Telix Pharmaceuticals (ASX:TLX): It’s made ~A$1.7bn in revenue from Illucix, but here’s why the best is yet to come!
What would you have thought if you were told 5 years ago you would see Telix Pharmaceuticals as a successful story? It would have been possible believe back in those days, but it was still far from certain it would be the case. The recent example of Opthea shows biotech is a risky business and…
Read More6 ASX Stocks that have been undergoing founder transitions or seen departures of long-term leaders
Here at 6 ASX Stocks that have been undergoing founder transitions! Reece (ASX:REH) Strictly speaking, the Wilson family are not the founders, but Leslie Wilson has been on the board since 1958, but the family took control of the company in 1969 – purportedly on the same day as the moon landing. Leslie’s sons Alan,…
Read MoreAs the 2025 Australian Election Approaches: Here are 6 ASX Stocks to Watch
With the 2025 Australian election approaching, investors are focusing on the Australian Securities Exchange (ASX) to understand how the election may impact market performance. Elections typically create some degree of market uncertainty, but the extent of that uncertainty varies significantly based on the political landscape, economic policies, and global economic environment. Understanding the Election’s…
Read MoreWhy travel shares are getting slammed…and it is not for the reasons you may think
Just when ASX travel shares were out of the COVID-19 doldrums (in that some surpassed their pre-COVID highs), 2025 looks to be a difficult year for them. And while some of the havoc can be put down to the market battering due to Trump’s tariffs, many of these travel shares have problems of their own…
Read MoreASX 200 Winners: Here are 6 that have slipped under the radar
A quick glance of the list of ASX 200 Winners in 2025 would throw up many obvious candidates. The majority of companies are gold miners or developers. As of April 15, 2025, the list is topped by Spartan Resources (ASX:SPR) followed by Ora Banda (ASX:OBM) that have more than tripled in a year. Closely behind…
Read MoreBHP shares have the ASX’s highest valuation at $180BN – but are they worth it?
BHP shares are the ASX’s second most valuable, with the company capped at over A$180bn. Only CBA (ASX:CBA) usurps it, at just under $260bn, but only three other companies are valued above $100bn (CSL, Westpac and NAB if you were wondering). Rio Tinto for comparison is not even capped at $50bn. Who is BHP…
Read MoreNeuren Pharmaceuticals (ASX:NEU): Another exciting chapter is yet to come with NNZ-2591
Neuren Pharmaceuticals (ASX:NEU) is an ASX biotech company that has had a stellar past few years, but it is now facing the question: ‘Where to now?’ Companies with just one asset targeting one indication in just one jurisdiction can only go so far, and that is the step Neuren is at with Trofinetide. Its true…
Read MoreCSL (ASX:CSL): Its promised double-digit earnings growth for the rest of the 2020s, but will Trump’s tariffs shatter the dream?
CSL has been hit more than most other stocks due to Trump tariffs. While many companies being sold off merely ‘could’ be impacted, this company almost certainly will be impacted. And if it is, the company’s promise of ‘double-digit earnings growth’ for the rest of the decade might not be kept. CSL is the ASX’s…
Read MoreWhich ASX Big four Bank Stock to Buy?
Let’s take a look at a question many investors would ponder: Which ASX Big Four Bank Stock to Buy? If you’re not invested in a Big Four Bank, you’re missing out on among the most reliable dividend payers and bumper profit makers – not necessarily from a margin perspective, but from raw numbers (CBA makes…
Read MoreThe Smartest High-Yield Stocks to Buy With $2,000 Right Now
Investing in the stock market is often seen as one of the best ways to grow your wealth over time. For those seeking regular income alongside capital appreciation, high-yield stocks are a popular choice. These stocks offer higher-than-average dividends, which provide a steady stream of income, making them a particularly attractive option for those looking…
Read MoreWith Stocks Down in 2025, Should You Buy the Dip?
The stock market is often a battleground for investors, and 2025 has been no exception. With a noticeable downturn in stock prices, many are asking, “Is this a buying opportunity?” The idea of buying the dip is an age-old strategy that has served many investors well. However, as with all investment strategies, it is important…
Read MoreIncitec Pivot is now Dyno Nobel (ASX:DNL), but will Trump’s America be a growth catalyst or achillies heel?
If you’ve looked at the list of ASX 200 companies in the past few days, you’ll see a company called Dyno Nobel and see Incitec Pivot gone. That is because Incitec changed its name, effective from the commencement of trade last Wednesday (April 2) following shareholder approval at last November’s AGM. Many who aren’t familiar…
Read MoreSome ASX stocks could be hit by Trump Tariffs: Here are 6 in the Firing Line!
