ASX:KAR
ASX:KAROil and Gas

Is 2026’s Baúna FPSO Shift And Project Decisions Altering The Investment Case For Karoon Energy (ASX:KAR)?

In recent days, Karoon Energy highlighted a catalyst-heavy 2026 under new CEO Carri Lockhart, including planned final investment decisions for the Neon project in the second half of 2026, investment decisions on the Who Dat East and South projects in early 2026, and assuming full operatorship of the Baúna FPSO in mid-2026 to potentially lower operating costs. Alongside recent technical analysis flagging a short-term downtrend in the share price, investor attention is shifting toward how...
ASX:DUR
ASX:DURConstruction

Evaluating Duratec (ASX:DUR) After AUKUS Procurement Progress And Defence Contract Momentum

Duratec (ASX:DUR) is back in focus after being instructed to begin early procurement of long lead items for AUKUS related infrastructure upgrades at HMAS Stirling, a defence project with significant national importance. See our latest analysis for Duratec. The latest AUKUS related update comes after the stock climbed to a recent two month high on potential naval base contracts, with a 7 day share price return of 8.99% and a one year total shareholder return of 47.40% pointing to momentum that...
ASX:MKR
ASX:MKRMetals and Mining

Manuka Resources (ASX:MKR) Valuation After Planned 2026 Production Restart And Project Progress

Manuka Resources (ASX:MKR) has outlined a plan to restart gold and silver production at its Wonawinta and Mt Boppy operations in Q2 2026, supported by a new executive operations appointment and ongoing project approvals. See our latest analysis for Manuka Resources. The latest A$0.13 share price sits against a backdrop of very strong recent momentum, with a 30 day share price return of 109.68% and a 1 year total shareholder return above 4x. However, the 5 year total shareholder return remains...
ASX:BGL
ASX:BGLMetals and Mining

Bellevue Gold (ASX:BGL) Valuation Check After Temporary Halt And Resumption Of Underground Development

Bellevue Gold (ASX:BGL) halted underground development in late December after a safety incident involving misfires. The company resumed work on 4 January following a review, putting operational risk and project timing in sharper focus for investors. See our latest analysis for Bellevue Gold. Against this backdrop, Bellevue Gold’s share price return has been mixed in the very short term, with a 1 day and 7 day decline, but the 30 day and 90 day share price returns of 17.73% and 41.28% suggest...
ASX:APX
ASX:APXIT

Appen (ASX:APX) Valuation Check After Revenue Beat And Ongoing Margin Challenges

Appen (ASX:APX) is back in focus after quarterly results showed revenue ahead of estimates, putting its AI data services in the spotlight, while ongoing losses and margin pressure keep earnings quality under close watch. See our latest analysis for Appen. The quarterly revenue beat comes after a strong recent run in the shares, with the latest 30 day share price return of 39.13% and a 90 day share price return of 12.28%, in contrast to a 1 year total shareholder return decline of 65.47%. This...
ASX:ALL
ASX:ALLHospitality

How Aristocrat’s Expanded A$1.50 Billion Buyback Will Impact Aristocrat Leisure (ASX:ALL) Investors

On 9 January 2026, Aristocrat Leisure Limited increased its on-market share buyback authorisation by A$750 million to A$1.50 billion and extended the program through to 5 March 2027. This larger, longer buyback points to management prioritising capital returns alongside growth initiatives such as NeoGames integration and the Aristocrat Interactive expansion. We’ll now examine how the expanded A$1.50 billion buyback could influence Aristocrat Leisure’s investment narrative and capital...
ASX:ELV
ASX:ELVMetals and Mining

Elevra Lithium (ASX:ELV) Is Up 9.5% After Lithium Price Rebound Driven By Storage Demand - Has The Bull Case Changed?

