Thesis TrackerArticles
687 articles on what fund managers have published about ASX companies.
October 2026
101 articles- KOAKoala Capital Light Furniture Model Scales Offshore as Managers Back US Growth24 Oct 2026
- 360Life360 Shares Rally From a 60% Rout as Fund Managers Bet on the Turnaround24 Oct 2026
- LNWLight & Wonder Fell 24% on AI Fears, Then an Earnings Beat Proved the Value Case24 Oct 2026
- LNWLight and Wonder Single Digit Multiple Tests Patience as Aristocrat Gap Persists24 Oct 2026
- SK1SkinKandy's Founder Draws Direct Lovisa Growth Comparisons24 Oct 2026
- SDFSteadfast Group's AI Scare Ends With a 52% Premium Takeover Proposal24 Oct 2026
- AUBAUB Group's Lapsed $45 Takeover Bid, Then an AI Scare, Then a Rival's Bid23 Oct 2026
- CARCAR Group Network Effect Faces Its AI Test and Most Managers Bet It Holds23 Oct 2026
- CHCCharter Hall Earnings Keep Growing as Managers See a Countercyclical Opportunity23 Oct 2026
- DBIDalrymple Bay Infrastructure Became a Favoured Income Stock, Not a Yield Trap23 Oct 2026
- DDRDicker Data Rallied on a Strong IT Refresh Cycle, But Debt Concerns Linger23 Oct 2026
- RMDResMed Sleep Thesis Outlasts GLP-1 Fears as Managers Back Wearables and AI23 Oct 2026
- AGLAGL Energy's Coal-to-Battery Transition Meets Regulatory Tariff Caps22 Oct 2026
- APAAPA Group Rallied 35% as Gas Infrastructure Became an AI and Security Play22 Oct 2026
- AIAAuckland Airport Regulation Cuts Both Ways for Fund Managers22 Oct 2026
- AZJAurizon Rail Network Holds the Value While Coal Haulage Tests Investors22 Oct 2026
- HUMHumm Governance Reset Puts a Break Up on the Table as Activists Take Control22 Oct 2026
- TCLTransurban's Toll Reform Deal Was Smaller Than Feared, But the Debate Continues22 Oct 2026
- BHPBHP Copper Pivot Splits Fund Managers on AI Demand Versus Tariff Trade20 Oct 2026
- AAIAlcoa Rallied 18% on Middle East Smelter Disruption, Then Retreated19 Oct 2026
- AMCAmcor Fell 17% on Resin Fears Its Own Contracts Were Built to Absorb19 Oct 2026
- ANNAnsell's Leadership Shakeup Gives Way to a 19% Bottom-Line Rebound19 Oct 2026
- CSLCSL Shares Surge 90% From Their Low, but Fund Managers Are Split on What's Next19 Oct 2026
- DXSDexus Fell 12.5% on AI Job Cuts and Rate Fears. Is It Overdone?19 Oct 2026
- DGTDigiCo's Chicago Asset Sale Funds Growth, But a Valuation Gap Remains19 Oct 2026
- EDVEndeavour Group's Consumer Slowdown Meets a New CEO's Strategic Reset19 Oct 2026
- EVNEvolution Mining's Growth Pipeline Survives an Ernest Henry Flooding Scare19 Oct 2026
- FBUFletcher Building's Horrible Decade Gives Way to a Double Upgrade19 Oct 2026
- LINLindian Resources Nearly Tripled on a Rare Path to Non-Chinese Supply19 Oct 2026
- MGRMirvac Group's Residential Recovery Survives a Fuel Price Speed Bump19 Oct 2026
- NWLNetwealth Fell on a Fund Collapse Payout, Then Kept Setting Flow Records19 Oct 2026
- ORAOrora Fell 30% on a Middle East Facility Shutdown and Glass Market Slump19 Oct 2026
- PLSPilbara Minerals Rallied 140%, Fell Hard, Then Reinstated Its Dividend19 Oct 2026
- RHCRamsay Health Care's Turnaround: A French Demerger and a Domestic Rebound19 Oct 2026
- RIORio Tinto's Copper-Driven Rally Has Fund Managers Debating a Rich Valuation19 Oct 2026
- SEKSEEK Fell 50% on AI Fears While Profits Kept Growing 29%. Now Guidance Bites19 Oct 2026
- SGMSims Limited Doubled as an Accidental AI Play, Then Guidance Disappointed19 Oct 2026
- TWETreasury Wine's $1bn Impairment Gives Way to a Genuine Turnaround19 Oct 2026
- WTCWiseTech Global Shares Slide as Fund Managers Split Over Governance and CargoWise Risk19 Oct 2026
- WDSWoodside's 35% Rally Is Mostly About Oil Prices, Fund Managers Say, Not Production19 Oct 2026
- WORWorley's Earnings Keep Getting Downgraded, but Fund Managers Are Split on the Stock19 Oct 2026
- MGHMaas Group MGH Firmus Bet Splits Fund Managers After IPO Pulled16 Oct 2026
- EDUEDU Holdings Rallied 850%, and an Activist Still Calls It Cheap15 Oct 2026
- GTKGentrack Fell 38.6% in a Day. The Contracts Were Delayed, Not Lost15 Oct 2026
- MXIMaxiPARTS Fell 30% on Cyclical Weakness, But Cash Conversion Impressed15 Oct 2026
- XRFXRF Scientific's Rare Miss Was a Timing Issue, Not a Demand Problem15 Oct 2026
- ALDAmpol's Profit Jumped 370% on a Refining Windfall. Is a Re-Rating Next?14 Oct 2026
- AZYAntipa Minerals Named Top Takeover Pick as Telfer Ore Runs Down14 Oct 2026
- BOEBoss Energy Collapsed 61.5% on Leadership Exit and Wellfield Issues14 Oct 2026
- CBACBA's Rally Meets Its Toughest Test Yet as Budget Reforms Bite and Bears Push Back14 Oct 2026
- DRODroneShield Rose 763%, Then a Peace Deal and Governance Scare Unwound It14 Oct 2026
- EZLEuroz Hartleys' Long-Awaited Takeover Arrives via Bank of Montreal14 Oct 2026
- GMGGoodman Group's Data Centre Pivot Wins Over Fund Managers After a Shaky Start14 Oct 2026
- GGPGreatland Resources' Disastrous IPO Start Gives Way to a Real Recovery14 Oct 2026
- HMCHMC Capital Fell 70% on Healthscope Contagion. Now It's a Top Pick14 Oct 2026
- LLCLendlease Group Trades at a 40% Discount to Assets. Is a Dividend Cut Next?14 Oct 2026
- PMEPro Medicus Fell on AI Fears, Rallied 74% on Contracts, Then Fell Again14 Oct 2026
- TLSTelstra's Valuation Debate Meets an Outage and a New Regulatory Review14 Oct 2026
- WBCWestpac's Margin Peak Never Arrived, and Now Caution Is Setting In14 Oct 2026
- REAREA Group REA Pricing Power Tested by Housing Downturn13 Oct 2026
- SDRSiteMinder Fell From $7.50 to $2.86 on AI Fears. A Rival's Deal Changed That13 Oct 2026
- ASXASX Limited's Multi-Year Regulatory Reset May Finally Be Over12 Oct 2026
- CWYCleanaway's $3.13 Takeover Bid: Fund Managers Say EQT Isn't Paying Enough12 Oct 2026
- FMGFortescue Slides as Iron Ore Hits a Two-Month Low and Costs Rise12 Oct 2026
- SCGScentre Group's Near-Full Occupancy Meets a Sales Growth Slowdown12 Oct 2026
- SGPStockland Fell 30%+ on Rate Fears, Then a Strong Result Backed the Recovery12 Oct 2026
- SRGSRG Global's $1.85bn Contract Haul Isn't Just About Data Centres8 Oct 2026
- CDACodan CDA Drone Communications Boom Lifts Earnings Outlook7 Oct 2026
- CCLCuscal's Payments Monopoly Keeps Winning Over Fund Managers7 Oct 2026
- CCLCuscal Payments Plumbing Gets Discovered as Early Backers Take Profits7 Oct 2026
- GDGGeneration Development Strong Flows Collide With a Costly Investment Phase7 Oct 2026
- HUBHUB24 Fell 31% From Its Record High Despite Record Platform Inflows7 Oct 2026
- LOVLovisa Fell 40% on Slowing Sales, Then Brett Blundy Started Buying Again7 Oct 2026
- NWSNews Corp's AI Scare, Tied to REA Group, Gives Way to a Record Quarter7 Oct 2026
- PPSPraemium Turnaround Becomes a Takeover Question as Activist Pressure Builds7 Oct 2026
- QANQantas Swung With the Middle East Conflict, Then Still Beat Expectations7 Oct 2026
- REGRegis Healthcare Funding Shock Reopens the Debate Over Aged Care Asset Value7 Oct 2026
- TNETechnologyOne Fell on a Great Result, Then Became an AI Winner7 Oct 2026
- VEAViva Energy Rallied 45% on a Refining Windfall the Market Still Discounts7 Oct 2026
- APZAspen Group's Affordable Housing Model Delivered a 2x-Plus Re-Rating6 Oct 2026
- ALXAtlas Arteria Rejected IFM's Bid, Now Eyes a Chicago Skyway Sale6 Oct 2026
- IELIDP Education Is Down 94% as Visa Crackdowns Crush Student Demand6 Oct 2026