Trump Tariffs: They’re back with a vengeance and even worse than last time. During the first Trump administration, tariffs were mostly only imposed on China, but they’re back with a vengeance. On so-called Liberation Day, the administration revealed reciprocal tariffs on just about all countries. Australia is not exempt although it has escaped with a…
Read MoreHere’s How to Use AI to Pick Stocks and Whether or Not It is a Good Strategy
As Artificial Intelligence (AI) becomes more widespread, investors are asking how to use AI to pick stocks. We will cover how you can, but also whether or not you really should be using it. There’s no one size fits all answer, it all depends on your risk tolerance, goals, and your understanding of the specific…
Read MoreCar Group (ASX:CAR): Successful in Australia, but now going for global growth
For most of the listed life of Car Group (ASX:CAR), it has been known after carsales.com.au; its original car classifieds site in Australia. It was founded in 1997 and now has over 200,000 new and used cars for sale, but the company has even bigger ambitions. But the company, a recent addition to the ASX…
Read MoreHere are 6 ASX 200 stocks with low PE multiples – are they bargain buys?
Here are 6 ASX 200 stocks with low PE multiples Helia (ASX:HLA): 5.7x for FY25 Helia is a mortgage insurer, formally known as Genworth until it had to change its name after the US company by the same name broke up with it as an investor and commercial partner. Shares in this company are…
Read MoreHow to judge if a stock is undervalued? Here are 6 potentially useful ways
How to judge if a stock is undervalued? Here are 6 ways to tell! 1. If a stock is trading below historical PE We’ll start with a way that may not be conventional except among professional investors. If a stock is trading at a PE (Price-to-Earnings multiple) that is below its ‘historical average’ this may…
Read MoreShould you use your tax cut to invest in stocks? And how should you go about it?
Should you use your tax cut to invest in stocks? With another unexpected round of tax cuts starting from the middle of next year, unveiled in the federal budget earlier this week, this is a question facing many. This round isn’t that large – only $536 a year and little over $10 a week by…
Read More4 ASX stocks that lost major clients and were never the same again
ASX stocks that lost major clients are more common than you might think. Many companies will make one of its major clients as a key sticking point, indicating that its product or service is useful to companies in the industry. But it only takes the loss of such a contract for the revenue to dry…
Read MoreBrickworks (ASX:BKW) can’t escape the problems impacting the construction sector during the 2020s
Brickworks (ASX:BKW) boasts a long-term track record that many companies can only dream of. But this has not spared it from the issues plaguing the construction sector. Introduction to Brickworks Brickworks supplies building products to the Australian residential and commercial markets, especially bricks. It operates brands including Austral Bricks, Austral Masonry, Bristle Roofing and…
Read MoreJames Hardie is buying Azek! Here’s what this A$14bn merger means
The biggest news on the ASX yesterday was that James Hardie is buying Azek for US$8.8bn/A$14bn. To say it is a peculiar move is an understatement, because it represents significant diversification and could even mark a change in direction. James Hardie (ASX:JHX) has a shameful past where it made building composite known as fibro-cement, which…
Read MoreSonic Healthcare (ASX:SHL): Australia’s biggest pathology stock is available at a bargain price
It is not often that you can buy a blue-chip stock at a bargain price, but Sonic Healthcare (ASX:SHL) is such an opportunity. 12 months ago, it was because even though Sonic’s 1HY24 results didn’t look that good, there were long-term tail winds in the company’s favour. Today, its results look better…but the market turbulence…
Read MoreHere are 6 stocks that got promoted in the ASX quarterly rebalance, and 6 that got demoted
On Monday March 24, the ASX quarterly rebalance will be effective. Stocks will be promoted into new indices, while others will be demoted. This will trigger mandatory institutional buying and selling of such companies, something that can cause an impact on the share price. They also garner attention from investors who may buy the stock…
Read MoreCan Iress (ASX:IRE) stay on the road to recovery in FY25?
Iress (ASX:IRE) investors have had a difficult run, but there is optimism that better times are ahead. Last week, the company upgraded its EBITDA guidance and hinted dividends might be about to come back. But it will be a long way back to the top. Introduction to Iress (ASX:IRE) Iress provides software to the…
Read MoreReece shares (ASX:REH): A year ago, we thought it was a great company, but significantly overvalued – is it cheaper now?
