Australian REITS Stock News

ASX:MTS
ASX:MTSConsumer Retailing

Does Metcash’s (ASX:MTS) New Foodservice CEO Mark a Deeper Shift in Execution Strategy?

Metcash Limited has appointed Bruce Sabatta as Chief Executive Officer of its Foodservice & Convenience business, effective 2 March 2026, succeeding Superior Foods founder Craig Phillips, who will move into an advisory role. By bringing in a leader who previously helped build Primo Foods into a scaled revenue operation, Metcash is signalling a sharpened focus on disciplined execution and transformation within its foodservice arm. We’ll now examine how Sabatta’s operational transformation...
ASX:WDS
ASX:WDSOil and Gas

The Bull Case For Woodside Energy Group (ASX:WDS) Could Change Following 2026 Guidance And Pluto LNG Maintenance Plans - Learn Why

Woodside Energy and the Texas Entrepreneurship Exchange for Energy recently agreed to collaborate on early‑career talent, decarbonization programs and internships in Houston, while Woodside also released 2025 production and revenue figures alongside 2026 production guidance and flagged major Pluto LNG maintenance. This combination of operational updates and a US-focused innovation partnership highlights how Woodside is balancing traditional LNG operations with emerging low‑carbon and talent...
ASX:BGL
ASX:BGLMetals and Mining

Bellevue Gold (ASX:BGL) Valuation After Fresh Buy Ratings And Strong Quarterly Cash Flow

Multiple brokers have recently reiterated positive views on Bellevue Gold (ASX:BGL) after the miner reported strong operating cash flow, higher cash reserves, increased output and rising grades in its latest quarter. See our latest analysis for Bellevue Gold. The latest quarterly update and renewed broker interest come after a mixed price patch, with a 1 day share price return of a 4.89% decline and a 7 day share price return of a 12.20% decline. However, the 90 day share price return of...
ASX:NST
ASX:NSTMetals and Mining

Why Northern Star Resources (ASX:NST) Is Down 7.5% After Broker Upgrade Amid Rising Cost Guidance

In early February 2026, Northern Star Resources drew renewed attention after a major broker upgraded its rating, coinciding with a rebound in gold prices and heightened focus on the miner’s upcoming FY26 half-year results. Investor interest is increasingly centred on how Northern Star’s higher all-in sustaining cost guidance and revised production outlook will shape perceptions of its operational efficiency and cash generation. We’ll now examine how the broker upgrade, set against rising...
ASX:JIN
ASX:JINHospitality

A Look At Jumbo Interactive (ASX:JIN) Valuation After Strong FY26 Half Year Growth And Diversification

Jumbo Interactive (ASX:JIN) has drawn fresh attention after reporting first half FY26 revenue growth of 29% and underlying EBITDA growth of 22.6%, along with an updated dividend payout policy and ongoing diversification. See our latest analysis for Jumbo Interactive. Despite the solid first half update and recent acquisitions in prize-based giveaways, Jumbo Interactive’s recent momentum has been weak, with a 30 day share price return of 12.08% decline and a 1 year total shareholder return of...
ASX:CCP
ASX:CCPConsumer Finance

Is Credit Corp Group's (ASX:CCP) Flat Profit Masking a Strategic Shift Toward Offshore Growth?

In early February 2026, Credit Corp Group reported half-year net income of A$44.12 million, essentially unchanged from a year earlier, despite higher revenue and strong growth in its US debt-buying operations. Management reaffirmed full-year profit guidance and highlighted expansion initiatives, including a potential Humm Group acquisition and early steps into the UK market, even as its Australia-New Zealand segment lagged. With earnings flat but US growth and expansion plans in focus, we’ll...
ASX:FMG
ASX:FMGMetals and Mining

How Rate Hike Jitters And Green Iron Trials At Fortescue (ASX:FMG) Have Changed Its Investment Story

In recent weeks, Fortescue has been in focus as investors react to an interest rate hike by the Reserve Bank of Australia, softer iron ore conditions, and anticipation ahead of the company’s half-year results due on 25 February 2026. At the same time, Fortescue is pushing ahead with real-world trials of its hydrogen-free green iron technology, underscoring how its decarbonisation ambitions intersect with its traditional iron ore business. We’ll now examine how investor expectations for the...
ASX:RSG
ASX:RSGMetals and Mining

A Look At Resolute Mining’s Valuation As Doropo Permit Clears Path For Production Growth

Permit approval for Doropo and why it matters for Resolute Mining Resolute Mining (ASX:RSG) has received the final governmental permit for its Doropo Gold Project in Côte d'Ivoire, a key step that allows the company to move ahead with development and operations. See our latest analysis for Resolute Mining. Despite the Doropo permit milestone, the stock has seen a 1-day share price return of -1.95% and a 7-day share price return of -7.35%. Momentum over longer periods remains strong, with a...
ASX:TPG
ASX:TPGTelecom

Universal Coverage Push and Spectrum Shifts Might Change The Case For Investing In TPG (ASX:TPG)

