ASX:ANZ
ASX:ANZBanks

A Look At ANZ Group Holdings (ASX:ANZ) Valuation After Note Redemption And Singapore Office Consolidation

ANZ Group Holdings (ASX:ANZ) has drawn fresh attention after announcing the early redemption of A$1.25b in subordinated notes, along with a plan to consolidate its Singapore offices into a single Marina One location. See our latest analysis for ANZ Group Holdings. At a share price of A$36.4, ANZ’s recent corporate moves sit against a background of relatively muted short term share price returns. However, the 1 year and 5 year total shareholder returns of 25.02% and 96.67% point to a stronger...
ASX:WGX
ASX:WGXMetals and Mining

Did Strong Q2 Output And Reaffirmed Guidance Just Shift Westgold Resources' (ASX:WGX) Investment Narrative?

Westgold Resources reported that group gold production rose to 111,418oz in the second quarter of fiscal 2026, up from 83,937oz in the first quarter, and it maintained full‑year production guidance at 345koz–385koz. This combination of stronger recent output and unchanged guidance suggests management sees current operational momentum as consistent with its full‑year plans. We will now examine how the confirmed full‑year production guidance shapes Westgold Resources’ investment narrative...
ASX:WES
ASX:WESMultiline Retail

Assessing Wesfarmers' (ASX:WES) Valuation As Inflation Data And Half Year Results Approach

Market focus on inflation data and Wesfarmers’ upcoming results Wesfarmers (ASX:WES) returned to trading after the Australia Day break, with attention firmly on upcoming inflation data and its half year earnings on 19 February. This combination could influence sentiment around its retail exposure. See our latest analysis for Wesfarmers. At A$84.19, Wesfarmers’ 7 day share price return of 3.78% and 30 day share price return of 3.71% sit against a softer 90 day share price return of a 2.25%...
ASX:WBC
ASX:WBCBanks

A Look At Westpac Banking’s Valuation As Inflation Data And RBA Decision Come Into Focus

Inflation data and RBA decision move to the forefront for Westpac Westpac Banking (ASX:WBC) is in focus as traders await Australia’s December quarter CPI on Wednesday and the Reserve Bank of Australia’s policy update on 3 February. These are key inputs for interest rate expectations. Strong recent labour market figures have lifted the stakes for this inflation print, with investors watching how any shift in rate expectations could affect bank funding costs, net interest margins and credit...
ASX:CSL
ASX:CSLBiotechs

Assessing CSL (ASX:CSL) Valuation As Half Year Results And Seqirus Uncertainty Approach

Investors are eyeing CSL (ASX:CSL) ahead of its February 11 half year results, with last year's profit guidance downgrade, the delayed Seqirus spin off and weaker US flu vaccinations still shaping sentiment. See our latest analysis for CSL. CSL shares recently saw a 1-day share price return of a 1.15% decline to A$180.19. However, the 7-day and 30-day share price returns of 2.32% and 3.83% suggest some near term momentum after a weak year, with a 1-year total shareholder return of a 33.75%...
ASX:HCH
ASX:HCHMetals and Mining

Assessing Hot Chili (ASX:HCH) Valuation After La Verde Drilling Progress And Costa Fuego Mine-Life Update

Hot Chili (ASX:HCH) has drawn fresh attention after releasing its first 2026 drilling update from the La Verde copper gold discovery in Chile, outlining technical progress and early modelling for potential open pit material. See our latest analysis for Hot Chili. That drilling update has landed in a period of strong momentum for Hot Chili, with a 1 month share price return of 43.59%, a 3 month share price return of 104.17% and a 1 year total shareholder return of 196.01%, pointing to rising...
ASX:NST
ASX:NSTMetals and Mining

A Look At Northern Star Resources (ASX:NST) Valuation After Record Gold Prices And Cost Guidance Update

Northern Star Resources (ASX:NST) moved after record gold prices coincided with the company lifting its FY26 all in sustaining cost forecast and addressing recent operational issues, giving investors fresh information on margins and reliability. See our latest analysis for Northern Star Resources. Beyond this update, Northern Star Resources has been active on the corporate front, including a recent boardroom change with a new Joint Company Secretary and an upcoming AME Roundup presentation...
ASX:REA
ASX:REAInteractive Media and Services

Assessing REA Group (ASX:REA) Valuation After Failed UK Deal And Google Property Listing Push

REA Group (ASX:REA) is back in focus after a volatile spell tied to a failed UK acquisition and fresh competition from Google testing property listings, with recent attention shifting toward its core business and digital mortgage push. See our latest analysis for REA Group. At around A$190.76, REA Group’s recent 7 day share price return of 5.04% and 30 day share price return of 3.72% sit against a 90 day share price decline of 10.77% and a 1 year total shareholder return of 21.98% in the red...
ASX:EOS
ASX:EOSAerospace & Defense

How Investors Are Reacting To Electro Optic Systems (ASX:EOS) Surging Backlog And MARSS Counter‑Drone Deal

Electro Optic Systems Holdings recently reported a much stronger December 2025 quarter, with higher customer receipts, positive cash generation and a very large increase in its firm contract backlog, supported by defence orders across Australia, NATO markets, South America and the U.S. At the same time, the agreed acquisition of MARSS’s counter‑drone Command‑and‑Control business adds AI-enabled software to EOS’s hardware portfolio, pushing it toward fully integrated counter‑drone...
ASX:WDS
ASX:WDSOil and Gas

Does Woodside (ASX:WDS) Prioritising Higher Output Over Quarterly Revenue Hint At A Deeper Strategy Shift?

