Australian Semiconductors Stock News

ASX:GMD
ASX:GMDMetals and Mining

Is Genesis’ Leadership Reshuffle And Bardoc Review Altering The Investment Case For Genesis Minerals (ASX:GMD)?

Genesis Minerals has completed a Board and management restructure, moving Managing Director Raleigh Finlayson to Executive Chair and promoting Chief Operating Officer Matthew Nixon to Chief Executive Officer, effective 29 January 2026, while reshaping operational leadership and preserving a majority of Independent Non-Executive Directors on its seven-member Board. The shift separates day-to-day operational control from longer-term leadership and project oversight, with Finlayson focusing on...
ASX:BPT
ASX:BPTOil and Gas

Assessing Beach Energy (ASX:BPT) Valuation After Earnings Miss Guidance Update And Dividend Cut

Beach Energy (ASX:BPT) is under closer scrutiny after its half year 2025 earnings showed lower net income and earnings per share, alongside updated 2026 production guidance and a reduced fully franked dividend. See our latest analysis for Beach Energy. The earnings miss, reduced dividend and fresh 2026 production guidance appear to have weighed on sentiment, with a 1 week share price return of 9.96% and a 1 year total shareholder return decline of 15.81% pointing to fading momentum despite...
ASX:CQR
ASX:CQRRetail REITs

Assessing Charter Hall Retail REIT (ASX:CQR) Valuation After Reaffirmed Earnings Guidance And Strong Half Year Net Income

Why this guidance update matters for Charter Hall Retail REIT Charter Hall Retail REIT (ASX:CQR) reaffirmed its upgraded FY2026 operating earnings guidance of at least 26.4 cents per unit, together with half-year results showing A$86.2 million in sales and A$240.7 million in net income. See our latest analysis for Charter Hall Retail REIT. At a share price of A$3.98, Charter Hall Retail REIT has a 1 year total shareholder return of 28.79%. However, shorter term share price returns have been...
ASX:TLS
ASX:TLSTelecom

Assessing Telstra Group’s Valuation As Spectrum Fee Dispute And Capital Allocation Plans Come Into Focus

Telstra Group (ASX:TLS) has urged the Australian Treasury to cap spectrum licence renewal fees, arguing current proposals are too high, at the same time that half year results and regulatory consultation deadlines are putting capital allocation decisions in focus. See our latest analysis for Telstra Group. Telstra’s recent push on spectrum fees comes as the A$4.88 share price has been fairly steady in the near term, while the 1 year total shareholder return of 30.21% and 5 year total...
ASX:DMP
ASX:DMPHospitality

How Domino's Pizza Enterprises' New McDonald's Veteran CEO (ASX:DMP) Has Changed Its Investment Story

In February 2026, Domino's Pizza Enterprises Limited appointed experienced global QSR leader Andrew Gregory as its incoming Group CEO and Managing Director, with his start date set for no later than 5 August 2026 and an orderly transition overseen by Executive Chairman Jack Cowin. Gregory’s three decades at McDonald’s, spanning frontline operations to global franchising and development, positions him to influence Domino’s focus on franchisee profitability, operational execution and...
ASX:CSL
ASX:CSLBiotechs

CSL (ASX:CSL) Trailing Net Margin Compression Tests Bullish Growth Narratives

CSL (ASX:CSL) has put out its H1 2026 numbers with the latest trailing 12 month snapshot showing revenue of about US$15.4b and basic EPS of US$2.89, while headline metrics for the last reported half year include H2 2025 revenue of US$7.1b and basic EPS of US$2.05. Over recent periods, the company has seen revenue move from US$6.7b in H2 2024 to US$8.5b in H1 2025 and then US$7.1b in H2 2025, alongside EPS shifting from US$1.53 to US$4.15 and then US$2.05. This sets a mixed earnings tape that...
ASX:CIP
ASX:CIPIndustrial REITs

Centuria Industrial REIT H1 2026 Flat FFO Run Rate Tests Bullish Reversion Narrative

Centuria Industrial REIT (ASX:CIP) has put fresh numbers on the table for H1 2026, with second half 2025 revenue of A$116.7 million, basic EPS of A$0.111 and funds from operations of A$54.3 million framing the latest read on performance. The trust has seen revenue move from A$112.8 million in H2 2024 to A$121.5 million in H1 2025 and A$116.7 million in H2 2025, while basic EPS has shifted from A$0.0566 to A$0.0986 and then A$0.111 over the same periods. This gives investors a clearer view of...
ASX:EOS
ASX:EOSAerospace & Defense

A Look At Electro Optic Systems (ASX:EOS) Valuation After Short Seller Report And Trading Suspension

Electro Optic Systems Holdings (ASX:EOS) is back in focus after a sharp exchange with US short seller Grizzly Research. The dispute triggered a trading suspension and a detailed company rebuttal aimed at addressing contract and acquisition concerns. See our latest analysis for Electro Optic Systems Holdings. The recent short seller report and trading halt come after a volatile stretch, with a 30 day share price return of 33.33% decline and a 90 day share price return of 40.21% gain. The 1...
ASX:JHX
ASX:JHXBasic Materials

James Hardie Industries Q3 Net Margin Compression Tests Bullish Earnings Growth Narrative

James Hardie Industries (ASX:JHX) has posted Q3 2026 revenue of US$1.2 billion with basic EPS of US$0.12, alongside trailing 12 month EPS of US$0.24 and net income of US$119.1 million that reflect a compressed net margin versus the prior year. Over recent quarters, revenue has moved from US$953.3 million in Q3 2025 to US$971.5 million in Q4 2025, then to US$899.9 million in Q1 2026, US$1.3 billion in Q2 2026 and US$1.2 billion in Q3 2026. Basic EPS shifted from US$0.33 to US$0.10, then...
ASX:WEB
ASX:WEBHospitality

Does Webjet (ASX:WEB) Turning a Spanish Tax Audit Into a Non‑Event Reinforce Management Credibility?

In early February 2026, Web Travel Group disclosed that its Spanish subsidiary is undergoing a tax audit covering direct and indirect taxes from 2021 to 2025, prompting management to host an investor call to explain the situation and confirm there is no operational disruption. Management reaffirmed underlying earnings guidance and stressed that the audit is not considered material to the business, highlighting how quickly clear communication can influence confidence when regulatory...
ASX:DXI
ASX:DXIIndustrial REITs

Dexus Industria REIT H1 2026 FFO Of A$57.9m Tests Bullish Income Narrative

Dexus Industria REIT (ASX:DXI) has put out its H1 2026 scorecard with investors watching the core REIT metrics closely, including A$57.9 million in trailing 12 month Funds From Operations and Basic EPS of A$0.14 alongside a reported one off loss of A$19.9 million that still feeds into the latest numbers. The trust has seen total revenue move from A$111.7 million in the prior trailing 12 month period to A$130.1 million most recently, while net income excluding extra items shifted from A$22.6...