Hormuz Blockade & What It Means for ASX Investors
Trump has ordered a naval blockade of the Strait of Hormuz starting Monday, April 14, after peace talks with Iran collapsed.
This follows six weeks of escalating conflict between the US, Iran and Israel. The blockade is expected to target Iranian oil exports and intercept tankers attempting…
Market news
The ASX 200 surged more than 4% last week after the United States and Iran agreed to a two-week ceasefire on 8 April, mediated by Pakistan. It was the local market's strongest weekly performance since October 2022, and it created a sharp divide between the stocks that soared and the stocks that crashed.
But here is…
CrowdStrike (NDQ:CRWD) has evolved well beyond its origins as an endpoint security vendor. The 15-year old Texan company now functions as a de facto operating system for enterprise threat defence, a position that matters more as AI expands the attack surface faster than human teams can respond. The Falcon platform’s ARR-driven model, expanding module footprint,…
Hormuz is still Iran’s weapon
The Iran-US ceasefire came just two hours before Trump’s 8:00 p.m. Tuesday deadline, a deadline under which he had threatened to bomb every bridge and power plant in Iran. Trump also said the US would be helping manage the traffic buildup in the Strait during the ceasefire.
Even so, the deal…
The latest update from Orora (ASX:ORA) is a reminder that even the most “defensive” industrial businesses are not immune to global disruption; but equally, that quality operators can absorb shocks without breaking stride.
For context, Orora is a packaging manufacturer specialising in glass bottles and aluminium cans, supplying beverage companies across Australia, North America and Europe.…
Add a new term to your vocabulary: The Iran Ceasefire Rally. The rally on the ASX yesterday, that saw our bourse rise over 2.5% in its best day in several months, occurred amidst a 2 week suspension of hostilities in Iran. And the ASX was not alone with Asian markets and North American futures rallying,…
For decades, the Australian investment landscape was defined by "The Big Four" banks and a handful of mining giants. However, as we move through 2026, a new fundamental metric has emerged that is quietly re-rating the entire ASX: Settlement Agility.
We have spent the last quarter tracking how legacy T+2 settlement cycles (Trade plus…
Almost every Guzman y Gomez trading update since it listed has resulted in volatile share price movements one way or the other. And today was no exception. But only weeks after falling 14% off the back of 1H26 results, today's Q3 sales figures sent shares up 20% in early trade. What's the story here? Have…
Over 500 petrol stations across Australia have run out of at least one type of fuel, with Energy Minister Chris Bowen confirming the shortages are concentrated in New South Wales and Victoria. AdBlue supplies are tightening too, threatening to force modern diesel trucks off the road entirely if urea imports do not arrive in time.…
ASX Stocks to Watch After This Week’s Moves
This week had everything. A surprise buyback. A shocking capital raise. Oil surging to new highs. Gold stocks are falling while gold itself sits near record highs. And a consumer staples sector quietly doing what defensive stocks do best: holding firm while everything else wobbles. Here's our…
