ASX:NTU
ASX:NTUMetals and Mining

Assessing Northern Minerals (ASX:NTU) Valuation As Ownership Shifts Refocus Governance And Rare Earths Expectations

Ownership shifts and why they matter for Northern Minerals Recent attention on Northern Minerals (ASX:NTU) is centering on how ownership concentration could influence governance and confidence in its rare earths operations, prompting investors to reassess who effectively guides key project decisions. See our latest analysis for Northern Minerals. At a share price of A$0.038, Northern Minerals has seen a 26.67% 30 day share price return and a 22.58% year to date share price return, while the 1...
ASX:BHP
ASX:BHPMetals and Mining

How Investors May Respond To BHP Group (ASX:BHP) Sitting Out Rio Tinto–Glencore Merger Talks

In recent days, BHP Group has opted to stay out of the renewed Rio Tinto–Glencore merger discussions, while continuing to emphasize its existing copper, potash and alumina-related operations as peers pursue large-scale consolidation. This decision leaves BHP watching from the sidelines as potential rivals bulk up in copper and other transition metals, sharpening questions about how it will protect its scale advantage and project pipeline amid shifting industry structure and regulatory...
ASX:NHC
ASX:NHCOil and Gas

Top ASX Dividend Stocks To Boost Your Portfolio

As the ASX200 enjoyed a solid performance on Tuesday, buoyed by higher gold and silver prices and strong materials sector gains, investors are increasingly looking at dividend stocks as a reliable strategy amidst fluctuating global events. In such dynamic market conditions, selecting high-quality dividend stocks can provide stability and income potential for your portfolio.
ASX:XRO
ASX:XROSoftware

Exploring Three High Growth Tech Stocks In Australia

The Australian market has recently shown resilience, with the ASX200 experiencing a positive run, buoyed by higher gold and silver prices and an uptick in materials stocks. In this environment, identifying high growth tech stocks involves looking for companies that can navigate economic uncertainties and leverage technological advancements to drive future performance.
ASX:OBM
ASX:OBMMetals and Mining

ASX Penny Stocks Spotlight: Immutep And Two More To Consider

The Australian stock market recently experienced a solid performance, buoyed by higher gold and silver prices and a positive close on Wall Street. In the context of these market dynamics, investors might consider exploring opportunities beyond traditional large-cap stocks. Penny stocks, despite their seemingly outdated name, continue to offer intriguing possibilities for those interested in smaller or newer companies with potential growth prospects.
ASX:TPG
ASX:TPGTelecom

Assessing TPG Telecom’s Valuation As Spectrum Holiday And 5G Slowdown Reshape Spending And Pricing

Event overview and why it matters for TPG Telecom Recent commentary around an upcoming spectrum holiday and slower 5G rollout has put TPG Telecom (ASX:TPG) in focus, as lower expected capital spending coincides with planned postpaid mobile price increases of about 3%. See our latest analysis for TPG Telecom. At a share price of A$3.97, TPG Telecom’s 7 day share price return of 4.2% and 30 day share price return of 4.47% follow a 90 day share price decline of 24.38%. The 1 year total...
ASX:FLT
ASX:FLTHospitality

Did JPMorgan’s Exit and On-market Buy-back Just Quietly Rewire Flight Centre’s (ASX:FLT) Equity Story?

JPMorgan Chase & Co. and its affiliates recently disclosed that they have ceased to be substantial shareholders in Flight Centre Travel Group Limited, while the company continues to retire stock through its on‑market buy-back of ordinary fully paid shares. Together, the exit of a large institutional holder and the ongoing reduction in shares on issue subtly reshape Flight Centre’s ownership mix and capital structure, which many investors watch closely when assessing long-term appeal. We’ll...
ASX:DVP
ASX:DVPMetals and Mining

Why Develop Global (ASX:DVP) Is Up 6.2% After Bullish Bell Potter ‘De-risked’ Woodlawn Call – And What's Next

In recent days, a bullish broker note from Bell Potter highlighted Develop Global as an undervalued small-cap copper-zinc opportunity, citing progress in de-risking its Woodlawn project. This external endorsement draws attention to Develop Global’s position in the copper-zinc space at a time when project risk management is front of mind for many investors. We’ll now examine how Bell Potter’s view of Woodlawn as de-risked could influence Develop Global’s broader investment narrative for...
ASX:SMI
ASX:SMIMetals and Mining

Assessing Santana Minerals (ASX:SMI) Valuation After Step Out Drill Success And Project Expansion Plans

Why Santana Minerals is back on watchlists Santana Minerals (ASX:SMI) has drawn fresh attention after reporting a step out drill hole at the Rise and Shine deposit that intersected 38.6m at 1.70g/t gold, extending mineralisation beyond prior drilling limits. See our latest analysis for Santana Minerals. The drilling update has arrived during a period of strong momentum, with a 19.78% 7 day share price return and a 36.25% 30 day share price return at A$1.09. The 1 year total shareholder return...
ASX:LNW
ASX:LNWHospitality

Why Light & Wonder (ASX:LNW) Is Up 16.0% After Major IP Settlement With Aristocrat Leisure – And What's Next

In early January 2026, Aristocrat Leisure and Light & Wonder settled intellectual property litigation in Australia and the United States, with Light & Wonder agreeing to pay Aristocrat US$127.5 million, halt global commercialization of Dragon Train and Jewel of the Dragon, and destroy related materials. The settlement underlines how crucial proprietary game mathematics and intellectual property protection have become for competition and product development in the global gaming...
ASX:AMP
ASX:AMPDiversified Financial

Assessing AMP’s Valuation After Citi’s Buy Upgrade And Capital Return Expectations

Citi’s upbeat view on AMP (ASX:AMP), highlighting potential capital returns through dividends or a share buyback, has pushed the stock into focus for investors who are watching how management allocates surplus capital. See our latest analysis for AMP. The recent Citi commentary on potential capital returns comes on top of a 3.65% 1 day share price return and a 6.65% 90 day share price return. AMP’s 1 year total shareholder return of 19.35% and 3 year total shareholder return of 50.55% point...
ASX:NST
ASX:NSTMetals and Mining

How Revised 2026 Output Guidance After Operational Disruptions Will Impact Northern Star Resources (ASX:NST) Investors

Northern Star Resources reported that December 2025 quarter gold sales were about 348 koz after isolated operational disruptions, and has cut its fiscal 2026 production guidance to 1,600–1,700 koz from 1,700–1,850 koz. These setbacks and the lower output outlook highlight how even short-term operational issues can reshape expectations for a producer with large, long-life gold assets. Next, we’ll explore how the reduced 2026 production guidance might influence Northern Star’s longer-term...
ASX:NAB
ASX:NABBanks

A Look At National Australia Bank’s Valuation As Rate Hike Speculation Impacts Investor Focus

National Australia Bank (ASX:NAB) has been in focus after its share price moved alongside speculation that firm household spending could prompt another Reserve Bank of Australia rate hike, a scenario that can influence bank lending margins. See our latest analysis for National Australia Bank. Beyond the latest rate hike speculation, NAB’s share price has been fairly soft in recent months, with a 1 day share price return of 1.46% against a modest year to date decline. At the same time, a 1...
ASX:PPS
ASX:PPSSoftware

ASX Penny Stocks To Watch In January 2026

The Australian market is showing resilience, with shares set to advance by 0.33% following positive trends in global markets despite political uncertainties surrounding the Federal Reserve. In such a climate, investors often look towards smaller or newer companies for potential growth opportunities. Penny stocks, while sometimes considered outdated, can still offer significant value when backed by strong financials and stability. This article will explore three penny stocks that stand out for...