Australian Semiconductors Stock News

ASX:ASX
ASX:ASXCapital Markets

Assessing ASX Limited’s Valuation As CEO Helen Lofthouse Plans 2026 Exit After CHESS Modernisation Phase

ASX (ASX:ASX) is back in focus after CEO and Managing Director Helen Lofthouse announced plans to step down in May 2026, as the group prepares for the first phase of the CHESS modernisation project. See our latest analysis for ASX. The CEO transition news lands after a mixed period for investors, with a 30 day share price return of 7.56% and a 1 year total shareholder return decline of 6.84%, suggesting that short term momentum contrasts with weaker multi year outcomes. If this leadership...
ASX:EVN
ASX:EVNMetals and Mining

Should Evolution Mining’s Upcoming FY26 Cost Guidance Update Require Action From (ASX:EVN) Investors?

Evolution Mining is preparing to release its FY26 half-year financial results on 11 February, alongside an investor conference call focused on production and cost guidance amid recent gold price volatility. With gold price swings and higher trading margin requirements sharpening attention on cost control and output levels, this earnings update has become a key checkpoint for assessing how Evolution manages operating risks linked to the precious metals market. We’ll now examine how this...
ASX:PME
ASX:PMEHealthcare Services

A Look At Pro Medicus’s Valuation As AI Jitters Pressure Tech Stocks And Create A Possible Opening

Recent volatility in technology stocks, driven by concerns about the impact of AI on valuations, has pushed Pro Medicus (ASX:PME) sharply lower and prompted some investors to reassess the medical imaging specialist. See our latest analysis for Pro Medicus. Those AI related worries have come on top of already weak momentum, with a 30 day share price return of 20.24% and a 90 day share price return of 34.82%. The 1 year total shareholder return of 42.43% contrasts with a very large 3 year total...
ASX:HMC
ASX:HMCCapital Markets

HMC Capital (ASX:HMC) Partners With KKR On Energy Transition Platform Is The Growth Story Evolving?

Global investment firm KKR has entered into a partnership with HMC Capital, committing up to A$603 million to HMC’s Energy Transition Platform, including 652MW of operational assets and a 5.7GW pipeline of battery storage and wind projects in Australia. A key feature of the deal is KKR’s A$355 million preferred equity investment, which both bolsters HMC’s balance sheet and limits recourse to HMC if future projects underperform. We’ll now examine how KKR’s substantial preferred equity...
ASX:LTR
ASX:LTRMetals and Mining

ASX Growth Stocks Insiders Are Backing For Success

As the Australian market continues to ride a wave of positive momentum, buoyed by a rebound in technology stocks and a general uplift in global indices, investors are keenly observing which companies insiders are backing for success. In this context, growth companies with high insider ownership can be particularly appealing, as they often signal strong confidence from those who know the business best.
ASX:GYG
ASX:GYGHospitality

ASX Insights Three Companies That May Be Trading Below Fair Value Estimates

The Australian stock market has been experiencing a positive trend, with shares continuing to rise following a recent rebound in technology stocks on Wall Street. As investor sentiment shifts back towards optimism, it's an opportune moment to explore potential undervalued stocks that may be trading below their fair value estimates. Identifying such opportunities often involves looking at companies with strong fundamentals that have not yet been fully recognized by the market amidst these...
ASX:WIA
ASX:WIAMetals and Mining

ASX Penny Stocks To Watch With Over A$200M Market Cap

Australian shares are experiencing a positive momentum, with recent gains supported by a rebound in global technology stocks. In this context, penny stocks—though an older term—continue to represent an intriguing investment area, particularly for those interested in smaller or emerging companies. By focusing on penny stocks with strong financial health and growth potential, investors can uncover opportunities that balance stability with the possibility of significant returns.
ASX:AOV
ASX:AOVAuto Components

Amotiv (ASX:AOV) Swings To A$139.3 Million H1 Loss Testing Bullish Margin Narratives

Amotiv (ASX:AOV) has reported H1 2026 figures that keep the spotlight firmly on profitability, with trailing twelve month revenue of A$1.0 billion and a loss of A$93.3 million translating to basic EPS of A$0.68 loss. The company has seen revenue move from A$987.2 million in the second half of 2024 to A$1.0 billion over the latest twelve month period, while basic EPS shifted from A$0.71 to A$0.68 loss as margins came under pressure. See our full analysis for Amotiv. With the headline numbers...
ASX:PNI
ASX:PNICapital Markets

Is Pinnacle (ASX:PNI) Prioritising Shareholder Payouts at the Expense of Earnings Resilience?

