Consumer Discretionary
ASX Stocks 2026: High-Quality Names to Watch This Year
Where earnings quality matters more than market noise
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Further Analysis & Commentary
Australian Housing Market Reheats on Rate Cuts, Policy Support
Australia's housing market has re-accelerated: national home values rose 0.8% in September, the fastest monthly gain since October 2023, with…
Australia’s Regulatory Overhaul: A Turning Point for M&A Activity Amidst Telecom Crisis
In a week marked by significant developments, Australia’s business landscape has been reshaped by a series of events that underscore…
Myer Holdings (ASX: MYR): Post-Acquisition Struggles and Operational Challenges
Stock Summary: Rationale & Analysis: Myer Holdings has encountered significant financial setbacks in FY2025, transitioning from a profit of A$43.5…
Heatseeker: Revolutionising Market Research with AI-Driven Consumer Insights
In a significant development within the Australian startup ecosystem, Heatseeker, a Sydney-based artificial intelligence company, has raised US$1.5 million in…
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Monthly Investor Memo
September 2025