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Listed stock commentary covering small-caps to big-caps, growth to income, domestic to global, and momentum to deep value.

Equities

Long live software: Part II

WiseTech Global: a case study.
Damon Callaghan
ECP Asset Management
Equities

It may be too early to ‘buy the dip’

The US fourth quarter of FY25 earnings season is entering its final week. Headline statistics highlight a softening trend, with about 76% of companies beating...
Anna Wu
VanEck
Equities

Agentic AI is the catalyst. The real money may be in the shovels

As agentic AI shifts value from applications to infrastructure, we see compelling opportunities in semiconductor testing, optics and tooling
Xinyu Ru
Fawkes Capital Management
Reporting Season

The unicorn infrastructure stock with "a secure 5% yield that's growing"

A secure 5% yield, 3–7% dividend growth, minimal operating risk. IML's Michael O'Neill shares why Dalrymple Bay remains a conviction holding
Chris Conway
Livewire Markets
Reporting Season

"The biggest driver and the biggest risk" - Woodside’s $19 billion bet

Woodside posted record production and a surprise 11% dividend boost, but investor focus must turn to the delivery of its megaprojects.
Anna Dadic
Livewire Markets
Equities

Is your portfolio too US-centric?

How financial advisers and fund managers are managing risks in the US and adjusting their portfolios.
Sara Allen
Livewire Markets
Reporting Season

“Big kicker still to come” - Why Forager loves the Cuscal growth story

It’s Forager’s largest holding - and after this result, the conviction in Cuscal is only strengthening.
CCL
Vishal Teckchandani
Livewire Markets
Shares

4 ASX stocks upgraded to Buy following reporting season

Another turbulent reporting season has already thrown up opportunities for investors.
PRU
+1
Tom Stelzer
Livewire Markets
Reporting Season

Austal dips 10% but surging defence spending makes this pullback look like an opportunity

Austal is starting to look attractive after a ~35% dip from January record highs as global defence spending continues to soar.
ASB
Kerry Sun
Livewire Markets
Reporting Season

“An abundance of opportunities” as APA’s $3 billion pipeline targets the AI power boom

CEO Adam Watson outlines how capital discipline and energy demand are driving APA’s expansion plans.
APA
Stephanie Gardner
Livewire Markets
Equities

3 global stocks loved by top-performing managers

The top global funds in recent months haven’t owned the world. They’ve owned a tight cluster of stocks in one specific part of the world.
Chris Conway
Livewire Markets
Reporting Season

FNArena reporting season monitor: Feb 2026 - Week 3 (150 stocks covered)

Read on to find the ratings, consensus price targets, and FNArena insights on each stock covered.
Rudi Filapek-Vandyck
FNArena
Reporting Season

Rio Tinto – still a commodities giant, but is it getting expensive?

RIO Tinto is printing cash as commodity prices surge. But as its share price soars, the risk–reward equation is shifting. Is it still a buy?
RIO
Carl Capolingua
Livewire Markets
Reporting Season

A case of back to “demand exceeds supply” for Pilbara Minerals

Spodumene prices are up over 300%, putting PLS back in the black. But how long can the recovery last – and should you buy, hold, or sell?
PLS
Carl Capolingua
Livewire Markets
Reporting Season

Strong result, falling share price – what the Wesfarmers' CFO says investors might be missing

Strong earnings, rising dividends, and lithium upside – so why did Wesfarmers shares fall? We investigate what the market may be missing.
WES
Carl Capolingua
Livewire Markets
Reporting Season

The stock is down but this mid cap appears to be firing on all cylinders

MA Financial delivered strong results across all operating divisions and Joint CEO Julian Biggins says he expects the momentum to continue.
Anna Dadic
Livewire Markets
Shares

Bids, beats and bumper dividends. Reporting season takes a positive turn

Reporting season has taken a positive turn - Market Partners' James Gerrish breaks it down for us
GMG
JBH
+4
Chris Conway
Livewire Markets
Reporting Season

MinRes delivers best half ever. Why falling debt changes the story

Record earnings are in. Now investors are focused on execution, balance sheet repair and what comes next for MIN.
Stephanie Gardner
Livewire Markets
Reporting Season

One of the best (and most enduring) growth stories on the ASX

Strong operating leverage, disciplined acquisitions and a growing order book position Codan for sustained multi-year growth.
CDA
Chris Conway
Livewire Markets
Equities

Cheap Chalice set for recovery on hybrid vehicle boom and development of WA palladium project, says MD

Plus, Marmota chief mobbed by conference investors ahead of more assays from spectacular South Australian gold find.
BOE
CHN
MEU
Barry FitzGerald
Independent Journalist
Equities

Where to find value in a market obsessed with momentum

Momentum is dominating markets, but dispersion is creating "lumpy and attractive" opportunities for value investors willing to explore.
Anna Dadic
Livewire Markets
Equities

The ASX 200 just set a new record high — but is the rally as strong as it looks?

The ASX 200 has hit a record high, but a narrow rally led by banks and resources companies raises questions about its staying power.
BHP
+9
Carl Capolingua
Livewire Markets
Reporting Season

"Clear runway for solid earnings growth over the coming years" for APA Group

ClearBridge's Andrew Chambers says the energy infrastructure company is well-positioned to keep providing steady defensive growth.
APA
Tom Stelzer
Livewire Markets
Equities

Reporting season dividend diary: BHP delivers again for income investors

Plato's analysis on recent results from BHP, JBH, TLS & VNT
BHP
JBH
+2
Peter Gardner
Plato Investment Management
Reporting Season

Wesfarmers: old dependable delivers again, just don't expect any fireworks

Bunnings steady, Kmart manageable, lithium volatile. Wesfarmers remains dependable, but the multiple is demanding says Jim Power.
WES
Chris Conway
Livewire Markets
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