Lithium prices have recently surged after a three-year bear market, with demand from battery energy storage systems and regulatory-driven supply discipline tightening the global market. As a North America-focused lithium producer and developer, Elevra Lithium Limited appears positioned to harness this shift through its production scale and cost management focus. We’ll now explore how the lithium price rebound, particularly the impact of battery energy storage demand, shapes Elevra...
ASX:BRN
ASX:BRNSoftware

BrainChip Holdings ASX BRN Valuation Check As Akida Earnings And Design Wins Approach

Interest in BrainChip Holdings (ASX:BRN) is building ahead of the 4 Mar 2026 earnings report, as investors watch whether commercial rollout of the Akida neuromorphic processor starts to show up in the financials. See our latest analysis for BrainChip Holdings. At A$0.185, BrainChip’s 30 day share price return of 5.71% and 7 day share price return of 2.78% contrast with a 90 day share price decline of 22.92% and a 1 year total shareholder return decline of 44.78%. This suggests recent momentum...
ASX:BPT
ASX:BPTOil and Gas

Beach Energy (ASX:BPT) Is Down 6.0% After Impairment-Led Loss And Higher Dividend – What's Changed

Beach Energy recently reported a full-year net loss driven mainly by an impairment charge, even as it lifted its annual dividend, and also narrowed production guidance following operational delays at key projects such as Waitsia. This combination of a headline loss, higher cash returns, and tighter production outlook has sharpened investor focus on the resilience of Beach Energy’s long-term operating plan. We’ll now examine how these production delays at Waitsia may influence Beach Energy’s...
ASX:ALK
ASX:ALKMetals and Mining

Alkane Resources (ASX:ALK) Is Up 10.5% After Reaffirming FY26 Gold Output And Cost Guidance

Alkane Resources Ltd recently reported its third-quarter and half-year 2025 production and sales, delivering 43,663 ounces of gold equivalent in the quarter and maintaining group fiscal 2026 guidance of 160,000 to 175,000 AuEq ounces at an all-in sustaining cost of A$2,600 to A$2,900 per ounce. The company also ended the quarter with A$246,000,000 in cash, bullion, and listed investments, underscoring a strong liquidity position alongside steady production. We’ll explore how Alkane’s...
ASX:TLS
ASX:TLSTelecom

How Investors May Respond To Telstra Group (ASX:TLS) Doubling Down On 5G After Strong Results

In 2025, Telstra Group reported strong financial results, including growth in its mobile division, and committed an additional A$800 million over four years to enhance its 5G network coverage and performance. This combination of improved operating metrics and renewed 5G investment focus highlights how Telstra is leaning heavily into network quality as a core competitive advantage. We’ll now examine how Telstra’s additional A$800 million 5G investment commitment could reshape its existing...
ASX:CBA
ASX:CBABanks

Assessing Commonwealth Bank of Australia’s Valuation After Debt Market Leadership And AI And Mortgage Growth News

Commonwealth Bank of Australia (ASX:CBA) is back in focus after topping Bloomberg’s 2025 Australian bonds and loans league tables. This highlights its role in debt markets as investors watch upcoming data and earnings. See our latest analysis for Commonwealth Bank of Australia. CBA’s recent leadership in bonds and loans sits alongside a softer share price patch, with the latest close at A$153.22 and a 90 day share price return of a 9% decline, even as the 5 year total shareholder return of...
ASX:HMC
ASX:HMCCapital Markets

Kentbruck Wind Farm Approval Could Be A Game Changer For HMC Capital’s (ASX:HMC) Energy Transition Strategy

HMC Capital has now secured ministerial approval for its 600 MW Kentbruck Wind Farm and renewable energy hub in south‑west Victoria, allowing the project to proceed subject to tighter environmental conditions, including potential removal of up to five turbines to protect endangered bird and bat species. The decision reinforces HMC’s push into energy transition infrastructure via its StorEnergy division, underpinning its broader alternatives platform ahead of an expected capital-partnering...
ASX:SGM
ASX:SGMMetals and Mining

A Look At Sims Limited’s Valuation As Earnings Growth Refocuses Attention On ASX 200 Recycler

