ASX 100

Themes from reporting season along with the winners and losers

All the hits, misses, and traps from the 2026 ASX August reporting period.

Australia’s headline index concealed a reporting season rich in opportunities among resources, smaller companies and listed property.

A post reporting season rapid fire wrap up of the reporting season that was with the Yarra Capital Management equities team.

Wild swings are creating opportunities in quality stocks. Morgans reveals its best Ideas - plus the explosive charts from reporting season.

Copper bears offer three arguments for why miners like BHP must fall. Only one of them holds water.

The Yarra Capital Management equities team take a deep dive into big themes, key sectors, and compelling stock opportunities.

Australia’s largest companies dominate portfolios, but reporting season suggests stronger growth may be emerging among small and mid-caps.

State Street's Jonathan Shead on how ETFs have changed investing for Australians and why tokenised 24/7 trading is next.

James Gerrish reveals why he's overweight commodities, the lithium stock he just bought, and why a Westpac special dividend could be coming.

They won’t have missed the scent coming from FireFly this week. Plus, Killi on track to realise a big price premium for its WA magnetite.

Reporting season has produced plenty of winners and losers. Here are some of the big calls coming from brokers right now.

Inline earnings and a higher dividend weren't enough to satisfy the market, with shares falling 6%.

The strong numbers came from the assets South32 is keeping – but FY27 costs and capital spending are growing.

Ausbil's Michael Price on what's gone right for the supermarket supergiants - and what could go wrong.

Emanuel Datt on the conservative guidance, the shrinking founder discount and why he thinks the ACCC investigation goes nowhere.

Lithium’s rally has stalled, and ASX lithium stocks have faltered. Here’s why.

A wave of private equity takeovers highlights the growing disconnect between fundamental value and volatile market pricing.

Higher realised prices since the Middle East conflict carried Woodside's first half, with profit and revenue up despite production falling.

Lotus Resources is once again the ASX's most-shorted stock despite crashing 57% in a day.

Henry Jennings breaks down CSL’s stunning rebound and other notable results from the third week of August 2026 reporting season.

Northern Star Resources saw its share price up after its results surprised on the upside, but it might have more to do with the US Treasury.

And the bullish copper outlook painted this week by BHP shows why more emerging ASX copper producers are likely to be gobbled.