ASX:TPG
ASX:TPGTelecom

Assessing TPG Telecom’s Valuation As Spectrum Holiday And 5G Slowdown Reshape Spending And Pricing

Event overview and why it matters for TPG Telecom Recent commentary around an upcoming spectrum holiday and slower 5G rollout has put TPG Telecom (ASX:TPG) in focus, as lower expected capital spending coincides with planned postpaid mobile price increases of about 3%. See our latest analysis for TPG Telecom. At a share price of A$3.97, TPG Telecom’s 7 day share price return of 4.2% and 30 day share price return of 4.47% follow a 90 day share price decline of 24.38%. The 1 year total...
ASX:CSL
ASX:CSLBiotechs

A Look At CSL (ASX:CSL) Valuation As Investors Await Plasma And Vaccine Update In February Results

CSL (ASX:CSL) is back in focus after an ASX filing confirmed 34,261 employee rights have lapsed. This routine equity update leaves investor attention fixed on February’s half-year results and interim dividend announcement. See our latest analysis for CSL. CSL’s share price has been choppy, with a 7 day share price return of 2.99% but a 30 day decline of 5.77%, and a 1 year total shareholder return of 36.8% in the red, suggesting momentum has been fading as investors reassess growth and...
ASX:SFR
ASX:SFRMetals and Mining

Should Sandfire’s 2026 Multi‑Metal Production Guidance Reshape the Thesis for Sandfire Resources (ASX:SFR) Investors?

Sandfire Resources Limited recently issued production guidance for fiscal 2026, forecasting Group CuEq output of 149–165 kt from 10.2 Mt of ore processed, including 102–114 kt of copper, 94–104 kt of zinc, 7.5–8.5 kt of lead, and 5.0–5.4 Moz of silver. This detailed multi-metal outlook gives investors a clearer view of Sandfire’s operational mix and potential revenue drivers across its key assets. We’ll now explore how Sandfire’s 2026 copper and zinc production guidance reshapes the...
ASX:WTC
ASX:WTCSoftware

A Look At WiseTech Global’s Valuation As Governance Stabilises And Saudi Logistics Partnership Takes Shape

WiseTech Global (ASX:WTC) is back in focus after a challenging 2025, with the company pointing to steadier governance and a new Saudi logistics partnership as it refines its CargoWise commercial model. See our latest analysis for WiseTech Global. These governance issues, equity incentive moves and the Saudi MoU sit against a weak recent share price run, with a 90 day share price return of 20.96% decline and a 1 year total shareholder return of 43.65% decline. However, the 5 year total...
ASX:FLT
ASX:FLTHospitality

Did JPMorgan’s Exit and On-market Buy-back Just Quietly Rewire Flight Centre’s (ASX:FLT) Equity Story?

JPMorgan Chase & Co. and its affiliates recently disclosed that they have ceased to be substantial shareholders in Flight Centre Travel Group Limited, while the company continues to retire stock through its on‑market buy-back of ordinary fully paid shares. Together, the exit of a large institutional holder and the ongoing reduction in shares on issue subtly reshape Flight Centre’s ownership mix and capital structure, which many investors watch closely when assessing long-term appeal. We’ll...
ASX:DVP
ASX:DVPMetals and Mining

Why Develop Global (ASX:DVP) Is Up 6.2% After Bullish Bell Potter ‘De-risked’ Woodlawn Call – And What's Next

In recent days, a bullish broker note from Bell Potter highlighted Develop Global as an undervalued small-cap copper-zinc opportunity, citing progress in de-risking its Woodlawn project. This external endorsement draws attention to Develop Global’s position in the copper-zinc space at a time when project risk management is front of mind for many investors. We’ll now examine how Bell Potter’s view of Woodlawn as de-risked could influence Develop Global’s broader investment narrative for...
ASX:SMI
ASX:SMIMetals and Mining

Assessing Santana Minerals (ASX:SMI) Valuation After Step Out Drill Success And Project Expansion Plans

Why Santana Minerals is back on watchlists Santana Minerals (ASX:SMI) has drawn fresh attention after reporting a step out drill hole at the Rise and Shine deposit that intersected 38.6m at 1.70g/t gold, extending mineralisation beyond prior drilling limits. See our latest analysis for Santana Minerals. The drilling update has arrived during a period of strong momentum, with a 19.78% 7 day share price return and a 36.25% 30 day share price return at A$1.09. The 1 year total shareholder return...
ASX:LNW
ASX:LNWHospitality