Pinnacle Investment Management Group Limited has reported past half-year results to 31 December 2025, with revenue of A$46.07 million and net income of A$67.34 million, and declared an 80% franked interim dividend of A$0.29 per share, representing a payout ratio of 96% of diluted EPS, payable on 20 March 2026. The combination of higher sales alongside lower earnings per share, yet an almost fully distributed interim dividend, highlights management’s emphasis on returning capital to...
ASX:WAF
ASX:WAFMetals and Mining

West African Resources (ASX:WAF) Valuation In Focus After Shifts In Institutional Shareholdings

Institutional reshuffle puts West African Resources (ASX:WAF) in focus Recent transactions that saw Mitsubishi UFJ Financial Group exit as a substantial shareholder, while First Sentier Group Limited and Morgan Stanley increased their holdings, have put fresh attention on West African Resources and its institutional backing. See our latest analysis for West African Resources. Against this shifting institutional backdrop, West African Resources’ 1-month share price return of 6.04% and year to...
ASX:BSL
ASX:BSLMetals and Mining

A Look At BlueScope Steel (ASX:BSL) Valuation As New CEO Tania Archibald Takes The Helm

Leadership transition and why it matters for BlueScope Steel BlueScope Steel (ASX:BSL) has confirmed Tania Archibald has formally stepped into the Managing Director and Chief Executive Officer roles, succeeding long-serving CEO Mark Vassella, which puts leadership firmly in focus for investors. Vassella departs after eight years, during which BlueScope reports returning A$4.2b to shareholders and investing A$3.7b in growth. He will remain involved until his retirement on 1 July 2026 to...
ASX:DXC
ASX:DXCRetail REITs

Flat FFO In H1 2026 Tests Growth Narratives For Dexus Convenience Retail REIT ASX DXC

Dexus Convenience Retail REIT (ASX:DXC) sets the tone with H1 2026 numbers Dexus Convenience Retail REIT (ASX:DXC) has put fresh H1 2026 numbers on the table, with total revenue of A$26.864 million, funds from operations of A$14.138 million and basic EPS of A$0.042. The trust has seen recent half year revenue move from A$28.269 million in H2 2024 to A$29.192 million in H1 2025 and A$26.864 million in H2 2025. EPS has shifted from A$0.011 to A$0.036 and then A$0.042 over the same periods,...
ASX:LYC
ASX:LYCMetals and Mining

Is Rising Rare Earth Prices And Policy Support Altering The Investment Case For Lynas Rare Earths (ASX:LYC)?

In recent weeks, Lynas Rare Earths has been in focus as prices for key rare earth metals such as neodymium and praseodymium climbed to multi‑year highs amid tight supply and robust demand from electric vehicles and defence. At the same time, growing government policy support for critical minerals and anticipation ahead of Lynas’ late‑February interim results have sharpened attention on its role as a major non‑Chinese rare earth supplier. With rising rare earth prices highlighting Lynas’...
ASX:ARG
ASX:ARGCapital Markets

Argo Investments (ASX:ARG) Margin Strength Reinforces Bullish Narratives Despite Valuation Concerns

Argo Investments H1 2026 Results: Earnings Power With Thick Margins Argo Investments (ASX:ARG) has put fresh numbers on the board for H1 2026, with trailing 12 month revenue of A$300.6 million and basic EPS of A$0.35 setting the tone for the latest update. The company has seen revenue move from A$283.6 million to A$300.6 million over the last reported trailing periods, while basic EPS has stepped from A$0.33 to A$0.35. This provides a clear line of sight on how the earnings engine has been...
ASX:ILU
ASX:ILUMetals and Mining

Iluka Resources (ASX:ILU) Valuation In Focus As Special Call Draws Investor Attention

Special call puts Iluka Resources (ASX:ILU) in focus Iluka Resources (ASX:ILU) has scheduled a Special Call, indicating that management plans to brief investors on developments considered important enough to warrant attention outside the regular reporting calendar. See our latest analysis for Iluka Resources. At a share price of A$5.19, Iluka has seen a 5.06% 1 day share price return and a 2.57% 7 day share price return. However, a 16.02% 30 day share price decline and a 20.52% 90 day share...