Newsletter

Large Caps

ASX stocks will need to Climate report from 2025: Is this a big deal?

Like it or not, ASX stocks will need to Climate report from 2025. In other words, they will need to include climate-related information in their financial reports. In late March 2024, amendments to the Corporations Act were tabled in parliament, facilitating this. 'A rigorous, internationally‑aligned and credible climate disclosure regime will support Australia’s reputation as an…

ByNick SundichDecember 31, 2024

Here are our 6 Best ASX Stocks for 2025 and why you should give them a look!

Here are our 6 Best ASX Stocks for 2025! Opthea (ASX:OPT) Its been a long wait, but 2025 will finally be the year Opthea (ASX:OPT) investors receive Phase 3 results. Opthea is an optometry biotech developing Sozinibercept - a drug fighting wet AMD. Wet AMD is the leading cause of blindness, impacting 3.5m people annually…

ByNick SundichDecember 27, 2024

How will stocks be affected by the so-called ‘budget blowout’? Its more complicated than you think

The term budget blowout has gone viral in the last week. It is not a new term, but it is a term that has been applied to the federal government following the Mid-Year Economic and Fiscal Outlook (MYEFO). A budget blowout - really? The underlying cash deficit was actually smaller than had been forecast in the…

ByNick SundichDecember 23, 2024

Where are Fortescue’s hydrogen ambitions at? This A$22m deal gives a big hint

Fortescue's hydrogen ambitions have been well known, but what hasn't been is how long it will take for the dreams to be realised. Fortescue, a company that makes all of its money from selling iron ore to China, is keen to diversify given iron ore prices have never reached 2021 highs again. Fortescue wants a part…

ByNick SundichDecember 11, 2024

Australian mortgage brokers write 75% of loans – here’s why that’s important to bank investors

Think of Australian mortgage brokers and the famous Aussie ads that concluded with John Symond's catchphrase, 'At Aussie, we'll save you!' Indeed they can save borrowers, because they (theoretically) shop around for the best deal for their customers. Everyone will name low interest rates as what they want, but it is also about other benefits offered…

ByNick SundichDecember 10, 2024

The investment by GQG in Adani backfired – is its reputation tarnished for good?

12 months ago, the investment by GQG in Adani was something to admire about the company. It was an example of a bold bet that had paid off given the returns it had made. But the charging of Adani boss Gautam Adani with fraud has had a knock-on effect to GQG. Why The investment by GQG…

ByNick SundichDecember 6, 2024

EML Payments (ASX:EML): Investors are optimistic its onwards and upwards from here, but its a long way back to the top

EML Payments (ASX:EML) investors had a good day yesterday with shares rising 25% after a trading update. The company reaffirmed its FY25 guidance of $54-60m EBITDA, and it recorded very strong revenue and EBITDA growth figures for the September quarter. Investors are happy that the company has delivered on previous promises to turn things around…

ByNick SundichNovember 28, 2024

Elders (ASX:ELD): Is this figurehead of the ASX agriculture sector set for a more stable future?

If you thought mining & resources stocks were volatile, you probably haven't been watching the share prices of agriculture stocks generally, and of Elders (ASX:ELD). After a stellar period of growth between 2014 and 2019 (the first 5 years of CEO Mark Allison's tenure) where shares quadrupled, they are only up 13% ever since. Shares…

ByNick SundichNovember 26, 2024

Here’s what you need to know about the Digico Infrastructure REIT IPO – the latest data centre opportunity on the ASX!

The $3bn Digico Infrastructure REIT IPO will happen before Christmas and be 2024's largest IPO - easily usurping Guzman y Gomez (ASX:GYG). Let's take a look at what you need to know about the listing. The Digico Infrastructure REIT IPO is Focused on data centres This REIT will be run by David di Pilla's HMC Capital…

ByNick SundichNovember 20, 2024

Here’s what Black Friday means for investors and which stocks will benefit from the $6.7bn bonanza?

Because it is coming up in less than a fortnight's time, let's take a look at what Black Friday means for investors in ASX stocks. You may think it is an obvious answer (hint: A bump in sales), but it is not that simple. What is Black Friday? And how did it spread to Australia? Black…

ByNick SundichNovember 18, 2024

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Large Caps

ASX stocks will need to Climate report from 2025: Is this a big deal?

Here are our 6 Best ASX Stocks for 2025 and why you should give them a look!

How will stocks be affected by the so-called ‘budget blowout’? Its more complicated than you think

Where are Fortescue’s hydrogen ambitions at? This A$22m deal gives a big hint

Australian mortgage brokers write 75% of loans – here’s why that’s important to bank investors

The investment by GQG in Adani backfired – is its reputation tarnished for good?

EML Payments (ASX:EML): Investors are optimistic its onwards and upwards from here, but its a long way back to the top

Elders (ASX:ELD): Is this figurehead of the ASX agriculture sector set for a more stable future?

Here’s what you need to know about the Digico Infrastructure REIT IPO – the latest data centre opportunity on the ASX!

Here’s what Black Friday means for investors and which stocks will benefit from the $6.7bn bonanza?

Stocks in Spotlight

Investing in the Year of the Rat

2020, the Golden Year

Market trouble spots to avoid in 2020

Large Caps

Stocks in Spotlight

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