- INAIngenia Caught Between Its Peet Deal and a Private Equity Suitor6 Oct 2026
- JBHJB Hi-Fi Fell 30% Despite Strong Sales, Then Negative Sales Finally Arrived6 Oct 2026
- LTRLiontown Resources Rallied 40% on Cash Flow, Then Fell 35% on Costs6 Oct 2026
- LYCLynas Rare Earths Rode a Supply-Security Rally, Then Production Misses Hit6 Oct 2026
- MP1Megaport Shares Surge 208% on AI Compute Pivot, but Fund Managers Are Divided6 Oct 2026
- NCKNick Scali Fell 50% Despite One of Its Strongest Reporting Seasons Ever6 Oct 2026
- NSTNorthern Star Fell 40% on Three Downgrades, Then an Activist Stepped In6 Oct 2026
- ORIOrica Fell on Supply Issues, Then a Record Result Reversed the Damage6 Oct 2026
- SUNSuncorp Fell 30% on Weather Claims, Then a Reinsurance Deal Rebuilt the Case6 Oct 2026
- IAGIAG Fell 15% on Slowing Premiums, Still Seen as Better Value Than Banks5 Oct 2026
- ALLAristocrat Leisure Fell on AI Fears, Then a Results Beat Proved Managers Right2 Oct 2026
- BRGBreville Group Worked Through a Tariff Mess. Now Comes the Growth Test2 Oct 2026
- PNIPinnacle Investment's Growth Machine Meets Private Credit Sector Fears2 Oct 2026
- WESWesfarmers Trades at 38x Earnings on an Unkillable Bunnings and Kmart Thesis2 Oct 2026
- FRSForrestania Resources' Gold Pathway Trades at a Big Peer Discount1 Oct 2026
- GMDGenesis Minerals Trumps a Rival Bid to Consolidate the Leonora Goldfields1 Oct 2026
- PDNPaladin Energy's Uranium Thematic Meets a History of Downgrades1 Oct 2026
- RMSRamelius Resources Tracks Gold's Swings While Quietly Reshaping Its Growth1 Oct 2026
- VAUVault Minerals' Gold Rally Ended in a Genesis-Regis Takeover Battle1 Oct 2026
September 2026
145 articles- 4DX4DMedical's FDA Clearance Unlocks Mayo Clinic and Philips Deals30 Sep 2026
- ACEAcusensus Rallied 75% on Its First Major US Contract, Then Delivered a Record Result30 Sep 2026
- AIMAI-Media's Withdrawn Targets Sparked a Nearly 40% Single-Day Collapse30 Sep 2026
- ALCAlcidion Group's Record Contracts Still Haven't Won Over the Market30 Sep 2026
- ALQALS Limited: A High-Margin Way to Play Gold Without Miner Cost Inflation30 Sep 2026
- AMPAMP Nearly Doubled After Its Hidden China Pension Asset Came Into View30 Sep 2026
- ARBARB Corporation Fell 40%+ Despite 26% US Export Sales Growth30 Sep 2026
- BBNBaby Bunting's Turnaround Rally Unwinds on Rate Fears and Trading Down30 Sep 2026
- BAPBapcor Collapsed 80% Through a Leadership Exodus. Is the Turnaround Real?30 Sep 2026
- BCIBCI Minerals Builds Australia's First New Salt Project in 30 Years30 Sep 2026
- BPTBeach Energy's Waitsia Ramp-Up Meets Sector-Wide Drilling Disappointments30 Sep 2026
- BNZBenz Mining Rallied 33% on a 10-12 Million Ounce Gold Exploration Target30 Sep 2026
- BLSBioxyne's Cannabis Manufacturing Boom Led to a Rebrand as BLS Pharma30 Sep 2026
- BSLBlueScope Steel Fends Off Takeover Bid as Fund Managers Split on US Steel Spreads30 Sep 2026
- BXBBrambles' Worst Day in 25 Years Exposed a US Pallet Repair Crisis30 Sep 2026
- BVSBravura Solutions BVS Turnaround Shifts Debate to Growth30 Sep 2026
- BREBrazilian Rare Earths' World-Class Grade Gets Validated by a Rival Deal30 Sep 2026
- CMMCapricorn Metals' Reliable Mine Meets a Sharp Gold Price Correction30 Sep 2026
- CSCCapstone Copper Fell 45% on a Soft Target, Then Record Prices Reversed It30 Sep 2026
- CATCatapult Group Fell From $7 to Under $3 Despite 28% Growth. Here's Why30 Sep 2026
- CNICenturia Capital's Capital Raise Meets a Developer Exposure Scare30 Sep 2026
- CNICenturia Capital Private Credit Scare Overshadows Its Data Centre Bet30 Sep 2026
- CGFChallenger's Decades-Long Wait for Reform Finally Pays Off30 Sep 2026
- CCAChange Financial's 1620% EBITDA Growth Meets a Legacy Client Scare30 Sep 2026
- C79Chrysos Corporation's Blowout Result Meets a Deployment Timing Issue30 Sep 2026
- CSXCleanSpace Holdings Downgraded Guidance Twice on Regulatory Delays30 Sep 2026
- CBOCobram Estate Olives Fell 26% on a US Earn-Out Miss and Pricing Dispute30 Sep 2026
- COHCochlear Fell 70% After Four Downgrades. Was It a Bubble or an Overreaction?30 Sep 2026
- COGCOG Financial Services COG Novated Leasing Growth Accelerates30 Sep 2026
- CGSCogstate's Near-Monopoly Niche Delivered Its Strongest Year Yet30 Sep 2026
- COLColes's Supermarket Wars Win Over Woolworths May Be Largely Played Out30 Sep 2026
- CPUComputershare Fell on Blockchain Fears. Fund Managers Say They're Overblown30 Sep 2026
- CUPCount Integrated Advice Model Earns a Rerating as Tax Changes Drive Demand30 Sep 2026
- DVPDevelop Global Delivered Record Revenue, Then a Broker Downgrade Hit30 Sep 2026
- DMPDomino's Pizza's Discount Removal Strategy Hurt Sales Before It Helped30 Sep 2026
- DNLDyno Nobel's Pure-Play Bet Pays Off, Then a Gas Supplier Collapses30 Sep 2026
- EIQEchoIQ Rallied 150%+ on FDA Approval and a Validating Pro Medicus Deal30 Sep 2026
- EHLEmeco Holdings Rode Takeover Talk to Its NTA, Then a Guidance Miss Hit30 Sep 2026
- EMLEML Payments' Turnaround Stumbled, Falling 70% From Its 12-Month High30 Sep 2026
- EQREQ Resources Rallied as Tungsten Prices Surged 10x on China Restrictions30 Sep 2026
- EQTEQT Holdings' Trustee Scandal Prompts a Strategic Retreat30 Sep 2026
- FFMFirefly Metals Rallied 42% on Drill Results at 'the Best Undeveloped Copper Mine on the ASX'30 Sep 2026
- FWDFleetwood Fell 35% on a CEO Shakeup, Then a $20m Deal Reversed It30 Sep 2026
- GNPGenusPlus Rallied on the Grid Boom, Then a Denied Telstra Link Hit It30 Sep 2026
- GPTGPT Group's Refreshed Leadership Drives a $1.2bn Retail Fund Deal30 Sep 2026
- GYGGuzman y Gomez's US Exit Unmasks a Strong Australian Growth Story30 Sep 2026
- HSNHansen Technologies Halved in the SaaSpocalypse, But Is an AI Winner30 Sep 2026
- IMDImdex's Mining Technology Transformation Meets a Fuller Valuation30 Sep 2026
- IDXIntegral Diagnostics Trades at a Big Discount to Private Market Deals30 Sep 2026
- IREIress Turnaround Delivers on Costs as Managers Weigh Takeover Optionality30 Sep 2026
- JHXJames Hardie Self Help Story Outruns a Frozen US Housing Market30 Sep 2026
- JNSJanus Electric Surged 250%+ on Two US Truck Decarbonisation Contracts30 Sep 2026
- JDOJudo Bank Fell 40% on Three Bad Loans. Is It Isolated or a Warning Sign?30 Sep 2026
- KARKaroon Energy's Oil Leverage Rally Meets a Who Dat Production Setback30 Sep 2026
- KMEKip McGrath Rejected a Takeover Bid That Undervalued Its Cash Generation30 Sep 2026
- LBLLaserBond's Margin Recovery Is Backed by a Record Technology Sale30 Sep 2026
- TLCLottery Corp Bad Luck Meets Licences That Run Past 205030 Sep 2026
- TLCLottery Corp TLC Managers Bet Jackpot Drought Will End30 Sep 2026
- MQGMacquarie Ends a Downgrade Streak, Hits Record Highs, Then Announces a CEO Change30 Sep 2026
- MAQMacquarie Technology Secures a $200m Government Digital Resilience Deal30 Sep 2026
- MFGMagellan's Barrenjoey Merger Splits Fund Managers on Terms vs Potential30 Sep 2026
- MPLMedibank Wins Favour as a Defensive Earner With a Rising Rate Kicker30 Sep 2026
- MLXMetals X Rallied 169% as Tin Prices Surged on Structural Scarcity30 Sep 2026
- MTSMetcash Outperformed Woolworths and Endeavour, But Margins Are the Catch30 Sep 2026
- MINMineral Resources Rallied From $41 to $74 on a Lithium and Deleveraging Turnaround30 Sep 2026
