Stock Analysis

Goodman Group (ASX:GMG) has continued its transformation from a traditional industrial property owner into a major developer of digital infrastructure assets. The company’s FY2026 result highlighted the growing importance of data centres within its global portfolio, supported by rising demand for artificial intelligence andCloud …

For the first time in its history, copper — rather than iron ore — generated more than half of BHP Group’s (ASX:BHP) underlying earnings. The milestone, highlighted in the miner’s results for the year ended 30 June 2026, reflects a multi-year strategy to diversify …

Commonwealth Bank of Australia (ASX:CBA) has continued to challenge concerns around its premium valuation, with its results for the year ended 30 June 2026 reinforcing the strength of itsEarningsprofile. The bank reported cash profit just below $11 billion, supported by improving margins, growth across …

National Australia Bank (ASX:NAB) has moved to the forefront of the interest-rate discussion, with itsEconomicsteam forecasting that the Reserve Bank could increase the cash rate again in September. WithInflationremaining above target levels, NAB believes theCentral Bankmay need to maintain a tighter policy approach. The …

Westpac Banking Corporation (ASX:WBC) has taken a different position from several major banking peers by maintaining its view that the Reserve Bank may keep the cash rate unchanged through 2026. While other major lenders have forecast further rate increases, Westpac’sEconomicsteam continues to argue that …

ANZ Group Holdings (ASX:ANZ) has joined several major Australian banks expecting further monetary tightening, forecasting another Reserve Bank rate increase that could take the cash rate higher. WithInflationpressures remaining a key economic focus, the direction of interest rates has returned to the centre of …

Wesfarmers (ASX:WES) has completed FY2026 with higher earnings and a leadership transition at its largest business, Bunnings. The conglomerate behind Bunnings, Kmart and Officeworks reported underlying earnings growth for the year ended 30 June 2026 and increased its dividend, while announcing a planned change …