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Defence Stocks

The 50% CGT discount on shares: Here’s how it works, and if it is under threat

The 50% CGT discount on shares is one of the key mechanisms that helps investors keep as much of their cash as they have earned on their investments. We felt that it was time to write a stand-alone article about this in light of the inflation crisis and how it could lead to investors seeking…

ByNick SundichFebruary 5, 2026

PWR Holdings (ASX:PWH) Wins $13.5M Defence Contract: Time to Buy the Aerospace Pivot?

PWR Holdings Lands $13.5m US Defence Follow-On Contract PWR Holdings (ASX: PWH) surged nearly 10 per cent on Monday after the company announced a A$13.5 million (US$9.1 million) follow-on contract with the US Government. This is PWR's second deal with American defence agencies in less than a year, building directly on the initial order announced…

ByUjjwal MaheshwariJanuary 13, 2026

Duratec (ASX: DUR) Surges on AUKUS Contract Progress: Is This Defence Stock a Buy?

Duratec Poised for Growth with AUKUS Contracts Duratec (ASX: DUR) has quietly become one of the standout performers in Australia's small-cap defence space, with shares climbing approximately 49 per cent over the past 12 months to reach AUD 2.04. The latest catalyst driving investor interest is the company's joint venture with Ertech, which has been…

ByUjjwal MaheshwariJanuary 9, 2026

Trump’s Venezuela Strike Puts These 3 ASX Defence Stocks in Focus

ASX Defence Stocks in focus after Venezuela raid The world woke up to a different geopolitical reality this weekend. US forces captured Venezuelan President Nicolás Maduro in a surprise military operation, the kind of bold move that hasn't happened in decades. President Trump declared America would 'run' Venezuela, though Secretary of State Marco Rubio later clarified…

ByUjjwal MaheshwariJanuary 6, 2026

3 ASX Defence Stocks Set to Benefit in 2026 from Rising Military Budgets

ASX Defence Stocks: 3 Names to Watch in 2026 Global defence spending reached a record US$2.7 trillion in 2024, the steepest annual increase since the Cold War. For Australian investors, this isn't just a headline; it's a structural shift with real implications. Australia's defence budget is growing at 5.9% annually, with nearly A$2.7 billion earmarked…

ByUjjwal MaheshwariJanuary 1, 2026

Our 5 ASX Predictions for 2026!

This article outlines 5 ASX Predictions for 2026 that Stocks Down Under puts its neck on the line to assert will happen. It has become an annual tradition of ours, and some of these calls we get right, others we don't. Arguably our boldest call in suggesting ANZ would be the best performing big 4…

ByNick SundichDecember 24, 2025

Austal (ASX: ASB) Secures A$1bn Defence Win: A Defensive Buy at 28x Earnings?

Austal (ASX: ASB) locked in more than A$1.16 billion in new contracts last week, cementing its position as Australia's go-to defence shipbuilder. The centrepiece is a A$1.029 billion deal to design and build 18 Landing Craft Medium vessels for the Australian Army. This was followed by a contract valued at over A$135 million for two…

ByUjjwal MaheshwariDecember 22, 2025

Elsight (ASX: ELS) Surges After A$32M Contract Win: Is This 10-Bagger Defence Stock Still a Buy?

Elsight (ASX: ELS) continues to deliver for shareholders, with the stock up roughly 1,000 per cent over the past twelve months. The latest catalyst is a US$21.2 million (~A$32 million) contract with a European defence manufacturer, with deliveries scheduled between January and April 2026. For a company that has now secured thirteen times the contract…

ByUjjwal MaheshwariDecember 18, 2025

Activist investors: Here’s what you need to know about them and 4 famous Australian activists to watch out for

Hear the term 'Activist investors' and you might think of GetUp, the progressive activist group that forced Woolworths to hold an EGM in 2014 in an attempt to limit the maximum bets on poker machines to $1. Or perhaps even of ESG-focused fundies like Australian Ethical (ASX:AEF). The reality is a lot more complicated and…

ByNick SundichOctober 8, 2025

Intel (NDQ:INTC): Its been outmuscled by Nvidia, but its rival just became an investor by buying a US$5bn stake

Intel (NDQ:INTC) has a peculiar shareholder register that has included the US government (which bought 10% in August), Japan's SoftBank and now Nvidia. Yes, as the saying goes...if you can't beat them join them. The companies will work to co-develop chips for PCs and data centres, chips using Nvidia's graphic technology and hardware. And Nvidia is…

ByNick SundichSeptember 22, 2025

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Defence Stocks

The 50% CGT discount on shares: Here’s how it works, and if it is under threat

PWR Holdings (ASX:PWH) Wins $13.5M Defence Contract: Time to Buy the Aerospace Pivot?

Duratec (ASX: DUR) Surges on AUKUS Contract Progress: Is This Defence Stock a Buy?

Trump’s Venezuela Strike Puts These 3 ASX Defence Stocks in Focus

3 ASX Defence Stocks Set to Benefit in 2026 from Rising Military Budgets

Our 5 ASX Predictions for 2026!

Austal (ASX: ASB) Secures A$1bn Defence Win: A Defensive Buy at 28x Earnings?

Elsight (ASX: ELS) Surges After A$32M Contract Win: Is This 10-Bagger Defence Stock Still a Buy?

Activist investors: Here’s what you need to know about them and 4 famous Australian activists to watch out for

Intel (NDQ:INTC): Its been outmuscled by Nvidia, but its rival just became an investor by buying a US$5bn stake

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