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…
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…
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…
It is a good time to be in an ASX Fertiliser Stock, if ever there was one. The global fertiliser industry is facing its most severe supply crisis in a generation, and the companies best positioned outside the danger zones could emerge as the biggest winners. Two seismic events have collided to reshape the market:…
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,…
The Koala IPO went off without a hitch. The furniture company hit the ASX boards earlier today (March 31 2026) and did well out of the gate, rewarding investors who secured an allocation in the offer as well as those who'd been around for years, one of whom was Steve Smith. As of 2.30pm Tuesday,…
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…
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,…
There are hard questions investors need to ask about their portfolio every now and again, because anyone telling you there's such a thing as a 'set and forget' investment is wrong. Markets evolve, company fundamentals shift, and macro conditions change, yet many portfolios are left largely unchecked. The most rational approach is to periodically interrogate…
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,…
