovation spending and its profitability and payout...
ASX:ONE
ASX:ONEHealthcare Services

3 Promising ASX Penny Stocks With Over A$100M Market Cap

The Australian market is closely watched as it reacts to recent gains on Wall Street and fluctuations in oil prices, with the S&P/ASX 200 experiencing a minor dip. In this context, penny stocks continue to capture attention for their potential value and growth opportunities, despite being considered a somewhat outdated term. These smaller or newer companies can offer unique investment opportunities when backed by strong financials, making them appealing options for investors seeking promising...
ASX:GPT
ASX:GPTREITs

GPT Group (ASX:GPT) Is Down 9.4% After Profit Rises Despite Lower Revenue Has The Bull Case Changed?

The GPT Group has reported its half-year results for the period ended 30 June 2026, with sales of A$428.2 million versus A$417.6 million a year earlier, total revenue easing to A$504.8 million from A$551.2 million, and net income rising to A$400.1 million from A$329.1 million. Despite the reduction in revenue, higher net income and basic earnings per share of A$0.209 from continuing operations suggest GPT Group has improved profitability and cost efficiency over the period. We’ll now examine...
ASX:IMD
ASX:IMDMetals and Mining

Imdex (ASX:IMD), Why Is The Latest Update Drawing Attention?

Imdex (ASX:IMD) has drawn investor attention after reporting record full year 2026 results, with revenue up 21% to A$520.1 million and a 36% lift in the full year dividend. See our latest analysis for Imdex. Despite these record earnings, Imdex’s recent share price has been choppy, with the stock down 6.75% on a 7 day basis and 7.44% over 90 days, yet still showing a 7.80% year to date share price return and a 3 year total shareholder return of 119.10%. This points to longer term momentum...
ASX:MFF
ASX:MFFCapital Markets

MFF Capital Investments (ASX:MFF) Reports Lower Full Year Earnings, Is The Valuation Gap Too Wide?

MFF Capital Investments (ASX:MFF) has drawn investor focus after releasing full year 2026 results, reporting revenue of A$250.09 million and net income of A$159.59 million, compared with the prior year’s higher figures. See our latest analysis for MFF Capital Investments. Following the full year 2026 results, MFF Capital Investments’ A$5.31 share price has seen short term weakness with a 1-day share price return that declined 0.56% and a softer 7-day return. However, the 90-day share price...
ASX:NST
ASX:NSTMetals and Mining

Northern Star Resources (ASX:NST) Faces A Boardroom Test As Undervalued Narrative Meets Activist Pressure

Northern Star Resources (ASX:NST) is in the spotlight after Elliott Investment Management, which holds a 5.35% economic interest, pushed for board renewal and nominated new directors. The company has pushed back and defended its own board refresh process. See our latest analysis for Northern Star Resources. Against this backdrop of shareholder pressure and board changes, Northern Star Resources' share price has gained 18.38% over the past month and 19.01% over the past quarter, while its...
ASX:SUN
ASX:SUNInsurance

Suncorp’s New A$250m Buyback and Leadership Shifts Could Be A Game Changer For Suncorp Group (ASX:SUN)

Suncorp Group recently reported full-year 2026 results showing net income of A$1.03 billion, alongside confirming Ernst & Young as its preferred auditor from 2027 and announcing several senior leadership changes focused on risk, customer, and digital capabilities. At the same time, the company combined an A$0.52 final ordinary dividend and A$0.10 special dividend with approval for an on-market share buyback of up to A$250 million, highlighting an active capital management approach even as...
ASX:ORA
ASX:ORAPackaging

Orora (ASX:ORA) Could Be 13% Undervalued On FY26 Loss Reset

Orora’s FY26 results and why the loss matters for investors Orora (ASX:ORA) has drawn fresh attention after reporting full year 2026 results on 12 August, ahead of its earnings call on 13 August 2026, combining higher sales with a sizeable net loss. The company reported sales of A$2,225.9 million for the year ended 30 June 2026, compared with A$2,090.2 million a year earlier. At the same time, Orora moved from net income of A$973.1 million to a net loss of A$616.6 million, which is a sharp...
ASX:BPT
ASX:BPTOil and Gas

