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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

What’s in store for Pilbara, MinRes, IGO and Liontown? Latest lithium market developments

It’s been a spectacular rally and ASX lithium stocks are loving it! But can it continue? We check the latest lithium market developments.
CXO
+14
Carl Capolingua
Livewire Markets
Equities

Kaili Resources: This ASX rare earths miner jumped 8,700% on Monday and is linked to Ausmon Resources

Forget bitcoin, Kaili Resources just added 8,300% in a single session, although it has caught the attention of the ASX's compliance team.
Tom Richardson
Livewire Markets
Equities

Pro Medicus: awesome or overvalued? The brokers are still divided

Almost everyone agrees it's one of Australia's standout stocks, and with good reason, but the experts can't agree on its true value.
PME
Tom Stelzer
Livewire Markets
Equities

The ASX retail stock executing on its turnaround plan and primed for a consumer rebound

Baby Bunting (ASX: BBN) is a highly recognised Australian retail brand, with many parents having made the pilgrimage to a Baby Bunting store to purchase their first...
HMC
+1
Victoria Hardie
HMC Capital
Equities

Is it too late to buy the Magnificent 7?

Stock markets house a dizzying array of companies. Right now, however, investors are hungry for one thing: Big Tech. It is easy to see why. Over the past decade, these...
+5
Fidelity International
Fidelity International
Reporting Season

FNArena reporting season monitor: August 2025 - Week 2 (52 stocks covered)

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

What does financial repression mean for the equity market outlook?

US inflation is rising, and pressure is on to cut rates. It looks like we are moving back to a world of financial repression in the US.
Isaac Poole
Ascalon Capital
Reporting Season

High gold prices + operational excellence = record profit, dividend for Evolution Mining

From safety gains to project wins, Evolution Mining’s FY25 delivered on every front — and FY26 aims to do it again.
Chris Conway
Livewire Markets
Reporting Season

“Do not disappoint” – the golden rule driving this reporting season

Henry Jennings on the guidance obsession, capital returns, and how to keep your head when results rock your portfolio.
360
JBH
+1
Chris Conway
Livewire Markets
Equities

The takeover deal bagging shareholders a 64% premium

M&A activity in the global small cap sector is heating up, making it a great time to consider an allocation to the asset class
+1
Dan Peters
Spheria Asset Management
Reporting Season

Inside QBE’s billion dollar profit, dividend and return on equity at decade highs

QBE’s CFO on growth, margins, catastrophe risk, and why the insurer is backing business investment over buybacks.
Kerry Sun
Livewire Markets
Reporting Season

"The highest quality company on the ASX" - Jun Bei Liu remains bullish on Pro Medicus

She was bullish on PME at $25 and is still adding, confident there’s plenty of upside left in the trade.
PME
Vishal Teckchandani
Livewire Markets
Reporting Season

Telstra: A "great cash machine" in a weak economy

The telco giant beat profit expectations but follows other big ASX peers downwards following mixed FY25 results.
TLS
Tom Stelzer
Livewire Markets
Equities

Prepare to get lucky

As Scott Bessent recently highlighted, change is constant for investors as governments increasingly participate in economies and markets.
BHP
+10
Schroders Australia
Schroders
Reporting Season

Commonwealth Bank smashed 6%. Is there more pain ahead?

CBA delivered a relatively in-line FY25 result. So why is it selling off?
Kerry Sun
Livewire Markets
Equities

ASX 200 flashes “overvalued” warning as key market indicator crosses danger level

A closely watched institutional indicator is flashing a warning that stocks are expensive. We investigate whether you should be worried.
Carl Capolingua
Livewire Markets
Equities

What happens to the stock market when the AI bubble bursts?

A lack of ROI and diminishing returns make it a question of when, not if.
Tom Stelzer
Livewire Markets
Equities

Resilience, rotation, and real opportunity: Scott Berg’s global market roadmap

Markets have shrugged off chaos in 2025. Scott Berg explains why - and where he’s finding growth without chasing hype.
+13
Vishal Teckchandani
Livewire Markets
Equities

Mid-cap edge: Growth runway meets portfolio resilience

Mid-cap stocks sit in the alpha sweet spot — with better growth than large caps, but lower risk than small ones.
David Lloyd
Ausbil Investment Management
Equities

Why we love others’ tax loss selling

Five EOFY ‘tax loss’ stocks, three big bounces, two outliers – and a reminder that luck still plays a starring role.
IPG
+2
Patrick Poke
A Rich Life
Equities

Playing with fire – lessons from the go-go years

Current valuations for market leaders are untenable, and growth prospects of these companies are insufficient to support current optimism.
+4
GQG Partners
GQG Partners
Reporting Season

The $1 billion vision behind Life360’s premium market multiple

Life360 trades at over twice the multiple of peers like Uber. CFO Russell Burke shares why and how the company plans to hit big targets.
360
Vishal Teckchandani
Livewire Markets
Reporting Season

From record numbers to fresh leadership... Life360’s next chapter

Revenue jumps 34%, users hit 88M. Now Lauren Antonoff takes charge to steer the family safety giant higher.
360
Stephanie Gardner
Livewire Markets
Equities

Buy the dip! Bull market in US stocks has more to run – Citi

Markets will climb several walls of worry, but ultimately will benefit from a strengthening earnings outlook, suggests major broker Citi.
+5
Carl Capolingua
Livewire Markets
Equities

Increasing confidence in ASX small cap outlook

ASX Smaller companies are expecting superior growth than the ASX100 over the next 12 months. Small Caps despite this more robust growth profile trade at a discount to...
+6
Nick Sladen
LSN Capital Partners
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