ASX 100

Networks are one of the most powerful competitive advantages a business can possess. Strong network effects make it difficult for businesses to be replicated, enabling...

Plus, DGO cleaning up on its 16% stake in De Grey and Firefly in a halt pending gold assays Given De Grey Mining’s multi-million ounce Hemi gold discovery in the...

It’s only natural that investors are feeling nervous about the future of A-REIT and infrastructure sectors (outside of industrial and utility stocks). Since the...

At Livewire we’ll cheerfully admit that we’re a little obsessed with analysing data and using algorithms in various ways to serve you the best and most relevant...

Headlines during reporting season have claimed that ‘dividends have slowed to a trickle.’ In reality though, it is cash returns that have slowed to a trickle. Cash...

The share price of Reece (ASX:REH) – Australia’s biggest supplier of plumbing and bathroom products – has outperformed the broader market for many years....

In the latest iteration of the Firetrail Analyst Series we dive into an Australian company which we think offers compelling long-term value: Lendlease Group (ASX:LLC)....

Retail has been one of the surprise winners from the pandemic, capturing the attention of savvy investors. But just as important as identifying winners, is avoiding...

Small and micro cap companies have largely finished reporting their full year results to the market. Online retail and consumer facing Fin Tech firms have been market ...

Every stock market boom is precipitated by a fundamental development. Occasionally, bubbles develop from these booms when the dominant narrative assumes, through the...

The August 2020 reporting season was always going to be very unusual, dominated not by company-specific factors, but instead by rising political tensions,...

There’s no doubt this year has been a shocker thanks to the pandemic. And the latest reporting season has got in on the act by providing us with another jolt to the...

Welcome to the FNArena Reporting Season Monitor for the August result season 2020. The Monitor reports ratings and consensus price target changes, along with brief...

On Wednesday 26 August, two mid-cap companies made announcements – grocery wholesaler Metcash held its annual general meeting, while financial technology company Zip...

The debate around plastic packaging has intensified significantly over the last two years, which has come as a surprise to some given the market was expecting the...

Who doesn’t adore the so-called “Comeback Kings”? These are companies that were stuck in a miserable rut and written-off by the market… only to then soar back to...

WHAT MATTERED TODAY So so close again, the ASX 200 trading to a high this morning of 6199.2, but alas, the brick wall that has capped the market since the 9th...

Iron ore, the bulk commodity that underpins the Australian economy, has continued to power along largely undisrupted despite the global economic uncertainty from...

High iron ore prices and supply disruptions in Brazil have many forecasting lower profits for Fortescue in FY21, but Stephane Andre from Alphinity Investment...

Welcome to the third episode of '4-minute Monday', a special series from Nikko AM built around ASX reporting season. Each Monday, I sit down with the team and...

Iron ore prices should hold above $100 in the medium term on the back of continued demand from China and stimulus in developed markets, says John Ayoub from Wilson...

Welcome to the FNArena Reporting Season Monitor for the August result season 2020. The Monitor reports ratings and consensus price target changes, along with...

Overnight we saw the tech based NASDAQ rally +1.4% to fresh all-time highs with the cloud based stocks continuing to offer huge support to the group e.g. Amazon (AMZN...

As with everything else, there are two camps when it comes to investment conditions today. There are two camps regarding whether the market is expensive (it probably...