Deep-Dive Analysis
ASX Stocks in Focus: The Second Number in Each Update
Myer beat on sales and gave up margin. Electro Optic Systems upgraded twice in six weeks. Stanmore's refinancing beats its production beat. Dexus is still…
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Further Analysis & Commentary
Value’s revenge, why boring, cash rich businesses may be the surprise winners of 2026
The shift back toward value is getting harder to ignore For years, owning “boring” businesses felt like sitting on the…
Market Outlook: The Shift From Soft Landing to Geopolitical Risk Premium
The Market outlook for April 2026 has changed sharply in the space of a few weeks. What had looked like…
ASX REIT Sector Outlook
The A-REIT sector went through a difficult 2025, with the S&P/ASX 200 A-REIT Index falling while the broader market moved…
ASX Mining Stocks: Fuel Constraints, Falling Commodities and What Comes Next
Australia’s mining sector is facing a different kind of shock. For most of the past few years, investors have analysed…
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