Earnings growth puts Sims (ASX:SGM) back in focus Recent coverage of Sims (ASX:SGM) highlights earnings growth and operational performance within the ASX 200 metals and recycling sector. This is prompting investors to reassess how the stock fits into their portfolio today. See our latest analysis for Sims. The recent earnings story is playing out in the share price too, with a 36.5% 90 day share price return and 42.2% 1 year total shareholder return suggesting momentum has been building...
ASX:ASX
ASX:ASXCapital Markets

Assessing ASX Limited’s Valuation As Trading Growth And Capital Changes Follow A Major Broker Upgrade

ASX (ASX:ASX) has drawn fresh attention after a major investment bank upgraded its rating, citing higher daily cash market activity, a greater amount of capital quoted, and board-endorsed plans to increase capital buffers and adjust its dividend approach. See our latest analysis for ASX. ASX shares at A$52.39 have seen a 1-day share price return of 0.48% and a 7-day share price return of 1.91%. However, the 30-day and 90-day share price returns of 8.65% and 11.29% declines show that recent...
ASX:MQG
ASX:MQGCapital Markets

Macquarie Group’s Valuation After Recent Portfolio Shifts And Ongoing Applied Digital Funding

Why Macquarie Group is back on investors’ radar Macquarie Group (ASX:MQG) has drawn fresh attention after reshaping its listed equity holdings, stepping back from substantial positions in Elsight and Jumbo Interactive while continuing preferred equity funding support for U.S. based Applied Digital. See our latest analysis for Macquarie Group. These shifts in listed holdings and ongoing preferred equity funding have come as Macquarie Group’s share price moved to A$206.08, with a 30 day share...
ASX:TWE
ASX:TWEBeverage

The Bull Case For Treasury Wine Estates (ASX:TWE) Could Change Following Goudet’s 5% Stake And Restructuring Plans

In late 2025, European billionaire Olivier Goudet quietly built a 5.05% stake in Treasury Wine Estates, becoming a major shareholder just as the company worked through profit warnings, goodwill write-downs and operational pressures. His entry coincides with new CEO Sam Fischer’s plan to deliver about A$100 million in annual cost savings over the next two to three years, highlighting an intense phase of restructuring and renewed external interest in the business. Now, we’ll explore how...
ASX:AX1
ASX:AX1Specialty Retail

A Look At Accent Group (ASX:AX1) Valuation After The Recent Share Price Drop And Recovery Speculation

User interest in Accent Group (ASX:AX1) has intensified after a sharp share price drop, as investors weigh its footwear brands, private label growth and new Sports Direct stores alongside expectations for future interest rate cuts. See our latest analysis for Accent Group. That sharp reaction comes after a 3.83% 1 month share price return and a 28.84% 3 month share price decline. The 1 year total shareholder return of 58.34% and 5 year total shareholder return of 46.16% indicate that pressure...
ASX:ETM
ASX:ETMMetals and Mining

Energy Transition Minerals (ASX:ETM) Valuation After Nasdaq Listing Plans And Greenland Licence Progress

Energy Transition Minerals (ASX:ETM) has drawn fresh attention after appointing US based advisers to support a planned Nasdaq listing and to progress its Kvanefjeld rare earth project in Greenland, following removal of key procedural licence barriers. See our latest analysis for Energy Transition Minerals. The Nasdaq ambitions and Greenland licensing progress have arrived alongside sharp price moves, with a 30 day share price return of 146.84% and a 1 year total shareholder return of 170.83%...
ASX:WAF
ASX:WAFMetals and Mining

West African Resources (ASX:WAF) Is Up 7.8% After Record 2025 Gold Output And On-Track Ramp-Up

West African Resources reported that in 2025 its Sanbrado and Kiaka operations in Burkina Faso delivered record annual gold production of 300,383 ounces, meeting its stated group guidance range. The company also achieved strong fourth-quarter output as Kiaka’s processing plant ramp-up stayed on schedule, underlining consistent operational performance across both mining centers. We’ll now examine how this record production and on-track Kiaka ramp-up might influence West African Resources’...