The Quality Compounder, With a Margin Reset Under the Hood
Sonic Healthcare is one of the ASX 200’s higher quality compounders, and its half year result shows the earnings base is still expanding, even if margin and mix are doing some heavy lifting behind the scenes.
Here is a quick snapshot of the standout metrics:
EBITDA of…
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Zip Co US Growth Story Is Working, Investors Fear the Mix Shift
There was a lot of panic selling in Zip Co at the open today, with the share price falling to around $1.90, down 31% after the release of its 1H FY26 result.
What makes the reaction interesting is that Zip actually delivered a strong half,…
Superloop’s fibre expansion looks strong, but wholesale churn is the key risk
Superloop (ASX: SLC) surged as much as 18 per cent to A$2.86 on Wednesday before settling at A$2.73 after delivering a blockbuster first half that combined two catalysts: a swing back to half-year profitability and a A$165 million deal to acquire Lightning Broadband.…
SaaS Plus AI Momentum Drives a FY26 Upgrade
TechnologyOne is defying the market’s AI shock narrative.
For readers who came across our article on AI and SaaS disruption, you will remember our core point: we believe the market has overstated the impact AI will have on high quality SaaS businesses, especially those with embedded workflows, sticky…
Hansen Technologies 7% Sales Growth, 46% EBITDA Growth, Execution Tightens
Hansen Technologies delivered steady revenue growth, but a sharp uplift in profit, which triggered a re rating this morning as the market reacted to cash acceleration in the latest half.
What we like here is that Hansen is starting to demonstrate improving efficiency. You can see…
As a big company in the networking equipment space, Cisco Systems (NDQ:CSCO) is a company you could be forgiven for thinking will be a winner from AI just by being there. But investor reaction to its latest results suggest investors are currently skeptical.
What are the Best ASX stocks to invest in right now?
Check our buy/sell…
JB Hi-Fi Earnings: The Market Reprices Quality And AI Exposure
JB Hi-Fi has seen a strong re rate over the past week, up around 12% following a solid 1H FY26 result which showed it could be an AI winner.
At a headline level, its 1H26 result was clean and showed good growth.
Group sales came in at…
Testing GPS Free Swarm Tech With NTU
Nanoveu today announced it has entered an exclusive evaluation licence with Nanyang Technological University covering four inventions focused on GPS free localisation and coordination methods for drone swarm navigation.
For investors, the key point is that this is an evaluation first, with an option to convert into exclusive rights…
Australian Clinical Labs fell 10% today after revenue went slightly backwards, even though underlying profit improved.
The key nuance is that management deliberately walked away from low margin collection centres and contracts. That decision can pull revenue down in the short term, but it should lift margins and improve the quality of earnings over time.
The sharper…
The Real AI Bottleneck Is Data, Not Models Fortif AI
Fortif AI surged 14% to 32c this morning after announcing that its newly acquired business, Nol8, is building an agentic AI data plane.
We started writing on Fortif a couple of months ago around its acquisition strategy, and more recently the company delivered its first profitable…
