Investment Analysis: Transurban Group (ASX:TCL)
Company Overview Transurban is Australia’s dominant listed toll road owner and operator, controlling critical urban road networks across Sydney, Melbourne, Brisbane and select North American…
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Further Analysis & Commentary
BHP’s China Standoff Exposes the Cost of Its Long-Term Strategy
BHP's latest quarterly update landed with an uncomfortable mix of short-term pain and long-term conviction. The world's largest miner confirmed…
BYD: Positioning and Market outlook
2026 is emerging as a difficult yet pivotal year for BYD, marked by weakening domestic sales, rapid international expansion, and…
Brightstar Resources (ASX: BTR): Equity Research Analysis
Brightstar Resources is an early-stage Western Australian gold developer pursing a scale-driven strategy across the Sandstone, Laverton and Menzies regions.…
4DMedical Investment Analysis: (ASX:4DX)
Can Breakthrough Lung Imaging Become a Durable Growth Engine? 4DMedical Limited is attempting something ambitious but increasingly credible, turning highly…
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Monthly Investor Memo
September 2025