Skip to content Skip to sidebar Skip to footer

Newsletter

Technology

Orbital (ASX: OEC) up 15%: investors bet on defence tailwinds

The Future of Flight Isn't About the Drone: It’s About the Engine This morning, Orbital Corporation (ASX: OEC) soared 15%, riding a wave of investor excitement following the appointment of Stephen Pearce as CEO and a strong quarterly report. The future of warfare, surveillance, and logistics will not be decided by who builds the biggest…

ByCharlie YouldenAugust 12, 2025

Tuas Just Made a $1.43B Acquisition of M1: Opportunity or Overreach?

Tuas (ASX:TUA) Bets Big on M1: A Game-Changing Move in Singapore’s Telco Market What if the next big telco growth story is not about building more towers, but about buying the keys to an already successful network? Tuas Limited has just made its boldest move yet, agreeing to acquire M1 Limited’s non-ICT operations for S$1.43…

ByCharlie YouldenAugust 12, 2025

Why TPG’s $651M Bid for Infomedia Could Backfire; And Why the ASX was Embarrassed by the Deal

What does it say about a company when one of the world’s biggest private equity firms offers a 30 percent premium to take it off the public market? That’s the question investors are asking after TPG announced a $651 million all-cash deal to acquire Infomedia Ltd (ASX:IFM), a quiet achiever in the automotive software space. If…

ByCharlie YouldenAugust 8, 2025

ASX Semiconductor Stocks: An Ultimate Guide for Investors (2025 edition)

ASX Semiconductor Stocks are amongst the most complicated and volatile companies on the bourse, but also those with amongst the most money-making potential investments on the bourse. Because semiconductors underpin all modern technologies from smartphones to advanced manufacturing machines. And the AI revolution promises to deliver even further growth. Having followed the sector for many years…

ByNick SundichAugust 6, 2025

Microsoft (NDQ:MSFT): There’s still a lot more growth left in this one

Microsoft (NDQ:MSFT) really needs no introduction. We all use its products in our everyday lives, it successfully transitioned from a hardware to a software company and then to a cloud company; and now it is at the forefront of the AI revolution. Moreover, it has managed a ~22% return in 2025 and to beat both the…

ByNick SundichAugust 4, 2025

Want to find good software stocks? Here are 4 important traits you need to look for

Software stocks have provided amongst the highest returns of any ASX sector. There have been plenty of success stories in the last decade, led by Xero (ASX:XRO), Pro Medicus (ASX:PME) and WiseTech (ASX:WTC). Just look at the exponential return shareholders in this trio have made in recent years! But at the same time, there have been…

ByNick SundichJuly 31, 2025

TSMC: The ~TW$30tn company that’s the reason why China has an eager eye on Taiwan

Have you ever heard of TSMC (Taiwan Semiconductor Manufacturing Company)? If you haven't, there are good reasons why you should know about it. Namely, because it is a major force in the world's electronics supply chain. It produces over 50% of the world's contract chips and over 90% of the world's most advanced chips. Its key…

ByMarc KennisJuly 30, 2025

IperionX (ASX:IPX): It has become a A$1.7bn company, all thanks for US demand for titanium

Five years ago, IperionX (ASX:IPX) was just another small cap treading water with a market cap of $2.7m. Even in April 2023, it was only a tenth of what is now at under $200m, but it has created spectacular wealth for long-term investors. And it didn't happen by accident or coincidence. Luck may have been…

ByNick SundichJuly 30, 2025

BSA (ASX:BSA): After losing NBN as a client and crashing 80% in February, investors suspect its salvaging hope from the wreck

BSA (ASX:BSA) crashed over 75% in one day back in February but is gradually recovering and its quarterly from earlier this week was a major catalyst. When a stock sees a drop of that magnitude, you know there's an existential crisis - and this appeared to be the case with BSA (ASX:BSA). With shares recovering,…

ByNick SundichJuly 29, 2025

Missed out on the Nvidia boom? Why not consider Nvidia suppliers that are publicly listed? Here’s our top 6!

If you want to benefit from the growth of Nvidia but don't have the confidence that you'll be able to reap the returns investors who got in earlier have made, you could invest in Nvidia suppliers. You see, the world's largest GPU supplier doesn't do it all 'in house', it relies on a number of suppliers.…

ByNick SundichJuly 29, 2025

the Kick-ass Multipurpose WordPress Theme

Technology

Orbital (ASX: OEC) up 15%: investors bet on defence tailwinds

Tuas Just Made a $1.43B Acquisition of M1: Opportunity or Overreach?

Why TPG’s $651M Bid for Infomedia Could Backfire; And Why the ASX was Embarrassed by the Deal

ASX Semiconductor Stocks: An Ultimate Guide for Investors (2025 edition)

Microsoft (NDQ:MSFT): There’s still a lot more growth left in this one

Want to find good software stocks? Here are 4 important traits you need to look for

TSMC: The ~TW$30tn company that’s the reason why China has an eager eye on Taiwan

IperionX (ASX:IPX): It has become a A$1.7bn company, all thanks for US demand for titanium

BSA (ASX:BSA): After losing NBN as a client and crashing 80% in February, investors suspect its salvaging hope from the wreck

Missed out on the Nvidia boom? Why not consider Nvidia suppliers that are publicly listed? Here’s our top 6!

Stocks in Spotlight

Investing in the Year of the Rat

2020, the Golden Year

Market trouble spots to avoid in 2020

Technology

Stocks in Spotlight

Add Your Heading Text Here