Why Light & Wonder (ASX:LNW) Is Up 16.0% After Major IP Settlement With Aristocrat Leisure – And What's Next

In early January 2026, Aristocrat Leisure and Light & Wonder settled intellectual property litigation in Australia and the United States, with Light & Wonder agreeing to pay Aristocrat US$127.5 million, halt global commercialization of Dragon Train and Jewel of the Dragon, and destroy related materials. The settlement underlines how crucial proprietary game mathematics and intellectual property protection have become for competition and product development in the global gaming...
ASX:USL
ASX:USLMetals and Mining

Unico Silver Valuation Check After Joaquin Project PFS Move And Strong Drill Results

Why the latest Joaquin drill results matter for Unico Silver Recent assay results from Unico Silver (ASX:USL) at the La Negra SE prospect, plus a move straight into a pre feasibility study backed by fresh funding, have pushed the Joaquin Project firmly into the development spotlight. See our latest analysis for Unico Silver. Those drilling headlines are arriving alongside very strong momentum, with a 30 day share price return of 35.62%, a 90 day share price return of 69.53% and a very large 1...
ASX:AMP
ASX:AMPDiversified Financial

Assessing AMP’s Valuation After Citi’s Buy Upgrade And Capital Return Expectations

Citi’s upbeat view on AMP (ASX:AMP), highlighting potential capital returns through dividends or a share buyback, has pushed the stock into focus for investors who are watching how management allocates surplus capital. See our latest analysis for AMP. The recent Citi commentary on potential capital returns comes on top of a 3.65% 1 day share price return and a 6.65% 90 day share price return. AMP’s 1 year total shareholder return of 19.35% and 3 year total shareholder return of 50.55% point...
ASX:NST
ASX:NSTMetals and Mining

How Revised 2026 Output Guidance After Operational Disruptions Will Impact Northern Star Resources (ASX:NST) Investors

Northern Star Resources reported that December 2025 quarter gold sales were about 348 koz after isolated operational disruptions, and has cut its fiscal 2026 production guidance to 1,600–1,700 koz from 1,700–1,850 koz. These setbacks and the lower output outlook highlight how even short-term operational issues can reshape expectations for a producer with large, long-life gold assets. Next, we’ll explore how the reduced 2026 production guidance might influence Northern Star’s longer-term...
ASX:DMP
ASX:DMPHospitality

Is Domino's (ASX:DMP) New ANZ Leadership the Missing Link in Its Turnaround Narrative?

Domino's Pizza Enterprises has appointed Merrill Pereyra as CEO for Australia and New Zealand, effective 23 January 2026, and expanded Group CFO George Saoud’s responsibilities to include the role of Group COO, overseeing technology and procurement and supply chain. These leadership changes highlight Domino’s intention to tighten operational execution and franchise support in its core ANZ market while centralizing global cost and efficiency levers. Next, we’ll examine how Pereyra’s...
ASX:NAB
ASX:NABBanks

A Look At National Australia Bank’s Valuation As Rate Hike Speculation Impacts Investor Focus

National Australia Bank (ASX:NAB) has been in focus after its share price moved alongside speculation that firm household spending could prompt another Reserve Bank of Australia rate hike, a scenario that can influence bank lending margins. See our latest analysis for National Australia Bank. Beyond the latest rate hike speculation, NAB’s share price has been fairly soft in recent months, with a 1 day share price return of 1.46% against a modest year to date decline. At the same time, a 1...
ASX:PPS
ASX:PPSSoftware

ASX Penny Stocks To Watch In January 2026

The Australian market is showing resilience, with shares set to advance by 0.33% following positive trends in global markets despite political uncertainties surrounding the Federal Reserve. In such a climate, investors often look towards smaller or newer companies for potential growth opportunities. Penny stocks, while sometimes considered outdated, can still offer significant value when backed by strong financials and stability. This article will explore three penny stocks that stand out for...
ASX:COH
ASX:COHMedical Equipment

Did VA Access to Nucleus Nexa Implants Just Shift Cochlear's (ASX:COH) Investment Narrative?

In January 2026, Cochlear announced that its Nucleus® Nexa® System, described as the world's first smart cochlear implant with upgradeable firmware, internal memory and all-day battery life, is now available to eligible US military veterans through VA clinics nationwide. This rollout extends Cochlear's most advanced hearing technology to a large, clinically complex patient group, potentially deepening its presence and clinical relationships across the US hearing-care ecosystem. We’ll now...