ASX:4DX
ASX:4DXHealthcare Services

Assessing 4DMedical (ASX:4DX) Valuation After Expanded Philips CT:VQ Distribution Deal

4DMedical (ASX:4DX) just announced a significant expansion of its distribution agreement with Koninklijke Philips for its FDA cleared CT:VQ non contrast lung imaging solution, sharpening investor focus on how widely this technology could scale. See our latest analysis for 4DMedical. The expanded Philips deal lands on top of a sharp run, with 4DMedical delivering a 51.02% 1 month share price return and a 377.42% 1 year total shareholder return. This suggests momentum is still building despite...
ASX:STO
ASX:STOOil and Gas

Santos (ASX:STO): Reassessing Valuation After Barossa Setbacks, Regulatory Risks and a New Dividend Payout Plan

Santos (ASX:STO) is back in focus after fresh updates on its Barossa LNG startup issues, looming east coast gas market reforms, and a revamped dividend policy that will lift free cash flow payouts from 2026. See our latest analysis for Santos. Those Barossa setbacks and regulatory jitters help explain why the 90 day share price return sits at a weak negative 17.52 percent. Even so, the five year total shareholder return of 22.35 percent shows the longer term story is still intact and suggests...
ASX:IPX
ASX:IPXMetals and Mining

3 ASX Growth Stocks With High Insider Ownership

As the Australian market shows signs of recovery with a potential year-end rally, investors are keenly observing growth stocks that may benefit from this positive momentum. In such an environment, companies with high insider ownership can often be appealing as they suggest confidence from those who know the business best.
ASX:NXL
ASX:NXLSoftware

ASX Stocks That May Be Undervalued In December 2025

As the Australian market shows signs of potential recovery with a late-week rally, investors are keenly observing opportunities that might arise from recent economic shifts. In this context, identifying undervalued stocks can be particularly appealing, as they may offer growth potential amidst current market fluctuations and rate adjustments.
ASX:AMI
ASX:AMIMetals and Mining

ASX Penny Stocks To Watch In December 2025

As the Australian market shows signs of a potential rally to close out the year, investors are keenly watching for opportunities that align with these shifting dynamics. Penny stocks, often seen as relics from past market eras, continue to attract attention due to their affordability and growth potential. By focusing on those with strong financial foundations and clear paths forward, investors may uncover promising opportunities among these smaller or newer companies.
ASX:MEI
ASX:MEIMetals and Mining

Assessing Meteoric Resources (ASX:MEI) Valuation After First Rare Earth Carbonate Output at Caldeira Project

Why Meteoric’s First Rare Earth Output Matters Meteoric Resources (ASX:MEI) has just delivered its first Mixed Rare Earth Carbonate from the Caldeira pilot plant in Brazil, a key technical proof point ahead of the Definitive Feasibility Study. With stable pilot throughput and full process water recovery demonstrated, the Caldeira Project is moving from concept toward potential commercial reality, sharpening Meteoric’s hand in upcoming offtake negotiations. See our latest analysis for Meteoric...
ASX:WGX
ASX:WGXMetals and Mining

Westgold Resources (ASX:WGX): Valuation Check as Great Fingall Moves from Development to High-Grade Production

Westgold Resources (ASX:WGX) has just crossed an important line at Great Fingall, moving from development into true production as it starts mining virgin high grade stopes to feed its Cue processing hub. See our latest analysis for Westgold Resources. That shift into high grade production at Great Fingall comes on top of a powerful re-rating, with Westgold delivering a 90 day share price return of 57.22 percent and a three year total shareholder return of 761.68 percent. This suggests...
ASX:NAB
ASX:NABBanks

The Bull Case For National Australia Bank (ASX:NAB) Could Change Following AGM Reforms And Dividend Decision

At its recent AGM on 12 December 2025, National Australia Bank shareholders approved changes to the company’s constitution, passed all core resolutions, confirmed completion of AUSTRAC remediation, and declared a fully franked final dividend of A$0.85 per share. The meeting also underscored NAB’s focus on business bank and deposit growth, proprietary home lending, and strengthened fraud prevention, while shareholder proposals on deforestation were rejected, signalling the board’s preferred...
ASX:ANZ
ASX:ANZBanks

How ANZ’s Executive Pay Cuts And CEO Lawsuit At ANZ Group Holdings (ASX:ANZ) Has Changed Its Investment Story

In December 2025, ANZ Group Holdings disclosed that former CEO Shayne Elliott had commenced legal action in the NSW Supreme Court over reduced long-term variable remuneration for 2025 and 2026, following the Board’s decision that Australian-based Group Executives (excluding those in acting roles) would receive no short-term variable pay for the 2025 financial year. This dispute puts a spotlight on how ANZ’s Board is applying APRA’s CPS 511 rules to align executive pay with risk and...
ASX:VUL
ASX:VULMetals and Mining

Vulcan Energy Resources (ASX:VUL) Is Down 10.9% After Major Phase One Funding Package Secured

Vulcan Energy Resources has recently secured a €1.19 billion (A$2.12 billion) multi-lender debt package and filed a large follow-on equity and rights offering, including several tranches of ordinary shares at A$4 per share, to fund its Phase One project. The involvement of institutions such as the European Investment Bank, multiple export credit agencies, and major commercial banks signals meaningful external confidence in Vulcan’s project financing structure and long-term funding...
ASX:DYL
ASX:DYLOil and Gas

Does Deep Yellow (ASX:DYL) Upgrade Highlight Its True Leverage To Future Uranium Price Moves?

