Equity Analysts
When Equity Analysts Go to War: 6 Times Stockpickers Fought Back Against Companies And What Happened Next!
The relationship between a public company and equity analysts covering it, in theory, one of productive scrutiny. In practice, it often looks far more adversarial. Companies control access to information, management time and investor relations resources, and when an analyst says something they don't like, the gloves come off. They get cut from briefings, frozen…
ASX 200 Stocks Winning During The Iran War
Here are 7 ASX 200 Stocks Winning During The Iran War…And Aren’t In The Soaring Oil and Gas Space!
Investors asked to name ASX 200 stocks winning during the Iran war would likely think of oil and gas stocks, benefiting from soaring prices. This is not incorrect - oil stocks like Woodside, Santos and Karoon have grabbed the headlines as the obvious beneficiaries of the US-Iran conflict that erupted in late February 2026. However, they'd…
ASX stocks that should be merged
Here are 5 ASX Stocks That Should Be Merged or Be Acquired, and Why the Logic Is Compelling
Despite the dour state of the markets right now, it could be time for certain ASX stocks that should be merged or be acquired to go ahead. With private equity sitting on nearly USD$440bn in uncommitted capital, a more permissive regulatory environment for smaller deal-making, and a wave of ASX small and mid-caps trading at…
ARN MEdia
ARN Media (ASX:ARN): Will the company get off the hook with its whopping 10-year $200m deal with Kyle & Jackie O? Here’s what we think will happen!
If there's one company facing scrutiny from investors over one bad deal, it'd be ARN Media (ASX:ARN). No company signs a deal unless they think it'll be good. And securing Kyle and Jackie O...what was there to lose? Yes there are haters, but haters are going to hate, right? Well, eventually the haters caught up,…
card surcharges ban
Here’s why the devil of the RBA’s card surcharges ban could be in the details; and which ASX stocks could be hit hard?
After months of rumours, the possibility of a card surcharges ban was announced as a reality in 6 months time. The Reserve Bank of Australia published its long-awaited Conclusions Paper from the Review of Merchant Card Payment Costs and Surcharging this morning. Now the headline ban on surcharges on debit, prepaid and credit cards across the…
Steadfast Group
Steadfast Group (ASX:SDF): Investors are selling and asking questions later, but are they ahead of themselves?
Time to look at another company that is seeing AI-weary investors selling now and leaving the question asking until later, and today it is insurance broker Steadfast Group (ASX:SDF). Can't AI do insurance for us, taking into account our interest only and doing so at a fraction of the cost of humans? Investors think so,…
The ASX's Good Fame and Character Test
The ASX’s Good Fame and Character Test: The Potential Listing of Oliver Curtis’ $6bn AI Company Firmus Meant A Clarification Was Needed
The ASX's Good Fame and Character Test is not new. But the possible listing of Oliver Curtis' Firmus meant investors are paying more attention than they otherwise would. You see, the Australian Securities Exchange does not let just anyone run a listed company. Before an entity joins its official list, the ASX requires that every director,…
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