It is easy to think the Impact of The Iran War is simply businesses in the oil space or that use oil in their operations (for instance freight businesses). Or by extension, companies in the 'consumer discretionary' space that find due to higher energy prices (and interest rates), that their goods are more discretionary than…
Defence Stocks
ASX stocks to buy and avoid as the Iran war shakes markets
The ASX 200 shrugged off the initial shock on Monday, closing flat at 9,200.9, but reality caught up fast on Tuesday. Only two of eleven sectors finished in the green, and the damage was widespread. RBA Governor Michele Bullock added fuel by warning…
ASX defence stocks surge on Iran war- should you buy now?
ASX defence stocks surged on Monday as the US-Iran conflict sent investors rushing into military names. DroneShield (ASX: DRO) jumped 6.9% to close at A$3.87, extending its weekly gain to roughly 24%. Elsight (ASX: ELS) has been the standout mover, surging sharply in recent…
Austal’s Defence Surge: What Investors Should Watch
Austal (ASX: ASB) closed at A$6.30 on Friday, up 5.53% on the day, after the Australian Government awarded it a contract worth about A$4 billion to construct eight Landing Craft Heavy vessels. This announcement came only two months after the A$1.029 billion Landing Craft Medium contract signed in…
Certain ASX stocks and Family Guy have more in common than you think. Yes, we thought we'd have a bit of fun with our ASX stocks focus for a change. We've watched some companies closer than others and have found parallels between their fates and a number of memorable Family Guy clips. And so, after…
Electro Optic Systems (ASX: EOS) has been placed in a trading halt at A$6.00 after falling roughly 33 per cent in the past week. The stock hit an all-time high of A$11.20 on 13 January, meaning it has now lost nearly half its value from that peak. The trigger is a report from US-based short…
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…
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…
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…
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…
