Australian REITS Stock News

ASX:FMG
ASX:FMGMetals and Mining

Fortescue (ASX:FMG) Faces Class Action As Fair Value Still Looks Close

Why the Fortescue stock story has shifted to legal and workplace risks Fortescue (ASX:FMG) has moved into focus after the company confirmed a representative proceeding in the Federal Court of Australia alleging workplace sexual harassment and sex discrimination across its Australian operations. The class action, brought on behalf of current and former women employed between February 2006 and December 2025, is at an early stage with no specified damages. This leaves investors to weigh...
ASX:BHP
ASX:BHPMetals and Mining

How Record Iron Ore Output and New Pilbara Spend Will Impact BHP Group (ASX:BHP) Investors

BHP Group reported its fourth-quarter and full-year 2026 production, including record annual iron ore volumes of 264.7 Mt, alongside mixed trends in copper and coal output and fresh 2027 production guidance across its key commodities. At the same time, BHP approved a A$900 million Ministers North iron ore project in the Pilbara, reinforcing its focus on long-life iron ore capacity even as copper production softened year on year. We’ll now examine how BHP’s record iron ore output and new...
ASX:GQG
ASX:GQGCapital Markets

Is Goldman’s Downgrade and Ongoing Outflows Altering The Investment Case For GQG Partners (ASX:GQG)?

Earlier in 2026, Goldman Sachs downgraded GQG Partners to Sell, highlighting persistent client redemptions since July 2025 and underperformance that it believes threaten the firm’s earnings outlook and client confidence. At the same time, GQG’s use of equity-based incentives, including both new restricted stock units and lapsed performance awards, underscores management’s focus on aligning staff rewards with shareholder outcomes amid business pressures. We’ll now examine how concerns over...
ASX:COH
ASX:COHMedical Equipment

Cochlear Stock And 2 Australian Dividend Shares For Higher Rate Markets

With Fed officials openly discussing the possibility of further rate hikes and markets pricing in a low 2.1% chance of a sizable cut, many income investors are rethinking how dependable their dividend stocks really are. Higher-for-longer rates and inflation around 2.8% to 3.0% put more pressure on balance sheets and cash flows, which can matter a lot for regular payouts. This article looks at 3 stocks from a Defensive Dividend Stocks screener that are closely tied to this backdrop, and...
ASX:TNE
ASX:TNESoftware

Technology One (ASX:TNE) Could Be 4% Undervalued After Executive Leadership Changes

Technology One (ASX:TNE) has reshaped its executive team, creating two new senior roles focused on industry verticals and moving long serving CFO Cale Bennett into the role of Executive Vice President, Regulated Industries, while appointing an Acting CFO. See our latest analysis for Technology One. Recent leadership reshaping comes at a time when Technology One’s share price is A$29.66. The stock is down over shorter periods but is supported by a strong multi year total shareholder return...
ASX:ELS
ASX:ELSElectronic

3 Australian Stocks With Founder Alignment Retail Investors Are Watching

Founder-led companies can offer something many investors look for in a mixed global market: leaders whose personal wealth, reputation and long-term legacy are tied directly to shareholder outcomes. With growth signals varying across regions, inflation paths still uncertain and energy and geopolitical risks influencing sentiment, clear alignment between management and investors can matter as much as any macro datapoint. This Top Founder-Led Companies screener focuses on businesses with high...
ASX:EOS
ASX:EOSAerospace & Defense

Defense Stocks To Watch As Energy Security Fears Return

Geopolitical shocks like renewed tension between the US and Iran can quickly reorder investor priorities, especially when vital shipping routes and global energy supply are in focus. Spikes in risk, rising oil concerns and questions around military readiness all tend to shove defense and aerospace stocks back into the spotlight, for better or worse. This article looks at how that news backdrop might affect selected companies from a Global Defense and Aerospace Companies screener and...
ASX:TWE
ASX:TWEBeverage

Is Treasury Wine Estates (ASX:TWE) Undervalued As Its Restructuring And Premium Push Take Hold?

Treasury Wine Estates (ASX:TWE) is back in the spotlight after announcing a new global operating model, leadership changes, and a sharpened focus on premium wine brands, along with ongoing international expansion efforts. See our latest analysis for Treasury Wine Estates. The latest restructuring news comes after a mixed price pattern, with Treasury Wine Estates’ share price rising 18.7% over 90 days but its 1 year total shareholder return still down about 40%. This means recent momentum...
ASX:SRL
ASX:SRLMetals and Mining

Sunrise Energy Metals (ASX:SRL) Back In Focus On Sunrise Update As Valuation Questions Build

Sunrise Energy Metals (ASX:SRL) is back in focus after fresh attention on its Sunrise project feasibility study and the Lockheed Martin option over early scandium output, set against rising interest in battery metals supply. See our latest analysis for Sunrise Energy Metals. Recent trading has been volatile, with Sunrise Energy Metals’ share price down 14.46% over the last day and 18.69% over the past month. The company still shows an 84.59% share price return year to date and a very large 1...
ASX:DDR
ASX:DDRElectronic

