Australian REITS Stock News

ASX:PRU
ASX:PRUMetals and Mining

Is Perseus Mining’s (ASX:PRU) Ongoing Buy-Back Quietly Redefining Its Capital Allocation Playbook?

Perseus Mining Limited recently reported past quarter, half-year and calendar-year 2025 group gold production and sales, with 424,989 ounces produced and 437,022 ounces sold at an All-In Site Cost of US$1,800 per ounce, while also reaffirming unchanged group production guidance of 400,000–440,000 ounces for the 2026 financial year. Alongside these steady operating metrics, Perseus is actively running an on-market share buy-back, signalling continued capital management focus and tighter share...
ASX:DRO
ASX:DROAerospace & Defense

Assessing DroneShield (ASX:DRO) Valuation After Governance Reforms And Major European Defence Contract

Recent volatility around governance concerns, reform efforts and operational milestones has put DroneShield (ASX:DRO) under the spotlight again, as investors reassess expectations ahead of Q4 2025 results and the Singapore Airshow 2026. See our latest analysis for DroneShield. After a huge 1 year total shareholder return that is many times the initial investment, recent share price weakness, including a 30 day share price return of an 18.62% decline to A$3.19, suggests momentum has cooled as...
ASX:BHP
ASX:BHPMetals and Mining

A Look At BHP Group’s Valuation As Cerro Colorado Restart Plans Support Copper Growth Narrative

BHP Group (ASX:BHP) is back in focus after the company outlined plans to restart its Cerro Colorado copper mine in Chile, alongside a multi year investment plan and fresh operating partnerships. See our latest analysis for BHP Group. The latest Cerro Colorado update lands after a strong run in the shares, with an 18.08% 90 day share price return and 10.05% year to date share price return, while the 1 year total shareholder return of 30.48% and 5 year total shareholder return of 76.44% point...
ASX:MSB
ASX:MSBBiotechs

Mesoblast (ASX:MSB) Is Down 7.4% After Expanding Ryoncil Access And Planning Adult SR-aGvHD Trial – Has The Bull Case Changed?

Mesoblast Limited reported past real-world use of Ryoncil (remestemcel-L-rknd) in pediatric steroid-refractory acute graft-versus-host disease, alongside expanding U.S. transplant center onboarding and broad government and commercial reimbursement coverage via a dedicated MyMesoblast access hub and a specific CMS J-Code. The company also plans to widen Ryoncil’s label into the much larger adult SR-aGvHD population through a pivotal trial with the NIH-funded Bone Marrow Transplant Clinical...
ASX:SRL
ASX:SRLMetals and Mining

Sunrise Energy Metals (ASX:SRL) Valuation After Capital Raising And Critical Minerals Funding News

Sunrise Energy Metals (ASX:SRL) has raised fresh equity capital and secured funding for early construction works, positioning its scandium and energy metals projects to supply the planned U.S. critical minerals stockpile. See our latest analysis for Sunrise Energy Metals. These capital raisings and early construction plans come after an extended run in the shares, with a 90 day share price return of 111.51% and a 30 day share price return of 31.97%, even though the 1 day and 7 day share price...
ASX:COF
ASX:COFOffice REITs

Centuria Office REIT H1 FFO Stability Tests Bullish Narratives On Underlying Earnings Power

Centuria Office REIT (ASX:COF) has put H1 2026 numbers on the table with total revenue of A$79.0 million, Funds From Operations of A$33.4 million and basic EPS of A$0.103, giving investors a fresh read on its income generating power. The REIT has seen total revenue move from A$75.3 million in H1 2025 to A$79.0 million in H1 2026, while basic EPS has shifted from a loss of A$0.036 per unit in H1 2025 to A$0.103. This sets up a results season where the focus is squarely on how sustainable these...
ASX:GDF
ASX:GDFIndustrial REITs

Garda Property Group (ASX:GDF) FFO Stability Tests Bearish Narratives After Multi Year Earnings Slide

Garda Property Group (ASX:GDF) has put up a cleaner set of numbers for H1 2026, with revenue of A$16.962 million, basic EPS of A$0.020, and funds from operations of A$7.624 million anchoring the latest half. The group has seen revenue move from A$14.145 million in H2 2024 to A$15.175 million in H1 2025 and then to A$16.962 million in H2 2025, while EPS has swung from a loss of A$0.041 to a loss of A$0.051 and then into positive territory at A$0.020. Taken together, the latest FFO and EPS...
ASX:CQE
ASX:CQESpecialized REITs

Charter Hall Social Infrastructure REIT H1 2026 Valuation Gap Challenges Cautious Community Narratives

