ASX:ALX
ASX:ALXInfrastructure

Assessing Atlas Arteria (ASX:ALX) Valuation Following Executive Restructuring and Strategic Refocus

Atlas Arteria (ASX:ALX) has announced a major overhaul of its executive team, reducing the number of leaders from six to four and broadening each role’s responsibilities to better support the company’s strategic priorities. See our latest analysis for Atlas Arteria. Recent executive changes signal Atlas Arteria’s renewed push for efficiency, and the market seems to have taken notice. The company has seen a 7.1% 30-day share price return after a period of softer momentum earlier this year...
ASX:DRR
ASX:DRRMetals and Mining

Deterra Royalties (ASX:DRR) Valuation in Focus After CEO Succession Announcement

Deterra Royalties (ASX:DRR) has announced that its founding Managing Director and CEO, Julian Andrews, will step down by year-end for personal reasons. Non-executive Director Jason Neal will take on the role of interim CEO. See our latest analysis for Deterra Royalties. Recent leadership changes have come during a period of mixed price action for Deterra Royalties. While the company’s 1-day and 7-day share price return both stand at 1.3%, the stock has retraced 4.6% over the past month and is...
ASX:DNL
ASX:DNLChemicals

Dyno Nobel (ASX:DNL) Is Up 9.4% After Losses Narrow Sharply and Sales Climb – What’s Changed

Dyno Nobel Limited reported its full-year earnings for the period ended September 30, 2025, with sales rising to A$3.71 billion from A$3.54 billion last year and a net loss reduced to A$53.2 million from A$310.9 million. The company’s significant reduction in losses alongside increased sales marks a meaningful shift in its operational and financial performance over the past year. We will explore how Dyno Nobel’s sharply improved bottom line could shift its investment outlook and future...
ASX:INA
ASX:INAResidential REITs

Ingenia Communities Group (ASX:INA): Assessing Valuation After Macquarie’s Exit as Major Shareholder

Ingenia Communities Group (ASX:INA) is seeing a shift in its investor base following the news that Macquarie Group has exited as a substantial shareholder. This update could influence both Ingenia's ownership landscape and future strategic choices. See our latest analysis for Ingenia Communities Group. The exit of Macquarie comes as Ingenia’s share price sits at A$5.56, capping off a run where the stock has delivered a strong 19.8% share price return so far this year. Over the longer term,...
ASX:SCG
ASX:SCGRetail REITs

Will Higher Westfield Visitation Strengthen Scentre Group’s (ASX:SCG) Experiential Retail Strategy?

On November 11, 2025, Scentre Group reported its Q3 operating results, highlighting a 3.1% increase in customer visitation to its Westfield destinations and continued investment in redevelopments and novel experiences. This uptick in foot traffic indicates that recent redevelopments and new offerings are resonating with shoppers, reinforcing Scentre Group’s competitive positioning among retail property operators. We’ll explore how the rise in Westfield visitation supports Scentre Group’s...
ASX:DUR
ASX:DURConstruction

3 ASX Stocks That Could Be Trading Below Their Estimated Value In November 2025

As the Australian market experiences a mixed performance with commodities like lithium gaining traction and technology stocks facing headwinds, investors are keenly observing potential opportunities amidst these fluctuations. In such an environment, identifying undervalued stocks becomes crucial, as they offer the possibility of growth when market conditions stabilize or improve.
ASX:STK
ASX:STKMetals and Mining

ASX Opportunities: 3 Penny Stocks With Market Caps Over A$400M

The Australian market saw a flattish green day, with the ASX200 inching up by one-tenth of a percent as investors remained cautious amidst ongoing global economic uncertainties and fluctuating commodity prices. In such conditions, discerning investors often seek opportunities in lesser-known segments like penny stocks, which despite their outdated moniker, continue to offer intriguing prospects for growth. These stocks typically represent smaller or newer companies that can combine attractive...
ASX:LTR
ASX:LTRMetals and Mining

Liontown Resources (ASX:LTR) Valuation in Focus as Metalshub Auction Launch Marks New Lithium Sales Phase

Liontown Resources (ASX:LTR) jumped after announcing it will use the Metalshub digital platform to auction its first Kathleen Valley lithium. Online sales are set to begin on November 19. Investors are watching how this transition to direct sales could influence market positioning and demand. See our latest analysis for Liontown Resources. Liontown’s move to online sales comes as its share price return has soared 130.7% year-to-date. Momentum has accelerated in recent weeks following the...
ASX:CRN
ASX:CRNMetals and Mining

Coronado Global Resources (ASX:CRN) Is Down 21.2% After Sharper Q3 Losses and Falling Revenue - Has The Bull Case Changed?

