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Industrials

Qantas Frequent Flyer Valued at A$10 Billion: Loyalty Emerges as QAN's High-Margin Crown Jewel

Qantas Airways Limited (ASX: QAN) is best known for the red-tailed jets that criss-cross Australia and the world. Yet a growing share of investor attention now sits with a division that owns no aircraft. Qantas Frequent Flyer, the group's loyalty arm, was assigned an …

Aditi Sarkar | 29 July 2026

Amotiv (ASX: AOV): Is the Automotive-Products Group Building Toward a Recovery as Transformation Benefits Emerge?

Amotiv designs, manufactures and distributes automotive parts and accessories, with a bias toward the aftermarket — products bought to maintain, repair or upgrade vehicles already on the road. That exposure tends to be more defensive than sales tied to new-vehicle production.

Sonal Goyal | 29 July 2026

Bapcor (ASX: BAP): Sales Return to Growth, but the Auto-Parts Turnaround Still Hangs in the Balance

Bapcor is the largest player in Australasia’s automotive aftermarket, the parts-and-service ecosystem that keeps ageing vehicles on the road. Its flagship trade business, Burson Auto Parts, supplies mechanics and workshops. The retail and network side spans consumer-facing brands including Autobarn and Autopro, while specialist …

Sonal Goyal | 29 July 2026

Babylon Pump & Power (ASX:BPP) Sells Maintenance Business to Sharpen Focus on Water Rental Operations

Westralian Diesel is described as a Western Australia-based heavy-duty equipment maintenance and repair business, providing specialised mechanical and maintenance services to the mining, automotive and power generation industries across the state.

Sonal Goyal | 29 July 2026

Aurizon (ASX:AZJ) Shares Climb Again: What Investors Are Watching After a 29% Yearly Gain?

• Aurizon Holdings Ltd (ASX: AZJ) shares traded higher during the afternoon session on 29 July 2026, rising 1.07% or AUD 0.045 to AUD 4.26.

Aditi Sarkar | 29 July 2026

Tasmea (ASX:TEA) Expands Industrial Services Platform as Acquisition Strategy Drives Future Earnings Focus

• Tasmea completed the acquisition of Victorian electrical contractor Maxim Group in July 2026, strengthening its electrical services capability across infrastructure, data centres and renewables.

Aditi Sarkar | 29 July 2026

Electro Optic Systems (ASX:EOS) Expands Defence Order Pipeline as Cash Conversion Becomes Key Focus

Electro Optic Systems Holdings Limited is one of Australia’s prominent listed defence technology companies, operating across weapons systems, counter-drone technologies and space solutions.

Aditi Sarkar | 29 July 2026

Boresight (ASX:BST) Moves Beyond IPO Momentum as Defence Drone Expansion Takes Centre Stage

The company’s focus has shifted from establishing a public market presence toward demonstrating operational scalability. Boresight is expanding manufacturing capability, developing additional drone platforms and seeking to benefit from rising demand for realistic counter-drone training solutions.

Aditi Sarkar | 29 July 2026

Austal (ASX:ASB) Balances Record Defence Backlog Against US Margin Challenges and Execution Focus

Austal Limited remains one of Australia’s key listed defence shipbuilders, with exposure to naval vessel construction, sustainment and defence infrastructure programs across multiple markets.

Aditi Sarkar | 29 July 2026

Mayfield Group (ASX:MYG) - Switchboard roll-up strategy: What's next for this industrial consolidator?

On 13 July 2026 Mayfield announced a binding asset sale agreement to buy Nilsen's switchboards division for A$4.0 million cash, funded from existing reserves with no new debt or equity. It brings roughly 66 employees, the N-Series product platform and associated intellectual property, plus …

Sonal Goyal | 29 July 2026
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