Return To Profit And Dividend Cut Could Be A Game Changer For Beach Energy (ASX:BPT)

In August 2026, Beach Energy Limited reported full-year 2026 results showing sales of A$1,921.2 million, a return to net profit of A$281.4 million, and a 35% decline in Western Flank production driven by prior flooding, heavy rains, and natural field decline, partly offset by new well connections. Alongside this profit recovery, the company issued FY2027 production guidance of 19.5–23.0 MMboe and reduced its fully franked dividend to A$0.02 per share, highlighting a shift in capital...
ASX:4DX
ASX:4DXHealthcare Services

4DMedical (ASX:4DX) Could Be 24% Undervalued On Azra AI Partnership

4DMedical (ASX:4DX) is in focus after Azra AI announced an OEM and reseller partnership that links 4DMedical’s lung imaging software with Azra’s real-time patient identification platform across multiple pulmonary care pathways. See our latest analysis for 4DMedical. The Azra AI partnership comes as 4DMedical trades at A$3.79, with a 30-day share price return of 10.5% and a 90-day share price return of 15.55%, while the 1-year total shareholder return is very large and points to strong...
ASX:NXT
ASX:NXTIT

NEXTDC (ASX:NXT) Wins Fresh Recognition As Investors Ask If The Story Is Fully Valued

Why NEXTDC (ASX:NXT) Is Back On Investor Radars NEXTDC (ASX:NXT) is in focus after receiving Frost & Sullivan's 2026 Australia Competitive Strategy Leadership Recognition for its data center services, highlighting AI-ready infrastructure and sustainability-focused initiatives that some investors are now reassessing. See our latest analysis for NEXTDC. At around A$13.90, NEXTDC’s share price has slipped over the past week and quarter, including a 1-day share price return that declined 5.63%...
ASX:TCL
ASX:TCLInfrastructure

How Investors May Respond To Transurban Group (ASX:TCL) Profit Jump And 2027 Distribution Guidance

Transurban Group recently released its full-year 2026 results, reporting A$3,895 million in sales and A$366 million in net income, alongside a A$0.213921 per security cash dividend that went ex-dividend on 29 June 2026. The company also issued fiscal 2027 distribution guidance of A$0.72 per security, giving investors clearer visibility on expected cash returns from its toll road portfolio. We’ll now examine how Transurban’s stronger full-year profit and 2027 distribution guidance may...
ASX:SGP
ASX:SGPREITs

Stockland (ASX:SGP) Shares Eye Rerating After Top End FFO Print

Stockland walked into this result priced like a problem child, with the stock around A$4.55 and trading on a modest P/E despite a long running thesis of undervaluation. The headline today is simple. Funds From Operations, the key cash earnings metric for real estate investment trusts, landed at A$892m at the top end of guidance, while gearing sat at 22.7% and net tangible assets reached A$4.39 per security. The share price reaction now has to catch up with a year that management openly called...
ASX:SXE
ASX:SXEConstruction

Southern Cross Electrical Engineering (ASX:SXE) Shares Face Statutory Profit Crunch

Southern Cross Electrical Engineering walked into this result with the stock up roughly 17% over three months and trading at A$4.48 at Tuesday’s close. That is a price that already reflects higher expectations, with the P/S ratio above both peers and the wider Australian construction sector. The headline from the full year numbers is simple. Underlying profit surged, with underlying net profit after tax at A$39.4m and margins improving, yet statutory profit shrank to A$7.1m after a A$46.1m...
ASX:HCW
ASX:HCWHealth Care REITs

HealthCo Healthcare And Wellness REIT (ASX:HCW) Shares Still Lack A Payout Anchor

HealthCo Healthcare and Wellness REIT came into this result priced for worry, trading at A$0.72 and drifting over the past month even as the long thesis has leaned on hospital-like resilience and infrastructure style income. The headline from these FY26 numbers is not revenue or earnings per share. It is cash flow and distributions. Funds from operations, the key measure for real estate investment trusts, was reported at A$0.04 per unit, while underlying look through funds from operations...