Woodside Energy Group recently reported unaudited fourth-quarter 2025 revenue of US$3,035 million, down from US$3,484 million a year earlier, alongside a slight dip in quarterly production. Despite the softer quarter, full-year 2025 production edged higher to 198.8 Mboe/d and the company issued 2026 production guidance of 172–186 MMboe, giving investors fresh data on its operational trajectory. We’ll now explore how Woodside’s softer quarterly revenue but higher annual production shapes...
ASX:4DX
ASX:4DXHealthcare Services

4DMedical (ASX:4DX) Is Down 11.0% After A$79m CT:VQ™ Funding Round Has The Bull Case Changed?

In mid-January 2026, 4DMedical Limited completed a follow-on equity offering of A$79.06 million, issuing 20,806,185 new ordinary shares at A$3.80 each, after holding a special call to explain the capital raise. The company highlighted that the funds from this institutional placement will support the U.S. rollout of its CT:VQ™ lung imaging product, expand deployments in leading hospitals, and further its software-based respiratory imaging research efforts. We will now examine how this...
ASX:GYG
ASX:GYGHospitality

Is Guzman y Gomez’s (ASX:GYG) Uber Eats Exclusivity Reshaping Its Delivery Economics Or Competitive Moat?

Guzman y Gomez has exited DoorDash and entered into an exclusive multi-year partnership making Uber Eats its sole third-party delivery platform in Australia, a move announced prior to today and now in effect. This shift consolidates Guzman y Gomez’s delivery channel under one provider, potentially reshaping customer access, operational coordination and bargaining power in the delivery ecosystem. We’ll now examine how concentrating all third-party delivery through Uber Eats could influence...
ASX:VUL
ASX:VULMetals and Mining

Why Vulcan Energy Resources (ASX:VUL) Is Up 7.0% After Strong Lionheart Well Test Results

Vulcan Energy Resources Limited recently reported successful production test results from its first new Lionheart well in Germany’s Upper Rhine Valley Brine Field, confirming strong well deliverability that supports the Phase One Field Development Plan and its goal of producing 24,000 tonnes of lithium hydroxide monohydrate annually by 2028. This outcome, combined with the project being fully funded since December 2025, strengthens confidence in Vulcan’s ability to supply lithium to the...
ASX:FMG
ASX:FMGMetals and Mining

Fortescue Approval For Alta Copper Deal Highlights Growing Copper Ambitions

Fortescue (ASX:FMG) shareholders have approved the acquisition of the remaining shares in Alta Copper. The decision clears the way for full ownership of the copper explorer and further copper-focused activity. The move is part of Fortescue’s broader resource development plans beyond its core iron ore business. Fortescue is best known for its iron ore operations, but copper has become a focus area as demand for materials linked to electrification and energy infrastructure remains in the...
ASX:NGY
ASX:NGYOil and Gas

3 ASX Penny Stocks With Market Caps Over A$30M To Watch

Australian shares are poised for another advance, buoyed by a strong rally on Wall Street and anticipation around upcoming inflation data. This positive momentum provides an intriguing backdrop for exploring investment opportunities in the Australian market. Although the term "penny stocks" may seem outdated, these smaller or newer companies can still offer significant growth potential when backed by solid financials. In this article, we will examine several penny stocks that stand out for...
ASX:MSB
ASX:MSBBiotechs

Mesoblast (ASX:MSB) Valuation Check As Ryoncil Access And Early Commercial Outcomes Progress

Mesoblast (ASX:MSB) is back in focus after reporting early commercial experience with Ryoncil in children with steroid refractory acute graft versus host disease, along with broader US access and reimbursement progress. See our latest analysis for Mesoblast. That clinical and reimbursement progress comes after a mixed year for the stock, with a 7.17% 90 day share price return, a 7.24% 30 day share price decline, and a very large 3 year total shareholder return of 198.64%. This suggests longer...
ASX:SMI
ASX:SMIMetals and Mining

A Look At Santana Minerals (ASX:SMI) Valuation After Consent Timing Concerns And A Sharp Single Day Share Price Drop

Regulatory concerns and recent share price moves Santana Minerals (ASX:SMI) has come under pressure after reports of a sharp single day share price drop on the NZX, following doubts about how quickly fast track consents for its central Otago gold project will be processed. See our latest analysis for Santana Minerals. While the 1 day share price return declined 9% and the 7 day share price return also weakened, the 30 day and 90 day share price returns of 16% and 37% sit alongside a 1 year...