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Travel Stocks

ASX Travel Stocks Explode Higher as Oil Crashes 15% on Iran Ceasefire- Is This a Buy or a Two-Week Trade?

ASX Travel Stocks Rally on Ceasefire Oil Drop Virgin Australia (ASX:VGN) surged 13%. Qantas (ASX:QAN) jumped 8%. Flight Centre (ASX:FLT) climbed strongly. Wednesday was one of the best single sessions ASX travel stocks have seen all year, and the reason is straightforward. Trump announced a two-week ceasefire with Iran, oil prices crashed 15%, and investors…

ByUjjwal MaheshwariApril 11, 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

Oil at US$110 and Hundreds of Petrol Stations Running Dry: Which ASX Transport Stocks Can Survive Australia’s Fuel Crisis?

Over 500 petrol stations across Australia have run out of at least one type of fuel, with Energy Minister Chris Bowen confirming the shortages are concentrated in New South Wales and Victoria. AdBlue supplies are tightening too, threatening to force modern diesel trucks off the road entirely if urea imports do not arrive in time.…

ByUjjwal MaheshwariApril 7, 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

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

Qantas (ASX:QAN) Falls 33% on Fuel Cost Fears, But Europe Demand Tells a Very Different Story

Is Qantas a buy? Qantas (ASX: QAN) has fallen roughly 33% from its all-time high of A$12.62, set in August 2025, with shares sitting around A$8.45 as of Thursday’s close. While that decline began before the current conflict, the Iran war has accelerated the selloff sharply since late February as jet fuel prices surged from…

ByUjjwal MaheshwariMarch 30, 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

ASX Travel Stocks Rally as US Airlines Beat Iran Fuel Fears: WEB, FLT and QAN in Focus

ASX travel stocks rise as demand stays strong Web Travel Group (ASX: WEB) surged 6.4%, Flight Centre Travel Group (ASX: FLT) gained 3.1%, and Qantas Airways (ASX: QAN) rose 1.5% yesterday after a powerful signal emerged from the other side of the world. Delta Air Lines and American Airlines both raised their first-quarter revenue forecasts,…

ByUjjwal MaheshwariMarch 19, 2026

Qantas Shares (ASX: QAN) Fall 10% Amidst Iran Conflict: But Investors Just May Be Overreacting!

Qantas shares slide as Middle East shutdown lifts fuel costs Qantas shares dropped as much as 10.4% on Monday morning to A$8.92, its lowest price in 10 months, after the U.S. and Israel launched strikes on Iran over the weekend. Shares recovered slightly during the day but were still down around 5.4% by the afternoon.…

ByUjjwal MaheshwariMarch 3, 2026

Webjet Group (ASX:WJL) Falls 25% on Failed Takeover and Downgraded Guidance- Value Trap or Hidden Opportunity?

Webjet Group Plunges After Takeover Collapse Webjet Group (ASX: WJL) plunged 25 per cent to A$0.58 on Friday, marking its largest single-day drop since listing on the ASX. Both potential acquirers, Helloworld Travel (ASX: HLO) at 90 cents per share and private equity firm BGH Capital at 91 cents, walked away without making binding offers…

ByUjjwal MaheshwariFebruary 14, 2026

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Travel Stocks

ASX Travel Stocks Explode Higher as Oil Crashes 15% on Iran Ceasefire- Is This a Buy or a Two-Week Trade?

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

Oil at US$110 and Hundreds of Petrol Stations Running Dry: Which ASX Transport Stocks Can Survive Australia’s Fuel Crisis?

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

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

Qantas (ASX:QAN) Falls 33% on Fuel Cost Fears, But Europe Demand Tells a Very Different Story

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

ASX Travel Stocks Rally as US Airlines Beat Iran Fuel Fears: WEB, FLT and QAN in Focus

Qantas Shares (ASX: QAN) Fall 10% Amidst Iran Conflict: But Investors Just May Be Overreacting!

Webjet Group (ASX:WJL) Falls 25% on Failed Takeover and Downgraded Guidance- Value Trap or Hidden Opportunity?

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