Reece shares (ASX:REH) represent ownership in one of two plumbing companies in the ASX 200 – the other being Reliance Worldwide (ASX:RWC). Both companies have benefited from the home renovation boom during the pandemic and the ability of companies to pass increased costs on to their companies. A year ago, we wrote on Reece stating…
Read MoreHere are 6 of the best 1H25 results on the ASX this reporting season
6 of the best 1H25 results on the ASX this reporting season Computershare (ASX:CPU) Computershare helps its customers manage share registration needed in capital markets, corporate trust services, employee equity plans, and global capital markets. Investors loved CPU’s 1H25 results, and why wouldn’t they? The company’s revenue was $1.5bn, 6.4% higher than 12 months ago,…
Read MoreRichard White is back as WiseTech boss after prevailing in the fight for control of the company
WiseTech (ASX:WTC) announced this morning that,’ Richard White has been appointed to the Board as Executive Chairman’. But this is not a career board executive, this is a case of the largest shareholder and founder of the company being back onboard after a 4 month to take control again. Richard White prevailed in the…
Read MoreHow could the ASX attract more new listings? Here are 3 possibilities
How could the ASX attract more new listings? That is a question many local investors are pondering, and no doubt the ASX executives are too. Of course, their paycheque are in play, but the problem is one for the broader Australian investment ecosystem. In September 2024, the total number of companies fell below 2000 for…
Read MoreNanosonics (ASX:NAN): A disinfection company turning itself around and has gained 50% so far in 2025
Nanosonics (ASX:NAN) was in the best space to be during the pandemic – disinfection technology. Its flagship Trophon machines are electron paramagnetic resonance (EPR) devices aimed to reduce cross contamination in hospitals and other healthcare settings, particularly through ultrasound probes which have conventionally been hand-wiped. The company has over 30,000 of these deployed…
Read MoreComputershare (ASX:CPU): The Unsung Hero of Market Infrastructure
Although Computershare (ASX:CPU) may not be a name that immediately comes to mind when discussing the big names of the stock market (i.e. the big banks or miners), it has long been deeply entwined in the infrastructure behind the scenes supporting capital markets. It is an unsung hero keeping the monetary system moving safely and…
Read MoreThe saga continues: 4 WiseTech directors quit en masse due to disagreements with Richard White
4 WiseTech directors quit en masse this morning, and that was just the start of the bad news facing the company this morning just 2 days before it is due to release its annual results. A recap of the WiseTech saga Before we outline what happened today, let’s bring investors up to speed to…
Read MoreInvestors are overreacting to the $2.7bn Domain takeover bid: Here is why
The $2.7bn Domain takeover bid stole the headlines today. Shares in Domain (predictably) surged from their $3.13 close the day before to match the $4.20 bid and more. Shares in major shareholder Nine Entertainment (ASX:NEC) increased as well, whilst shares in rival Rea Group (ASX:REA), which owns realestate.com.au, fell 10%. The specifics of the…
Read MorePeter Dutton wants to break up insurers and investors are fearful, but should they be?
Some investors are worried that Peter Dutton wants to break up insurers. Not just because he is in with a chance at the forthcoming federal election, but his ambitions appear legitimate. You cannot say at least some investors are worried – Suncorp (ASX:SUN) fell over 20% in a single day earlier this week. How legitimate…
Read MoreCochlear (ASX:COH) is still a long term growth story you should listen to
Cochlear is one of few stocks that has created immense shareholder value and has also greatly improved the lives of its users. Yes, this can be said with respect to many ASX health stocks, but this one can hang its hat on its societal impacts more than most other companies. The stock has seen a…
Read MoreSGH (ASX:SGH): A $20bn family-owned industrial conglomerate with a strong outlook
3 months ago, the former Seven Group Holdings (ASX:SVW) changed its name to SGH (ASX:SGH). Companies change their names when they want investors to forget about a troubled past and/or to look for a brighter future. It was the latter that was the company’s focus. But many may wonder how this company has done well…
Read MoreChemist Warehouse is now ASX listed! Here are 5 critical things all investors need to know!
Chemist Warehouse is now ASX listed – 14 months since the plan to list was first unveiled. Australia’s largest pharmacy chain had long been mulled as an IPO candidate. But – with IPO conditions less than ideal – it chose to list via a reverse takeover of Sigma Healthcare (ASX:SIG). The irony is that despite…
Read MoreHere’s why the Huntly Power Station is being looked at…by Four ASX-listed energy companies
Its not every day you see four industry oligopolists publicly announcing they’re eyeing off a single commercial asset, let alone working together to see if it could be viable, but that’s what is happening with the Huntly Power Station. Huntly Power Station: The largest such facility in New Zealand Huntly has been producing energy…
Read MoreWashington H. Soul Pattinson and Co (ASX:SOL): Australia’s closest comparable company to Berkshire Hathaway
There can only be one Berkshire Hathaway, but the closest company to it is Washington H. Soul Pattinson and Co (ASX:SOL). Sure, there are investment houses out there, but few lack the track record and history of this company. Introduction to Soul Pattinson Soul Pattinson had humble ancestry as a pharmacy store in the…
Read MorePexa (ASX:PXA): Trying to expand into the Old Dart
Pеxa (ASX:PXA) is one of the few stocks with a literal monopoly over its market – econveyancing; but even fewer companies with a monopoly risk losing it with the flick of a pen. There has been talk of this ever since its 2021 IPO, and whilst threats have not been followed through, they remain. At…
Read MoreoOh!media (ASX:OML): Talk of its demise has been greatly exaggerated!
