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Stock Analysis

Why North America is carrying BlueScope Steel (ASX: BSL) as the S&P/ASX 200 steelmaker steps up shareholder returns

BlueScope Steel Limited is a global steel products manufacturer with operations across Australia, New Zealand, North America, and Southeast Asia. In Australia, the company operates the Port Kembla Steelworks and manufactures its iconic COLORBOND® steel and TRUECORE® products. In North America, the company operates …

Sonal Goyal | 29 September 2026

Which Wesfarmers (ASX: WES) divisions carried FY26 earnings, and where do Officeworks and lithium fit for the S&P/ASX 200 conglomerate?

Wesfarmers Limited is one of Australia's largest conglomerates, operating Australia's number one home improvement and hardware retailer (Bunnings Group), general merchandise retail (Kmart Group: Kmart and Target), chemicals, energy and fertilisers (WesCEF, including the Mt Holland spodumene and lithium hydroxide business), health and pharmacy …

Sonal Goyal | 29 September 2026

How copper overtook iron ore as the main earnings engine for S&P/ASX 200 miner BHP Group (ASX: BHP)

BHP Group Limited is the world's largestMiningcompany by market capitalisation, with a portfolio spanning copper, iron ore, steelmaking coal, nickel, and potash. The company's principalAssetsare the Escondida copper mine in Chile (the world's largest copper mine), Western Australian Iron Ore (WAIO, including Mount Whaleback …

Sonal Goyal | 29 September 2026

How the Alcoa aluminium sale would refocus S&P/ASX 200 miner South32 (ASX: S32) on base and precious metals

South32 Limited is a globally diversifiedMiningand metals company with operations across the Americas, Australia, and Southern Africa. The company produces minerals and metals that are critical to the world's energy transition, including copper, zinc, silver, manganese, and aluminium products. Following the sale of Illawarra …

Sonal Goyal | 29 September 2026

Why data centres now dominate the development book at Goodman Group (ASX: GMG), an S&P/ASX 200 industrial property group

Goodman Group is a global integrated property group managing, developing, and investing in industrial, logistics, and digital infrastructure properties across 14 countries. The group manages a total portfolio of $89.0 billion across its ownBalance Sheetand a suite of unlistedInvestmentpartnerships (Partnerships) with long-term institutionalCapitalpartners including …

Sonal Goyal | 29 September 2026

Why Medibank Private (ASX: MPL) is leaning on health services growth while the S&P/ASX 200 insurer adds policyholders slowly

Medibank Private Limited is Australia's largest private health insurer by policyholders, trusted by approximately 6 million people. The company operates twoHealth Insurancebrands — Medibank and ahm — and has a growing health services division through Amplar Health, which delivers GP consults, community nursing, allied …

Sonal Goyal | 29 September 2026

How the planned Ramsay Santé demerger could reshape Ramsay Health Care (ASX: RHC), the S&P/ASX 200 hospital operator

Ramsay Health Care Limited is one of the world's largest private hospital operators, with hospitals and healthcare facilities across Australia, the United Kingdom, France, Sweden, Norway, Italy, and Indonesia. In Australia, Ramsay operates more than 70 hospitals and day surgeries, making it Australia's largest …

Sonal Goyal | 29 September 2026

How close is Woodside Energy (ASX: WDS) to first Scarborough LNG, and what does it mean for the S&P/ASX 200 gas producer?

Woodside Energy Group Limited is Australia's largest independent oil and gas company, listed on both the ASX and the New York Stock Exchange. The company operates a portfolio of LNG, oil, andNatural GasAssetsacross Australia, the Gulf of Mexico, Timor-Leste, Senegal, Trinidad and Tobago, and …

Sonal Goyal | 29 September 2026

Why margin income remains the swing factor for S&P/ASX 200 registry group Computershare (ASX: CPU) after FY26

Computershare Limited is one of the world's leading providers ofShareholderregistry, employee share plan, and corporate trust services. Headquartered in Melbourne, Computershare operates in more than 20 countries and serves approximately 16,000 issuers globally. Its three principal operating segments are Issuer Services (registry, corporate actions, …

Sonal Goyal | 29 September 2026

How the UNITE technology overhaul is reshaping S&P/ASX 200 lender Westpac Banking Corporation (ASX: WBC) ahead of its full-year result

Westpac Banking Corporation is one of Australia's four major banks, providing retail banking,Businessbanking, institutional banking, wealth management, and insurance services. Westpac serves approximately 13 million customers across Australia and New Zealand through the Westpac, St George, Bank of Melbourne, BankSA, and RAMS brands. The …

Sonal Goyal | 29 September 2026
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