The Koala IPO went off without a hitch. The furniture company hit the ASX boards earlier today (March 31 2026) and did well out of the gate, rewarding investors who secured an allocation in the offer as well as those who'd been around for years, one of whom was Steve Smith. As of 2.30pm Tuesday,…
Retail
There are hard questions investors need to ask about their portfolio every now and again, because anyone telling you there's such a thing as a 'set and forget' investment is wrong. Markets evolve, company fundamentals shift, and macro conditions change, yet many portfolios are left largely unchecked. The most rational approach is to periodically interrogate…
It is easy to think the Impact of The Iran War is simply businesses in the oil space or that use oil in their operations (for instance freight businesses). Or by extension, companies in the 'consumer discretionary' space that find due to higher energy prices (and interest rates), that their goods are more discretionary than…
Myer Lifts Profit 33%, But Margins Still Matter
Myer (ASX: MYR) spiked as high as A$0.34 in early trade on Monday after posting a 33% jump in net profit and declaring a fully franked dividend of 1.5 cents per share. But by the close, most of those gains had faded, with the stock finishing the…
There is a particular kind of corporate announcement that arrives not with spin, but with a kind of exhausted candour, and we saw just this when Synlait issued its 1H26 result yesterday.
"We are not going to attempt to dress things up," wrote Chair George Adams and CEO Richard Wyeth in their joint letter to shareholders…
Investors looking for somewhere, anywhere, to hide during the Iran war may think Ampol shares are a safe haven. After all, it's a petrol provider for crying out loud, isn't it making hay while the sun doesn't shine for everyone else?! Investors think so given it is up nearly 20% in less than a month.
It…
Premier Investments slid after investors looked past the dividend
Premier Investments (ASX: PMV) had a dramatic trading session on Friday. The stock surged as high as A$13.57 in the opening hour, driven by a 45-cent dividend announcement that pulled in income-focused buyers. But that enthusiasm faded quickly. By the close, Premier Investments had reversed entirely…
It is easy to think of ASX Stocks that are a compelling case to buy, but tougher to think of ASX Stocks Not To Buy. Often, people are lured into companies because they represent compelling thematic right now: surging gold prices, copper's electrification boom, resilient healthcare demand, and a quick-service restaurant sector that keeps growing.
But not…
Ross Stores (NDQ:ROST) is an S&P 500 company that is well and truly for the working class, being America's largest discount apparel retailer.
Even though the US economy is going strong and inflation is coming under control, this is not necessarily being felt across the country. This has been reflected in the company's sales (surpassing US$20bn…
Collins Foods is growing in Germany, but risks remain
Collins Foods (ASX: CKF) surged as high as 11% intraday on Thursday before closing up around 5.2% after signing a deal to acquire eight KFC restaurants in Bavaria, centred around Munich, for approximately A$50 million. The move increases its German store count by nearly 50% overnight.…