See a massive billboard on an arterial road, and there is a good chance that oOh!media (ASX:OML) was behind it. It is great to have a dominant market position, but this has not prevented shares sliding over 25% in the past 12 months due to cost blowouts and a difficult position with the advertising market.…
Read MoreWesfarmers (ASX:WES): A safe haven when inflation was at 40-year highs; but is it a growth opportunity now?
As retailers announced downgrades left right and centre during the cost of living crisis, Wesfarmers (ASX:WES) was an exception. Its shares gained over 20% in CY24 and are up 70% in five years. This was no accident. It is has a very diverse revenue mix, with several non-discretionary categories, along with several growth opportunities down…
Read MoreHere are 3 ASX stocks fighting diabetes and the opportunity ahead of them
There aren’t many ASX stocks fighting diabetes, but the few that are have a big market opportunity ahead of them. And they are not just about fighting the condition directly but other ailments that can result from having diabetes. It is estimated that 537m people have diabetes globally and 3 out of 4 of them live…
Read MoreDoes the Closure of Hindenburg Research mean companies can breathe easier?
One of the most notorious short-sellers Hindenburg Research has announced it is closing its doors. Its founder Nate Anderson began it eight years ago but is closing it down. The reason he gave? Anderson said the plan had always been to ‘wind it up once we had finished the pipeline of ideas we were working…
Read MoreInvesting in Tech Stocks? Here are 5 key metrics you need to know!
Here are 5 key metrics you need to know if you’re investing in tech stocks! 1. Annual Recurring Revenue (ARR) ARR is a key metric used by subscription-based businesses to measure the predictable and recurring revenue they can expect over the course of a year. It represents the total revenue generated from all active…
Read MoreTechnologyOne (ASX:TNE) is a great company, but is it overvalued?
TechnologyOne (ASX:TNE) is one of those solid growth companies that we wouldn’t recommend investors to buy. It has been a long-term success story since it listed and no doubt has more to come. But we believe it’s growth is not enough to justify its current share price, especially considering there are other opportunities in this…
Read MoreNEXTDC (ASX:NXT): A good FY25 growth opportunity on paper, but it comes at a cost
This week’s deep dive is on NEXTDC (ASX:NXT). It is the biggest data centre stock on the ASX and the second biggest in Oceania after Equinix. It has had an unparalleled record of success in the last decade, growing its market cap from $80m to over $6bn! But will NEXTDC’s run continue? We think there…
Read MoreThe Top ASX Health Stocks for 2025: Here Are Our 5 Picks!
Here Are Our 5 Top ASX Health Stocks for 2025! Avita Medical (ASX:AVH) OK, first thing’s first. We know this ASX health stock fell 14% on January 8 after it announced a revenue downgrade for Q4. But the past is the past. The company told investors to expect $100-106m revenue in CY25, 55-65% above CY24.…
Read MoreThe Dogs of the Dow Strategy: Should Investors Consider It?
As investors consider their strategies for 2025, The Dogs of the Dow strategy could be one of them. What is a Dogs of the Dow strategy? It is a popular stock market investment approach that involves selecting the 10 highest-yielding stocks in the Dow Jones Industrial Average at the beginning of each year. In…
Read MoreBreville (ASX:BRG) is brewing up something blissful for 2024, so when should you buy the stock?
Breville (ASX:BRG) is one of those consumer stocks that has been sold off over fears that it will be hit by inflation…well, it was until investors realised it was not. Despite its 26% gain in the last year, it remains below 2021 highs, and so we think this is a stock that represents an opportunity…
Read MoreJohns Lyng Group (ASX:JLG): Is it a ‘buy the dip’ opportunity? And should you invest in it?
