GrainCorp Limited (ASX:GNC) has delivered a materially weaker first-half FY26 result, reflecting challenging global grain market conditions, lowerCommodityprices, and reduced trading activity across parts of itsSupplychain. Despite theEarningsdecline, the company has reaffirmed full-year guidance and continues to highlightBalance Sheetstrength and operational resilience.
SRG Global (ASX:SRG) has delivered one of its most significant operational updates in recent years, announcing A$1.85 billion in new contract wins across a broad range of infrastructure, resources, energy, and social infrastructure sectors. The announcement was accompanied by an upgrade to FY26Earningsguidance and …
TPG Telecom Limited (ASX:TPG) has entered a transitional phase following a significant portfolio reshaping andCapitalmanagement program, alongside improving operational momentum in its core mobileBusiness. FY25 results reflect a business that is increasingly streamlined toward mobile services, with cost discipline and subscriber growth offsetting continued …
Coles Group (ASX:COL) has delivered a solid third-quarter FY26 trading update, showing continued momentum in its core supermarketBusinessdespite an increasingly complex cost environment. The update highlights stableDemandpatterns, improving digital penetration, and disciplined operational execution, even as inflationary pressures begin to re-emerge acrossSupplychains.
Macquarie Research’s coverage across select ASX-listed companies continues to reflect a broadly constructive stance on a diversified group of stocks spanning healthcare technology, telecommunications, consumer staples, and agribusiness. While each company operates in distinct industry cycles, the common thread in Macquarie’s positioning is a …
The FY25 result, reported in February 2026, showed replacement-cost operating profit of A$429 million, an 83% lift on FY24, alongside an EBIT increase of 32% to A$947 million. Importantly, the Lytton refinery swung from a A$42 million loss in FY24 to a A$163 million …
AGL has aMarket Capitalisationof AUD 5.67 billion, a five-handleDividend Yieldand an unusually lowBetafor a power-sector incumbent. That low beta is a clue to theInvestmentcase. AGL'sEarningsare no longer purely a leveraged play on wholesale pool prices. Hedging, long-dated retail contracts and a growing book of …
Historically known for itsLeadershipin oil and gas engineering, Worley has spent the past decade repositioning toward what it calls sustainability and energy transition work. That now spans low-carbon hydrogen, carbon capture and storage, battery materials, lithium processing, ammonia, sustainable fuels and the electrification of …
While Atlas Arteria (ASX:ALX) navigated a highly volatile, macro-driven consolidation phase over previous quarters, driven by broader anxieties surrounding globalInterest Ratepaths and new French transport taxes, the underlying technical and fundamental landscape has just undergone a definitive bullishReversal. Operating under the intense spotlight of …
While Catapult Sports Ltd (ASX:CAT) navigated a highly volatile, macro-driven consolidation phase throughout recent quarters, the underlying technical and fundamental landscape has just undergone a definitive bullishReversal. Operating under the intense spotlight of record-breaking financial growth, CAT has successfully completed a massive phase of …