Sector-Specific Recommendations
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
Is Spotify still a buy in 2026? Why the investment case has shifted from scale to monetisation
Spotify is starting to look like a different company. For years, the stock was mostly framed as a scale platform.…
ASX Stocks in Focus: 5 names that fit the market’s shift into heavier assets
The latest ASX Stocks in Focus list starts with a market that has become less forgiving. That is the defining…
Why data centres are becoming the ASX’s new growth engine
Summary This sector breakdown comes down to one market truth: the ASX is starting to reward output demand over input…
Speculative Investment Analysis: Torque Metals (TOR:ASX)
The setup, high beta gold with real leverage Torque Metals is still very much a market-driven story, with valuation anchored…
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