- MXOMotio Is a Tiny, Debt-Free Growth Story Fund Managers Say Is Under the Radar30 Sep 2026
- NABNAB's Profit Warning Exposes a Credit Quality Gap to Its Big Bank Peers30 Sep 2026
- NGINavigator Global Investments' AUM Growth Splits Opinion on Valuation30 Sep 2026
- NHCNew Hope Corporation Surged 67% on the Iran Conflict, Then Gave It Back30 Sep 2026
- NEMNewmont's Gold Price Slide Ends With a Barrick Dispute Resolution30 Sep 2026
- NXGNexGen Energy Rallied 33%, Pulled Back, Now Fund Managers Bet on a Takeover30 Sep 2026
- NXTNextDC Fell 39% on AI Fears, Then a Record Contract Changed Everything30 Sep 2026
- NWHNRW Holdings' Fredon Acquisition Rides the Data Centre Capex Boom30 Sep 2026
- NUFNufarm's First Good News in Years Comes From a Cyclical Pricing Setup30 Sep 2026
- OFXOFX Group Agreed to a 108% Premium Takeover After Years of Soft Results30 Sep 2026
- OFXOFX Takeover Hangs on Equals Financing as Trading Weakens30 Sep 2026
- OBMOra Banda Mining's Turnaround Leads to Its Biggest-Ever Capital Decision30 Sep 2026
- ORGOrigin Energy's Result Beat Expectations. Fund Managers See Three Ways to Win30 Sep 2026
- PPCPeet Limited's Strategic Review Sets Up an Ingenia Takeover Approach30 Sep 2026
- PIAPengana International Equities Approves a Major Capital Management Plan30 Sep 2026
- PXAPexa Group Fell 50%+ on a Regulator's Draft Pricing Cut30 Sep 2026
- PMVPremier Investments' Smiggle Downgrade Masks a Hidden Breville Stake30 Sep 2026
- QBEQBE Insurance Beat Every Target It Set, Then the Claims Mix Got Messier30 Sep 2026
- QALQualitas Fell on Global Credit Fears, Then a Budget Carve-Out Fixed It30 Sep 2026
- RZIRaiz Invest Delivered Its First-Ever Profit After a Successful Price Rise30 Sep 2026
- RWCReliance Worldwide's Rough Year Ends With a 32% Premium Takeover Bid30 Sep 2026
- SFRSandfire Resources Became the ASX's Most Crowded Copper Trade30 Sep 2026
- STOSantos Moves From Capex Hump to Cash Harvest as Papua LNG Nears FID30 Sep 2026
- SGHSGH Fell 15% Despite 'Flawless Execution.' Here's What Fund Managers Say Now30 Sep 2026
- SIGSigma Healthcare Flirted With a $15bn UK Bid, Then Sales Growth Slowed30 Sep 2026
- SKSSKS Technologies Went From 49 Cents to $9 on the Data Centre Boom30 Sep 2026
- SKCSkyCity Rejected Two Takeover Bids That Undervalued Its $2.6bn Assets30 Sep 2026
- SIQSmartgroup Rallied 55.8% Once Novated Lease Policy Risk Finally Cleared30 Sep 2026
- SLSSolstice Minerals Rallied 50%+ on a Growing Copper Discovery30 Sep 2026
- SHLSonic Healthcare's Better FY26 Meets a Surprise Swiss Funding Cut30 Sep 2026
- SXESouthern Cross Electrical Nearly Doubles on a Data Centre Contract Boom30 Sep 2026
- SYLSymal Group Trades Below Its Listing Price Despite Strong Results30 Sep 2026
- TAHTabcorp Fell 30% on an AUSTRAC Probe. Fund Managers Say It's Priced In30 Sep 2026
- TLXTelix Pharmaceuticals' Disputed Trial Claim Gives Way to a Relief Rally30 Sep 2026
- TUATuas Fell 70% in a Day on a Spectrum Breach Allegation. Here's the Fallout30 Sep 2026
- TYRTyro Payments' Takeover Speculation Keeps Falling Short of a Deal30 Sep 2026
- UNIUniversal Store's Youth Fashion Brands Prove Resilient to Rate Rises30 Sep 2026
- VNTVentia Services Rallies on Contract Wins, Then a CEO Transition Tests It30 Sep 2026
- VBCVerbrec's Turnaround Delivered 107% NPATA Growth and a Net Cash Balance Sheet30 Sep 2026
- VGNVirgin Australia's Fuel Hedge Gave It an Edge Qantas Didn't Have30 Sep 2026
- VGLVista Group's Cinema Software Dominance Survives an AI Fear Sell-Off30 Sep 2026
- VYSVysarn's Water Services Growth Turns a Pilbara 'Pipe Dream' Into a Thesis30 Sep 2026
- WGNWagners Holdings Rides a Brisbane Olympics and Power Pole Boom30 Sep 2026
- SOLSoul Patts' 27-Year Dividend Streak Gets a Boost From the Brickworks Merger30 Sep 2026
- WGXWestgold Has the Cash and the Ounces but Its Cost Curve Is Testing Managers30 Sep 2026
- WOWWoolworths' Turnaround Rally Meets a Valuation Reckoning30 Sep 2026
- XROXero Keeps Executing While the Market Prices In the AI Threat30 Sep 2026
- ZIPZip Co Surged 109% Then Fell 21% on No News: Fund Managers Explain the Whiplash30 Sep 2026
- S32South32 Sells Aluminium Business to Alcoa in $5.6bn Bet on Base Metals21 Sep 2026
- AZJAurizon Rallied on a Rail Deal and Falling Capex, Then Guidance Disappointed13 Sep 2026
- BHPBHP Shares Near Record Highs as Copper Overtakes Iron Ore: Fund Managers Are Split13 Sep 2026
- BVSBravura Solutions Went From Loss-Making to a 30% Margin Turnaround13 Sep 2026
- CARCarsales Fell 38% on AI Fears. Fund Managers Say Its Data Moat Holds13 Sep 2026
- CHCCharter Hall Fell 16% on Rate Fears, Then Upgraded Guidance a Third Time13 Sep 2026
- CDACodan's Transformation From Metal Detectors to Defence Tech Hits a Valuation Wall13 Sep 2026
- COGCOG Financial's 'Follow the Management' Story Delivers 28% EBITDA Growth13 Sep 2026
- GDGGeneration Development Group's Drought-Breaking Quarter, Then a New Cost Worry13 Sep 2026
- INAIngenia Communities' De-Rate Sets Up a Countercyclical Peet Bet13 Sep 2026
- IREIress's Profit Upgrade Gets Lost in an Indiscriminate AI Sell-Off13 Sep 2026
- JHXJames Hardie's AZEK Deal Scared the Market, Then the Numbers Proved It Wrong13 Sep 2026
- TLCLottery Corporation's 40-Year Licence Win Meets a Jackpot Drought13 Sep 2026
- MGHMaas Group's AI Data Centre Contract Meets a $1.7bn Business Sale13 Sep 2026
- REAREA Group Fell 43% on AI Fears That Didn't Show Up in the Traffic Data13 Sep 2026
- REGRegis Healthcare's Funding Shock Gives Way to a $3bn Sector Package13 Sep 2026
- RMDResMed Trades Near a 52-Week Low Despite Growing Earnings. Managers Say Buy It13 Sep 2026
- STOSantos Takeover Approach Validates a Long-Held LNG Value Thesis, L1 Capital Says13 Sep 2026
- WGXWestgold Resources Targets 470koz Production Amid a Gold Correction13 Sep 2026
- XROXero Got Caught in an AI Panic. Fund Managers Say the Numbers Say Otherwise13 Sep 2026
- CXOCore Lithium's Forgotten Finniss Restart Draws Renewed Fund Interest11 Sep 2026
- MMIMetro Mining's Bauxite Story Tests Patience Despite a Low-Cost Edge11 Sep 2026
- RDYReadyTech Rejected a $2 Takeover Bid, Then Won a Contract That Backs It Up11 Sep 2026
- WHCWhitehaven Coal's Hormuz Windfall Fades Into a Capital Allocation Debate11 Sep 2026
- BLXBeacon Lighting's Cyclical Retail Slump Hides a Quietly Compounding Trade Arm7 Sep 2026
- IGOIGO Limited Surged 58% as Lithium Prices Finally Turned in Its Favour7 Sep 2026
- ANZANZ's Cost-Out Strategy Delivers, Even When the Market Doubts It5 Sep 2026
- AFGAustralian Finance Group Fell 40%+ on Housing Policy Fears. Is It Cheap Now?4 Sep 2026
- KLSKelsian Group Simplifies to Focus on Reliable Government Transport4 Sep 2026
- WA1WA1 Resources' Luni Deposit Called a Global Niobium Unicorn3 Sep 2026
- CWPCedar Woods Upgraded Guidance 30-35%, Then Fell With the Sector Anyway2 Sep 2026
- MVFMonash IVF Rejected an Underpriced Bid, Now a New Team Resets the Business2 Sep 2026
August 2026
40 articles- AMIAurelia Metals' Debt-Free Growth Story Wins Over Fund Managers31 Aug 2026
- AHCAustco Healthcare's Explosive Growth Hit a Supply Chain Wall31 Aug 2026
- ANGAustin Engineering's Turnaround Offers 300% Upside, One Manager Says31 Aug 2026
- BIOBiome Australia Halved on Tax-Loss Selling, Not Weakening Fundamentals31 Aug 2026
