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Defence Stocks

How to stop the ASX decline? ASIC and investors have some radical ideas

Addressing the ASX decline is a question that has been considered for many months now. In 2023-24, more companies left the ASX in the past 2 years than any 2 year period since the 1990s recession - whether being brought out by private equity or a big industry player, delisting to a penny stock exchange…

ByNick SundichJune 6, 2025

Warren Buffett is retiring, will hand the top job at Berkshire to Greg Abel by the end of 2025. Here’s what you need to know

After many decades at the helm of Berkshire Hathaway, Warren Buffett is retiring. After founding his empire in 1965, he built it into a US$1tn+ empire owning many of America's best companies and profiting off them. But of course, all good things must come to an end - at least a tenure led by the…

ByNick SundichMay 5, 2025

Is Now the Time to Buy DroneShield? Here’s Why the Stock’s Been Rising Recently

In recent months, investors have been closely monitoring the performance of DroneShield (ASX: DRO), a company known for its innovative solutions in so-called 'counter-drone technology'. The company's stock price has seen a significant uptick, sparking questions among investors: Is now the time to buy DroneShield? In this article, we’ll explore the reasons behind the stock’s recent rise,…

ByUjjwal MaheshwariApril 21, 2025

Trump, Vance & Ukraine: Why Non-US Defence Stocks Are Gaining Ground

In recent years, the international defence sector has witnessed a shift in investment patterns, with non-US defence stocks attracting more attention from investors. This surge is due to a combination of political developments, such as Donald Trump’s presidency, Josh Vance’s defence-related policies, and the ongoing crisis in Ukraine. These factors have reshaped global defence spending…

ByUjjwal MaheshwariApril 3, 2025

How to judge if a stock is undervalued? Here are 6 potentially useful ways

How to judge if a stock is undervalued? Here are 6 ways to tell! 1. If a stock is trading below historical PE We'll start with a way that may not be conventional except among professional investors. If a stock is trading at a PE (Price-to-Earnings multiple) that is below its 'historical average'…

ByNick SundichMarch 28, 2025

Should you use your tax cut to invest in stocks? And how should you go about it?

Should you use your tax cut to invest in stocks? With another unexpected round of tax cuts starting from the middle of next year, unveiled in the federal budget earlier this week, this is a question facing many. This round isn't that large - only $536 a year and little over $10 a week by…

ByNick SundichMarch 27, 2025

Fallout from the Zelensky/Trump/Vance Debacle: Opportunities for European Defence Stocks

In the past few months, geopolitical tensions among Ukraine, Russia, the US, and several European nations have increased significantly. One famous incident—the Zelensky/Trump/Vance affair—has sparked a broad debate regarding global defence strategies and shifting military alliances. While it highlights weaknesses in global defence infrastructure, it also opens a window of opportunity for non-US defence companies,…

ByUjjwal MaheshwariMarch 8, 2025

Defence Sector Outlook: How Trump’s Policies Could Reshape Global Military Spending

The global defence landscape is experiencing significant changes, driven by evolving geopolitical tensions and shifts in policy from major powers. In our view, Trump’s policies have played a pivotal role in reshaping military spending worldwide. His stance on NATO burden-sharing, reduced military aid to Ukraine, and an emphasis on "America First" defence policies have forced…

ByUjjwal MaheshwariMarch 6, 2025

Which Defence Stocks Will Benefit from Trump’s Defence Spending Boom from 2025 to 2028? Here are our 4 Picks!

Defence stocks could well be the biggest winners under the second Trump presidency. It is difficult to imagine the "peace through strength" philosophy that Donald Trump expressed during his first term would be different to the first. In such a case, 2025 could mark the beginning of significant government investment in the defence sector -…

ByUjjwal MaheshwariNovember 26, 2024

ESG investing under Trump: As companies scale back ESG initiatives have anti-woke crusaders won, or is there still a future?

Is there a future for ESG investing under Trump? And if so, does it still appear as lucrative? Let's take a look at these questions. Recap of what ESG is Environmental, Social, and Governance (ESG) is a framework used to evaluate a company’s impact on the world beyond its financial performance. ESG criteria help investors assess…

ByNick SundichNovember 21, 2024

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Defence Stocks

How to stop the ASX decline? ASIC and investors have some radical ideas

Warren Buffett is retiring, will hand the top job at Berkshire to Greg Abel by the end of 2025. Here’s what you need to know

Is Now the Time to Buy DroneShield? Here’s Why the Stock’s Been Rising Recently

Trump, Vance & Ukraine: Why Non-US Defence Stocks Are Gaining Ground

How to judge if a stock is undervalued? Here are 6 potentially useful ways

Should you use your tax cut to invest in stocks? And how should you go about it?

Fallout from the Zelensky/Trump/Vance Debacle: Opportunities for European Defence Stocks

Defence Sector Outlook: How Trump’s Policies Could Reshape Global Military Spending

Which Defence Stocks Will Benefit from Trump’s Defence Spending Boom from 2025 to 2028? Here are our 4 Picks!

ESG investing under Trump: As companies scale back ESG initiatives have anti-woke crusaders won, or is there still a future?

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