Johns Lyng Group (ASX:JLG) is a restoration services company, repairing properties after damage by insured events, including weather and other impact incidents. This could be one of the few companies that may be a beneficiary of climate change. It was a difficult second half to 2024, but we think this could represent a buying opportunity for…
Read MoreOur 5 ASX Predictions for 2025! You’re Welcome
Our 5 ASX Predictions for 2025! Yes it’s that time of year. The start of a new one, where everyone gets out their crystal balls and tries to predict what will happen in the year to come. This is no less true with regard to the share market, most particularly the direction of the indices,…
Read MoreASX stocks will need to Climate report from 2025: Is this a big deal?
Like it or not, ASX stocks will need to Climate report from 2025. In other words, they will need to include climate-related information in their financial reports. In late March 2024, amendments to the Corporations Act were tabled in parliament, facilitating this. ‘A rigorous, internationally‑aligned and credible climate disclosure regime will support Australia’s reputation as…
Read More3 reasons why Xero (ASX:XRO) still has significant upside right now
Xero (ASX:XRO) is one of the ASX’s best-performing tech stocks over the last decade, offering accounting software helping SMEs do business. Although the company was caught up in the Tech Wreck of 2022, shedding half of its value across that calendar year, it has bounced back with a vengeance in the last 18 months. …
Read More5 ASX stocks with the highest PE multiples and 5 ASX stocks with the lowest PE multiples!
5 ASX stocks with the highest PE multiples Note: All figures are in AUD and for FY25 unless otherwise stated Polynovo (ASX:PNV) – 154x (Share price of $2.12 vs EPS of $0.01) PolyNovo is a biotech company behind a technology called NovoSorb. NovoSorb aids recovery in ailments where the body may struggle to rebuild its…
Read MoreHere are 6 of the best performing ASX shares in 2024! Will they maintain the momentum in 2025?
Here are 6 of the best performing ASX shares in 2024! Mesoblast (ASX:MSB) – up 527% How about this for a turnaround? This stock would’ve found itself in the list of worst performing shares for at least 2 of the last 3 calendar years (2021 and 2023) when it shed over 66% both years. It…
Read MoreAm I sophisticated investor? Here’s how to tell and what special privileges it gives you
Am I sophisticated investor? That is a question commonly asked, and one that you could answer yes to simply on the basis of your ‘track record’. Obviously the problem with that is ‘past performance is not a reliable indicator of future performance’. And we’re not talking about ‘successful’ investors, but sophisticated investors in the sense…
Read MoreIs Karoon Energy (ASX:KAR) a ‘falling knife’, too risky to invest in or both? Or maybe neither?
Investors who bought Karoon Energy (ASX:KAR) during the depths of the pandemic would be please, but investors who bought at the start of 2024…not so much. The latest incident to have hit the company this year led to a 6% intraday fall and bought its losses for 2024 to over 30%. Is this a ‘buy…
Read MoreHere are 5 ASX biotechs expecting clinical trial results in the next few months!
Here are 5 ASX biotechs expecting clinical trial results in the next few months! Opthea (ASX:OPT) Opthea is developing a drug called Sozinibercept (formerly known as OPT-302) that targets wet AMD, the world’s leading cause of blindness. More than five years after successful Phase 2 results, it expects to report Phase III results in the…
Read MoreJB Hi Fi (ASX:JBH): With a 90% gain in 2024, it is the ASX’s most in vogue retailer!
Few retailers have had an outstanding CY24, but it is hard to argue JB Hi Fi (ASX:JBH) has not, given its near 90% share price gain in CY24. While many ASX retailers’ customers have substantially cut back spending, this has not been the case with Australia’s largest electronics retailer, at least enough to concern investors.…
Read MoreIs a February rate cut from the RBA back on the table? There is hope
Mortgage holders hopefully of a February rate cut are a little more hopeful than they were a week ago, but how hopeful should they be? Their fears of a rate hike have all but disappeared, although they don’t know when they will see rate cuts. Rates are at 4.35% and have been for more than…
Read MoreCan companies face criminal charges? Yes they can!
Can companies face criminal charges? It is a complicated question, but not one that can be answered with a flat out ‘no’. Woolworths (ASX:WOW) New Zealand was criminally charged by the New Zealand Commerce Commission earlier this week along with 2 individual Pak’nSave outlets. We thought this was the perfect chance to explore this question.…
Read MoreANZ Bank Has Got a New CEO: What Will It Mean for Investors?