- CCRCredit Clear's UK Expansion Meets an ACCC Legal Bombshell31 Aug 2026
- EOLEnergy One Rallied 250%, Then Rejected a Takeover Approach31 Aug 2026
- EVTEVT Limited's $2bn Property Portfolio Alone Justifies Its Market Cap31 Aug 2026
- FLTFlight Centre's Cruise Acquisition Meets a Middle East Earnings Hit31 Aug 2026
- HPGHipages Group Fell 44% Despite Strong Cash Flow, Now Backed 40% by Cash31 Aug 2026
- ILUIluka Resources' Rare Earth Promise Meets a Mineral Sands Sell Case31 Aug 2026
- IMRImricor Medical Systems Cleared the FDA, Then Landed Its First Customer31 Aug 2026
- IFTInfratil Rallied 30% on Australia's Largest-Ever Data Centre Contract31 Aug 2026
- IPGIPD Group's Data Centre Push Becomes a Major Growth Driver31 Aug 2026
- IPXIperionX's Titanium Recycling Ambitions Get Major US Government Backing31 Aug 2026
- LYLLycopodium Won $300m+ in Contracts With a Smarter Scope Strategy31 Aug 2026
- MI6Minerals 260 Quadrupled as Bullabulling's Gold Resource Nearly Doubled31 Aug 2026
- MNDMonadelphous Delivered 50% EPS Growth, Then Flattish Guidance Hit It31 Aug 2026
- MTMMTM Critical Metals Fell 65% Despite Gallium Recovery Contract Wins31 Aug 2026
- NANNanosonics' Trophon Core Still Shines Beneath Costly Chorus Investment31 Aug 2026
- QUBQube Holdings' $11.7bn Takeover Clears ACCC and Shareholder Vote31 Aug 2026
- RTHRacing and Sports Tech Lost a Key Customer, Then New Deals Fixed It31 Aug 2026
- RDXRedox Rode a Strait of Hormuz Disruption to a COVID-Like Margin Boost31 Aug 2026
- REHReece Group's Branch Expansion Meets Softer FY27 US Guidance31 Aug 2026
- RFFRural Funds Group Sold Cattle Assets at a 23% Premium, Then Guided Softer31 Aug 2026
- SHVSelect Harvests Trades at 9x Earnings Versus a 17x Market Multiple31 Aug 2026
- SXLSouthern Cross Media's Seven West Merger Sparks a Board Removal Fight31 Aug 2026
- SMRStanmore Resources Weathered a Coal Downturn Trading Under 5x Earnings31 Aug 2026
- SGIStealth Group's Acquisition Turned 32 Locations Into Over 1,20031 Aug 2026
- SLCSuperloop Delivered 100%+ Gains Taking Market Share From Telstra31 Aug 2026
- VEEVEEM's Defence Contract Delays Gave Way to a Delayed Market Reaction31 Aug 2026
- WEBWeb Travel Group Fell 30% on a Spanish Tax Audit, Then Reset on Margins31 Aug 2026
- XRGxReality Group's VR Training Contracts Fund Record Cash Receipts31 Aug 2026
- AUCAusgold's Takeover Offer Splits a Backer From an Activist Investor28 Aug 2026
- CTTCettire Collapsed 96% From Its Peak, Forcing an Early Backer to Sell28 Aug 2026
- HLSHealius Collapsed 66% as Wage Costs and Volumes Kept Missing Guidance28 Aug 2026
- CTDCorporate Travel Management's Collapse: A Timeline of Write-Downs and Short Bets27 Aug 2026
- A2Ma2 Milk Fell 45% on Supply Woes and a Recall That Barely Moved the Numbers24 Aug 2026
- XYZBlock's Mass Layoff Announcement Overshadowed a Strong Result. Then It Rallied 30%10 Aug 2026
- CIAChampion Iron's Premium Ore Advantage Meets a Weak Quarter4 Aug 2026
- CCGComms Group Sold a Division for 2.5x What It Paid, Funding a Payout4 Aug 2026
July 2026
118 articles- AIHAdvanced Innergy's Matrix Acquisition Meets Project Delays31 Jul 2026
- ARTAirtasker Halved Despite 380% US Growth. Fund Managers Blame Tax Selling31 Jul 2026
- AYAArtrya Rallied From 70 Cents Toward $5. One Manager Calls It a 10-Bagger31 Jul 2026
- DXBDimerix Fell 55% on a Trial Delay Fund Managers Call Prudent31 Jul 2026
- DURDuratec's $1.8bn Defence Pipeline Meets Contract Timing Frustrations31 Jul 2026
- EXPExperience Co's Struggling Skydive Business Finds a $65m Fix31 Jul 2026
- FHEFrontier Energy Secures $32m Reserve Capacity for Waroona Project31 Jul 2026
- GLFGemLife's Land Lease Model Creates a Self-Funding Rent Roll31 Jul 2026
- IONIondrive's Smart Solvent Recycling Technology Gains US Government Backing31 Jul 2026
- IPDIPD Group Rallied 98% on Data Centre-Driven Electrical Demand31 Jul 2026
- KNBKoonenberry Gold Funds Multi-Project Drilling in the Lachlan Fold Belt31 Jul 2026
- OCLObjective Corporation Fell 32% on a Lost Defence Contract Renewal31 Jul 2026
- OMLoOh!media Fell a Third, Then Two Bidders Started a Takeover War31 Jul 2026
- PPTPerpetual's Takeover Bid Validates a Long-Ignored Valuation Gap31 Jul 2026
- PHOPhosCo Delivered a Multi-Bagger Return for Lion's Last Legacy Holding31 Jul 2026
- PPLPureprofile's Global Revenue Milestone Survives a Harsh Sell-Off31 Jul 2026
- QORQoria Fell 40% on a Cash Flow Miss, Then Aura Offered a 115% Premium31 Jul 2026
- SHNSunshine Metals De-Risks Gold Production With a Permitted Plant Buy31 Jul 2026
- 4DX4DMedical's US Hospital Wins Drive a Rapid Lung Imaging Re-Rate27 Jul 2026
- ASLAndean Silver ASX ASL Fund Managers On The Cerro Bayo Drilling Catalyst27 Jul 2026
- BOLBoom Logistics Strings Together Eight Upgrades on a 7x Multiple27 Jul 2026
- BHMBroken Hill Mines Rides a Silver Spike Into a Higher-Grade Ramp-Up27 Jul 2026
- CU6Clarity Pharmaceuticals CU6 Fund Manager Commentary and Investment Thesis27 Jul 2026
- APEEagers Automotive APE Fund Manager Commentary and Investment Thesis27 Jul 2026
- EGLEnvironmental Group's Compounding Story Hits an ERP Speed Bump27 Jul 2026
- GNGGR Engineering: Fund Managers On A Record Gold Contract Pipeline27 Jul 2026
- HCWHealthCo REIT's 50% Discount Hinges on a Healthscope Re-Tenanting27 Jul 2026
- IMMImmutep IMM Fund Manager Commentary and Investment Thesis27 Jul 2026
- NEUNeuren Pharmaceuticals ASX NEU Fund Managers On Daybue And NNZ-2591 Pipeline Value27 Jul 2026
- RULRPMGlobal Holdings RUL Fund Manager Commentary and Investment Thesis27 Jul 2026
- SDISDI Limited ASX SDI Fund Managers On Its Completed China Takeover27 Jul 2026
- SSMService Stream: Fund Managers On Defence As A Fourth Growth Pillar27 Jul 2026
- SPZSmart Parking's Site Rollout Accelerates Toward a 3,000-Site 2028 Target27 Jul 2026
- AMCAmcor Fights Resin Cost Fears While Defending Its Berry Deal24 Jul 2026
- CARCAR Group CAR Fund Manager Commentary and Investment Thesis24 Jul 2026
- CSLCSL Wipes $10 Billion in Value on a Vifor Writedown and Guidance Cut24 Jul 2026
- TWETreasury Wine Estates TWE Fund Manager Commentary and Investment Thesis24 Jul 2026
- WTCWiseTech Global's 44% Slide Tests Conviction After DSV Exit and AI Disruption Fears24 Jul 2026
- XROXero Partners With Anthropic to Answer AI Disruption Fears24 Jul 2026
- FRSForrestania Resources Fast-Tracks Toward a 220koz Gold Producer23 Jul 2026
- NSTNorthern Star Resources NST Fund Manager Commentary and Investment Thesis23 Jul 2026
- ZIPZip Co Falls 35% in a Day as Bad Debt Fears Overshadow 86% Earnings Growth23 Jul 2026
- AYAArtrya's Cardiac AI Platform Surges on a String of FDA Clearances21 Jul 2026
- DGTDigiCo Sells a US Data Centre at a Premium to Fund Sydney Growth21 Jul 2026
- EUREuropean Lithium's Merger Trades Well Below Its Sum-of-the-Parts Value21 Jul 2026
- MP1Megaport MP1 Fund Manager Commentary and Investment Thesis21 Jul 2026
- TNETechnologyOne TNE Fund Manager Commentary and Investment Thesis21 Jul 2026
- AMPAMP's North Platform Turnaround Survives a Rocky FY25 Result20 Jul 2026
- ALDAmpol's EG Group Deal Clears ACCC Amid a Refining Margin Boom20 Jul 2026
- BHPBHP's 60% Surge Meets a Costly Canadian Project Setback20 Jul 2026
- XYZBlock ASX XYZ Fund Managers On AI Cost Cuts And Cash App Lending Growth20 Jul 2026
