Bank of Queensland Jumps on Challenger Deal
Bank of Queensland (ASX: BOQ) shares jumped 7.06% yesterday, closing at A$7.28 and marking the stock's highest level in 2026, after the regional lender announced a major strategic deal with investment management firm Challenger (ASX: CGF). The two companies have agreed to an A$3.7 billion equipment finance loan…
Bank Stocks
Australian Active Fund Managers are struggling, make no mistake. Hitting home the point yesterday were reports that Ox Capital Management — a boutique emerging markets specialist led by veteran investor Joseph Lai; had entered formal wind-up proceedings on March 27 2026.
This wind up was not the first, and likely won't be the last. So each…
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…
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…
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…
It is easy to think the Impact of The Iran War is simply businesses in the oil space or that use oil in their operations (for instance freight businesses). Or by extension, companies in the 'consumer discretionary' space that find due to higher energy prices (and interest rates), that their goods are more discretionary than…
RBA March Decision: What It Means for ASX Stocks
The Reserve Bank of Australia meets on Tuesday, 17 March, and it could be one of the most consequential rate decisions in months for ASX investors. The RBA already raised the cash rate to 3.85% back in February. Now, with Governor Michele Bullock calling this meeting…
With productivity the buzzword right now, ASX Stocks Making Productivity Gains are highly sought after. Just about all companies are talking about it, but not many are able to boast about a specific impact AI has had on productivity. This article outlines a few that can.
What are the Best ASX Stocks to invest in right…
ASX bank stocks are in focus ahead of the RBA’s March 17 decision
The RBA surprised nobody when it hiked rates to 3.85% in February, the first increase since 2023. Most investors assumed the next move would not come until May. Then Governor Michele Bullock took the stage at the AFR Business Summit on March…
Judo Capital Surges After 53% Profit Jump
Judo Capital Holdings (ASX: JDO) surged as much as 12 per cent on Tuesday after delivering its strongest half-year result since listing. The SME-focused challenger bank reported profit before tax of AUD 86.5 million, up 53 per cent on the same period last year, driven by a growing…
