Newsletter

Large Caps

US Markets Overnight: Powell? What Powell? The Chip Party Rolled On

US Markets Overnight: Powell? What Powell? The Chip Party Rolled On Wednesday night’s US session on May 13 felt a bit like watching markets decide inflation is somebody else’s problem. In US markets overnight, producer prices came in hotter than expected, Treasury yields stayed elevated, oil is still sniffing around uncomfortable territory thanks to Middle…

ByMarc KennisMay 14, 2026

GrainCorp (ASX:GNC) EBITDA Slides to $136m as Guidance Holds Despite Margin Squeeze

GrainCorp (ASX:GNC) reported 1H26 EBITDA of $136m, down from $202m, but reaffirmed FY26 guidance and flagged renewable fuels optionality.

ByCharlie YouldenMay 14, 2026

Argo Global Listed Infrastructure (ASX:ALI) clocks 10% return as the FX drag finally bites

Argo Global Listed Infrastructure (ASX:ALI) reported April 2026 NTA of A$2.69 as a stronger AUD dragged on the unhedged global portfolio.

ByCharlie YouldenMay 14, 2026

Commonwealth Bank (ASX:CBA) Shares Fall After 3Q26 Update But Why?

Commonwealth Bank (ASX:CBA) posted 3Q26 cash NPAT of $2.7bn alongside a $200m collective provision top-up signalling rising macro caution.

ByCharlie YouldenMay 13, 2026

CSL (ASX:CSL) Cuts FY26 Guidance and Flags US$5bn Impairment as Interim CEO Resets the Story

CSL Limited (ASX:CSL) has cut FY26 guidance and flagged US$5 billion in non-cash impairments including CSL Vifor, as the interim CEO resets the story.

ByCharlie YouldenMay 11, 2026

Super Retail Group (ASX:SUL) weak Easter trade exposes BCF and cost pressure

Super Retail Group (ASX:SUL) reported softer second half trading as BCF weakened and FY26 Group costs increased to A$66 million.

ByCharlie YouldenMay 7, 2026

Here Are 7 Family Owned ASX Companies To Watch Eagerly

Family owned ASX companies are a rare breed. We're not talking about companies who had one or two founders who are still involved today but the company is still controlled by the same generation. We're talking about companies that have been in the same family for multiple decades, often multiple generations. Such companies offer the advantage…

ByNick SundichMay 6, 2026

Do You Invest In the Big Four Banks? Here’s How To Read Their Results!

If you invest in the Big Four Banks, it is likely that you are looking for two things: profit and dividends. That instinct is understandable, but it misses most of what actually matters. Banks are structurally unlike any other listed company. They borrow money at one rate and lend it at another, hold vast pools…

ByNick SundichMay 5, 2026

The 50% CGT discount on shares: Here’s how it works, and if it is under threat

The 50% CGT discount on shares is one of the key mechanisms that helps investors keep as much of their cash as they have earned on their investments. We felt that it was time to write a stand-alone article about this in light of the inflation crisis and how it could lead to investors seeking…

ByNick SundichApril 28, 2026

How To Read a Balance Sheet As An Investor: The 7 Questions Prudent Investors Need to Ask!

Knowing how to read a balance sheet is a key skill investors need to know, because the balance sheet is the most underrated document in an annual report. Most new investors skip straight to earnings - perhaps not knowing how importance the balance sheet is or having an appreciate but not knowing how to read…

ByNick SundichApril 21, 2026