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A2 Milk Investors Did Not Like The Company’s Latest Trading Update!

A2 Milk investors sent shares down over 15% off the back of a negative trading update. Despite reporting strong underlying demand across its infant milk formula (IMF) portfolio in China, the company disclosed a series of supply chain constraints that will materially affect fourth‑quarter sales, margins, and cash conversion. The irony is that demand was not an…

ByNick SundichApril 13, 2026

The Iran Ceasefire Rally Is On! But Investors Aren’t Responding In the Right Way

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,…

ByNick SundichApril 9, 2026

KMD Brands (ASX: KMD) Crashes Over 50% After NZ$65 Million Raise at Nearly 70% Discount: Buy the Dip or Stay Away?

KMD Brands' 70% Discounted Capital Raise: What It Means for Investors KMD Brands (ASX: KMD) lost more than half its value when shares resumed trading on 2 April 2026, after spending a week in a trading halt. The company behind Kathmandu, Rip Curl and Oboz raised NZ$65.3 million (approximately A$54.5 million) in new capital, priced…

ByUjjwal MaheshwariApril 3, 2026

The Long Goodbye: Why Australian Active Fund Managers Are Running Out of Road

Australian Active Fund Managers are struggling, make no mistake. Hitting home the point yesterday were reports that Ox Capital Management — a boutique emerging markets specialist led by veteran investor Joseph Lai; had entered formal wind-up proceedings on March 27 2026. This wind up was not the first, and likely won't be the last. So each…

ByNick SundichApril 2, 2026

The Koala IPO Went Well With a Solid Gain On Debut! But Now What?

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,…

ByNick SundichMarch 31, 2026

Here Are 6 Questions Investors Need To Ask About Their Portfolio To Get The Best Possible Returns!

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…

ByNick SundichMarch 31, 2026

The Impact of The Iran War Extends Beyond Oil, And this ASX Company is the Poster Child for It!

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…

ByNick SundichMarch 25, 2026

Is Myer (ASX:MYR) a Buy After Profit Jumps 33%? The Margin Story Tells a Different Tale

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…

ByUjjwal MaheshwariMarch 25, 2026

Synlait (ASX:SM1): You Can’t Fault Management’s Honesty, But Can You Have Hope?

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…

ByNick SundichMarch 24, 2026

Should You Buy Ampol Shares Amidst the Iran War?

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…

ByNick SundichMarch 23, 2026

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Retail

A2 Milk Investors Did Not Like The Company’s Latest Trading Update!

The Iran Ceasefire Rally Is On! But Investors Aren’t Responding In the Right Way

KMD Brands (ASX: KMD) Crashes Over 50% After NZ$65 Million Raise at Nearly 70% Discount: Buy the Dip or Stay Away?

The Long Goodbye: Why Australian Active Fund Managers Are Running Out of Road

The Koala IPO Went Well With a Solid Gain On Debut! But Now What?

Here Are 6 Questions Investors Need To Ask About Their Portfolio To Get The Best Possible Returns!

The Impact of The Iran War Extends Beyond Oil, And this ASX Company is the Poster Child for It!

Is Myer (ASX:MYR) a Buy After Profit Jumps 33%? The Margin Story Tells a Different Tale

Synlait (ASX:SM1): You Can’t Fault Management’s Honesty, But Can You Have Hope?

Should You Buy Ampol Shares Amidst the Iran War?

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