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
RBA Holds at 3.60%: A “Wait and See” Amid Inflation
The Reserve Bank of Australia (RBA) holds the cash rate at 3.60% in its latest meeting, opting for caution in…
CSL Limited (ASX: CSL): Investment Analysis
Stock Summary Business Overview - ASX: CSL ASX:CSL Business Model CSL operates a diversified biopharmaceutical model anchored by the three…
China Halts BHP Iron-Ore Cargoes: What It Means for ASX Miners
China Pulls the Plug on BHP Cargoes China bans BHP iron ore cargoes in a pricing dispute as Bloomberg (via…
Fortescue Metals Group (ASX: FMG): Signals of a Transformative Phase
Stock Summary: Rationale & Analysis: Fortescue Metals Group is undergoing a significant transformation, moving beyond its traditional iron ore mining…
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Monthly Investor Memo
September 2025