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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

Micron at 6x earnings: Value trap or Value steal?

Micron sits at the heart of the AI boom, yet trades at 6x earnings. Cyclical peak to sell, or broken cycle to buy?
BHP
RIO
+1
Jason Teh
Vertium Asset Management
Equities

52 company reviews, yet only 7 Buys: What the June-quarter updates have said about value

After reviewing 52 ASX updates over the past fortnight, our verdict is unchanged: genuine opportunities remain limited to a small handful.
DXS
DYL
EDU
+10
Ryan Lim
Alpha Insights
Shares

2 ideas in 200 words #13

These high-growth companies have strong tailwinds.
Romano Sala Tenna
Katana Asset Management
Markets

Why a $12.6bn merger saw Ausbil swap one gold miner for another

From a gold miner merger to a sleep health giant, Ausbil's Nicholas Condoleon breaks down his latest calls and conviction ideas.
CSL
+2
Keith Ford
Livewire Markets
Equities

Finlayson’s growth-hungry Genesis out to close the gap on Evolution and Northern Star

Beament tells why Develop will boast $1b of annual EBITDA in two years; Diggers delegates keen to see if explorer Benz is a Merc or a Lada.
+3
Barry FitzGerald
Independent Journalist
Growth

Did ASX software stocks just find their catalyst?

Kerry Sun's chart shows ASX software stocks are stirring. Ben Clark and Henry Jennings explain why Microsoft's results could add momentum.
360
PME
TNE
+3
Vishal Teckchandani
Livewire Markets
Shares

Why Katana is holding 24% cash, plus 2 ASX stocks that still make the cut

Katana has lifted cash to 24% amid concerns about global valuations, but Sala Tenna still sees compelling opportunities in two ASX names.
CCL
Chris Conway
Livewire Markets
Buy Hold Sell

Buy Hold Sell: 3 market leaders (and 2 big buys)

Telstra, Car Group and Seek all hold market leading positions but each faces challenges and disruption.
CAR
EVT
REA
+2
Tom Stelzer
Livewire Markets
Exchange Traded Funds (ETFs)

If Australia had 'Albo Accounts', which ETF should make the cut?

Trump Accounts have a single default ETF. We asked three advisers which ASX fund they'd nominate for long-term Australian investors.
Vishal Teckchandani
Livewire Markets
Equities

The AI trillion-dollar question spooking markets: Will hyperscalers justify the biggest spending spree in history?

Will the trillions of dollars being poured into artificial intelligence by the hyperscalers ultimately earn an adequate return?
Dr David Allen
Plato Investment Management
Equities

We need more 'platforms' like Reddit to stop AI turning humans into robots

Reddit shares might be a solution to preventing AI model inbreeding.
Daniel Wong
Mintwell
Equities

$62 billion and counting: ASX short sellers are on the hunt ahead of reporting season

Short interest on the ASX 200 is up 34% since February. Now is not the time to be posting disappointing results.
4DX
Tom Stelzer
Livewire Markets
Growth

International bank stocks are crushing the Big Four. Is it time to switch sides?

The world's biggest banks are back. Tom Wickenden explains why they now offer stronger growth, rising dividends and value.
Vishal Teckchandani
Livewire Markets
Equities

The ASX company in a class of its own

Unlocking new revenue streams while benefitting from AI-driven cost cuts underpins an enviable—and underappreciated—earnings outlook.
Chris Watson
Contrarius Australia
Equities

The 4 most-traded ASX stocks by SMSFs - which 2 are the brokers a buy on?

These 4 stocks were the most popular with SMSF investors in FY26. Here's how the brokers are seeing them right now.
BHP
CSL
+1
Tom Stelzer
Livewire Markets
Shares

Opening the doors to L1 Capital - FY26's top performing Australian equities manager

L1 Capital claimed the top two spots in Livewire's FY26 Australian equity fund rankings. We went behind the scenes to find out why.
Chris Conway
Livewire Markets
Reporting Season

Rio Tinto delivered a cracking result. Is there more upside from here?

Rio's 1H result exceeded expectations. Michael Slack explains what impressed him, where value remains & the risks investors shouldn't ignore
RIO
Chris Conway
Livewire Markets
Shares

ASX healthcare hammered! Where’s the bottom for CSL, COH, RMD and TLX?

Consensus forecasts for ASX healthcare stocks suggest the market is punishing something other than a genuine earnings collapse.
COH
CSL
RMD
+1
Carl Capolingua
Livewire Markets
Reporting Season

Morgans' August reporting playbook (plus 8 stocks to watch)

Broad earnings growth provides a sound fundamental backdrop and yield is likely to take the spotlight.
Andrew Tang
Morgans Financial
Shares

4 innovative ASX companies according to top performing small-cap fund managers

Three of FY26's top-performing Aussie equity funds' managers name the most innovative company in their fund.
ACE
CGS
MP1
+1
Anna Dadic
Livewire Markets
Reporting Season

5 themes that could define one of the most important reporting seasons in years

Headline earnings look healthy, but brokers say guidance, margins and the Australian economy will determine who wins in August.
Chris Conway
Livewire Markets
Shares

The hot (and not) ASX resources stocks following the latest production reports

We reviewed more than 20 research notes to identify the biggest themes and the stocks attracting the most conviction.
BPT
KAR
+6
Chris Conway
Livewire Markets
Shares

Macquarie is the king of making a buck in tough markets, can it continue under new CEO Greg Ward?

A bumper Q1 and CEO handover have brokers lifting price targets – prompting the question: is Macquarie's record run just getting started?
MQG
Carl Capolingua
Livewire Markets
Equities

The security premium: the industrial case for defence technology

The industrial mismatch with adversaries is widening, not narrowing. Why bottlenecks in the US are redirecting procurement globally.
Billy Leung
Global X ETFs
Buy Hold Sell

Buy Hold Sell: 4 reader-favourite ASX income stocks - a mid-year verdict

Jason Teh (Vertium) and Hugh Dive (Atlas) check in on four big names from the Livewire reader's survey and share two new ideas.
APA
GQG
SGP
+3
Anna Dadic
Livewire Markets
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