ANZ Bank has got a new CEO! Earlier this week, the bank announced that Nuno Matos, the current head of Wealth and Personal Banking at HSBC, will become the bank’s chief executive on July 2, 2025. This is the end of nearly a decade of Shayne Elliott’s tenure at ANZ, which is the longest current…
Read MoreAustralian mortgage brokers write 75% of loans – here’s why that’s important to bank investors
Think of Australian mortgage brokers and the famous Aussie ads that concluded with John Symond’s catchphrase, ‘At Aussie, we’ll save you!’ Indeed they can save borrowers, because they (theoretically) shop around for the best deal for their customers. Everyone will name low interest rates as what they want, but it is also about…
Read MoreThe investment by GQG in Adani backfired – is its reputation tarnished for good?
12 months ago, the investment by GQG in Adani was something to admire about the company. It was an example of a bold bet that had paid off given the returns it had made. But the charging of Adani boss Gautam Adani with fraud has had a knock-on effect to GQG. Why The investment…
Read MoreSo you’re considering buying shares for your children? Here’s what you need to take into account
If you are a parent considering buying shares for your children, it may seem like a good idea. And it could be, because there are chances to generate returns impossible in any other asset class – you could pay for a house deposit, to pay off their HECS or maybe just to fund their Schoolies…
Read MoreHere are 6 ASX CEOs who departed their companies in 2024
Here are 6 ASX CEOs who departed their companies in 2024 Larry Diamond – Zip (ASX:ZIP) Since Afterpay’s acquisition, Zip (ASX:ZIP) has been the flagship BNPL company of the ASX. It managed to survive a cash crunch, a spectacular collapse in its valuation as interest rates rose, a merger attempt with Sezzle that ended up…
Read MoreHere are 6 of the worst performing ASX shares. Will they bounce back in 2025?
6 of the worst performing ASX shares. Will they bounce back in 2025? Imugene (ASX:IMU) down 65% in 2024 Imugene is an oncology biotech. It is still capped at over $250m but is well off all time highs. It has multiple cancer therapies that use CAR-T therapies. CAR-T is a therapeutic approach that utilises…
Read MoreHere are some ASX directors who sold shares recently and some of the intriguing reasons why
Here are some ASX directors who sold shares recently Chris Hulls – Life360 (ASX:360) The founder of this Silicon Valley-based location technology sold 863,903 of his shares, amounting to 1.2% of the company. We don’t know exactly how much his sale reaped because it was in multiple trades, but one trade involving 556,569 shares were…
Read MoreEML Payments (ASX:EML): Investors are optimistic its onwards and upwards from here, but its a long way back to the top
EML Payments (ASX:EML) investors had a good day yesterday with shares rising 25% after a trading update. The company reaffirmed its FY25 guidance of $54-60m EBITDA, and it recorded very strong revenue and EBITDA growth figures for the September quarter. Investors are happy that the company has delivered on previous promises to turn things around…
Read MoreLight And Wonder (ASX:LNW): With PointsBet out of the picture, is this the best way to play the US sports betting market in 2024?
Light And Wonder (ASX:LNW) is now the best way to gain exposure to the US sports betting market on the ASX. Can it succeed where PointsBet failed? It certainly has a better chance, but is no certainty to succeed in a highly competitive market. Nonetheless, its 50%+ gain since its May 2023 ‘listing’ on the…
Read MoreHere’s how to assess sovereign risk when investing and why it is so crucial
Blind Freddy could tell you assess sovereign risk when investing is one of the most important things to do. But too many investors don’t do it. The recent case studies of Leo Lithium (ASX:LLL) and Resolute Mining (ASX:RSG) depict it. Now you could just say don’t invest in countries where coups are almost a way…
Read MoreHere’s what you need to know about the Digico Infrastructure REIT IPO – the latest data centre opportunity on the ASX!
The $3bn Digico Infrastructure REIT IPO will happen before Christmas and be 2024’s largest IPO – easily usurping Guzman y Gomez (ASX:GYG). Let’s take a look at what you need to know about the listing. The Digico Infrastructure REIT IPO is Focused on data centres This REIT will be run by David di Pilla’s…
Read MoreHere’s what Black Friday means for investors and which stocks will benefit from the $6.7bn bonanza?
