ASX:MIN
ASX:MINMetals and Mining

Did China’s Battery Overcapacity Warning Just Recast Mineral Resources’ (ASX:MIN) Lithium Exposure Narrative?

In early January 2026, Mineral Resources faced renewed uncertainty after China’s industry ministry warned about overcapacity risks in electric-vehicle and energy‑storage battery sectors, rattling sentiment across lithium‑exposed miners. This heightened focus on potential lithium oversupply has sharpened investor attention on Mineral Resources’ upcoming January and February operational updates for clues on shipments, costs, and pricing across its iron ore and lithium businesses. We’ll now...
ASX:DOW
ASX:DOWCommercial Services

A Look At Downer EDI’s Valuation As Allan Gray Exits As A Substantial Shareholder

Why Allan Gray’s exit matters for Downer EDI Allan Gray Australia and its related entities stepping back from substantial shareholder status in Downer EDI (ASX:DOW) puts the company’s ownership structure in focus for anyone tracking the stock’s recent performance. See our latest analysis for Downer EDI. At a share price of A$7.97, Downer EDI has a 90 day share price return of 5.98%, while its 1 year total shareholder return of 61.87% suggests momentum has been building over a longer stretch...
ASX:EVN
ASX:EVNMetals and Mining

Assessing Evolution Mining’s Valuation As Investors Await December-Quarter Update And Benefit From Higher Gold Prices

Evolution Mining (ASX:EVN) is back on investor radars as gold prices touch new highs and the company heads into a closely watched December quarter production and cost update later this month. See our latest analysis for Evolution Mining. At a share price of A$12.91, Evolution Mining has seen a 13.05% 90 day share price return, while its 1 year total shareholder return is approximately 1.5x and the 3 year total shareholder return is just over 3x. This suggests that recent gold price highs and...
ASX:MAU
ASX:MAUMetals and Mining

ASX Growth Companies With Up To 36% Insider Ownership

In the wake of recent global market dynamics, the Australian stock market has shown resilience, buoyed by strong consumer discretionary performance despite challenges in other sectors. In this context, identifying growth companies with substantial insider ownership can be particularly appealing, as such ownership often signals confidence in a company's long-term potential and alignment with shareholder interests.
ASX:SHA
ASX:SHAConstruction

3 ASX Stocks Estimated To Be Trading Up To 45.4% Below Intrinsic Value

The Australian market has shown resilience, with consumer discretionary stocks leading gains on the back of strong performances from Wall Street, while utilities lagged behind. In this context, identifying undervalued stocks becomes crucial as investors seek opportunities that offer potential upside in a market influenced by both local and international developments.
ASX:WIA
ASX:WIAMetals and Mining

ASX Penny Stocks To Watch In January 2026

As the Australian market rides the wave of a strong performance, buoyed by recent records on Wall Street, investors are keenly watching sectors like consumer discretionary which have shown notable gains. Despite their somewhat outdated moniker, penny stocks continue to capture attention for their potential to offer growth at lower price points. By focusing on companies with robust financials and clear growth potential, investors can uncover opportunities that might not be immediately apparent...
ASX:STO
ASX:STOOil and Gas

Assessing Santos (ASX:STO) Valuation After Balance Sheet Moves On PNG LNG Debt And Mahalo Sale

Why Santos shares are back in focus after recent balance sheet moves Interest in Santos (ASX:STO) has picked up after the company closed its PNG LNG project finance facility ahead of schedule and agreed to sell its 42.86% operated interest in the Mahalo Joint Venture. For you as an investor, these steps highlight how Santos is managing debt and reshaping its asset mix. This can feed into how you think about its risk profile, capital allocation priorities, and long term cash flow...