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Industrials

Austal (ASX:ASB): Building war ships in Donald Trump’s America

Austal (ASX:ASB) is a good option for investors wanting a stock that'll be a beneficiary of Trump's 'Made in America' ambitions, because Austal makes things in America. Plus, it makes ships in and for Australia too. This author last wrote about the company this time last year when the threat of tariffs were wreaking havoc…

ByNick SundichMarch 19, 2026

Amcor (ASX:AMC): This Packaging Giant Is Under Pressure, But Is the Yield Worth the Wait?

Amcor (ASX:AMC) is celebrating its 100th anniversary later this year, but it would seem there's little else to celebrate right now. Perhaps the dividend yield, but of course the high yield is more because of the lower share price than because of the higher dividend. It is true that few names on the ASX carry the…

ByNick SundichMarch 17, 2026

The Looming Demotion: Here’s Why These 8 ASX Stocks Are Being Removed from the ASX All Ords!

In a couple of weeks, some ASX Stocks Are Being Removed from the ASX All Ords. Other companies will take their place and it was only yesterday that we wrote about that fact and some of the companies being promoted. But today it is time to look at the stocks suffering the indignity of being…

ByNick SundichMarch 13, 2026

Bapcor (ASX:BAP) Crashes 49% After Emergency Capital Raise: Is This a Turnaround Opportunity or a Value Trap?

Bapcor plunges after a deep loss and emergency capital raise Bapcor (ASX: BAP) lost nearly half its value on Friday after delivering a shocking A$104.8 million loss and announcing an emergency A$200 million capital raise at just 60 cents per share. That price represents a 65% discount, and the new shares will increase the total…

ByUjjwal MaheshwariMarch 2, 2026

Shape Australia Corporation (ASX:SHA): On track for >$1bn revenue this year even in a tough construction market

How has a late 2021 IPO focused on commercial fit outs - as Shape Australia Corporation (ASX:SHA) was and is; managed to find itself <3x higher than its IPO price? It went through one of the toughest times to be in the construction space in living memory, even companies such as Reliance Worldwide (ASX:RWC) with…

ByNick SundichFebruary 26, 2026

Qube Holdings (ASX:QUB) Agrees to A$11.7bn Macquarie Takeover- Buy for the Payout or Take Profits Now?

Qube Holdings M&A: What the Macquarie Bid Means Qube Holdings (ASX: QUB) hit a record high on Monday after signing a binding deal with a Macquarie Asset Management-led consortium at A$5.20 per share, valuing Australia's largest integrated logistics provider at roughly A$11.7 billion. The offer is a 27.8% premium to Qube's pre-approach price and marks…

ByUjjwal MaheshwariFebruary 17, 2026

Aurizon (ASX:AZJ) Surges on 36% Dividend Hike- Buy the Yield or Sell the Rally?

Aurizon Dividend Surge: Buy the Yield or Wait? Aurizon Holdings (ASX: AZJ) climbed 7 per cent to A$3.84 on Monday after delivering a half-year result that gave income investors exactly what they wanted. The main highlight was a 36 per cent increase in the interim dividend to 12.5 cents per share. This was supported by…

ByUjjwal MaheshwariFebruary 17, 2026

Infratil (ASX:IFT): One of the ASX’s largest infrastructure investors

Visit the website of Infratil (ASX:IFT), and the first thing you see is 'We invest in ideas that matter'. This company is an investor in infrastructure and is one of the largest on the ASX - over 30 years old and headquartered in New Zealand, listed on both exchanges. It has a diverse portfolio, but it…

ByNick SundichFebruary 16, 2026

ALS Global (ASX:ALQ): The $12bn ‘picks and shovels’ company from Brisbane that has slipped under the radar…until now

ALS Global (ASX:ALQ) is currently in the Top 50 ASX companies, capped at ~$12bn. It is capped slightly higher than the ASX itself (i.e. the ASX as a listed company in its own right). The list of companies that trail it include: JB Hi-Fi, NextDC, Harvey Norman, Mirvac, TechnologyOne, AGL, Downer, Life360 and AMP. Many of…

ByNick SundichFebruary 10, 2026

MAAS Group (ASX:MGH) Plunges 27% After Selling Its Strongest Division for $1.7B- Buy the Dip or Avoid?

MAAS Group drops 27% after a major division sale MAAS Group Holdings (ASX: MGH) plunged 27 per cent to A$4.11 on Thursday after announcing the sale of its construction materials division to Heidelberg Materials Australia for up to A$1.703 billion. The math looks attractive on the surface; the deal proceeds equate to roughly A$4.69 per…

ByUjjwal MaheshwariFebruary 6, 2026

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Industrials

Austal (ASX:ASB): Building war ships in Donald Trump’s America

Amcor (ASX:AMC): This Packaging Giant Is Under Pressure, But Is the Yield Worth the Wait?

The Looming Demotion: Here’s Why These 8 ASX Stocks Are Being Removed from the ASX All Ords!

Bapcor (ASX:BAP) Crashes 49% After Emergency Capital Raise: Is This a Turnaround Opportunity or a Value Trap?

Shape Australia Corporation (ASX:SHA): On track for >$1bn revenue this year even in a tough construction market

Qube Holdings (ASX:QUB) Agrees to A$11.7bn Macquarie Takeover- Buy for the Payout or Take Profits Now?

Aurizon (ASX:AZJ) Surges on 36% Dividend Hike- Buy the Yield or Sell the Rally?

Infratil (ASX:IFT): One of the ASX’s largest infrastructure investors

ALS Global (ASX:ALQ): The $12bn ‘picks and shovels’ company from Brisbane that has slipped under the radar…until now

MAAS Group (ASX:MGH) Plunges 27% After Selling Its Strongest Division for $1.7B- Buy the Dip or Avoid?

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