In early February 2026, TPG Telecom warned that Labor’s incoming universal outdoor mobile service legislation could leave metropolitan users worse off by forcing carriers to meet broad coverage obligations by late 2027. The company highlighted unresolved issues around technology readiness, spectrum allocation, funding, and coverage scope, arguing that these gaps risk unintended consequences for high-demand urban networks. With these concerns about reallocating spectrum away from busy metro...
ASX:4DX
ASX:4DXHealthcare Services

How Expanded CT:VQ Roll-Out With UChicago Medicine Will Impact 4DMedical (ASX:4DX) Investors

In early February 2026, 4DMedical announced that its partnership with University of Chicago Medicine had been expanded to include commercial deployment of its CT:VQ lung imaging technology. This move not only broadens real-world use of CT:VQ in a major academic hospital, but also underscores external confidence in 4DMedical’s commercial approach. We’ll now examine how this expanded CT:VQ roll-out with University of Chicago Medicine shapes 4DMedical’s investment narrative and long-term...
ASX:MP1
ASX:MP1IT

Is Megaport (ASX:MP1) Quietly Building a Sovereign AI Advantage Through Renewable-Powered Connectivity?

WinDC recently announced a partnership with Megaport to link its renewable-powered AI Factories, located at solar, wind and hydro sites, to Megaport’s global Network as a Service platform, enabling private, high-speed connectivity for AI workloads across Australia and international markets. This collaboration introduces a new model of AI infrastructure that aims to use previously curtailed renewable energy more effectively while extending Megaport’s reach into energy-adjacent AI data centre...
ASX:PNI
ASX:PNICapital Markets

A Look At Pinnacle Investment Management Group’s Valuation After Record Inflows And Higher Pacific Asset Management Stake

Pinnacle Investment Management Group (ASX:PNI) is back in focus after its latest half year earnings, with record net inflows, higher sales and a larger stake in Pacific Asset Management reshaping the story around the stock. See our latest analysis for Pinnacle Investment Management Group. The latest half year result and higher stake in Pacific Asset Management land against a mixed share price record, with a 1 day share price return of a 4.48% decline, a 7 day share price return of 3.00% and a...
ASX:TWE
ASX:TWEBeverage

Assessing Treasury Wine Estates’ Valuation As JPMorgan Cuts Its Substantial Holding

JPMorgan Chase has cut its relevant interest in Treasury Wine Estates (ASX:TWE) below substantial shareholder levels, a move that shifts the company’s institutional ownership profile and puts fresh attention on who owns the stock. See our latest analysis for Treasury Wine Estates. The shift in JPMorgan’s position comes after a tough period for holders, with the share price at A$5.08 and a 1 year total shareholder return decline of 50.71% and a 3 year total shareholder return decline of...
ASX:BPT
ASX:BPTOil and Gas

Beach Energy Loss In H2 2025 Rekindles Concerns Over Margin Recovery Narratives

Beach Energy’s H1 2026 numbers at a glance Beach Energy (ASX:BPT) has put out its H1 2026 scorecard with mixed signals, as recent half year data shows revenue of about A$1.1 billion paired with a basic EPS of A$0.10 in H1 2025, followed by a basic EPS loss of A$0.12 in H2 2025 and a loss of A$0.06 in H2 2024. The company has seen revenue move from A$877.1 million in H2 2024 to A$1.04 billion in H1 2025 and A$1.06 billion in H2 2025. Over the same periods, EPS has swung from a loss of A$0.06...
ASX:CNI
ASX:CNIREITs

A Look At Centuria Capital Group (ASX:CNI) Valuation After Major Hydroponic Glasshouse Acquisition

Centuria Capital Group (ASX:CNI) has moved to expand its agriculture real estate footprint with the acquisition of a 43ha hydroponic glasshouse facility in Two Wells, South Australia, secured on a 17.4 year triple net lease. See our latest analysis for Centuria Capital Group. The acquisition comes as the A$2.08 share price has seen a 10.05% 7 day share price return and a 2.46% year to date share price return. The 1 year total shareholder return of 25.73% contrasts with a weaker 90 day share...
ASX:AEF
ASX:AEFCapital Markets

Australian Ethical Investment And 2 Other ASX Penny Stocks To Watch

As the Australian market braces for a challenging day with a projected 1.2% drop, influenced by Wall Street's recent downturn, investors are keenly observing potential opportunities amidst the volatility. Penny stocks, often representing smaller or newer companies, might seem like a relic of past market trends but remain relevant today as they offer unique growth prospects at lower price points. By focusing on those with strong balance sheets and solid fundamentals, investors can uncover...
ASX:MIN
ASX:MINMetals and Mining

Mineral Resources (ASX:MIN) Is Down 10.9% After Lithium Volume Upgrade And POSCO Delay Has The Bull Case Changed?

Ord Minnett recently downgraded Mineral Resources from Accumulate to Hold as the company updated lithium volume forecasts for its Wodgina and Mt Marion operations and reiterated that the planned partial sale of its lithium business to POSCO remains subject to approvals, with completion targeted in the first half of 2026. With firmer realised lithium prices underpinning higher production guidance and half-year results due on 20 February 2026, investors are reassessing how Mineral Resources’...