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Large Caps

Channel Infrastructure NZ (ASX:CHI): Another Kiwi company just joined the ASX, but this one is the nation’s largest fuel supplier

Last Friday, Channel Infrastructure NZ listed on the ASX as a dual-listing. It is unlike the bulk of Kiwi companies that have listed on the ASX before it in being capped at over NZ$1bn and specialising in fuel transportation and supply. And while the New Zealand economy is in a bad shape, this has not…

ByNick SundichDecember 22, 2025

Transurban (ASX:TCL): Its Sydney monopolies are safe (for now), but its branching out into other markets too

Transurban (ASX:TCL) is a unique stock on the ASX. No other stock has such long-term monopolies as Transurban does on its toll roads. Nor is any other stock arguably as hated as much as Transurban, given the constant toll increases. Of course, if you're a monopolist, it doesn't matter if you're liked as long as…

ByNick SundichDecember 11, 2025

Here are 6 stocks that got promoted in the ASX quarterly rebalance, and 6 that got demoted

On Monday December 22, the ASX quarterly rebalance will be effective. Stocks will be promoted into new indices, while others will be demoted. It is important to note from the outset the June and December rebalances only involve the ASX 50, ASX 100 and ASX 200 indices whilst the March and September rebalances also involve…

ByNick SundichDecember 9, 2025

Star Entertainment Group (ASX:SGR): Where to now in a post-COVID world? Does the Bally’s deal mean it is safe?

Star Entertainment Group boss Steve McCann has not been one to shy away from honesty. He has admitted his company would never again see the huge flow of high-end international gamblers flock to its casinos, and would be relying on restaurants and hotels for revenue. Long story short: The pre-COVID days won't be coming back. Even…

ByNick SundichDecember 1, 2025

After a 80% plunge in 10 months, Mineral Resources (ASX:MIN) is back with a vengeance and has nearly tripled!

Mineral Resources (ASX:MIN) has had quite the rollercoaster ride in recent years. It avoided much of the lithium price rout, until mid-2024 because of its diversification. For investors, the company's diversification and the hope that the downturn was a short to medium trend was enough to keep the faith. Yet the fact that prices went even more…

ByNick SundichOctober 31, 2025

Telstra shares are at a 10-year high and the company is at an exciting point in its history

Last time we wrote about Telstra shares, it was in mid-FY24 and the company was under pressure. But 15 months on, things have improved with a strong FY25 and the company telling investors to expect the rest of the 2020s to deliver the goods. The company has never reached highs seen in 2015 since then,…

ByNick SundichOctober 27, 2025

South32 (ASX:S32): Is it the dark horse amongst ASX 200 miners or have cyclones and commodity prices hit it too hard?

South32 (ASX:S32) began life as a spinoff from BHP back in 2015, capitalised at $9bn. In mid-October 2025, it is capped at $14bn - not a bad effort considering spin-off companies can sometimes underperform. Just ask Falcon Minerals (ASX:FAL) and Minerals260 (ASX:260), which came out of Chalice and Liontown respectively. However, shares have been volatile, well…

ByNick SundichOctober 22, 2025

AMP Shares Surge 12% After Strong Q3 Results Spark Renewed Investor Confidence

AMP (ASX: AMP) surged 12% today after releasing a strong set of third-quarter results that reignited investor confidence in its turnaround story. For years, AMP has been viewed as a company in transition, restructuring, refocusing, and working to regain credibility after a difficult decade. But this morning’s update offered a glimpse that the hard work…

ByCharlie YouldenOctober 16, 2025

Guzman y Gomez (ASX: GYG) Rises as $100 Million Buyback and Strong Q1 Results Boost Investor Confidence

GYG Shares Lift as $100 Million Buyback and Global Growth Fuel Renewed Market Optimism It has been a challenging year for Guzman y Gomez (ASX: GYG) shareholders, with the stock falling 27 percent as the market recalibrated its expectations after a blockbuster IPO. But sentiment may be starting to shift. In its latest Q1 FY26…

ByCharlie YouldenOctober 9, 2025

Activist investors: Here’s what you need to know about them and 4 famous Australian activists to watch out for

Hear the term 'Activist investors' and you might think of GetUp, the progressive activist group that forced Woolworths to hold an EGM in 2014 in an attempt to limit the maximum bets on poker machines to $1. Or perhaps even of ESG-focused fundies like Australian Ethical (ASX:AEF). The reality is a lot more complicated and…

ByNick SundichOctober 8, 2025

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Large Caps

Channel Infrastructure NZ (ASX:CHI): Another Kiwi company just joined the ASX, but this one is the nation’s largest fuel supplier

Transurban (ASX:TCL): Its Sydney monopolies are safe (for now), but its branching out into other markets too

Here are 6 stocks that got promoted in the ASX quarterly rebalance, and 6 that got demoted

Star Entertainment Group (ASX:SGR): Where to now in a post-COVID world? Does the Bally’s deal mean it is safe?

After a 80% plunge in 10 months, Mineral Resources (ASX:MIN) is back with a vengeance and has nearly tripled!

Telstra shares are at a 10-year high and the company is at an exciting point in its history

South32 (ASX:S32): Is it the dark horse amongst ASX 200 miners or have cyclones and commodity prices hit it too hard?

AMP Shares Surge 12% After Strong Q3 Results Spark Renewed Investor Confidence

Guzman y Gomez (ASX: GYG) Rises as $100 Million Buyback and Strong Q1 Results Boost Investor Confidence

Activist investors: Here’s what you need to know about them and 4 famous Australian activists to watch out for

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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