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Industrials

Why Did Orora Limited (ASX:ORA) Book a Large Glass Impairment While Its Cans Business Keeps Growing?

• Orora's GlassBusinessis centred on Saverglass, the premium glass bottle manufacturer acquired in 2023 and sold mostly to the wine, spirits and champagne categories.

Sonal Goyal | 06 November 2026

What Should Investors Watch as Orica Limited (ASX:ORI) Approaches Its November Full-Year Result?

• According to the 28 September report, Orica'sSupplyfor North American customers will come from US producers and its Carseland plant in Canada.

Sonal Goyal | 06 November 2026

How Is Reece Limited (ASX:REH) Balancing a Recovering ANZ Business Against a Soft US Housing Market?

• Australia and New Zealand, where Reece has a long-established network, saw sales rise 8.3% to $4.2 billion in FY26, which management linked to recovering volumes andInvestmentin team capability.

Sonal Goyal | 06 November 2026

What Does Brookfield's Indicative Proposal Mean for Reliance Worldwide Corporation (ASX:RWC) Shareholders?

• For the year ended 30 June 2026, net sales were US$1,305.6 million, down 0.7 per cent on the prior corresponding period.

Sonal Goyal | 06 November 2026

Nickel Industries (ASX:NIC): How Are Its Indonesian Nickel Operations Evolving in 2026?

Nickel Industries participates in Indonesian nickel mining and processing, with operating exposure to rotary kiln-electric furnace production and to high-pressure acid leach processing. Nickel pig iron is primarily associated with stainless steel production, while intermediate products from acid-leach processing may be refined for battery-related …

Aditi Sarkar | 06 November 2026

Alpha HPA Limited (ASX:A4N): How Is Gladstone’s 2026 Expansion Taking Shape?

Alpha HPA’s Stage One Gladstone facility manufactures small commercial quantities of products including aluminium nitrate, high-purity alumina, nano HPA and high-purity aluminium hydroxides. The site includes testing capability for product purity and process quality. These materials have differing specifications and end uses, so customer …

Aditi Sarkar | 06 November 2026

BlueScope Steel Limited (ASX:BSL): What Changed in FY2026 Dividends and Shareholder Returns?

BlueScope Steel Limited (ASX:BSL) declared a final ordinary dividend of 65 cents per share and a separate final special dividend of 70 cents per share for FY2026. Both were unfranked and had a record date of 9 September 2026. Their payment date was 13 …

Aditi Sarkar | 06 November 2026

Why Did Lockheed Martin (NYSE:LMT) Shed 6.88% in One Session Despite a Guggenheim Buy Call?

An initiation marks a firm's first published rating on a stock, and a Buy call signals that the analyst sees room for the price to rise. Lockheed still lost 6.88% on the same date, which suggests the shares were not following that new view. …

Vinay Lochav | 05 November 2026

IperionX Limited (ASX:IPX): Titanium Manufacturing Expansion and Defence Programs

IperionX (ASX:IPX) produced 8.7 tons of titanium powder during the quarter ended 30 September 2026, compared with 1.4 tons in the preceding June quarter. At period-end, the company held 19 tons of finished titanium powder and 207 tons of titanium scrap feedstock. The inventory …

Aditi Sarkar | 05 November 2026

Cleanaway Waste Management (ASX:CWY): Earnings, Waste Services and Operational Priorities

For the year ended 30 June 2026, Cleanaway (ASX:CWY) reported net revenue of $3,736.7 million, up 13.1% from $3,302.7 million. Contract Resources contributed $319.8 million and Citywide Waste contributed $103.3 million. TheAcquisitioncontributions are important when distinguishing expansion of the group from changes in its …

Aditi Sarkar | 05 November 2026
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