Newsletter

Blue Chip Stocks

Can Iress (ASX:IRE) stay on the road to recovery in FY25?

Iress (ASX:IRE) investors have had a difficult run, but there is optimism that better times are ahead. Last week, the company upgraded its EBITDA guidance and hinted dividends might be about to come back. But it will be a long way back to the top. Introduction to Iress (ASX:IRE) Iress provides software to the financial services…

ByNick SundichMarch 5, 2025

Here are 5 of the worst 1H25 results on the ASX this reporting season

5 of the worst 1H25 results on the ASX this reporting season Johns Lyng Group (ASX:JLG) Remember in 2022-23 when there were so many extreme weather that JLG was booming like it never had before? Those were the days, but they are behind the company, at least not right now. You see, JLG…

ByNick SundichMarch 4, 2025

Here are 6 of the best 1H25 results on the ASX this reporting season

6 of the best 1H25 results on the ASX this reporting season Computershare (ASX:CPU) Computershare helps its customers manage share registration needed in capital markets, corporate trust services, employee equity plans, and global capital markets. Investors loved CPU's 1H25 results, and why wouldn't they? The company's revenue was $1.5bn, 6.4% higher than 12 months…

ByNick SundichMarch 3, 2025

Richard White is back as WiseTech boss after prevailing in the fight for control of the company

WiseTech (ASX:WTC) announced this morning that,' Richard White has been appointed to the Board as Executive Chairman'. But this is not a career board executive, this is a case of the largest shareholder and founder of the company being back onboard after a 4 month to take control again. Richard White prevailed in the fight for…

ByNick SundichFebruary 26, 2025

How could the ASX attract more new listings? Here are 3 possibilities

How could the ASX attract more new listings? That is a question many local investors are pondering, and no doubt the ASX executives are too. Of course, their paycheque are in play, but the problem is one for the broader Australian investment ecosystem. In September 2024, the total number of companies fell below 2000 for the…

ByNick SundichFebruary 26, 2025

The saga continues: 4 WiseTech directors quit en masse due to disagreements with Richard White

4 WiseTech directors quit en masse this morning, and that was just the start of the bad news facing the company this morning just 2 days before it is due to release its annual results. A recap of the WiseTech saga Before we outline what happened today, let's bring investors up to speed to help newcomers…

ByNick SundichFebruary 24, 2025

Investors are overreacting to the $2.7bn Domain takeover bid: Here is why

The $2.7bn Domain takeover bid stole the headlines today. Shares in Domain (predictably) surged from their $3.13 close the day before to match the $4.20 bid and more. Shares in major shareholder Nine Entertainment (ASX:NEC) increased as well, whilst shares in rival Rea Group (ASX:REA), which owns realestate.com.au, fell 10%. The specifics of the Domain takeover…

ByNick SundichFebruary 21, 2025

Peter Dutton wants to break up insurers and investors are fearful, but should they be?

Some investors are worried that Peter Dutton wants to break up insurers. Not just because he is in with a chance at the forthcoming federal election, but his ambitions appear legitimate. You cannot say at least some investors are worried - Suncorp (ASX:SUN) fell over 20% in a single day earlier this week. How legitimate…

ByNick SundichFebruary 20, 2025

Chemist Warehouse is now ASX listed! Here are 5 critical things all investors need to know!

Chemist Warehouse is now ASX listed - 14 months since the plan to list was first unveiled. Australia's largest pharmacy chain had long been mulled as an IPO candidate. But - with IPO conditions less than ideal - it chose to list via a reverse takeover of Sigma Healthcare (ASX:SIG). The irony is that despite…

ByNick SundichFebruary 14, 2025

Nick Scali (ASX:NCK): Its had a stellar 5 year run, but is it coming to an end?

Nick Scali (ASX:NCK) is the second company we've written about this week that is trying to expand into the UK. Nick Scali has doubled in the last 5 years, and a big part of this growth can be attributed to the furniture boom during the pandemic. Its sales have doubled from ~$250m to ~$500m in that…

ByNick SundichFebruary 12, 2025