On November 10, 2025, Coronado Global Resources Inc. announced third quarter results showing revenue of US$482.13 million and a net loss of US$109.47 million, both declining compared to the same period last year. Losses widened significantly for both the quarter and year-to-date, highlighting ongoing financial headwinds and raising questions about the company’s near-term profitability outlook. We'll consider how Coronado's sharper quarterly losses and falling revenue influence expectations...
ASX:TPG
ASX:TPGTelecom

Does TPG Telecom’s Special Dividend Reflect Renewed Capital Discipline for ASX:TPG Investors?

TPG Telecom Limited recently announced a special dividend of A$0.09 per share, with an ex-date of November 14, 2025, a record date of November 17, 2025, and payment set for November 24, 2025. This move may reflect confidence in the company’s financial strength and could be interpreted as a sign of returning value to shareholders beyond ordinary dividends. We'll examine how TPG Telecom’s special dividend announcement could influence its longer-term investment narrative and capital returns...
ASX:IGO
ASX:IGOMetals and Mining

Will Dr Guthrie's Board Leadership Mark a Strategic Shift for IGO (ASX:IGO)?

IGO Limited has announced that Dr Vanessa Guthrie AO will join as Non-Executive Director and become incoming Chair of the Board, succeeding Michael Nossal following an orderly transition in early 2026. Dr Guthrie’s appointment brings extensive mining sector leadership and board experience, reinforcing IGO’s commitment to board renewal and succession planning. We’ll explore how Dr Guthrie’s industry expertise and leadership credentials shape IGO’s long-term investment outlook. Trump has...
ASX:MSB
ASX:MSBBiotechs

FDA Review of Opioid-Reduction Data Could Be a Game Changer for Mesoblast (ASX:MSB)

Mesoblast Limited recently announced that the U.S. FDA has scheduled a December meeting to review Phase 3 data on opioid reduction and cessation for its investigational therapy rexlemestrocel-L in patients with chronic low back pain (CLBP), following a trial showing higher opioid cessation rates compared to controls. This FDA engagement comes amid new guidance promoting non-opioid pain treatments, highlighting the therapy's potential role in addressing the U.S. opioid crisis. We'll explore...
ASX:PPS
ASX:PPSSoftware

Undervalued Small Caps With Insider Action In Global November 2025

In the current global market landscape, small-cap stocks are navigating a complex environment marked by heightened volatility in major indices and economic uncertainty due to factors such as the prolonged U.S. government shutdown and fluctuating consumer sentiment. Despite these challenges, opportunities can still be found in small-cap companies that demonstrate resilience through strategic insider actions, which may indicate confidence in their potential to withstand broader market pressures.
ASX:CIP
ASX:CIPIndustrial REITs

Centuria Industrial REIT (ASX:CIP): Assessing Valuation Following Debt Redemption and Financial Streamlining

Centuria Industrial REIT (ASX:CIP) is moving ahead with the redemption and cancellation of its A$500,000 exchangeable notes due 2028 after exercising a call option. This step is aimed at streamlining finances and cutting debt, which could influence the company’s future position in the sector. See our latest analysis for Centuria Industrial REIT. Centuria Industrial REIT’s share price has gained momentum in 2024, with a year-to-date share price return of nearly 25%. Its recent move to redeem...
ASX:ALL
ASX:ALLHospitality

Aristocrat Leisure (ASX:ALL): Assessing Valuation Following Strong Annual Sales and Profit Growth

Aristocrat Leisure (ASX:ALL) revealed its full-year financial results, showing a substantial increase in both sales and net income compared to the previous year. This announcement is drawing fresh attention from investors. See our latest analysis for Aristocrat Leisure. Following the upbeat annual earnings, Aristocrat Leisure’s share price has seen a modest lift, up 1.71% in the last trading day, as investors digest stronger sales and profit figures. While the year-to-date share price return...
ASX:KCN
ASX:KCNMetals and Mining

Will Kingsgate Consolidated's (ASX:KCN) Zurich Summit Spotlight Strengthen Its Position Among Global Gold Investors?

Kingsgate Consolidated Limited recently presented at the 2025 Precious Metals Summit held at the Park Hyatt Zurich in Switzerland on November 10, 2025. This event provided Kingsgate Consolidated with heightened visibility among global precious metals investors and industry stakeholders. We'll explore how Kingsgate Consolidated's summit presentation may influence investor confidence and future positioning within the precious metals sector. This technology could replace computers: discover 27...