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Equities

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

Equities

It’s just a flesh wound

Increasingly volatile share prices fuel both the greed of speculators and the caution of those observing stretched fundamentals.
360
AGL
+14
Martin Conlon
Schroders
Equities

REA Group alternative? The online property powerhouse with ample room to grow

Hemnet commands a market position arguably stronger than REA Group in Australia or Rightmove in the UK.
REA
Dan Peters
Spheria Asset Management
Equities

Brokers’ top stock picks for September

With a clearer view of FY25 results and economic trends, Bell Potter and Macquarie outline their top sell calls and fresh small-cap buys.
BGA
+1
Vishal Teckchandani
Livewire Markets
Equities

Is the growth in ASX defence stocks now too explosive?

Defence companies on the ASX have been flying. So much so, even their international peers can’t keep up. Have they run too far?
3DA
AL3
+12
Andrew Legget
Livewire Markets
Equities

Kiss your rate cuts goodbye? Why the RBA may not cut rates again this cycle

Mortgagees and investors have pegged more RBA rate cuts this cycle, but economic data and market pricing is starting to suggest otherwise...
BHP
+9
Carl Capolingua
Livewire Markets
Reporting Season

FNArena reporting season monitor: August 2025 - Week 5 (378 stocks covered)

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

ASX uranium stocks BOE and PDN are struggling, but uranium’s tailwinds are growing

Beginning of a recovery or false dawn? Uranium prices are on the mend and so are the share prices of ASX uranium stocks – but can it last?
AEE
+7
Carl Capolingua
Livewire Markets
Equities

You’re fired! 6 ASX stocks to fire, 6 to hire (small-cap edition)

Small-caps are rallying, but not all will thrive. Rudi Filapek-Vandyck, Steve Johnson, Michael Carmody and more axe 6 stocks - and hire 6.
BAP
CCL
+9
Vishal Teckchandani
Livewire Markets
Equities

Silver stocks poised for re-rate as they catch-up to soaring metal price

Strong buy tips for Sun Silver and Andean show upside; Cashed-up CZR to drill Hemi and Golden Grove look-alikes; Mammoth sells WA project.
ASL
BHP
+8
Barry FitzGerald
Independent Journalist
Equities

Small-caps turning the corner

Reporting season reveals a shift—smaller companies are thriving, and the market is starting to reward overlooked opportunities.
CSL
Steve Johnson
Forager
Equities

Stock picker or passive investor: Does reporting season volatility make the case for either?

The dramatic stock moves we've seen recently put this age-old debate into even sharper relief.
DRO
REH
Tom Stelzer
Livewire Markets
Buy Hold Sell

Buy Hold Sell: 3 painful results and 2 standout winners

From painful blows ups to stand out winners, Ben Rundle (Hayborough) and Joe McCarthy (Elston) unpack reporting season's biggest moves.
CGF
CSL
+2
Buy Hold Sell
Livewire Markets
Equities

Tony Ottaviano, CEO of Liontown Resources - from BHP iron ore to building a lithium powerhouse

From Pilbara beginnings to global offtakes with Ford, LG & Tesla, Tony shares insights on mining, markets & leadership.
BHP
FMG
+1
Euroz Hartleys Ltd
Euroz Hartleys Ltd
Equities

Beats, misses, ASX sleeper stocks - and the double-down no one saw coming

Rapid Fire interview with the Yarra Capital Management equities team following the recently completed ASX reporting season.
CCL
+7
Chris Conway
Livewire Markets
Equities

Macquarie says Seek a buy, tips 29% EPS compound growth rate FY25-28

The broker thinks Seek can grow EPS around 74% by FY 2027, although it is neutral on peers REA Group and Carsales.com.
CAR
REA
SEK
Tom Richardson
Livewire Markets
Equities

The consumer thrives, and so do the stocks

No end in sight to the multiple expansion for the discretionary names in the retail space.
+6
David Berthon-Jones
Aequitas Investment Partners
Equities

Short sellers are actively lifting their bets against these ASX companies

These S&P/ASX 200 companies have seen traders lift bets against them over the two weeks to August 28.
+7
Tom Richardson
Livewire Markets
Equities

Defying sentiment: The remarkable rise of consumer stocks

With many focussed on the "cost-of-living" crisis, you might think that discretionary retailers have struggled. This has not been the case.
ADH
AX1
+16
Andrew Legget
Livewire Markets
Equities

Who’s in the driver’s seat: The US government or US corporates?

We break down the key US equity drivers into two camps: short-term and long-term drivers.
Tom Wickenden
Betashares
Equities

7 ASX growth stocks ticking all the boxes right now

Livewire's Carl Capolingua and Chris Conway have built a process for identifying growth stocks - they put it into practice here.
360
CDA
CHC
+4
Chris Conway
Livewire Markets
Equities

Volatility with a silver lining: Small caps are back in focus

August’s reporting season delivered a paradox: record market highs and historic volatility, but this has created a fertile hunting ground.
AUB
+11
James Nguyen
Tyndall AM
Equities

Reputation means nothing in this market

The August reporting season was anything but smooth. From gold rallies to blue-chip stumbles, the ASX delivered a wild ride.
AMC
COL
CSL
+8
Tim Johnston
Tyndall AM
Equities

Why the bond market is flashing red for risk and major equity investors are worried

Alarm bells are blaring at the long end of bond markets, gold is surging and equity investors' fingers are hovering over the sell button.
Tom Richardson
Livewire Markets
Equities

RPM Global follows well-worn path of global success. Who’s next?

International success doesn't come easy for ASX companies. But some, like RPM Global, pull it off. How do they do it and who's next?
ALC
DRO
+6
Andrew Legget
Livewire Markets
Equities

WAM Global's Will Liu on tomorrow's big themes and the stocks he's backing to play them

Finding value in global markets has never been harder - or more important.
WGB
+2
Tom Stelzer
Livewire Markets
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