ASX:BRG
ASX:BRGConsumer Durables

Breville Group (ASX:BRG) Valuation Spotlight Following Strong FY2025 Results and Tariff Strategy

If you’ve been following Breville Group (ASX:BRG), this week’s full-year earnings update probably caught your attention. The company’s latest results show meaningful steps forward, with revenue and net income both up strongly from last year. Alongside the upbeat financials, management highlighted new strategies to handle looming U.S. tariffs by ramping up sourcing from different locations and adjusting pricing, while also introducing a larger dividend. For many investors, this blend of growth...
ASX:ILU
ASX:ILUMetals and Mining

Is Iluka Resources Set for More Growth After 56% Price Surge in Early 2025?

If you are looking at Iluka Resources and wondering if now is the time to buy, hold, or sit back for a bit, you are not alone. The company has been on quite a ride recently, giving investors plenty to talk about. Over the past month, the stock has climbed by over 12%. If you zoom out to the last quarter, it is up by a striking 56%. That kind of run can turn heads and spark new confidence in the company’s outlook. Even for those with a longer focus, Iluka has delivered a solid 19% return in...
ASX:CPU
ASX:CPUProfessional Services

Computershare (ASX:CPU) Valuation in Focus After Strong FY25 Results and Dividend Hike

Computershare (ASX:CPU) just delivered its full-year earnings results, and the numbers are catching quite a few eyes. Sales climbed compared to last year, but it was the jump in net income that really stood out. In addition, the company announced a higher ordinary dividend for shareholders, a move that tends to reinforce confidence from both income-focused and growth-minded investors. This latest update comes after a year when Computershare’s share price has moved up by 43%, even as the past...
ASX:NSR
ASX:NSRSpecialized REITs

How Investors May Respond To National Storage REIT (ASX:NSR) Rising Sales and Softer Net Income

National Storage REIT reported its full-year earnings for the period ended June 30, 2025, with sales of A$350.6 million and revenue of A$392.4 million, both higher than the previous year, while net income was A$27.5 million, slightly below last year's A$29 million. The company's basic and diluted earnings per share from continuing operations saw a modest increase compared to the prior year, despite the marginal dip in net income. We'll explore how National Storage REIT's rising sales...
ASX:IFL
ASX:IFLCapital Markets

How Insignia Financial’s Return to Profit and Fresh Margin Guidance (ASX:IFL) Has Changed Its Investment Story

Insignia Financial recently announced full-year earnings for the period ended June 30, 2025, reporting sales of A$1,581.4 million and returning to a net profit of A$16.1 million after a very large loss in the prior year. The company also provided FY26 guidance, emphasizing expectations for group net revenue margin and highlighting anticipated margin impacts from Master Trust repricing efforts. We'll explore how Insignia Financial's shift back to profitability and new margin guidance impact...
ASX:COH
ASX:COHMedical Equipment

Did Cochlear's (ASX:COH) Dividend Hike Signal a Shift in Its Long-Term Investment Outlook?

Cochlear Limited recently reported its full-year earnings for the period ended June 30, 2025, posting A$2.34 billion in sales and net income of A$388.9 million, alongside higher earnings per share versus the prior year. The company also announced an increased ordinary dividend of A$2.15 per security for the latest half-year period, signaling management’s confidence in its financial position. Given Cochlear’s decision to raise its ordinary dividend, we’ll examine how this supports the...
ASX:SGM
ASX:SGMMetals and Mining

Can Sims’ (ASX:SGM) Acquisition Strategy Balance Growth Ambitions With Profitability?

On August 18, 2025, Sims Limited reported its full-year results, announcing improved sales to A$7.52 billion, a reduced net loss of A$19 million, and a fully franked dividend of A$0.13 per share for the six months ended June 30, 2025, bringing the total full-year dividend to A$0.23 per share. Alongside these financial results, Sims outlined plans for growth through bolt-on acquisitions, internal capital investments, and land sales, while emphasizing the strengthened position of its...