Austal is starting to look attractive after a ~35% dip from January record highs as global defence spending continues to soar.
APA’s organic growth pipeline now sits at $3 billion and, according to Watson, it continues to expand. “It is a number that’s growing and we’re really proud of that… when you look at the opportunities ...
Back in the BHS hot seats are Daniel Kelly of Viola Private Wealth and Adam Dawes of Shaw and Partners to give the quick fire calls on ETFs covering everything from gold miners to Asian tech. 2 guests ...
Skip the noise. Enjoy calm and clarity with private credit during the ASX reporting‑season rollercoaster. Boring really is beautiful.
Telstra is trading sharply higher after beating interim dividend expectations. But is the valuation getting ahead of itself?
This may all come as a timely reminder to investors hurting from CSL (ASX: CSL) that there are plenty of other fish in the ...
Seth Klarman’s Baupost opened a brand new position worth approximately US$490 million. Bridgewater increased its existing ...
Record earnings are in. Now investors are focused on execution, balance sheet repair and what comes next for MIN.
Strong operating leverage, disciplined acquisitions and a growing order book position Codan for sustained multi-year growth.
RIO Tinto is printing cash as commodity prices surge. But as its share price soars, the risk–reward equation is shifting. Is ...
“If we assumed a $400m acquisition priced on 10x EBITDA, it would be low double-digit EPS accretive to CDA's FY26 pro-forma ...
The US trades at a 20% premium to its long-run relative multiple, sitting on the 75th percentile. Quality and growth are ...
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