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
ASX Defence Technology Sector: Counter-Drone Growth and Geopolitical Tailwinds
Global defence spending reached record levels in 2025. With governments allocating roughly US$2.6 trillion to military budgets as geopolitical tensions…
ASX Stocks in Focus: Positioning for the Next Phase of the Global Economy
In this weeks ASX stocks in focus series: Financial markets are entering a phase where macro forces matter again. For…
ASX Stocks in Focus: Five Quality Names Beyond the Usual Trade
Markets are rotating again. Technology has been volatile, energy is swinging with geopolitics, and bond yields remain the quiet driver…
Investment Analysis: Wesfarmers (ASX:WES)
The Quiet Compounder with Embedded Optionality Wesfarmers remains one of the highest quality compounders in the Australian market, combining mature,…
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