Markets
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
ASX Listing Rule Shake-Up, Why Dilution and Big Takeovers Face New Hurdles
The ASX governance overhaul marks one of the most consequential shifts in Australian market rules in over a decade, with…
ASX Governance Crisis: Why ASIC’s Warning Puts Structural Separation Back in Play
The ASX is now confronting the most serious threat to its structure in decades after ASIC chairman Joe Longo delivered…
Nick Scali Investment Analysis (ASX: NCK), ANZ Fortress Meets UK Expansion Challenges
This Nick Scali investment analysis examines one of Australia’s most consistently profitable furniture retailers, a business anchored by dominant ANZ…
Bellevue Gold Investment Analysis (ASX: BGL): High-Grade Asset, High-Pressure Delivery
High-Grade Gold with Little Room for Error This Bellevue Gold investment analysis examines a company sitting at the sharp end…
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Monthly Investor Memo
September 2025