Australian Luxury Stock News

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...

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...

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...

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...

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...

While Lovisa Holdings Limited ( ASX:LOV ) shareholders are probably generally happy, the stock hasn't had particularly...

To the annoyance of some shareholders, Farm Pride Foods Limited ( ASX:FRM ) shares are down a considerable 26% in the...

Insiders who bought ARC Funds Limited ( ASX:ARC ) stock in the last 12 months were richly rewarded last week. The...

It's common for many investors, especially those who are inexperienced, to buy shares in companies with a good story...

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...

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...

Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...

Plato Income Maximiser Limited ( ASX:PL8 ) will pay a dividend of A$0.0055 on the 31st of December. This means the...

Even if it's not a huge purchase, we think it was good to see that Richard Hacker, the Non-Executive Director of...

New Murchison Gold (ASX:NMG) has just dropped its FY 2025 numbers, with second half revenue landing at about AU$17.9 million and basic EPS at roughly AU$0.00061. This sets up a clean snapshot of how the business is now translating activity into profit. The company has seen revenue move from effectively zero in the second half of FY 2024 to around AU$17.9 million in the latest half, while basic EPS has shifted from about AU$-0.00018 to AU$0.00061 over the same period. This frames a clear...

Earlier in 2025, Telstra Group advanced its Connected Future 30 plan, sharpening its focus on a leaner, AI-driven connectivity business while continuing major share buybacks and emphasizing dependable dividends. At the same time, Senate inquiries into triple-zero emergency call failures heightened regulatory risk, raising the prospect of tougher laws, penalties, and mandated network upgrades that could affect Telstra’s costs and network planning. We’ll now examine how Telstra’s AI-focused...

AMP (ASX:AMP) has moved to settle a longstanding class action over historic adviser commissions with a proposed A$29 million agreement, aiming to draw a line under legacy conduct risks and refocus investors on its core operations. See our latest analysis for AMP. The announcement has landed against a backdrop of solid share price momentum, with AMP delivering a year to date share price return of 15.67 percent and a three year total shareholder return of 45.18 percent. This suggests investors...

Northern Star Resources (ASX:NST) is drawing fresh attention as its recent share gains line up with a bigger strategic story, a heavy exploration program, renewable energy rollout and disciplined capital management. See our latest analysis for Northern Star Resources. The recent 90 day share price return of 28.9 percent, and a 12 month total shareholder return of 71.2 percent, suggest momentum is firmly building as investors reprice Northern Star’s growth pipeline and lower risk profile. If...

Treasury Wine Estates (ASX:TWE) has jolted investors by flagging a hefty non cash impairment of up to A$687 million on its Americas business, after a deteriorating U.S. wine outlook sent the stock to decade lows. See our latest analysis for Treasury Wine Estates. The A$687 million non cash hit lands after a brutal run, with a roughly 52 percent year to date share price decline and a similarly steep one year total shareholder return. This signals that investors now see higher structural risk...

Key Insights Significant control over Codan by individual investors implies that the general public has more power to...

Earlier this month, Whitehaven Coal Limited (ASX:WHC) authorized a new share repurchase program of up to 37,115,744 shares, about 4.48% of its issued capital, valued at A$72 million and running through March 31, 2026, while also updating investors on progress under its February 2025 buyback. This fresh authorization, following the repurchase of 4,500,000 shares for A$30.8 million, highlights the Board’s ongoing preference for returning capital via buybacks alongside its existing capital...

IGO Limited recently issued new unquoted performance and service rights under its employee incentive scheme and reported changes in director interests, further tying executive and staff rewards to company outcomes. The increased alignment between CEO Ivan Vella’s equity interests and broader employee incentives could influence how investors assess IGO’s leadership focus and execution risk. We’ll now explore how this expanded incentive structure, particularly the additional rights granted to...

Arafura Rare Earths (ASX:ARU) has jumped onto investors radar after the ASX quotation of more than 1.2 billion new fully paid shares, a major liquidity shift that reframes how the market can trade this story. See our latest analysis for Arafura Rare Earths. That liquidity boost is arriving after a sharp pullback, with a 7 day share price return of minus 16.98 percent following a strong 90 day share price gain of 25.71 percent and an 83.33 percent 1 year total shareholder return. This suggests...

Earlier this week, Metallium Limited, via its wholly owned subsidiary Flash Metals USA Inc., signed a binding Letter of Intent with ElementUSA to deploy its Flash Joule Heating technology for recovering gallium and scandium from red mud at a planned demonstration facility in Gramercy, Louisiana, backed by up to US$10.10 million in non-dilutive funding. The agreement not only secures a commercial framework of license fees, royalties and revenue sharing, but also preserves Metallium’s full...