aussie equities

Latest news and analysis on aussie equities

Equities

Two market leaders have stumbled, value investors see opportunity

Despite weak share prices, both companies show improving fundamentals and long-term earnings potential.
AGL
AMC
+2
Stephanie Gardner
Livewire Markets
Equities

L1 Capital sees catalysts in these 4 companies

In a wide-ranging discussion, L1 Capital provided an update on four current positions that it continues to see opportunity in.
QAN
+1
Andrew Legget
Livewire Markets
Investment Theme

The end of AI is not nigh

At a time of accumulating warnings about AI being a bubble waiting to burst, is it time to question the biases behind these warnings?
CAR
GMG
NXT
+2
Rudi Filapek-Vandyck
FNArena
Equities

Virgin is taking off: The investment case for this airline

Virgin has re-listed and we are excited for the outlook.
Firetrail Investments
Firetrail Investments
Equities

Aussie large-cap valuations? "They're nuts"

With valuation multiples of Aussie large caps similar to Nvidia, Allan Gray's, Simon Mawhinney, is looking for value elsewhere.
ANN
GMG
+4
Andrew Legget
Livewire Markets
Equities

Bell Potter analysts' top stock picks for FY26

Bell Potter's analysts share their best ASX ideas for FY26 and beyond.
A1M
A4N
+29
Bell Potter
Stockbroker
Equities

S&P 200 Best 10 - Active investing in Trumponomics requires risk management

Geopolitical distractions are plenty while domestic policy failures are piling up
KAR
+1
Mathan Somasundaram
Deep Data Analytics
Weekend Report

Trending On Livewire: Weekend Edition - Saturday 15th February

Earnings season divides winners and losers as rate cut bets shift and US inflation rattles markets.
Livewire Exclusive
Livewire Markets
Education

Is Telstra still the market leader in Aussie telco? The investment view

What the market is missing on Telstra
TLS
Firetrail Investments
Firetrail Investments
Outlook Series

This ASX name is guiding to 15% profit growth and has a founder who is buying

As part of the 2025 Outlook Series, Livewire interviewed 10 fund managers. Here, we share the full interview with Ellerston's James Barker.
DSE
QOR
Chris Conway
Livewire Markets
Equities

Could 2025 be the year that valuations matter again?

Valuations are rising, while the equity risk premium is shrinking. Here's how we're approaching markets this year.
AMC
ORI
+1
Daniel Moore
IML
Education

The Ed-Tech stock making waves in school and family safety

Why Qoria is well positioned to benefit from the growing demand for children's cyber safety
QOR
Firetrail Investments
Firetrail Investments
Equities

Why this building materials company will retain its top position

Part 1 of the highlights from our recent trips visiting management teams.
Tim Carleton
Auscap Asset Management
The Rules of Investing

The straightforward approach to picking ASX growth stocks (and 7 examples for good measure)

First Sentier's David Wilson shares insights from 40 years of stock-picking experience.
BHP
BXB
CAR
+1
The Rules of Investing
Livewire Markets
Equities

Why we’re backing IAG as a top investment pick

IAG’s pricing tailwinds and innovative reinsurance deals create a strong earnings outlook for FY 2025 and beyond.
Scott Olsson
Firetrail Investments
Equities

Why you shouldn't sleep on Fisher & Paykel Healthcare

What the market is missing on this healthcare stock
Firetrail Investments
Firetrail Investments
Livewire Live

Where is there value on the ASX?

With the ASX at all time highs, Wilson Asset Management's Matthew Haupt shares where he is finding value right now.
TLS
Chris Conway
Livewire Markets
Equities

ASX 200 index concentration: Great when it works, terrible when it reverts

Why now is the time to diversify with active small caps
BHP
Matthew Fist
Firetrail Investments
Livewire Live

The good, the bad and the ugly stocks of the ASX

From soaring tech stocks to contrarian picks in beaten-down sectors, the equities panel captured a full spectrum of opportunities.
ALU
BHP
BRG
+15
Kerry Sun
Livewire Markets
Equities

The ASX remains a "universe of attractive investment opportunities"

The dust has settled on reporting season and it's time to get back to hunting the best opportunities.
+1
Chris Conway
Livewire Markets
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