- GMGGoodman Group's Power Bank Advantage Drives an Earnings Guidance Upgrade20 Jul 2026
- REAREA Group ASX REA Fund Managers On AI Fears And The India Divestment20 Jul 2026
- ALLAristocrat Leisure ASX ALL Fund Managers On Its AI Derating And Comeback17 Jul 2026
- BRGBreville Group Clears Its Tariff Overhang as US Supply Chain Shift Nears Completion17 Jul 2026
- CCLCuscal CCL Fund Manager Commentary and Investment Thesis17 Jul 2026
- JBHJB Hi-Fi JBH Fund Manager Commentary and Investment Thesis17 Jul 2026
- LNWLight & Wonder ASX LNW Fund Managers On The Aristocrat Pair Trade17 Jul 2026
- LOVLovisa Holdings LOV Fund Manager Commentary and Investment Thesis17 Jul 2026
- NCKNick Scali's Best Results in Years Meet a 40% Share Price Fall17 Jul 2026
- SYLSymal Group's Pipeline Keeps Growing, But the Market Isn't Convinced17 Jul 2026
- DXBDimerix DXB Fund Manager Commentary and Investment Thesis16 Jul 2026
- QORQoria's Cash Flow Scare Leads to a Rescue Merger With Aura16 Jul 2026
- RMDResMed Turns GLP-1 Weight Loss Drugs From Threat Into Market Expansion Story16 Jul 2026
- SPZSmart Parking Fell on Fuel Price Fears That Haven't Actually Shown Up Yet16 Jul 2026
- BVSBravura Solutions ASX BVS Fund Managers On Its Constellation Playbook15 Jul 2026
- CATCatapult Sports CAT Fund Manager Commentary and Investment Thesis15 Jul 2026
- COHCochlear's 44% One-Month Collapse Follows a Shock Guidance Cut15 Jul 2026
- APEEagers Automotive's Canadian Bet Meets a Genuine Supply Squeeze15 Jul 2026
- A2Ma2 Milk Company ASX A2M Fund Managers On The Supply Chain Recovery13 Jul 2026
- ADHAdairs Splits in Two as Core Brand Grows and Furniture Arm Drags13 Jul 2026
- ASBAustal ASX ASB Fund Managers On A US Navy Shipbuilder Trading At Book Value13 Jul 2026
- DNLDyno Nobel's Pure-Play Explosives Pivot Pays Off on Tight Supply13 Jul 2026
- EQTEquity Trustees EQT Fund Manager Commentary and Investment Thesis13 Jul 2026
- FBUFletcher Building FBU Fund Manager Commentary and Investment Thesis13 Jul 2026
- GMDGenesis Minerals ASX GMD Fund Managers On Its Superior Vault Minerals Bid13 Jul 2026
- INAIngenia Communities INA Fund Manager Commentary and Investment Thesis13 Jul 2026
- IDXIntegral Diagnostics ASX IDX Fund Managers On Its Deep Valuation Gap13 Jul 2026
- JHXJames Hardie: Fund Managers On AZEK And The US Housing Cycle13 Jul 2026
- LINLindian Resources Races Toward Rare Earths Production and Beyond13 Jul 2026
- MGHMaas Group Holdings MGH Fund Manager Commentary and Investment Thesis13 Jul 2026
- NWLNetwealth Settles Its First Guardian Overhang, Then Beats on Flows13 Jul 2026
- REHReece REH Fund Manager Commentary and Investment Thesis13 Jul 2026
- SGPStockland's 30% Slide Sets Up a Rate-Cycle Recovery Bet13 Jul 2026
- TLSTelstra ASX TLS Fund Managers On The Outage And A Three Way Valuation Split13 Jul 2026
- VAUVault Minerals ASX VAU Fund Managers On The Genesis-Regis Takeover Contest13 Jul 2026
- OCLObjective Corp's Growth Story Hits a Snag on a Lost Defence Deal10 Jul 2026
- SGMSims Doubles as Scrap Metal Meets an AI Data Centre Windfall10 Jul 2026
- SGIStealth Group's Record Year Triggers a 32% Single-Session Jump8 Jul 2026
- BSLBlueScope Steel: Fund Managers On The Takeover Bid And US Spreads6 Jul 2026
- CKFCollins Foods Rides Falling Chicken Prices Into a Margin Squeeze6 Jul 2026
- CTDCorporate Travel Management CTD Fund Manager Commentary and Investment Thesis6 Jul 2026
- ILUIluka Resources Rides Rare Earth Tailwinds Into a Structural Test6 Jul 2026
- MINMineral Resources: Fund Managers On The Onslow And Lithium Turnaround6 Jul 2026
- ORIOrica: Fund Managers Back the Mining Technology Shift Through Supply Shocks6 Jul 2026
- PXAPEXA's UK Win With NatWest Meets an Australian Pricing Cut6 Jul 2026
- RIORio Tinto's Copper-Led Rally Sparks a Valuation Debate After 65% Gain6 Jul 2026
- S32South32's Hermosa Project Costs Jump 50% as Portfolio Reshaping Continues6 Jul 2026
- SUNSuncorp Absorbs a $450m Storm Bill Before a Reinsurance Reset6 Jul 2026
- AZJAurizon: Fund Managers Split On Value After Network Review3 Jul 2026
- CBACommonwealth Bank Defies a Near-Unanimous Underweight Consensus3 Jul 2026
- IELIDP Education IEL Fund Manager Commentary and Investment Thesis3 Jul 2026
- MM8Medallion Metals De-Risks Gold Production With a Repurposed Plant3 Jul 2026
- PDNPaladin Energy ASX PDN Fund Managers On Execution Versus The Uranium Thematic3 Jul 2026
- QANQantas: Fund Managers On The Turnaround Through A Fuel Shock3 Jul 2026
- STOSantos Survives a Collapsed ADNOC Takeover to Enter a Cash-Harvesting Phase3 Jul 2026
- WDSWoodside Energy Group WDS Fund Manager Commentary and Investment Thesis3 Jul 2026
- WORWorley: Middle East Conflict Costs Mount as CP2 LNG Backlog Builds3 Jul 2026
- APZAspen Group's 120% Housing Rally Meets a Sharp March Reversal2 Jul 2026
- CCPCredit Corp Group CCP Fund Manager Commentary and Investment Thesis2 Jul 2026
- GGPGreatland Resources Turns an IPO Stumble Into a Gold Re-Rate2 Jul 2026
- HCWHealthCo REIT's 50% Discount Hinges on Healthscope's Fate2 Jul 2026
- HMCHMC Capital ASX HMC Fund Managers On The NTA Discount And New Mandates2 Jul 2026
- 360Life360's Strong Guidance Upgrade Gets Swallowed by an AI Disruption Selloff2 Jul 2026
- RICRidley Corporation RIC Fund Manager Commentary and Investment Thesis2 Jul 2026
- SDRSiteMinder ASX SDR Fund Managers On The AI Selloff And Smart Platform2 Jul 2026
- GTKGentrack Crashes 34% on a Guidance Cut, Then Draws Bargain Hunters Back In1 Jul 2026
- RDYReadyTech Holdings RDY Fund Manager Commentary and Investment Thesis1 Jul 2026
June 2026
145 articles- ALCAlcidion Group's NHS Contract Wins Fuel Record Cashflow and Takeover Speculation30 Jun 2026
- AAIAlcoa Rides an Aluminium Supply Squeeze Into a Middle East Shock30 Jun 2026
- ALQALS Emerges as a Second-Derivative Gold Play With a Quality Industrial Wrapper30 Jun 2026
- AMAAMA Group ASX AMA Fund Managers On The Capital SMART Turnaround30 Jun 2026
- ANNAnsell ANN Fund Manager Commentary and Investment Thesis30 Jun 2026
- ASXASX Ltd's Regulatory Reckoning Finally Finds a Floor30 Jun 2026
- ABBAussie Broadband ABB Fund Manager Commentary and Investment Thesis30 Jun 2026
- AHCAustco Healthcare ASX AHC Fund Managers On The Order Book Slowdown30 Jun 2026
- ANGAustin Engineering ASX ANG Fund Managers On The Chile Contract Turnaround30 Jun 2026
- BPTBeach Energy: Waitsia Ramp-Up and Gas Policy Risk Divide Fund Managers30 Jun 2026
- BRIBig River Industries' Acquisition Drive Draws a Mystery Steel-Linked Shareholder30 Jun 2026
- BLSBLS Pharmaceuticals ASX BLS Fund Managers On Its Rebrand And German Growth30 Jun 2026
- BXBBrambles' US Pallet Repair Bottleneck Triggers a 22% Single-Day Fall30 Jun 2026
- CMMCapricorn Metals Clears a Three-Year Wait for Its Second Gold Mine30 Jun 2026
- CWPCedar Woods Keeps Upgrading Earnings Even as Rate Fears Bite30 Jun 2026
- CGFChallenger Finally Gets the Regulatory Reform It Waited 20 Years For30 Jun 2026
- CHCCharter Hall Group ASX CHC Fund Managers On FUM Growth And The Rate Cycle Reversal30 Jun 2026
- C79Chrysos Corporation's PhotonAssay Adoption Accelerates Despite Gold Price Swings30 Jun 2026
- CVLCivmec's Record $1.5bn Order Book Gets a De-Risking Eneabba Win30 Jun 2026
- CU6Clarity Pharmaceuticals Beat Telix Head-to-Head, Then Gave Back the Gains30 Jun 2026
