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Stock Analysis

What Does TPG Telecom's (ASX:TPG) First-Half Result Say About Its Mobile-Led Strategy?

Total revenue was $2,425 million, down 0.9% from $2,448 million pro forma. Service revenue, which excludes handset and hardware sales, rose 0.5% to $2,071 million. Handset and hardware revenue fell 8.8% to $354 million on lower volumes.

Sonal Goyal | 16 October 2026

What does the lapsed M1 deal mean for Tuas Ltd (ASX:TUA) after its FY26 result?

In August 2025 Tuas agreed to buy M1 Limited, excluding its ICT business, a transaction that would have cut Singapore's mobile market from four operators to three. The price at S$1.43 billion.

Sonal Goyal | 16 October 2026

Why Did Flight Centre Travel Group (ASX:FLT) Report Record Sales but Lower Underlying Profit in FY26?

Total transaction value (TTV), the amount customers spend through the group's brands, reached a record $25.7 billion in FY26, up 4.7 per cent on FY25. Revenue rose 2.5 per cent to $2.855 billion.Underlying Profitbefore tax (UPBT), a non-IFRS measure, fell 4.0 per cent to …

Sonal Goyal | 16 October 2026

What Does BHP (ASX:BHP) Divesting Its Kambalda Nickel Concentrator Mean for Its WA Nickel Operations?

BHP Group Limited (ASX:BHP) is a diversified global resources company with operations spanning major commodities, including iron ore, copper and metallurgical coal. The company has agreed to divest its Kambalda Nickel Concentrator and a package of tenements and mineralisation rights in Western Australia to …

Sonal Goyal | 16 October 2026

Why Is BHP (ASX:BHP) Restructuring Its Pilbara Iron Ore Workforce Amid Rising Costs?

BHP Group Limited (ASX:BHP) is a diversified global resources company with significant operations in iron ore, copper and other major commodities. Its Western Australian Iron Ore (WAIO)Businessoperates an integrated network of mines, rail infrastructure and port facilities in the Pilbara region. The company is …

Sonal Goyal | 16 October 2026

How Does HomeCo Daily Needs REIT (ASX:HDN) Plan to Hold Its Distribution as Financing Costs Rise?

HomeCo Daily Needs REIT owns convenience-oriented property. According to its results, the portfolio spans three sub-sectors: Neighbourhood Retail, Large Format Retail, and Health and Services.Assetsare located across metropolitan Sydney, Melbourne, Brisbane, Perth and Adelaide, on 2.3 million square metres of land.

Sonal Goyal | 16 October 2026

Why Is Ingenia Communities Group (ASX:INA) Guiding to Modest Growth for FY27 After an Above-Guidance FY26?

Some detail, such as net tangibleAssetsand segment splits, is not reported here. Figures are in Australian dollars.

Sonal Goyal | 16 October 2026

Why Lendlease Group (ASX:LLC) Is Prioritising Balance Sheet Repair After a Statutory Loss

The result matters because it frames a new chief executive's agenda: lower gearing, lower overheads and a narrower earnings base. All figures are in Australian dollars and from the company's FY26 results announcement unless stated.

Sonal Goyal | 16 October 2026

How Is Mirvac Group (ASX:MGR) Lifting Earnings While Reducing Debt?

For the year to 30 June 2026, Mirvac reported operating profit after tax of A$508m, up 7% from A$474m. Operating earnings per security were 12.9 cents, up from 12.0 cents. The distribution was 9.5 cents per security, up from 9.0 cents.

Sonal Goyal | 16 October 2026

Why REA Group (ASX:REA) Is Leaning on Pricing as Property Listings Flatten

REA operates realestate.com.au, Australia's largest residential property portal, and related businesses including commercial and new-homes advertising,Mortgagebroking and data services. Revenue is earned mainly from vendors and agents who pay to list properties, with extra income from tiered products and add-ons.

Sonal Goyal | 16 October 2026
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