Because it is coming up in less than a fortnight’s time, let’s take a look at what Black Friday means for investors in ASX stocks. You may think it is an obvious answer (hint: A bump in sales), but it is not that simple. What is Black Friday? And how did it spread to…
Read MoreAre CBA shares overvalued? Here’s 4 arguments why they are, 4 reasons why they aren’t and our judgement
Are CBA shares overvalued? This is a hotly contested question and arguably the closest thing we’ve had in Australia to the GameStop saga. While just about all of the 15 analysts covering the company say it is overvalued and have a mean target price of $99.56, a ~30% discount, enough investors keep buying and buying…
Read MoreResolute Mining (ASX:RSG): The government of Mali strikes again
Resolute Mining (ASX:RSG) is not the first resources company to have been targeted by the government of Mali – just ask Leo Lithium. But while Leo Lithium was able to walk away from its project, Resolute has had its CEO and two other employees detained in Mali by government officials. And the company’s shares have…
Read MoreThe $8.8bn Chemist Warehouse Sigma merger is finally going ahead with the ACCC not killing it off
Nearly a year since the $8.8bn Chemist Warehouse Sigma merger was unveiled, it seems we finally got a definitive answer as to whether or not it will go ahead. The ACCC investigated the deal and there was the risk of it blocking the deal if it reckons it will lessen competition. After all, it raised…
Read MoreHere are 5 ASX Consumer stocks defying the Cost of living crisis
Here are 5 ASX Consumer stocks defying the Cost of living crisis! Cash Converters (ASX:CCV) OK, there is an argument to be made that Cash Converters shouldn’t be on this list of consumer stocks doing well right now. This is because CCV is not the case of a company defying the cost of living…
Read MoreDominos Pizza Enterprises (ASX:DMP): Will it remain in the doldrums in FY25 as it transitions away from Don Meij?
Dominos Pizza Enterprises (ASX:DMP) is stuck in a difficult position. Its share price is barely a quarter of its 2021 levels – how can this be when fast-food stocks are meant to be recession proof and immune to inflation? The company’s top line is proving reslient, but its bottom line…not so much. To answer the…
Read MoreMyer is merging with Apparel Brands! Here’s what the ASX’s worst kept secret of FY25 means for investors
The ASX’s worst secret is out – Myer is merging with Apparel Brands (some of the brands owned by Solomon Lew’s Premier Investments). This had been speculated on for some months, but this morning it was made official. Here’s what investors need to know about the deal, including why it is going ahead, and when…
Read MoreHere’s why Rich Lister WiseTech boss Richard White ‘stood down’, and how the A$30bn+ cargo software giant may be affected
WiseTech boss Richard White has been viewed as a key reason for his company’s success over its 30-year history and 8-year tenure on the ASX. But is it over now? Officially, he has stood down. But after a period of leave, he will return as a consultant for the same salary he was being paid…
Read MoreAMP (ASX:AMP): It is up 50% since November 2023! Is a better future ahead?
One time wealth management giant AMP (ASX: AMP) has endured a massive fall from grace over the years. There is an argument to be made that now is turnaround time, since it now has a banking brand and wealth management platform, which are both performing well. And shares are up over 50% since November last…
Read MoreHere are 5 ASX data centre stocks other than NextDC
If you thought the list of ASX data centre stocks only comprised of NextDC (ASX:NXT), you’d be wrong. NextDC’s success shows how lucrative data centres can be and how exponentially demand has grown over the last 15 years. And of course, the journey is still underway. Morgan Stanley reckons Australia’s data centre market will grow…
Read MoreThe Webjet demerger is complete, but which side of the demerger will win?
Earlier this week, the Webjet demerger was complete. The entity known as Webjet (ASX:WEB) still owns the consumer facing businesses including the Webjet travel agency as well as the GoSee and Trip Ninja businesses. But…it is now known as Web Travel Group. And more importantly, the wholesale hotel bookings business WebBeds is (as of last…
Read MoreHere’s what you need to know about AML and CTF laws if you invest in The Big 4 Banks
AML and CTF laws are particularly relevant to a handful of large companies, particularly the Big Four Banks as well as casinos. Here’s what you need to know about them. What are AML and CTF laws? In general terms AML (Anti-Money Laundering) and CTF (Counter-Terrorist Financing) are key regulatory frameworks designed to prevent financial…
Read MoreHere is how a franchising works and 5 stocks with this business model
Should you invest in business with a franchising model? There’s plenty of companies out there, and you may be investing in one without giving consideration to it. You may think your company is for instance a fast food stock, but it may well be the franchisees selling the food, and the company just providing a…
Read MoreHere Are The Top 5 Websites for Stock Market News & Analysis in Australia
For Australian investors and traders, staying informed about stock market news is essential for making smart decisions. With a range of websites now providing real-time data, expert analysis, and market insights, investors have the tools to navigate the ever-changing world of stocks. This article highlights five of the most reliable websites offering stock market news…
Read MoreMedibank Private shares have recovered the losses after the cyber breach 2 years ago, but what’s next?
