Acusensus Surges as WA Contract Doubles
Acusensus (ASX: ACE) climbed 8 per cent on Tuesday, and what stood out was not just the contract itself but what it says about the company's trajectory. By doubling its Western Australia enforcement fleet to twelve units and extending the partnership through October 2028, Acusensus added another A$13 million…
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G8 Education This Is Not a Cash Crisis, It’s a Capital Returns Reset
G8 Education had a rough session today, sliding about 15% to around 53 cents after the company flagged a large goodwill impairment.
The headline number is big. Management is expecting a goodwill impairment of roughly $350 million.
The first thing to understand is that…
Bravura Solutions (ASX: BVS) surged 29 per cent on Monday after the wealth management software provider delivered its second guidance upgrade in just four months. Revenue expectations for FY26 have now been lifted to A$280-A$285 million, up from the A$265-A$275 million range set only in October, while cash EBITDA guidance jumped to A$69-A$73 million from…
CAR Group beats expectations and reaffirms guidance
CAR Group (ASX: CAR) surged 10 per cent to A$26.91 on Monday after delivering half-year results that suggest the market may have misjudged this business. The company behind carsales.com reported revenue of AUD 626 million, up 13 per cent in constant currency, while net profit after tax rose…
Not a Takeover, A Partnership Style Deal With Challenger
Pepper Money (ASX:PPM) surged 25% at the market open today after speculation circulated about a potential acquisition.
Challenger Limited has now responded to the media reports, confirming it is in advanced but incomplete discussions regarding a possible deal involving Pepper Money.
Based on what has been discussed so…
14% Sales Growth, 128B Spend, Now What?
Amazon has fallen about 9%. While we are holders of the stock, when we look at risk to reward and current market sentiment, the setup feels less attractive than it did. With capex reaching $128 billion, the near term risks look higher than the potential reward, especially given…
The Tech and AI Valuation Reality Check
When it comes to stock prices, they usually rise when fundamentals and earnings improve.
The catch is that markets do not move purely on logic. They are heavily influenced by emotion driven buying and selling, and that can be a double edged sword.
In names like Nvidia, Broadcom, Microsoft, and…
If you want proof the COVID pandemic was a crazy time, just take a look at a list of ASX stocks that overinflated during that time, and how they subsequently crashed. We have put together one such list, it is not intended to be exhaustive, but we think it covers the main 7 that would…
SKS Technologies jumps on new contracts and stronger margins
SKS Technologies (ASX: SKS) jumped 8.5 per cent to A$3.83 on Thursday after landing A$60 million in new contracts and raising its profit outlook. The company now expects to bring in A$340 million in revenue this financial year, up from its earlier forecast of A$320 million.…
The Sell Off Isn’t About One Quarter, It’s About the Multiple
AMD has sold off hard, down around 21% in the last five trading days after a revenue miss. Even with the share price pulling back toward the $200 level, it feels like there is more going on here than a simple “bad quarter” narrative.
Because…
