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Ujjwal Maheshwari

Ujjwal Maheshwari is a Sydney-based financial writer at Stocks Down Under, where he has covered ASX and forex markets for over three years. He specialises in breaking down complex market developments into clear, accessible analysis for everyday investors.

Bachelor of Commerce (Finance), University of New South Wales (UNSW)

728 articles published

Industrials

Is The Atlas Arteria (ASX:ALX) A$4.75 Bid Enough? Should You Accept IFM’s A$7B Takeover Or Hold Out For More?

Atlas Arteria Jumps on IFM Takeover Bid Atlas Arteria (ASX:ALX) jumped 13% on Monday to A$4.91 after IFM Global Infrastructure Fund launched a surprise A$6.89 billion hostile takeover bid. IFM already owns 34.5% of the company. It is now offering A$4.75 per share in cash. That price rises to A$5.10 if IFM's stake reaches 45%…

ByUjjwal MaheshwariApril 27, 20260Comments

Mining Stocks

Broken Hill Mines (ASX:BHM) Lifts Cash Flow 45% as High-Grade Pinnacles Mine Set to Become Third Feed Source

Broken Hill Mines prepares for a higher-grade June quarter Broken Hill Mines (ASX:BHM) delivered a March quarter that hints at something bigger than the headline numbers suggest. Cash flow from operations jumped 45% to A$2.4 million, and metal production rose sharply across silver, lead, and zinc. But the bigger story is what is coming next.…

ByUjjwal MaheshwariApril 27, 20260Comments

Healthcare Stocks

Medical Developments (ASX:MVP) Surges 35% After Penthrox Drives Positive Cash Flow and European Expansion

Medical Developments International (ASX:MVP) jumped 35% on Friday to close at A$0.52 after a Q3 FY26 update that surprised the market on two fronts. The company delivered positive operating cash flow, and Pain Management revenue jumped 47% year-on-year to A$8.4 million. For a small-cap that has spent years burning cash, this looks like a genuine…

ByUjjwal MaheshwariApril 27, 20260Comments

Energy Stocks Gold Stocks

Wednesday’s CPI Could Force a Third RBA Hike in 2026: 2 ASX Sectors Set to Win if Inflation Stays Hot

ASX energy and gold stocks could gain if CPI stays hot This Wednesday, the Australian Bureau of Statistics releases the March monthly CPI, and we believe it could be the most important data point of 2026 so far. The reason is simple. The RBA has already hiked rates twice this year, taking the cash rate…

ByUjjwal MaheshwariApril 27, 20260Comments

Bank Stocks

Judo Capital (ASX:JDO) Holds A$190m Profit Guidance But Lifts Provisions on SME Uncertainty

Judo Capital Rises Despite SME Loan Caution Judo Capital Holdings (ASX:JDO) delivered its Q3 update on Friday, and the market's response was interesting. The stock closed up 1.45% at A$1.40, outperforming most of the big four banks despite the cautious commentary. On the surface, Judo reaffirmed its full-year profit guidance of A$180m to A$190m. But…

ByUjjwal MaheshwariApril 25, 20260Comments

Mining Stocks

IGO (ASX:IGO) Crashes 18% as Greenbushes Hits ‘Systemic’ Problems Despite Lithium Prices Doubling

IGO Sinks Despite Lithium Price Rebound IGO (ASX:IGO) tumbled as much as 19% intraday on Friday before closing down around 18% at A$7.01, its worst single-day fall in more than a decade. On the face of it, the reaction looked puzzling. Lithium prices nearly doubled in the March quarter, and group revenue jumped 45%. But…

ByUjjwal MaheshwariApril 25, 20260Comments

Market news

ASX Weekly Wrap: From Cochlear to Judo, Companies Quietly Price In Macro Risk

The ASX 200 lost steam this week, falling more than 2% over five sessions, but even that decline hides a more interesting story in the individual sectors. Four major updates from Cochlear (ASX:COH), IGO (ASX:IGO), Fortescue (ASX:FMG) and Judo Capital (ASX:JDO) quietly told us something new about how Australian boards are thinking. On their own,…

ByUjjwal MaheshwariApril 25, 20260Comments

Energy Stocks

GenusPlus (ASX:GNP) Hits Record High on A$110m Koolunga Battery Win: Buy or Wait?

GenusPlus Hits High on Battery Win GenusPlus Group (ASX: GNP) closed 4.6% higher on Friday at A$9.20 after touching a fresh 52-week high of A$9.35 intraday, following the announcement of a A$110 million contract to build the Koolunga Battery Energy Storage System in South Australia. The project is a large 200MW/800MWh battery, big enough to…

ByUjjwal MaheshwariApril 25, 20260Comments

Mining Stocks

Fortescue (ASX:FMG) Slides 5% as FMG Bets Big on Green Power for AI Data Centres

Fortescue Bets on Green Power for AI Demand The Fortescue (ASX:FMG) share price closed 5.05% lower at A$19.91 on Friday, trimming its market cap to around A$61.3 billion. The sell-off followed a mixed March quarter update. But the real story investors should focus on is a fresh US$680 million (around A$953 million) bet on green…

ByUjjwal MaheshwariApril 24, 20260Comments

Mining Stocks

Resolute Mining (ASX:RSG) Cash Pile Surges to US$315M as Doropo Construction Begins

Resolute Mining Starts Doropo Construction Resolute Mining (ASX:RSG) has just reported its March quarter, and the numbers tell an interesting story. Production came in lower at 59,603 ounces and costs rose, yet the company's cash pile surged by about US$106 million to US$315.4 million. On the surface, the ounces look weak. But we believe the…

ByUjjwal MaheshwariApril 24, 20260Comments

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Ujjwal Maheshwari

Is The Atlas Arteria (ASX:ALX) A$4.75 Bid Enough? Should You Accept IFM’s A$7B Takeover Or Hold Out For More?

Broken Hill Mines (ASX:BHM) Lifts Cash Flow 45% as High-Grade Pinnacles Mine Set to Become Third Feed Source

Medical Developments (ASX:MVP) Surges 35% After Penthrox Drives Positive Cash Flow and European Expansion

Wednesday’s CPI Could Force a Third RBA Hike in 2026: 2 ASX Sectors Set to Win if Inflation Stays Hot

Judo Capital (ASX:JDO) Holds A$190m Profit Guidance But Lifts Provisions on SME Uncertainty

IGO (ASX:IGO) Crashes 18% as Greenbushes Hits ‘Systemic’ Problems Despite Lithium Prices Doubling

ASX Weekly Wrap: From Cochlear to Judo, Companies Quietly Price In Macro Risk

GenusPlus (ASX:GNP) Hits Record High on A$110m Koolunga Battery Win: Buy or Wait?

Fortescue (ASX:FMG) Slides 5% as FMG Bets Big on Green Power for AI Data Centres

Resolute Mining (ASX:RSG) Cash Pile Surges to US$315M as Doropo Construction Begins

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Ujjwal Maheshwari

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