Stock Analysis

Liontown Resources (ASX:LTR) has moved into a more mature phase of its Kathleen Valley story, with the operation now generating meaningful cash and theBalance Sheetin a stronger position. The improvement provides a firmer base for future growth, but higher FY27 cost guidance and continued …

Resolute Mining (ASX:RSG) delivered sharply higher H1 2026 profit and cash flow as elevated gold prices offset lower production and higher costs. The result illustrates theLeverageavailable to a producer when bullion prices rise materially, but it also exposes the company's dependence on favourable pricing …

TPG Telecom (ASX:TPG) is showing clearer signs of a more sustainable earnings structure after reshaping itsBalance Sheetand simplifying its operating model. H1 2026 delivered higher profit, lower financing costs and a larger interim dividend, while mobile continued to outperform fixed broadband. The key question …

NRW Holdings (ASX:NWH) delivered a record FY26 result, supported by higher revenue, improved margins and growth across its diversified contracting businesses. The company's A$7.5 billion order book and substantial project pipeline provide a high degree of revenue visibility into FY27, while the FredonAcquisitionbroadens exposure …

Inghams Group (ASX:ING) delivered a mixed FY26 result, with poultry volumes returning to growth but higher costs, supply-chain challenges and one-off impacts placing pressure on earnings. The dividend reduction highlighted the impact of weaker profitability, while management's FY27 outlook points to a potential recovery …

Charter Hall Group (ASX:CHC) entered FY27 with improving earnings momentum, record capital inflows and a return to positive property revaluations. The FY26 result suggests the commercial-property cycle has moved beyond its most difficult phase, while the group's low gearing and large development pipeline provide …

Coles (ASX:COL) enters its FY26 result with several structural themes working in its favour, including online growth, a maturing automation program and changing competitive dynamics across the grocery sector. At the same time, expectations around margins, liquor performance and FY27 commentary remain important as …