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Bubs Australia (ASX:BUB): One of the few infant formula stocks building a post-China future

Bubs Australia (ASX:BUB) just might have a future beyond China. After the pandemic shut down the infant formula trade, companies that had previously been reliant on China sought other markets in the ASEAN region such as Vietnam. An infant formula shortage in the USA in 2022 led to a number of stocks, led by A2…

ByNick SundichDecember 3, 2025

Collins Foods (ASX: CKF) Reports 30% Profit Growth: Buy the Dip or Wait for a Pullback?

Collins Foods (ASX: CKF) dropped nearly 4% yesterday, despite delivering a half-year result that beat expectations on almost every measure. Australia's largest KFC operator reported an underlying profit increase of almost 30% to $30.8 million, a record revenue of $750 million, and an 18% dividend increase. So why are investors selling? After rallying more than…

ByUjjwal MaheshwariDecember 3, 2025

Metcash (ASX: MTS) Falls 9% Despite Steady $142M Profit and Flat Dividend

Metcash (ASX: MTS) shares fell about 9% today after releasing its first-half results during an unusual ASX trading outage. The company reported a profit after tax of $142.2 million for the six months to 31 October, almost flat compared to last year. Group EBITDA rose 2% to $367.2 million, and the interim dividend stayed the…

ByUjjwal MaheshwariDecember 2, 2025

Treasury Wine Estates (ASX:TWE) Crashes to Decade Low After $687M US Writedown: Time to Sell or Buying Opportunity?

Treasury Wine Estates (ASX:TWE) slumped more than 6 per cent to $5.45 on Monday after announcing it will write off the entire $687.4 million in goodwill from its Americas business. The non-cash impairment pushed shares to their lowest level since August 2015, with the stock collapsing from a 52-week high of $12.02, wiping out more…

ByUjjwal MaheshwariDecember 2, 2025

Star Entertainment Group (ASX:SGR): Where to now in a post-COVID world? Does the Bally’s deal mean it is safe?

Star Entertainment Group boss Steve McCann has not been one to shy away from honesty. He has admitted his company would never again see the huge flow of high-end international gamblers flock to its casinos, and would be relying on restaurants and hotels for revenue. Long story short: The pre-COVID days won't be coming back. Even…

ByNick SundichDecember 1, 2025

JB Hi Fi (ASX:JBH): With a 140% gain in 2 years, it is the ASX’s most in vogue retailer!

Few retailers have emerged stronger from the pandemic than when it began, but it is hard to argue JB Hi Fi (ASX:JBH) has not, given it is 140% higher. While many ASX retailers' customers cut back spending to varying degrees, this has not been the case with Australia's largest electronics retailer, at least enough to concern…

ByNick SundichOctober 31, 2025

Colgate (NYSE:CL): There’s more to it than toothpaste – it could be the best way to profit from the growth in pet products!

In Australia, we know Colgate (NYSE:CL) primarily as a toothpaste brand. But there's a lot more to this 217-year old company than you may think. We think this stock may be the best way to gain exposure to the growth in pet care. However, we cannot talk about this company without addressing its decline in the past…

ByNick SundichOctober 28, 2025

Beforepay (ASX:B4P): It survived the post-COVID BNPL Bust, and appears to be thriving…but is it really?

After a disasterous IPO, Beforepay (ASX:B4P) appears to be thriving. After all, its share price is up over 500% in the last 2 years, it survived the BNPL Bust when so many peers (i.e. Openpay, Zebit and Payright) did not. However...at $120m, it is still below its IPO valuation of $158m. But the question we'll look…

ByNick SundichOctober 27, 2025

Telstra shares are at a 10-year high and the company is at an exciting point in its history

Last time we wrote about Telstra shares, it was in mid-FY24 and the company was under pressure. But 15 months on, things have improved with a strong FY25 and the company telling investors to expect the rest of the 2020s to deliver the goods. The company has never reached highs seen in 2015 since then,…

ByNick SundichOctober 27, 2025

A2 Milk (ASX:A2M) is successfully adjusting to a ‘new normal’ in the China infant formula market

A2 Milk shares have been listed on the ASX for over 10 years, listing in late March 2015 at $2.30 per share. After hitting an all-time high of $20.05 per share, it was downhill for a couple of years, then a period of uncertainty as to where the company was going next. But while there…

ByNick SundichOctober 20, 2025

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Consumer

Bubs Australia (ASX:BUB): One of the few infant formula stocks building a post-China future

Collins Foods (ASX: CKF) Reports 30% Profit Growth: Buy the Dip or Wait for a Pullback?

Metcash (ASX: MTS) Falls 9% Despite Steady $142M Profit and Flat Dividend

Treasury Wine Estates (ASX:TWE) Crashes to Decade Low After $687M US Writedown: Time to Sell or Buying Opportunity?

Star Entertainment Group (ASX:SGR): Where to now in a post-COVID world? Does the Bally’s deal mean it is safe?

JB Hi Fi (ASX:JBH): With a 140% gain in 2 years, it is the ASX’s most in vogue retailer!

Colgate (NYSE:CL): There’s more to it than toothpaste – it could be the best way to profit from the growth in pet products!

Beforepay (ASX:B4P): It survived the post-COVID BNPL Bust, and appears to be thriving…but is it really?

Telstra shares are at a 10-year high and the company is at an exciting point in its history

A2 Milk (ASX:A2M) is successfully adjusting to a ‘new normal’ in the China infant formula market

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