Analyst Corner
Short, opinionated reads from the desk — structure, catalysts, and what we’re watching next.
Latest
End of week
NHF Analysis: nib Holdings Appoints Ex-Bupa Executive to Board
Event: nib Holdings Appoints Ex-Bupa Executive to Board | Date: 2025-12-15 | Source: ASX Company Announcements
nib Holdings Strengthens Board with Ex-Bupa Leadership Expertise
nib Holdings Limited announced the appointment of a new non-executive director with extensive experience from Bupa, effective immediately, as detailed in their latest ASX update. The new board
19 Dec 20253 min
PWR Analysis: Acquisition of Wakeling Automotive Group
Event: Acquisition of Wakeling Automotive Group | Date: 2025-12-19 | Source: Peter Warren Automotive Holdings Investor Centre
Peter Warren Bolsters NSW Presence with Strategic Acquisition
Peter Warren Automotive Holdings announced on 19 December 2025 the acquisition of Wakeling Automotive Group, a family-owned dealership network in New South Wales. The deal adds 12
19 Dec 20253 min
CWP Analysis: H1 FY26 Results Update
I already know how the issue emerged, and why this report process failed. Safeguards are also already implemented now for future iterations.
I'm sharing this to showcase that while slim, incorrect research commentary can still be generated by AI. I would like to think that my framework is
17 Dec 20253 min
GNC Analysis: GrainCorp Trading Update and GrainsConnect Canada Divestment
Event: GrainCorp Trading Update and GrainsConnect Canada Divestment | Date: 2025-12-17 | Source: ASX Announcements
GrainCorp Flags Severe FY26 Trough with 67% Receivals Decline and Canadian JV Exit
GrainCorp released a trading update on 17 December 2025, providing preliminary FY26 guidance amid challenging conditions and announcing the divestment of its 50% stake
17 Dec 20253 min
TWE Analysis: Treasury Wine Estates December 2025 Trading Update
Event: Treasury Wine Estates December 2025 Trading Update | Date: 2025-12-15 | Source: Treasury Wine Estates ASX Announcements
Shares Halted as Treasury Wine Reveals Inventory Overhang and Margin Squeeze
Treasury Wine Estates (ASX: TWE) requested a trading halt on 15 December 2025 pending a major trading update and outlook revision, released later
17 Dec 20253 min
DRO Analysis: $49.6m European Military Contract Announcement
I suspect this company is going to be a hit with those involved in the smaller-end of the market :) Well.... we've been covering DRO since it took off, and the AI's analysis continue to deem the company trading significantly above our valuations.
Event: $49.6m European
16 Dec 20252 min
4DX Analysis: 4DMedical Secures Regulatory Approval for CT:VQ in Canada
Event: 4DMedical Secures Regulatory Approval for CT:VQ in Canada | Date: 2025-12-15 | Source: ASX Announcements
Canada Approval Unlocks CT:VQ Market Expansion
4DMedical announced on 15 December 2025 that its CT:VQ imaging software has received regulatory approval from Health Canada, paving the way for commercial roll-out in the Canadian
15 Dec 20254 min
TTT Analysis: Titomic Secures Contract with Leading Defense Prime
Event: Titomic Secures Contract with Leading Defense Prime | Date: 2025-12-15 | Source: ASX Announcement
Titomic Lands Key Defense Contract Amid Strategic Pivot
Titomic Limited (ASX: TTT) announced today a significant contract win with a leading defense prime, marking a pivotal step in its transition toward contract manufacturing and sustainment services. The
15 Dec 20253 min
IPX Analysis: IperionX Announces Carver Pump Prototype Order
Event: IperionX Announces Carver Pump Prototype Order | Date: 2025-12-15 | Source: IperionX ASX Announcements
IperionX Secures Key Defense Prototype Order with Carver Pump
IperionX announced on 15 December 2025 a prototype order from Carver Pump, a U.S. Navy supplier, for titanium pump components using its HAMR and HSPT technologies. The
15 Dec 20253 min
ASX Analysis: ASX Provides Update on ASIC Inquiry Commitments and Guidance
Event: ASX Provides Update on ASIC Inquiry Commitments and Guidance | Date: 2025-12-15 | Source: ASX Company Announcements
ASX Commits to Enhanced Governance and Capital Build-Up in Response to ASIC Inquiry
ASX Limited released an update on 15 December 2025 addressing commitments following the ASIC inquiry into its operational risk management and
15 Dec 20253 min
Alpha Insights: Factor Performance Update & What's Coming Next
December 2025
Alpha Insights Ratings Continue to Deliver
As many of you know, since launching Alpha Insights in August, the product itself has evolved tremendously.
We have gone from an AI platform that maintains a growing coverage of stocks - starting with ASX-listed companies before branching out to much larger
12 Dec 20254 min