- CWYCleanaway Waste Management ASX CWY Fund Managers On Safety Review And Valuation Gap30 Jun 2026
- CVWClearView's Zurich Takeover May Undershoot Its Embedded Value30 Jun 2026
- CDACodan CDA Fund Manager Commentary and Investment Thesis30 Jun 2026
- COGCOG Financial Services' Novated Leasing Buying Spree Hits FBT Policy Turbulence30 Jun 2026
- COLColes' Market Share Gains Narrow as a Discount Court Loss Bites30 Jun 2026
- CCGComms Group CCG Fund Manager Commentary and Investment Thesis30 Jun 2026
- CPUComputershare Splits Managers on Rates and a Tokenisation Scare30 Jun 2026
- CCRCredit Clear ASX CCR Fund Managers On UK Growth And ACCC Proceedings30 Jun 2026
- CLXCTI Logistics Rallied 49% on a Profit Update, But Diesel Costs Loom30 Jun 2026
- DBIDalrymple Bay Infrastructure DBI Fund Manager Commentary and Investment Thesis30 Jun 2026
- DRODroneShield's Meteoric Rise Unravels After a CEO Share Sale30 Jun 2026
- DURDuratec DUR Fund Manager Commentary and Investment Thesis30 Jun 2026
- ELDElders ELD Fund Manager Commentary and Investment Thesis30 Jun 2026
- EOSElectro Optic Systems Holdings EOS Fund Manager Commentary and Investment Thesis30 Jun 2026
- ELVElevra Lithium Rides a Spodumene Rally Fuelled by Battery Storage30 Jun 2026
- EMLEML Payments' Turnaround Builds on a Visa Pismo Tie-Up and a $90m Pipeline Target30 Jun 2026
- EDVEndeavour Group's Leadership Vacuum Gives Way to a Strategic Reset30 Jun 2026
- EGLThe Environmental Group Fell 55% on a Botched ERP System Rollout30 Jun 2026
- EQREQ Resources Rides a Tenfold Tungsten Price Surge30 Jun 2026
- FPHFisher & Paykel Healthcare Broke NZ$1bn in a Half for the First Time30 Jun 2026
- FWDFleetwood ASX FWD Fund Managers On The Building Solutions Restructure30 Jun 2026
- FMGFortescue's Green Energy Push Meets an Iron Bridge Setback30 Jun 2026
- GDGGeneration Development Group GDG Fund Manager Commentary and Investment Thesis30 Jun 2026
- GNPGenusPlus Group GNP Fund Manager Commentary and Investment Thesis30 Jun 2026
- GNGGR Engineering Rallied 29% on Over $500m in New Contract Wins30 Jun 2026
- HPGHipages Group HPG Fund Manager Commentary and Investment Thesis30 Jun 2026
- HUMHumm Group HUM Fund Manager Commentary and Investment Thesis30 Jun 2026
- IMDImdex's Exploration Boom Wallet Share Story Keeps Managers Overweight30 Jun 2026
- IFTInfratil's CDC Lands Australia's Largest-Ever Data Centre Contract30 Jun 2026
- JLGJohns Lyng's Fall From Grace Ends in a $1.1 Billion Takeover30 Jun 2026
- JDOJudo Capital's Growth Story Hits a Sudden Bad Debt Scare30 Jun 2026
- KARKaroon Energy Rides an Oil Price Spike Into a Brazilian Export Tax Headwind30 Jun 2026
- KLSKelsian Group ASX KLS Fund Managers On Its Tourism Exit And US Bus Growth30 Jun 2026
- KMEKip McGrath Education Centres ASX KME Fund Managers On Its Cash Earnings Gap30 Jun 2026
- LLCLendlease Group ASX LLC Fund Managers On Capital Recycling And Simplification30 Jun 2026
- TLCLottery Corporation Secures a 40-Year Victorian Licence, De-risking Its Runway to 205030 Jun 2026
- LYCLynas Rare Earths ASX LYC Fund Managers On The Japan Offtake And China Risk30 Jun 2026
- MAFMA Financial's Mortgage and Credit Platforms Drive an 81% Re-Rate30 Jun 2026
- MAHMacmahon Holdings MAH Fund Manager Commentary and Investment Thesis30 Jun 2026
- MQGMacquarie Group's US$40 Billion Data Centre Sale Offsets a Soft Trading Year30 Jun 2026
- MAQMacquarie Technology Group MAQ Fund Manager Commentary and Investment Thesis30 Jun 2026
- MCEMatrix Composites Received a 44% Premium Takeover Offer30 Jun 2026
- MMIMetro Mining MMI Fund Manager Commentary and Investment Thesis30 Jun 2026
- MVFMonash IVF ASX MVF Fund Managers On Repeated Takeover Approaches30 Jun 2026
- MXOMotio MXO Fund Manager Commentary and Investment Thesis30 Jun 2026
- NGINavigator Global Investments NGI Fund Manager Commentary and Investment Thesis30 Jun 2026
- NEMNewmont Corporation: Record Cashflow and Buybacks Survive a Gold Price Correction30 Jun 2026
- NXGNexGen Energy NXG Fund Manager Commentary and Investment Thesis30 Jun 2026
- OFXOFX Group OFX Fund Manager Commentary and Investment Thesis30 Jun 2026
- PACPacific Current Group PAC Fund Manager Commentary and Investment Thesis30 Jun 2026
- PGCParagon Care's Acquisition Spree Meets a Leveraged Balance Sheet30 Jun 2026
- PPTPerpetual's Five-Year Low Draws a Takeover Approach30 Jun 2026
- PLSPilbara Minerals PLS Fund Manager Commentary and Investment Thesis30 Jun 2026
- PNIPinnacle Investment Management PNI Fund Manager Commentary and Investment Thesis30 Jun 2026
- PMEPro Medicus PME Fund Manager Commentary and Investment Thesis30 Jun 2026
- PPLPureprofile PPL Fund Manager Commentary and Investment Thesis30 Jun 2026
- QBEQBE Insurance: Fund Managers On A Decade-Long ROE Turnaround30 Jun 2026
- QALQualitas ASX QAL Fund Managers On Private Credit Contagion And FUM Growth30 Jun 2026
- QUBQube Holdings' $11.7 Billion Takeover Clears Its Final Hurdle30 Jun 2026
- RMSRamelius Resources RMS Fund Manager Commentary and Investment Thesis30 Jun 2026
- RHCRamsay Health Care: Fund Managers On The Margin Recovery And Sante Spin-Off30 Jun 2026
- REGRegis Healthcare REG Fund Manager Commentary and Investment Thesis30 Jun 2026
- RWCReliance Worldwide RWC Fund Manager Commentary and Investment Thesis30 Jun 2026
- RULRPMGlobal's Caterpillar Takeover Crystallised a 230% Investment Gain30 Jun 2026
- SFRSandfire Resources: Fund Managers On The Copper Thematic And Setbacks30 Jun 2026
- SBZSchoolblazer ASX SBZ Fund Managers On The Trutex Integration And FY27 Target30 Jun 2026
- SDVSciDev's Strategic Review Reboots Its Shale and PFAS Ambitions30 Jun 2026
- SDISDI Limited's 65% Premium Takeover Comes With FIRB Approval Risk30 Jun 2026
- SEKSeek ASX SEK Fund Managers On AI Disruption Fears Versus Yield Growth30 Jun 2026
- SHVSelect Harvests SHV Fund Manager Commentary and Investment Thesis30 Jun 2026
- SSMService Stream's Turnaround Adds Defence as a Fourth Growth Pillar30 Jun 2026
- SGHSGH's Buyback and Crux LNG Project Rebuild the Bull Case30 Jun 2026
- SIGSigma Healthcare ASX SIG Fund Managers On The Boots Walk Away And UK Entry30 Jun 2026
- SKSSKS Technologies ASX SKS Fund Managers On A Data Centre Pipeline Surge30 Jun 2026
- SIQSmartgroup Corporation SIQ Fund Manager Commentary and Investment Thesis30 Jun 2026
- SXESouthern Cross Electrical Rides the Data Centre Boom to a $150m Capital Raise30 Jun 2026
- SRGSRG Global SRG Fund Manager Commentary and Investment Thesis30 Jun 2026
- SMRStanmore Resources' Discipline Pays Off as the Coal Cycle Turns30 Jun 2026
- SDFSteadfast's AI Disruption Fears Give Way to a 52% Premium Bid30 Jun 2026
- TEATasmea Tripled Since IPO, Then a Data Centre Deal Drove a 110% Quarter30 Jun 2026
- TYRTyro Payments TYR Fund Manager Commentary and Investment Thesis30 Jun 2026
- UNIUniversal Store Holdings UNI Fund Manager Commentary and Investment Thesis30 Jun 2026
- VMMViridis Mining Surged to Highs as Its Rare Earths Project De-Risked30 Jun 2026
- VGLVista Group International VGL Fund Manager Commentary and Investment Thesis30 Jun 2026
- VYSVysarn's Water Services Roll-Up Doubles as Its Pilbara Asset Play Nears Reality30 Jun 2026
- WESWesfarmers' Officeworks Profit Warning Tests a 30-Times Earnings Valuation30 Jun 2026
