Peter Warren Automotive (ASX:PWR) has not had the best tenure on the ASX with its market cap of <$300m - a far cry from its all time peak of >$500m. But after bottoming out in March 2025, shares have been on the upwards ever since. And while its performance has lagged its peers, we think…
Consumer
Relief Rally at Myer
Myer (ASX:MYR) has had a tough year, falling 62%, but investor sentiment showed early signs of recovery today with shares up 10% following the company’s board presentation. The trading update offered a glimmer of momentum heading into FY26, with total sales for the first 19 weeks of 1H26 up 3 percent,…
Medibank Private shares took a big hit nearly 3 years ago due to the infamous cyber breach. Investors who chose to buy the dip and have held ever since have done quite well - shares rallied 80% in the following 3 years.
But shares have fallen over 12% since August, when it released its FY25 results.…
Costco (NDQ:CST) is a unique supermarket provider. It is arguably most famous for its quarter-pound all-beef hot dog and 20oz soda combo for US$1.50 at its food courts, a combo that was sold over 245m times in FY25 at a price unchanged since 1985. Now, CostCo is unique in the eyes of investors because it…
On Monday December 22, the ASX quarterly rebalance will be effective. Stocks will be promoted into new indices, while others will be demoted. It is important to note from the outset the June and December rebalances only involve the ASX 50, ASX 100 and ASX 200 indices whilst the March and September rebalances also involve…
Step One Falls Flat
Step One (ASX: STP) experienced a heavy re-rating today, falling 35% in a single session. That is a substantial hit for any investor owning shares. The catalyst was the release of its H126 trading update, and the numbers came in well below expectations. Revenue is now forecast to land between A$30…
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…
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…
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…
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…
