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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)

963 articles published

Bank Stocks

At $8.7B Market Cap, Is Hub24 Still a Buy – Or Time to Take Profits?

Hub24 (ASX: HUB) has delivered one of the standout performances on the ASX in 2025, surging 52% year-to-date to reach an $8.7 billion market capitalisation. For investors who've ridden this rally, the question now isn't whether Hub24 has a strong business; it clearly does. The question is whether the stock's valuation has outpaced even the…

ByUjjwal MaheshwariNovember 11, 20250Comments

Graphite Stocks Uncategorized

Novonix Falls 11%: Is the Market Wrong About This Battery Tech Leader?

Novonix (ASX: NVX) shares tumbled 11% this week after Stellantis terminated a major supply agreement that was meant to anchor the company's production ramp. The deal, signed in November 2024, covered up to 115,000 tonnes of synthetic graphite over six years. Losing this cornerstone customer raises questions about Novonix's ability to meet automotive-grade specifications, yet…

ByUjjwal MaheshwariNovember 11, 20250Comments

Cryptocurrencies

Bitcoin Falls 18%: Buy, Sell, or Wait? Here’s What the Data Actually Says

Bitcoin crashed below $100,000 this week for the first time since June 23, marking an 18% decline from its October 6 all-time high of $126,210. The psychological $100k level—once celebrated as a breakthrough—now serves as the market's battleground, with $103 billion in 24-hour trading volume reflecting intense uncertainty. For investors staring at red portfolios, the…

ByUjjwal MaheshwariNovember 10, 20250Comments

Uranium Stocks

Paladin Energy vs Boss Energy: Which ASX Uranium Producer to Buy?

Boss Energy (ASX: BOE) and Paladin Energy (ASX: PDN) represent Australia's two largest uranium producers, yet their recent trajectories couldn't be more different. Boss achieved positive cash flow within months of starting production, then saw shares crash 42% in a single day after revealing geological challenges at its Honeymoon mine. Paladin posted record production at…

ByUjjwal MaheshwariNovember 8, 20250Comments

Mining Stocks

3 ASX Mining Stocks Rallying While Iron Ore Falls: What’s Behind the Disconnect?

Despite a softening iron ore mining, Australia's heavyweight miners, BHP Group (ASX: BHP), Rio Tinto (ASX: RIO), and Fortescue (ASX: FMG) are staging an unexpected rally. With iron ore hovering near US$105 per tonne, well below its recent highs, conventional wisdom would expect pressure on earnings and share prices. Yet the opposite is unfolding. This…

ByUjjwal MaheshwariNovember 8, 20250Comments

Uncategorized

Light & Wonder Rockets 8%: Gaming Stock’s Surprise Surge Explained

Light & Wonder (ASX: LNW) jumped 8.6% this week after proving that growing profits can matter more than growing sales. The gaming technology company reported a net income surge of 78% to US$114 million, despite revenue coming in slightly below what analysts had expected. For investors watching the stock, this wasn't just another quarterly report;…

ByUjjwal MaheshwariNovember 8, 20250Comments

Real Estate

James Hardie Plunges 13%: MSCI Removal and US Housing Woes

James Hardie Industries (ASX: JHX) plunged up to 17% on Thursday before closing down 13%, capping off what's been a disastrous year for one of Australia's most recognisable building materials companies. The stock is now down 49% year-to-date, trading at levels not seen since mid-2020. Two forces converged this week to accelerate the selloff: removal…

ByUjjwal MaheshwariNovember 8, 20250Comments

Lithium Stocks

Lithium and Rare Earth Stocks Down 3%+: Is This the Buying Opportunity?

After surging on the back of the Australia-US critical minerals deal just weeks ago, three of Australia's biggest critical minerals producers have pulled back sharply. Pilbara Minerals (ASX: PLS), Lynas Rare Earths (ASX: LYC), and Iluka Resources (ASX: ILU) each fell more than 3% this week as profit-taking set in and concerns about China's trade…

ByUjjwal MaheshwariNovember 8, 20250Comments

Travel Stocks

Qantas Falls 3.4% on Revenue Downgrade: Is This a Buying Opportunity or Warning Sign?

Qantas Airways (ASX: QAN) dropped 3.4% to $9.84 on Friday after the airline trimmed its domestic revenue guidance to 3% growth for the first half of FY26, down from the previously flagged range of 3-5%. The downgrade came during the company's annual general meeting, where CEO Vanessa Hudson pointed to softer corporate travel demand as…

ByUjjwal MaheshwariNovember 7, 20250Comments

Bank Stocks

Macquarie Drops 5% Despite Profit Beat and Higher Dividend: Time to Buy the Dip?

Macquarie Group (ASX: MQG) saw its share price drop 5% on Friday, surprising many investors. The investment bank delivered a solid result on paper, with profit up 3% to $1.66 billion, a 7.7% increase in the dividend to $2.80 per share, and a $2 billion share buyback extended for another year. Yet the market wasn't…

ByUjjwal MaheshwariNovember 7, 20250Comments