Newsletter

Market news

Small Cap ASX Lenders Deliver Quarterly Updates: MoneyMe, Harmoney and Plenti Show Momentum as Big Banks Shift Strategy

Australia's three listed small cap ASX lenders — MoneyMe (ASX:MME), Harmoney (ASX:HMY) and Plenti (ASX:PLT); each released quarterly trading updates to the market today, providing a timely window into the health of the non-bank lending sector. Taken together, the releases tell a consistent story. These companies are carving out positions that the major institutions appear either…

ByNick SundichApril 22, 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

Its Deja Vu For Big Four Bank Investors As The Mortgage Wars Recommence With a Vengence!

Big Four Bank Investors may think they've seen the 'Mortgage Wars' all before and they're no big deal. After all: Aren't the banks always competing hard for borrowers whatever interest rates do? Yes, but the mortgage wars of 2022-23 were not called 'wars' for no reason. ANZ's resurrection of cashback retention payments, Westpac's latest fixed-rate…

ByNick SundichApril 21, 2026

Phase 1 of The ASX’s CHESS System Went Live Without a Hitch! But Unfortunately, The Job’s Not Done Just Yet

After a decade of delays, a A$250m write-off, regulatory lawsuits, and a CEO departure, Release 1 of the ASX's CHESS system went live this morning. It is a genuinely significant milestone. For a project that first entered planning in 2016, burnt through one vendor, wrote off a quarter of a billion dollars, attracted ASIC litigation, and…

ByNick SundichApril 20, 2026

The Chinese Economy In 2026 Has Vastly Changed Compared to Years Gone By: Here’s What It Means for the ASX!

The Chinese economy in 2026 is at one of the most consequential turning points since its WTO accession in 2001. The country is no longer the hyper‑growth engine that powered the global commodity supercycle, nor is it collapsing under the weight of its property downturn as some commentators suggest. Instead, China is transitioning into a…

ByNick SundichApril 17, 2026

Here’s What The Geelong Oil Refinery Fire Will Mean for Viva Energy Investors, And Australian Investors Generally

Investors awoke this morning to news they did not want to hear: A Viva Energy’s Geelong oil refinery fire. This is not just any isolated operational incident that could've happened at any resources or energy company's refinery. It strikes at the heart of Australia’s already fragile fuel‑security framework and raises immediate questions for investors about earnings,…

ByNick SundichApril 16, 2026

Oil Hedging Has Mitigated The Increase In Qantas’ and Virgin Australia’s FY26 Fuel Bill!

The latest trading updates out of Virgin Australia and Qantas have brought the importance of oil prices, but also oil hedging, back into sharp focus. Airlines are not the only companies that engage in the practice, but few rely on it more. The Middle East conflict has pushed jet fuel margins from roughly US$20/bbl to around…

ByNick SundichApril 16, 2026

Nufarm (ASX:NUF) 17% EBITDA Jump, A$50m Cost Cut, and the De-leveraging Story Investors Missed

Net debt falls A$130m while a strategy reset quietly changes the earnings picture Nufarm Limited's (ASX:NUF) first-half update landed this morning and the headline number is straightforward. Underlying EBITDA for the six months to 31 March 2026 is tracking between A$239m and A$244m, which is roughly 17% above the prior corresponding period at the midpoint.…

ByCharlie YouldenApril 15, 2026

Michael Hill (ASX:MHJ): This Under Pressure Jewellery Outlet Is Trying To Position Itself As An AI Play

In this era, every company is trying to position itself as an AI play - even jewellery retailer Michael Hill (ASX:MHJ). Given the leadership vacuum with the deaths of former CEO Daniel Bracken and Sir Michael Hill, not to mention the subdued consumer environment...investors wouldn't be condemned for asking: What now? The company just held…

ByNick SundichApril 15, 2026

Why Stagflation Is Now a Real Risk for Australia and What It Means for Your ASX Portfolio

What Stagflation Means for Your ASX Holdings Most economic problems have a straightforward solution. Growth slows too fast? The RBA cuts rates. Inflation runs too hot? The RBA hikes. Stagflation is different because it presents both problems at the same time, leaving the central bank with no clean answer. We believe Australia is now closer…

ByUjjwal MaheshwariApril 15, 2026

the Kick-ass Multipurpose WordPress Theme

Market news

Small Cap ASX Lenders Deliver Quarterly Updates: MoneyMe, Harmoney and Plenti Show Momentum as Big Banks Shift Strategy

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

Its Deja Vu For Big Four Bank Investors As The Mortgage Wars Recommence With a Vengence!

Phase 1 of The ASX’s CHESS System Went Live Without a Hitch! But Unfortunately, The Job’s Not Done Just Yet

The Chinese Economy In 2026 Has Vastly Changed Compared to Years Gone By: Here’s What It Means for the ASX!

Here’s What The Geelong Oil Refinery Fire Will Mean for Viva Energy Investors, And Australian Investors Generally

Oil Hedging Has Mitigated The Increase In Qantas’ and Virgin Australia’s FY26 Fuel Bill!

Nufarm (ASX:NUF) 17% EBITDA Jump, A$50m Cost Cut, and the De-leveraging Story Investors Missed

Michael Hill (ASX:MHJ): This Under Pressure Jewellery Outlet Is Trying To Position Itself As An AI Play

Why Stagflation Is Now a Real Risk for Australia and What It Means for Your ASX Portfolio

Stocks in Spotlight

Investing in the Year of the Rat

2020, the Golden Year

Market trouble spots to avoid in 2020

Market news

Stocks in Spotlight

Add Your Heading Text Here