Earlier this week, broker Ord Minnett upgraded its rating on uranium developer Deep Yellow from hold to accumulate, highlighting improved earnings expectations tied to potential uranium price gains by 2026. This shift in broker sentiment underscores how closely Deep Yellow’s investment case is linked to the broader uranium price outlook and earnings leverage. With uranium price expectations a key driver of Ord Minnett’s upgrade, we’ll now examine how this development shapes Deep Yellow’s...
ASX:JBH
ASX:JBHSpecialty Retail

How Investors Are Reacting To JB Hi-Fi (ASX:JBH) Major Institutions Cutting Their Stakes

Mitsubishi UFJ Financial Group and First Sentier Investors, along with related entities, have recently disclosed that they no longer hold substantial stakes in JB Hi-Fi, marking a shift in the company’s major institutional shareholder base. This withdrawal of large institutional holders coincides with technical indicators of increased selling pressure, raising questions about how JB Hi-Fi’s ownership changes could influence its future corporate direction. We’ll now examine how the exit of...
ASX:BOQ
ASX:BOQBanks

Assessing Bank of Queensland (ASX:BOQ) Valuation After Shareholder-Backed Appointment of Activist Director Stephen Mayne

Bank of Queensland (ASX:BOQ) just saw shareholders vote in activist campaigner Stephen Mayne as a director at its AGM, a rare non board endorsed win that puts governance and strategy firmly in focus. See our latest analysis for Bank of Queensland. The activism spotlight has landed on Bank of Queensland just as sentiment has been mixed, with the latest A$6.52 share price sitting against a slightly negative year to date share price return but a positive multi year total shareholder return...
ASX:BHP
ASX:BHPMetals and Mining

How BHP’s US$2 Billion Power Network Sale At BHP Group (ASX:BHP) Has Changed Its Investment Story

Earlier in December 2025, BHP Group agreed to sell a 49% stake in its Western Australia Iron Ore inland power network to BlackRock’s Global Infrastructure Partners for US$2.00 billion, retaining 51% ownership and full operational control while paying usage-linked tariffs over 25 years. The deal effectively converts a core-but-non-mining asset into cash that can be redirected toward areas like copper and potash growth, while partnering with a long-term infrastructure investor to support...
ASX:BWP
ASX:BWPRetail REITs

Will a 4.1% Interim Distribution Uplift Change BWP Trust's (ASX:BWP) Income-Focused Narrative?

BWP Management Limited, as responsible entity for BWP Trust, previously announced a preliminary interim distribution estimate of 9.58 cents per stapled security for the six months to 31 December 2025, with an ex-distribution date of 30 December 2025 and an expected payment on 27 February 2026. The 4.1% uplift in the BWP Trust distribution versus the prior period, with no conduit foreign income, highlights resilient domestic cash generation from its Australian property portfolio. We’ll now...
ASX:CIA
ASX:CIAMetals and Mining

Assessing Champion Iron (ASX:CIA) Valuation After Falling Returns On Capital Despite Heavier Investment

Recent analysis showing Champion Iron (ASX:CIA) ROCE sliding from around 47% to roughly 9% in five years has investors rethinking how effectively its heavier spending is translating into future profitability. See our latest analysis for Champion Iron. Despite those softer returns on capital, the market has been more upbeat lately. The 3 month share price return of 38.7% has pushed Champion Iron to A$6.24 and backed up a solid 1 year total shareholder return of 10.9%. If this shift in...
ASX:CYL
ASX:CYLMetals and Mining

How Does Catalyst Metals’ CFO Exit Shape Confidence in Its Financial Stewardship Story (ASX:CYL)?

Catalyst Metals Limited recently announced that its Chief Financial Officer, Elena O’Connor, has departed, with her responsibilities temporarily allocated across the senior leadership team while a search for a permanent replacement is underway. This transition places extra focus on how Catalyst Metals’ leadership manages financial oversight and continuity during a period of executive change. Next, we’ll examine how the CFO departure and the interim sharing of financial responsibilities might...
ASX:WBC
ASX:WBCBanks

How Westpac’s Constitution Changes and Profit Uplift Could Impact Westpac Banking (ASX:WBC) Investors

At its December 11, 2025 AGM, Westpac Banking Corporation approved amendments to its constitution amid recent operational disruptions, including an eftpos outage that temporarily affected merchant and eCommerce transactions. At the same time, the bank’s improved profit and net interest income trends, alongside an analyst ratings upgrade, are reshaping investor debate around its longer-term earnings outlook and risk profile. We’ll now examine how Westpac’s recent profit uplift and analyst...