- WGXWestgold's Production Growth Plan Survives a Gold Price Correction30 Jun 2026
- WBCWestpac Banking Corp WBC Fund Manager Commentary and Investment Thesis30 Jun 2026
- WHCWhitehaven Coal Rallies on Geopolitical Supply Shocks While a Short Seller Holds Firm30 Jun 2026
- XRFXRF Scientific ASX XRF Fund Managers On Its Printer And Ink Business Model30 Jun 2026
- YALYancoal Australia ASX YAL Fund Managers On The Thermal Coal Price Spike30 Jun 2026
- CNICenturia Capital CNI Fund Manager Commentary and Investment Thesis29 Jun 2026
- IPGIPD Group IPG Fund Manager Commentary and Investment Thesis29 Jun 2026
- MTSMetcash MTS Fund Manager Commentary and Investment Thesis29 Jun 2026
- VNTVentia Services Group ASX VNT Fund Managers On Its Contract Win Streak29 Jun 2026
- MEKMeeka Metals MEK Fund Manager Commentary and Investment Thesis26 Jun 2026
- NHCNew Hope Corporation Rallies as Middle East Conflict Lifts Coal25 Jun 2026
- SOLWashington H. Soul Pattinson SOL Fund Manager Commentary and Investment Thesis25 Jun 2026
- ALXAtlas Arteria ALX Fund Manager Commentary and Investment Thesis22 Jun 2026
- CTTRegal Funds Management Cuts Cettire Stake After Steep Losses22 Jun 2026
- CGSCogstate's Alzheimer's Monopoly Fuels a Sales Contract Boom22 Jun 2026
- CRICritica's Jupiter Deposit Is Australia's Largest Magnet Rare Earth Resource22 Jun 2026
- FLTFlight Centre ASX FLT Fund Managers On Middle East Disruption And Cruise Growth22 Jun 2026
- GPTGPT Group Bets on Funds Management as Rate Fears Weigh on REITs22 Jun 2026
- INGInghams Group Fell on a Cost Shock That Masked a Real Turnaround22 Jun 2026
- SHLSonic Healthcare Splits Managers on Its Margin Recovery Timeline22 Jun 2026
- TCLTransurban Group TCL Fund Manager Commentary and Investment Thesis22 Jun 2026
- A1MAIC Mines Doubles Down on Copper Growth at a Discount to Peers20 Jun 2026
- WOWWoolworths' Market Share Recovery Now Faces a Valuation Test20 Jun 2026
- APAAPA Group APA Fund Manager Commentary and Investment Thesis19 Jun 2026
- CBOCobram Estate Olives Doubles Down on the US With a Major Buyout19 Jun 2026
- NABNational Australia Bank NAB Fund Manager Commentary and Investment Thesis18 Jun 2026
- EVTEVT ASX EVT Fund Managers On A Property Backed Valuation Case16 Jun 2026
- GLFGemLife's Land Lease Model Draws Growing Fund Manager Conviction16 Jun 2026
- IGOIGO IGO Fund Manager Commentary and Investment Thesis15 Jun 2026
- DDRDicker Data DDR Fund Manager Commentary and Investment Thesis14 Jun 2026
- BAPBapcor's Collapse From $8 to 50 Cents Draws Contrarian Bargain Hunters12 Jun 2026
- OMLoOh!Media Sparks a Bidding War After Falling to Multi-Year Lows12 Jun 2026
- AUBAUB Group AUB Fund Manager Commentary and Investment Thesis10 Jun 2026
- CSCCapstone Copper CSC Fund Manager Commentary and Investment Thesis10 Jun 2026
- FPHFisher & Paykel Healthcare FPH Fund Manager Commentary and Investment Thesis10 Jun 2026
- NWSNews Corporation NWS Fund Manager Commentary and Investment Thesis10 Jun 2026
- EVNEvolution Mining ASX EVN Fund Managers On Its Copper Kicker And Deleveraging5 Jun 2026
- PWRPeter Warren Automotive Seen as Cheap Play on Falling Rates4 Jun 2026
- DXSDexus DXS Fund Manager Commentary and Investment Thesis1 Jun 2026
May 2026
66 articles- ARTAirtasker's US Marketplace Grows 754% Funded by a Profitable Australian Core31 May 2026
- ANZANZ Group's New-CEO Turnaround Story Splits Fund Managers on Bank Valuations31 May 2026
- AFGAustralian Finance Group ASX AFG Fund Managers On Its Bad Debt Track Record31 May 2026
- ASGAutosports Group's EV Pivot Meets a Rate-Driven Valuation Reset31 May 2026
- BBNBaby Bunting's Turnaround Runs Into a Rate-Driven Valuation Reset31 May 2026
- BHMBroken Hill Mines' World-Class Deposit Meets a Precious Metals Pullback31 May 2026
- CSXCleanspace Holdings ASX CSX Fund Managers On Repeated Guidance Resets31 May 2026
- CUPCount CUP Fund Manager Commentary and Investment Thesis31 May 2026
- DMPDomino's Pizza Turns Cost-Cutting Into a Sharp Share Price Re-Rate31 May 2026
- DUGDUG Technology: Seismic Imaging Software Wins Over Oil and Gas Majors31 May 2026
- EPYEarlypay's Aggressive Buyback Hits a Regulatory Speed Bump31 May 2026
- EDUEDU Holdings' 850% Rally Meets New Student Visa Rules31 May 2026
- EOLEnergy One EOL Fund Manager Commentary and Investment Thesis31 May 2026
- HLSHealius HLS Fund Manager Commentary and Investment Thesis31 May 2026
- IMRImricor Medical Systems Clears FDA Milestones Toward US Commercial Launch31 May 2026
- IAGInsurance Australia Group IAG Fund Manager Commentary and Investment Thesis31 May 2026
- IREIress IRE Fund Manager Commentary and Investment Thesis31 May 2026
- LBLLaserBond ASX LBL Fund Managers On The Komatsu Licensing Breakthrough31 May 2026
- LTRLiontown Resources Turns Cash Flow Positive as Lithium Prices Surge31 May 2026
- MFGMagellan Becomes Barrenjoey in a Merger Managers Call Poorly Sold31 May 2026
- MYGMayfield Group Rides Electrification Boom to a 200% FY26 Gain31 May 2026
- MLXMetals X Rides a 169% Tin Price Surge Into a $350 Million Cash Hoard31 May 2026
- MI6Minerals 260 Re-Rates on Franco-Nevada Royalty Deal at Bullabulling31 May 2026
- MGRMirvac Group's Residential Sales Slow as a Fourth-Quarter Settlement Skew Builds31 May 2026
- MNDMonadelphous Rides a Contract Wave as Managers Debate the Peak31 May 2026
- NWHNRW Holdings ASX NWH Fund Managers On Repeated Guidance Upgrades31 May 2026
- NUFNufarm's Turnaround Thesis Builds on Crop Protection Pricing and Omega-3 Upside31 May 2026
- OMAOmega Oil & Gas Bets Big on Queensland's Taroom Trough Basin31 May 2026
- ORGOrigin Energy Splits Fund Managers Over Policy Risk and Octopus Upside31 May 2026
- ORAOrora ORA Fund Manager Commentary and Investment Thesis31 May 2026
- PPCPeet Weighs a Sale, Then Delivers Upgrades Instead31 May 2026
- PLTPlenti Group PLT Fund Manager Commentary and Investment Thesis31 May 2026
- PNVPolynovo's Valuation Gap Widens as Its US FDA Submission Timeline Firms Up31 May 2026
- PMVPremier Investments ASX PMV Fund Managers On A Mispriced Retail Business31 May 2026
- RZIRAIZ Invest ASX RZI Fund Managers On A CEO Change And Its US Trading Push31 May 2026
- SCGScentre Group Adds a Debt Restructure to Its Defensive Income Case31 May 2026
- SEQSequoia Financial Group SEQ Fund Manager Commentary and Investment Thesis31 May 2026
- SHASHAPE Australia Builds Scale Through Bolt-On Acquisitions31 May 2026
- TAHTabcorp Holdings TAH Fund Manager Commentary and Investment Thesis31 May 2026
- TEATasmea Triples on Niche Maintenance Business and Electrification Bet31 May 2026
- TPWTemple & Webster ASX TPW Fund Managers On Its Margin Collapse And New CEO31 May 2026
- THLTourism Holdings THL Fund Manager Commentary and Investment Thesis31 May 2026
- VGNVirgin Australia's Fuel Hedging Shields It From an Oil Price Shock31 May 2026
- VMMViridis Mining Draws Fund Backing on Brazil Rare Earths Project31 May 2026
- VEAViva Energy: Refining Margin Recovery Tests Patience on Convenience Integration31 May 2026
- WRKWRKR ASX WRK Fund Managers On Payday Super And The AustralianSuper Deal31 May 2026
- FCLFINEOS Crosses Into Profitability Despite an AI-Driven SaaS Chill25 May 2026
- PGCParagon Care ASX PGC Fund Managers Split On Balance Sheet And Infinity Fallout25 May 2026
