In this era, every company is trying to position itself as an AI play - even jewellery retailer Michael Hill (ASX:MHJ). Given the leadership vacuum with the deaths of former CEO Daniel Bracken and Sir Michael Hill, not to mention the subdued consumer environment...investors wouldn't be condemned for asking: What now? The company just held…
Investing in Qantas (ASX: QAN) means dealing with the Middle East crisis, more so than any other share market industry. Up until now, the company had said little to investors, until it released a significant market update this morning (April 14 2026), revising its outlook for the second half of FY26 in response to the…
Australia’s Big Four Banks remain the backbone of the ASX in 2026. Collectively capitalised at ~$700bn, they continue to generate some of the largest profits in corporate Australia and remain the most reliable dividend payers in the market. At the same time, they are among the most heavily regulated and scrutinised institutions in the country;…
This article explores 5 Recent AI Acquisitions on the ASX and whether or not these deals are just 'AI-washing' or have potential to be game-changing. What do we mean by game-changing? Like Pro Medicus' acquisition of Visage was in the GFC - it paid US$3m but has made the company an >A$20bn giant.
The AI investment…
EML Payments (ASX:EML) investors who have held shares for the last 5 years have lost 90% of their money and today capped off that long-term decline. In April 2021, the company hit all time highs, but the CBI regulatory shock that came in May of that year changed everything. Since then, the company has promised…
A2 Milk investors sent shares down over 15% off the back of a negative trading update.
Despite reporting strong underlying demand across its infant milk formula (IMF) portfolio in China, the company disclosed a series of supply chain constraints that will materially affect fourth‑quarter sales, margins, and cash conversion.
The irony is that demand was not an…
Many investors may prefer stock market sectors with high margins over those with low margins. Profit margins are one of the simplest signals investors reach for when assessing business quality, yet they are also one of the most frequently misread.
It is tempting to treat margins as a scoreboard and just say high is good and…
Dalrymple Bay Infrastructure (ASX:DBI) is often misunderstood. It is not a coal company and it does not behave like one. It is a regulated, inflation‑linked toll road for coal exports, collecting fees whether or not a tonne moves across the wharf. In a year defined by geopolitical shocks and volatile commodity markets, that distinction has…
It is that time of year again when Amazon releases its annual shareholder letter (along with the 1997 letter all over again) and the bottom line was that Amazon is making returns from AI - real returns, $15bn in a quarter to be exact! In our view, that number reframes both Amazon’s trajectory and the…
A handful of ASX Stocks Benefit From the NDIS, but could lose if a long-cried for crackdown actually happens. We're not saying they'll go out of business, but the gravy train might slow down.
What are the Best ASX Stocks to invest in?
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The explosion of the NDIS
What began as…
