Alpha Insights

Analyst Corner

Short, opinionated reads from the desk — structure, catalysts, and what we’re watching next.

Latest

End of week

19 Dec 2025 3 min

Oracle's Q2 Results: The Real Story

Oracle's 2nd quarter results released last night has not de-railed the AI thematic, as suggested by headlines across financial media outlets. Still clocking in massive revenue growth (Oracle Cloud Infrastructure up 52%, GPU consumption up 336%), and more importantly, new customer growth — delivering diversification benefits to a supposedly
11 Dec 20253 min

ALD Analysis: Q3 2025 Trading Update and EG Australia Acquisition Progress

Event: Q3 2025 Trading Update and EG Australia Acquisition Progress | Date: 2025-08-19 | Source: ASX Release 14 August 2025 Q3 Refining Margin Surges Amid EG Acquisition Momentum Ampol Limited released its Q3 2025 trading update on 19 August 2025, highlighting a strong rebound in refining performance. The Lytton Refiner Margin (LRM)
10 Dec 20252 min

Economic Intelligence Report: Australian Market Outlook Update - December 2025

Testing out a new thing here. Hope it is of some use. Very much still a proto-type. Will leave this open to the public for a bit :) Try and drum up some more interest in Alpha Insights. Let me know if you found this useful! Thinking about doing this on
9 Dec 20257 min

BAP Analysis: Bapcor December 2025 Guidance Update

Event: Bapcor December 2025 Guidance Update | Date: 2025-12-09 | Source: ASX Announcement Share Price Plunges 20% on Weak First-Half Trading Update Bapcor released a trading update on December 9, 2025, warning of weaker-than-expected performance in the first half of FY26, driven by trading softness in October and November. The company now
9 Dec 20253 min

PMV Analysis: FY25 AGM and Trading Update

Event: FY25 AGM and Trading Update | Date: 2025-12-05 | Source: Premier Investments ASX Announcement Soft Guidance Reflects Persistent Consumer Pressures Premier Investments released its FY25 AGM update on 5 December 2025, providing a trading snapshot and first-half FY26 guidance amid challenging retail conditions. The company expects Premier Retail's underlying
6 Dec 20253 min

1 December 2025

1 Dec 20253 min

Pulling the plug on Alpha Insights

22 Nov 20256 min

HLO Analysis: Helloworld Proposes Acquisition of Webjet

Event: Helloworld Proposes Acquisition of Webjet | Date: 2025-11-19 | Source: Helloworld Travel Limited ASX Announcements Helloworld Launches A$0.90 Per Share Cash Bid for Webjet Helloworld Travel Limited (ASX:HLO) announced on 19 November 2025 a cash offer to acquire all outstanding shares of Webjet Group Ltd (ASX:WJL) at
21 Nov 20252 min

Nvidia (+5% post-market) earnings beat, allays bubble fears in AI..... right?

21 Nov 20253 min

Anticipation for bounce

20 Nov 20255 min

Update on our Sell signal

19 Nov 20254 min

ALPHA!?!

18 Nov 20255 min