Skip to content Skip to sidebar Skip to footer

Newsletter

Industrials

Johns Lyng Group (ASX:JLG): Taking the easy way out with a $1.1bn buyout

The tenure of Johns Lyng Group (ASX:JLG) is ending with Pacific Equity Partners buying it out for $1.1bn after several months in the doldrums. JLG a restoration services company, repairing properties after damage by insured events, including weather and other impact incidents. This could (still) be one of the few companies that may be a beneficiary…

ByNick SundichJuly 11, 2025

Here are Our 11 Top ASX Stocks to Buy in FY26: 1 From Each Sector!

It is a New Financial Year, so it's time to outline 11 Top ASX Stocks to Buy in FY26. Why 11 you might ask? Because 11 is the number of 'GICS' (Global Industry Classification Sectors) on the ASX, and we're picking one from each sector. Our 11 Top ASX Stocks to Buy in FY26! Energy: Ampol…

ByNick SundichJuly 7, 2025

Things were going so well for Redox (ASX:RDX), Australia’s largest chemicals importer, until its 1H25 results

It was a golden run for chemical importer Redox (ASX:RDX) from when it listed on the ASX in July 2023...until its 1H25 results. It is easy to forget how big a of a deal it was - it raised $402m for a $1.34bn valuation, making it the biggest IPO in 18 months at the time,…

ByNick SundichJune 23, 2025

When investors are in a risk off mindset: Here are the 5 moves they usually make and why

Israel’s strikes on Iran, and the subsequent responses, led to the typical "risk off" moves professional investors usually make when faced with uncertainty. But what exactly does "risk off" mean and how relevant is it for retail investors? Should you be risk off too or should you ride out geopolitical uncertainty? Few would've predicted Israel would've…

ByNick SundichJune 18, 2025

Tourism Holdings (ASX:THL): Facing a decimation from Trump’s tariffs, it might be taking an easy way out (A NZ$500m+ takeover bid)

Tourism Holdings (ASX:THL) a company that has purported to be New Zealand's premier tourism company is delisting just 2 and a half years into its stint on the ASX. It is toying with a NZ$2.30 per share bid (worth NZ$509m/A$472m all up) made by a consortium of BGH Capital and the Trouchet family who are behind…

ByNick SundichJune 16, 2025

The Virgin Australia IPO: Here’s how to buy shares and 4 reasons Blue Horseshoe doesn’t like it

The long awaited Virgin Australia IPO has been on and off ever since the airline was bought by Bain Capital, but is now a go. Last week, bids were made and the company purported to have raised $685m, giving it a capitalisation of over $2bn. A date for the listing has not been set, but…

ByNick SundichJune 10, 2025

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

Here’s why investors in health insurance stocks like Medibank and NIB should stay alert

Health insurance stocks are facing a big dilemma right now. On one hand patients don't want to pay more, but private hospitals want them to pay more. What's new about that, you might ask? Well, the collapse of Healthscope has bought this issue to the forefront, and something will have to give sooner or later. Of…

ByNick SundichJune 5, 2025

Reliance Worldwide (ASX:RWC): It couldn’t hold off 4-decade high inflation forever, but interest rate cuts are coming to the rescue!

Reliance Worldwide (ASX:RWC) is one of the companies with the most upside to interest rates. We have argued that it was a good stock to hold amidst record-high inflation. As a plumbing supplies company, it can easily pass costs on to customers because emergency plumbing works typically can't be put off. But macroeconomic difficulties led to…

ByNick SundichJune 4, 2025

Meet TopCo: A new company to be born from the $14bn merger of Brickworks and Soul Pattinson

Investors have just heard about TopCo, a company being born from $14bn merger of Brickworks (ASX:BKW) and Washington H. Soul Pattinson (ASX:SOL). For now the combined ASX company will be called TopCo but will eventually adopt the latter's name. A combination of the two seemed inevitable for many years, given their close affiliation - the former is…

ByNick SundichJune 2, 2025

the Kick-ass Multipurpose WordPress Theme

Industrials

Johns Lyng Group (ASX:JLG): Taking the easy way out with a $1.1bn buyout

Here are Our 11 Top ASX Stocks to Buy in FY26: 1 From Each Sector!

Things were going so well for Redox (ASX:RDX), Australia’s largest chemicals importer, until its 1H25 results

When investors are in a risk off mindset: Here are the 5 moves they usually make and why

Tourism Holdings (ASX:THL): Facing a decimation from Trump’s tariffs, it might be taking an easy way out (A NZ$500m+ takeover bid)

The Virgin Australia IPO: Here’s how to buy shares and 4 reasons Blue Horseshoe doesn’t like it

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

Here’s why investors in health insurance stocks like Medibank and NIB should stay alert

Reliance Worldwide (ASX:RWC): It couldn’t hold off 4-decade high inflation forever, but interest rate cuts are coming to the rescue!

Meet TopCo: A new company to be born from the $14bn merger of Brickworks and Soul Pattinson

Sectors

Quick Links

Learn

2020, the Golden Year

Investing in the Year of the Rat

Market trouble spots to avoid in 2020

Industrials

Sectors

Quick Links

Learn

Add Your Heading Text Here