- NANNanosonics NAN Fund Manager Commentary and Investment Thesis22 May 2026
- PPSPraemium PPS Fund Manager Commentary and Investment Thesis22 May 2026
- RXLRox Resources Nears Production at Youanmi, Broker Targets Well Ahead18 May 2026
- GQGGQG Partners GQG Fund Manager Commentary and Investment Thesis13 May 2026
- AGLAGL Energy ASX AGL Fund Managers On Tariff Regulation And Battery Plant Earnings11 May 2026
- DOWDowner EDI's Margin Recovery Story Gains Traction with New Contracts11 May 2026
- NECNine Entertainment Banks Tax Credits as TV Earnings Find a Baseline11 May 2026
- RRLRegis Resources Rides Gold's Rally Into a Scale-Driven Vault Merger11 May 2026
- VCXVicinity Centres VCX Fund Manager Commentary and Investment Thesis11 May 2026
- WGNWagners Rides Southeast Queensland's Boom Into Olympics Buildout11 May 2026
- AQZAlliance Aviation Swings From Takeover Target to Distressed Value Bet4 May 2026
- MPLMedibank Private ASX MPL Fund Managers On Claims Costs And Preventative Health4 May 2026
- SLCSuperloop Turns Profitable as Its Challenger Telco Status Drives a 320% Rally4 May 2026
- SNLSupply Network SNL Fund Manager Commentary and Investment Thesis4 May 2026
- AMIAurelia Metals AMI Fund Manager Commentary and Investment Thesis3 May 2026
- BC8Black Cat Syndicate Scales Toward 100koz as Gold Managers Circle3 May 2026
- PNRPantoro Gold PNR Fund Manager Commentary and Investment Thesis3 May 2026
- BGABega Cheese BGA Fund Manager Commentary and Investment Thesis1 May 2026
April 2026
23 articles- ATXAmplia Therapeutics ATX Fund Manager Commentary and Investment Thesis30 Apr 2026
- BBTbetr Entertainment BBT Fund Manager Commentary and Investment Thesis30 Apr 2026
- CIAChampion Iron ASX CIA Fund Managers On The Bloom Lake Grade Upgrade30 Apr 2026
- CCAChange Financial ASX CCA Fund Managers On Vertexon Platform Growth30 Apr 2026
- EBOEBOS Group: Managers Hold Through a Guidance Miss and CEO Transition30 Apr 2026
- EHLEmeco Holdings EHL Fund Manager Commentary and Investment Thesis30 Apr 2026
- FIDFiducian Group FID Fund Manager Commentary and Investment Thesis30 Apr 2026
- GNCGrainCorp Rides a Record Crop as HMC Capital Exits Its Stake30 Apr 2026
- IPXIperionX ASX IPX Fund Managers On The Titanium Ramp And Short Seller Battle30 Apr 2026
- IPHIPH IPH Fund Manager Commentary and Investment Thesis30 Apr 2026
- PENPeninsula Energy Swings on Uranium Prices and a Bumpy Ramp-Up30 Apr 2026
- SRVServcorp SRV Fund Manager Commentary and Investment Thesis30 Apr 2026
- VVAViva Leisure VVA Fund Manager Commentary and Investment Thesis30 Apr 2026
- HSNHansen Technologies ASX HSN Fund Managers On Its AI Winner Case24 Apr 2026
- PWHPWR Holdings ASX PWH Fund Managers On The Stapylton Margin Recovery24 Apr 2026
- MTOMotorcycle Holdings Buys Its Rivals Out of Administration on the Cheap17 Apr 2026
- BENBendigo Bank's AML Disclosure Overshadows a Later Margin Beat13 Apr 2026
- CVNCarnarvon Energy: Fund Managers On The Wait For A Dorado FID13 Apr 2026
- BGLBellevue Gold's Hedge Book Divides Buyers From Sellers on the Same Asset10 Apr 2026
- PRUPerseus Mining ASX PRU Fund Managers On The Tanzania Build And Gold Exposure10 Apr 2026
- RDXRedox RDX Fund Manager Commentary and Investment Thesis9 Apr 2026
- DRRDeterra Royalties DRR Fund Manager Commentary and Investment Thesis8 Apr 2026
- JMSJupiter Mines' Takeover Optionality Builds After Exxaro's Stake in a Key Partner8 Apr 2026
March 2026
20 articles- AIMAi-Media Technologies ASX AIM Fund Managers On Its Credibility Crisis31 Mar 2026
- AELAmplitude Energy AEL Fund Manager Commentary and Investment Thesis31 Mar 2026
- ARBARB Corporation's US Push Survives a Harsh Profit Downgrade31 Mar 2026
- ARXAroa Biosurgery ARX Fund Manager Commentary and Investment Thesis31 Mar 2026
- AIAAuckland International Airport AIA Fund Manager Commentary and Investment Thesis31 Mar 2026
- AD8Audinate ASX AD8 Fund Managers On IRIS Studio And The Dante Ecosystem31 Mar 2026
- CCVCash Converters ASX CCV Fund Managers On Its Franchise Buyback Strategy31 Mar 2026
- CAFCentrepoint Alliance Grows Adviser Network as Early Backers Exit31 Mar 2026
- CLVClover Corporation's Omega-3 Technology Drives a Profit Fivefold Jump31 Mar 2026
- EVOEmbark Early Education Doubles Down With a Mayfield Takeover at Distressed Prices31 Mar 2026
- IMMImmutep's US$370m Deal Was Wiped Out by a Shock Trial Failure31 Mar 2026
- JINJumbo Interactive ASX JIN Fund Managers On Its International Diversification Push31 Mar 2026
- LGILGI Turns Landfill Methane Into a Clean Energy Growth Story31 Mar 2026
- LICLifestyle Communities Appeals a VCAT Ruling While Degearing Ahead of Schedule31 Mar 2026
- OBMOra Banda Mining ASX OBM Fund Managers On Its Mine Life Exploration Push31 Mar 2026
- PHXPharmX Technologies PHX Fund Manager Commentary and Investment Thesis31 Mar 2026
- SBMSt Barbara: Fund Manager On The Simberi Stake Sale And Re-Rating31 Mar 2026
- TPGTPG Telecom's Awkward Capital Return Masks a Cheap Defensive Story31 Mar 2026
- VSLVulcan Steel VSL Fund Manager Commentary and Investment Thesis31 Mar 2026
- WEBWeb Travel Group Falls 30% on a Spanish Tax Audit Echoing CTD Fears31 Mar 2026
February 2026
5 articles- ASLAndean Silver Surged 38% on Rising Prices and High-Grade Drilling28 Feb 2026
- AEFAustralian Ethical Investment ASX AEF Fund Managers On A Result Beat28 Feb 2026
- BWNBhagwan Marine BWN Fund Manager Commentary and Investment Thesis28 Feb 2026
- ERDEroad ERD Fund Manager Commentary and Investment Thesis28 Feb 2026
- NEUNeuren Pharmaceuticals' European Setback Overshadows Strong US Sales28 Feb 2026
January 2026
4 articles- FNDFindi FND Fund Manager Commentary and Investment Thesis31 Jan 2026
- MYRMyer ASX MYR Fund Managers On Early Signs Of Turnaround Momentum31 Jan 2026
- NSRNational Storage REIT ASX NSR Fund Managers Split On The Brookfield Bid31 Jan 2026
- SLXSilex Systems Rides US Nuclear Funding Swings on Enrichment Bet31 Jan 2026
December 2025
5 articles- CY5Cygnus Metals' Chibougamau Drilling Confirms Resource Growth Potential31 Dec 2025
- FFMFirefly Metals FFM Fund Manager Commentary and Investment Thesis31 Dec 2025
- L1GL1 Group's Platinum Merger Delivers a Strong First Quarter31 Dec 2025
- NHFNIB Holdings Faces Margin Pressure From Inflation and Rate Headwinds31 Dec 2025
- PRNPerenti Re-Rates on Record Results, Managers Eye Drilling Upside31 Dec 2025
November 2025
2 articlesOctober 2025
2 articlesSeptember 2025
5 articles- BOEBoss Energy BOE Fund Manager Commentary and Investment Thesis30 Sep 2025
- PNCPioneer Credit Becomes a Preferred Big Four Bank Debt Partner30 Sep 2025
- SMPSmartpay Set to Exit the ASX in NZ$1.20 a Share Shift4 Deal30 Sep 2025
- STPStep One Clothing Fell on Missteps, Not Balance Sheet Weakness30 Sep 2025
- CRNCoronado Global Resources: Cost Cuts And Lower-Cost Growth Projects12 Sep 2025
August 2025
3 articlesJune 2025
1 articlesMay 2025
1 articlesJanuary 2025
1 articlesGeneral information only. Thesis Tracker reports what named fund managers have published about ASX companies. It does not take into account your objectives, financial situation or needs, and is not financial product advice or a recommendation to buy, sell or hold any security.
12,134 comments from 167 managers on 774 companies, snapshot 27 Oct 2026.