3 Australian AI Stocks Turning Software And Data Demand Into Growth

AI is no longer just a story about the biggest tech giants. With global growth, inflation and interest rates all shaped by energy prices and geopolitics, many investors are looking for focused ways to benefit from progress in machine learning, automation and data intelligence without relying only on mega caps. The AI Small Caps screener highlights smaller companies that are building early-stage AI tools and services that could matter over the long term. In this article, you will see 3 stocks...
ASX:PMV
ASX:PMVSpecialty Retail

How Investors May Respond To Premier Investments (ASX:PMV) Exploring a Smiggle and Peter Alexander Separation

Earlier this week, Premier Investments outlined ongoing portfolio changes, including exploring a possible separation of its Smiggle and Peter Alexander brands while continuing to reshape its specialty retail footprint across Australia and overseas. This potential brand separation has drawn fresh attention because it could reshape how investors assess the value of Premier’s mix of fashion, stationery and lifestyle businesses, alongside its holding in Breville Group. We’ll now examine how this...
ASX:MIR
ASX:MIRCapital Markets

Mirrabooka Investments (ASX:MIR) Shares Earnings Growth Reinforces Bullish High Margin Narrative

Mirrabooka Investments (ASX:MIR) has put up a clean set of FY 2026 numbers, with first half revenue of A$12.7 million translating into net income of A$8.9 million and basic EPS of A$0.040, while trailing 12 month earnings are reported to be up 63.6% year on year. The company has seen revenue move from A$12.5 million on a trailing 12 month basis in the second half of FY 2025 to A$19.0 million by the second half of FY 2026, alongside trailing EPS rising from roughly A$0.040 to A$0.058 over the...
ASX:ASB
ASX:ASBAerospace & Defense

Austal (ASX:ASB) Cuts FY26 Guidance As Hanwha Backing Shapes The Valuation Debate

Austal (ASX:ASB) cut its FY26 EBIT guidance from about A$135 million to approximately A$110 million, while Hanwha received approval to lift its stake to 19.9% under conditions related to sensitive information. See our latest analysis for Austal. Austal’s share price has come under pressure, with the 1 month share price return down 24.22% and the year to date share price return down 49.70%. However, the 5 year total shareholder return of 70.56% shows that longer term holders have still seen...
ASX:MAQ
ASX:MAQIT

Founder Led Australian Stocks With The Clearest Growth Story Right Now

With inflation readings, bond yields and energy headlines pulling markets in different directions, many investors are looking for leaders whose interests are tightly aligned with shareholders. Founder-led companies often fit that brief, with executives who have personal capital, reputation and legacy on the line. The Founder-Led Companies screener is built to surface these stocks so you can focus on businesses where leadership tends to think in years, not quarters. In this article, you will...
ASX:CPU
ASX:CPUProfessional Services

Computershare (ASX:CPU) Faces Rate Driven Scrutiny, Is It Still Undervalued?

Investors are watching Computershare (ASX:CPU) closely as sentiment tracks its earnings sensitivity to global interest rates, with margin income trends and mortgage servicing performance now central to how the stock is being assessed. See our latest analysis for Computershare. Recent trading reflects that focus, with Computershare’s share price at A$39.15 and a 30-day share price return of 8.18% sitting alongside a 27.15% 90-day share price return. The 1-year total shareholder return has...
ASX:REA
ASX:REAInteractive Media and Services

REA Group (ASX:REA) Refocuses on Core Platforms After Housing.com Sale – What Does This Signal?

In recent days, REA Group agreed to sell its Housing.com business to Aurum PropTech, with REA India to retain a 24.9% stake in Aurum following completion, while reporting strong June growth in new property listings on realestate.com.au across major Australian markets. This combination of reshaping its India footprint and increased listing volumes on its core Australian platform highlights how REA is sharpening its focus on high‑engagement property marketplaces and adjacent services. With...
ASX:ALK
ASX:ALKMetals and Mining

Is Alkane Resources (ASX:ALK) Undervalued Following High Grade Drilling And Strong Gold Production?

Alkane Resources (ASX:ALK) has drawn fresh attention after reporting high grade drilling intercepts at both the Björkdal Gold Mine in Sweden and the True Blue deposit in Australia, along with updated gold production and sales figures. See our latest analysis for Alkane Resources. Recent exploration and production updates have landed while Alkane Resources’ share price has eased, with a 30 day share price return of 11.75% and a 90 day share price return of 23.2%. However, the 1 year total...
ASX:AUB
ASX:AUBInsurance

Is International Margin Expansion And New Capital Altering The Investment Case For AUB Group (ASX:AUB)?

AUB Group recently reported a 13.9% increase in underlying NPAT to A$90.4 million and a 190-basis-point uplift in margins to 33.9%, with its International division delivering 29% growth in underlying profit before tax and margin expansion. The completion of a Share Purchase Plan in March 2026 to fund acquisitions, portfolio investments and integration highlights how AUB Group is actively using fresh capital to advance its growth agenda. We will now examine how the International division’s...
ASX:PLA
ASX:PLAMetals and Mining

Australian Clinical Labs And 2 Other ASX Penny Stocks To Consider

The Australian stock market is facing a slight downturn, with tech sector challenges on Wall Street influencing the ASX 200 and contributing to a cautious outlook. Despite these broader market tensions, investors continue to seek opportunities in penny stocks, which can offer unique value propositions. Although often associated with smaller or newer companies, penny stocks can present compelling opportunities for those looking to uncover financial strength and potential growth beyond the more...