Charter Hall Social Infrastructure REIT (ASX:CQE) has put fresh numbers on the table for H1 2026, with revenue of A$69.5 million and basic EPS of A$0.12665, while on a trailing twelve month basis revenue sits at A$132.8 million and EPS at A$0.234185. Over the past three reported half years, revenue has moved between A$65.5 million and A$69.5 million, alongside basic EPS ranging from A$0.082998 in H1 2025 to A$0.12665 in H1 2026. This gives investors a clearer view of how current earnings...
ASX:IAG
ASX:IAGInsurance

Regulator’s RAC Insurance Ruling Might Change The Case For Investing In Insurance Australia Group (ASX:IAG)

Australia’s competition regulator has blocked Insurance Australia Group’s bid for RAC Insurance, even as IAG recently completed its A$855 million RACQ Insurance acquisition and continues processing thousands of storm and hail claims across Queensland, New South Wales and Victoria. The combination of a halted expansion attempt, a completed regional acquisition and heavy weather-related claims highlights how concentration risk, capital deployment and climate exposure are shaping IAG’s...
ASX:FMG
ASX:FMGMetals and Mining

Fortescue (ASX:FMG) Valuation Check As Investors Position For Results And Softer Iron Ore Data

Recent moves in Fortescue (ASX:FMG) have been shaped by investor positioning ahead of its February 25 half year results, with attention on costs, shipment volumes, dividend settings, and softer iron ore and China data. See our latest analysis for Fortescue. At a share price of A$21.64, Fortescue has seen short term share price returns move around key China data and rate decisions, while its 1 year and multi year total shareholder returns remain solid. This suggests longer term holders have so...
ASX:AGN
ASX:AGNPharmaceuticals

Argenica Therapeutics And 2 Other ASX Penny Stocks Worth Watching

As the Australian market opens slightly lower today, influenced by global tech sector challenges and cautious investor sentiment, attention turns to opportunities that might be overlooked in more stable times. Penny stocks, often associated with smaller or newer companies, continue to hold potential for those willing to explore beyond established names. These stocks can offer both affordability and growth potential when backed by strong financials; let's examine a few that stand out in the...
ASX:S32
ASX:S32Metals and Mining

Can South32’s (ASX:S32) Upcoming Results Clarify Its Cost Discipline And Capital Allocation Story?

South32 has drawn fresh attention after analysts reiterated positive ratings ahead of the miner’s half-year results and interim dividend announcement, now scheduled for 12 February 2026. Investors are focusing on what management might reveal about costs, production, and commodity demand amid recent price volatility and shifting currency conditions. We’ll now look at how anticipation around South32’s upcoming half-year results shapes the company’s investment narrative and future...
ASX:CSL
ASX:CSLBiotechs

Assessing CSL’s (ASX:CSL) Valuation As Results And Dividend Expectations Confront Recent Growth And Regulatory Headwinds

CSL (ASX:CSL) is back in focus after its share price reacted to fresh anticipation around the upcoming half-year results and interim dividend, with recent guidance changes and regulatory reviews shaping expectations. See our latest analysis for CSL. At A$181.7, CSL’s recent 1 month share price return of 5.36% and 1 day gain of 2.02% suggest short term momentum is building again, although the 1 year total shareholder return of 31.46% decline shows longer term holders are still sitting on...
ASX:SCG
ASX:SCGRetail REITs

Experience-Led Westfield Malls Could Be A Game Changer For Scentre Group (ASX:SCG)

In recent weeks, Scentre Group has drawn fresh attention as investors warm to brick-and-mortar retail amid stabilizing interest rates and resilient retail spending, supported by its Westfield-branded centres across Australia and New Zealand. An interesting angle is how Scentre is leaning into experience-led, community-focused malls with very high occupancy and strong visitor numbers, reinforcing the perceived quality of its A$34.00 billion-plus portfolio. We’ll now examine how this push...
ASX:NST
ASX:NSTMetals and Mining

A Look At Northern Star Resources (ASX:NST) Valuation After Gold Price Drop And Guidance Update

Northern Star Resources (ASX:NST) moved sharply after a significant drop in gold prices hit the broader Australian gold sector, with recent revisions to production and cost guidance adding another layer for investors to assess. See our latest analysis for Northern Star Resources. That sharp move came against a backdrop of choppy trading, with a 14.43% 1 month share price return and 16.86% year to date share price return set against a much stronger 65.36% 1 year total shareholder return. This...
ASX:PNI
ASX:PNICapital Markets

Pinnacle Investment (ASX:PNI) A$17.2b Net Inflows Reinforce Bullish AUM Growth Narrative

Pinnacle Investment Management Group (ASX:PNI) has opened H1 2026 with A$46.1 million in revenue and basic EPS of A$0.30, alongside net income of A$67.3 million, setting a clear earnings benchmark for the half. The company has seen revenue move from A$27.6 million in H1 2025 to A$37.8 million in H2 2025 and then to A$46.1 million in H1 2026. Over the same periods, basic EPS shifted from A$0.37 in H1 2025 to A$0.27 in H2 2025 and A$0.30 in the latest half. Against that backdrop, margins and...