Medibank Private (ASX:MPL) shares took a big hit nearly 2 years ago due to the infamous cyber breach. Investors who chose to buy the dip and have held ever since have done quite well. But what’s next for the $10bn health insurer that was once government owned? Medibank’s history Medibank began in 1976…
Read MoreShould you invest in aged care stocks? Here are 4 reasons to consider them, and 4 reasons to avoid them
Should you invest in aged care stocks? There are plenty of things to like about this sector, including government funding, resilience to tough economic times and the growth in demand that will come as the Baby Boomers age. But it is not all. Should you invest in aged care stocks? The Yes case 1.…
Read MoreImmutep (ASX:IMM): Set to commercialise its lung cancer treatment by 2027
Developing a cancer drug is a long journey, but Immutep (ASX:IMM) is more towards the end than the start. A few months ago, when it received its latest capital injection (of $100m), the company told its investors it was less than three years away from commercializing its cancer drug. Its market cap may not suggest…
Read MoreHow Many Stocks Should You Have in a Portfolio?
The amount of shares to buy can be an instrumental choice that might define your investment strategy and serve as the means to reach your financial goals. More specifically, it will be a question of balance between such important factors as your risk tolerance, investment objectives, and portfolio diversification for U.S. investors. In this extensive…
Read MoreChallenger (ASX:CGF): Are investors panicking too much?
Shareholders in Challenger (ASX:CGF) didn’t take the news of Apollo’s sell down well. Apollo, a global fund manager, sold half of its shareholding – cashing out a $460m stake worth just over 10% of the company. Yes, it isn’t a sign of confidence, but was the re-action overblown for an ASX company? The concern is…
Read MoreStar Entertainment Group (ASX:SGR): Where to now in a post-COVID world? Can it avoid a looming cash crunch?
In a July interview with the AFR, Star Entertainment Group boss Steve McCann admitted that his company’s pre-pandemic glory days were never coming back. Specifically, his company would never again see the huge flow of high-end international gamblers flock to its casinos, and would be relying on restaurants and hotels for revenue. We can’t fault…
Read More5 crucial things to look for in the annual report of an ASX company that may give you an advantage over other investors
5 crucial things to look out for in the annual report of an ASX company! The ASX reporting season is not quite over yet. ASX companies have an additional month to file annual reports. Some may have already submitted their report and released it at the time of their annual results, while others may only…
Read MoreHere are 5 ASX stocks at 12 month highs, and whether it is time to buy
Here are 5 ASX stocks at 12 month highs! Humm Group (ASX:HUM) Humm has been through a difficult few years. Obviously, as a company that offered BNPL services, it was been battered by the Tech Wreck of 2022 – albeit not as badly as other companies given Humm has a profitable consumer finance business,…
Read MoreShould I buy Woolworths or Coles shares in FY25?
Should I buy Woolworths or Coles shares? This is one of the top debates Australian investors can have. Obviously, this assumes it is worth investors’ while to look at supermarkets generally, which is another debate in and of itself, but we’ll leave that debate to one side for now. If you are judging simply by…
Read MoreQantas’ capex bill: The company is coping with a $12bn+ bullet for now, but will it eventually bite shareholders?
Qantas‘ capex needs are bubbling under the surface, but have not gone away. Former CEO Alan Joyce’s tenure came to an unceremonious end last year. There have been many criticisms of his tenure including centralisation of decision-making around himself, his using of the airline for social causes and relations with employees, both mainline staff and…
Read MoreHere are 5 key takeaways from the FY24 results of BHP that you may’ve missed
5 key takeaways from the FY24 results of BHP 1. Copper will be where ‘it is at’ from hereon in BHP’s reputation has been made in iron ore, but copper will be its future. Iron ore is still a critical part of the business, generating 65% of the company’s underlying earnings and thus underpinning…
Read MoreInghams (ASX:ING): Why the sudden volatility in the last 12 months?
It has been a volatile year on the ASX and poultry company Inghams (ASX:ING) has not been an exception. Between late-October and mid-February, shares gained 30%, only to drop 20% upon its 1HY24 results. After 6 months of shares remaining stable, the full year results led to another 20% drop off. What’s been going on?…
Read MoreHere’s why Kogan (ASX:KGN) should be on your watchlist for FY25
Kogan shares (ASX:KGN) have been volatile in the past couple of years, but is a better future ahead of it? At first glance, it may not appear a good pick given softening consumer demand, intense competition and negative earnings right now. But the company appears in better shape when you take a deeper dive – arguably…
Read MoreJust when it appeared time to buy A2 Milk (ASX:A2M) again, investors have fresh concerns
A2 Milk shares have been listed on the ASX for over 9 years, listing in late March 2015 at $2.30 per share. After hitting an all-time high of $20.05 per share, it was downhill for a couple of years, then a period of uncertainty as to where the company was going next. While off its…
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