Stock Analysis

Monthly active users increased 17% to just under 108 million. These results demonstrate expansion in the user base alongside higher reported revenue and earnings. The company also held approximately USD 465 million in cash, providing resources for ongoing operations and product development.

Seek operates online employment marketplaces in Australia, New Zealand and several Asian markets, including through its Jobstreet and Jobsdb brands. Employers pay to advertise roles, and Seek earns more when they choose premium products that improve visibility.Jobseekers use the platforms free of charge.

IperionX aims to produce low-carbon titanium metal and components in the US. Its core technology, known as HAMR, converts titanium scrap and other feedstocks into titanium powder using a process the company says requires less energy than conventional methods.

DroneShield designs and sells counter-drone technology. Its products detect, track and disrupt unmanned aerial systems, using radio-frequency sensing, artificial-intelligence software and electronic countermeasures. The range includes handheld and body-worn devices, vehicle-mounted systems and fixed-site installations, supported by command-and-control software.

Xero provides cloud-based accounting software for small businesses and their advisers. Customers pay monthly subscriptions for tools covering invoicing, bank reconciliation, payroll, tax, inventory and reporting. The company has historically grown through accountants and bookkeepers, who recommend the platform to their clients.

The company has increasingly moved CargoWise customers onto "Value Packs", a commercial model that bundles functionality. Management said more than 95% of CargoWise customers had transitioned by the time of the FY26 result.

Tuas owns Simba Telecom, a facilities-based mobile network operator in Singapore. Simba built its own network and competes mainly on price, offering low-cost SIM-only plans with generous data allowances. That value positioning has helped it win share in a mature market dominated by Singtel, …