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Financials

Pepper Money (ASX:PPM) Rejects Challenger’s A$1bn Takeover Bid: Buy the Dip or Stay Away?

Pepper Money Rejects A$1bn Bid: What Now? Pepper Money (ASX: PPM) officially walked away from Challenger's takeover on Wednesday, with the independent board committee rejecting the A$2.25 per share proposal. The stock opened sharply lower, touching A$1.54 in morning trade before recovering strongly to close at A$1.77, up 5.36% by the end of the session.…

ByUjjwal MaheshwariMarch 26, 2026

The Impact of The Iran War Extends Beyond Oil, And this ASX Company is the Poster Child for It!

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…

ByNick SundichMarch 25, 2026

Pepper Money Falls 10% as Challenger Cuts Its Takeover Bid- Is This a Buying Opportunity?

Pepper Money falls as Challenger cuts its bid Pepper Money (ASX: PPM) fell roughly 10% after Challenger Limited slashed its takeover offer from A$2.60 down to A$2.25 per share, calling it its "best and final" price. After subtracting the final dividend of 7.8 cents, shareholders would effectively receive around A$2.17. We believe this selloff is…

ByUjjwal MaheshwariMarch 19, 2026

Perpetual (ASX: PPT) Sells Wealth Business for $500M – Is the Debt-Free Version Now a Buy?

Perpetual moves closer to a simpler business Perpetual (ASX: PPT) shares rose 1.79% to A$16.53 on Monday after the company confirmed a binding deal to sell its Wealth Management business to Bain Capital for A$500 million in upfront cash. The stock is still down 13% in 2026, and the market's muted reaction suggests investors are…

ByUjjwal MaheshwariMarch 17, 2026

QBE vs Suncorp: Which ASX Insurer Is the Better Buy After the Iran War Shock?

While most investors have been chasing energy and gold stocks since the Iran conflict escalated, two ASX insurers are sitting at very different valuations with very different outlooks. QBE Insurance Group (ASX: QBE) is roughly flat over the past year but carries a direct tailwind from global insurance repricing. Suncorp Group (ASX: SUN) has fallen…

ByUjjwal MaheshwariMarch 16, 2026

GQG Partners (ASX: GQG) Drops 5.5% Despite FUM Hitting US$172.9bn – Is This a Buying Opportunity?

GQG Partners Share Price Falls Despite FUM Growth GQG Partners (ASX: GQG) fell 5.5% on Wednesday, closing at A$1.80, adding to a slide that has now taken the stock down roughly 26% over the past year. Here is the puzzling part: the company's funds under management actually grew. FUM reached US$172.9bn as of 28 February…

ByUjjwal MaheshwariMarch 12, 2026

Magellan and Barrenjoey are merging in a $1.6bn deal! Here’s why all ASX investors should see this as significant

Magellan and Barrenjoey are coming together as one. Magellan actually was already a shareholder of Barrenjoey, with a 36% stake, but is buying the remaining shares it does not already own. In some respects it may seem an obvious match given the existing shareholding and how both companies are in the financial markets, but one of…

ByNick SundichMarch 2, 2026

Is Netwealth (ASX: NWL) a Buy After Surging 12% on Record Half-Year Results?

Netwealth’s record inflows are strong, but valuation is tight Netwealth Group (ASX: NWL) jumped 12 per cent on Wednesday after posting record half-year results. Revenue rose nearly 25 per cent to A$193.8 million, the company pulled in a record A$16.4 billion in new client money, and funds under administration swelled to A$125.6 billion. Yet even…

ByUjjwal MaheshwariFebruary 19, 2026

Challenger (ASX:CGF) Surges 8% After Record Annuity Sales- Is It Too Late to Buy?

Challenger jumps on annuity demand, but the July reset is the real catalyst Challenger (ASX: CGF) surged more than 8 per cent earlier this week, closing at A$8.90 on Wednesday as the market fully digested its record first-half results. This move was not just about one solid period. Record annuity sales, a large A$150 million…

ByUjjwal MaheshwariFebruary 19, 2026

GQG Partners (ASX:GQG) Made Record Profits and the Stock Dropped 27%- Here’s What Investors Are Missing

GQG Partners Shares Slide Despite Record Profits GQG Partners (ASX:GQG) is one of the most puzzling stories on the ASX right now. The stock has fallen roughly 27% over the past year, yet the business just posted its best results ever. Shares jumped nearly 8% on Friday to A$1.74 after the record numbers dropped, a…

ByUjjwal MaheshwariFebruary 16, 2026

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Financials

Pepper Money (ASX:PPM) Rejects Challenger’s A$1bn Takeover Bid: Buy the Dip or Stay Away?

The Impact of The Iran War Extends Beyond Oil, And this ASX Company is the Poster Child for It!

Pepper Money Falls 10% as Challenger Cuts Its Takeover Bid- Is This a Buying Opportunity?

Perpetual (ASX: PPT) Sells Wealth Business for $500M – Is the Debt-Free Version Now a Buy?

QBE vs Suncorp: Which ASX Insurer Is the Better Buy After the Iran War Shock?

GQG Partners (ASX: GQG) Drops 5.5% Despite FUM Hitting US$172.9bn – Is This a Buying Opportunity?

Magellan and Barrenjoey are merging in a $1.6bn deal! Here’s why all ASX investors should see this as significant

Is Netwealth (ASX: NWL) a Buy After Surging 12% on Record Half-Year Results?

Challenger (ASX:CGF) Surges 8% After Record Annuity Sales- Is It Too Late to Buy?

GQG Partners (ASX:GQG) Made Record Profits and the Stock Dropped 27%- Here’s What Investors Are Missing

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