Analyst Corner
Short, opinionated reads from the desk — structure, catalysts, and what we’re watching next.
Latest
End of week
Industry report (Banks) - November 2025
12 Nov 20254 min
Australian Banking Industry Report
12 Nov 20253 min
BEN Analysis: 1Q26 Trading Update
Event: 1Q26 Trading Update | Date: 2025-11-11 | Source: Bendigo and Adelaide Bank Announcement
1Q26 Update Reveals NIM Rebound But Cost Pressures Mount
Bendigo and Adelaide Bank released its 1Q26 trading update on November 11, 2025, highlighting a recovery in net interest margin (NIM) to 1.91%, up 3 basis points from
12 Nov 20253 min
OFX Analysis: OFX Group Ltd 1H FY26 Results
Event: OFX Group Ltd 1H FY26 Results | Date: 2025-11-11 | Source: ASX Announcements
1H FY26 Results: Migration Weighs on Clients and Margins
OFX released its 1H FY26 results on 11 November 2025, reporting Net Operating Income (NOI) of $105.0m, down 6.3% from $112.0m in 1H FY25, with EBITDA
12 Nov 20253 min
360 Analysis: Life360 Q3 2025 Quarterly Update
Event: Life360 Q3 2025 Quarterly Update | Date: 2025-11-10 | Source: Life360 Investor Relations
Record Q3 Performance and Nativo Acquisition Prompt Guidance Elevation
Life360 released its Q3 2025 quarterly results on 10 November 2025, reporting record metrics across key areas. Revenue reached $124.5 million, up 34% year on year, driven by
12 Nov 20252 min
ANG Analysis: FY26 Guidance Revision and Operational Update
Event: FY26 Guidance Revision and Operational Update | Date: 2025-11-05 | Source: Austin Engineering ASX Announcements
Austin Engineering Revises FY26 Outlook Downward Amid Operational Pressures
Austin Engineering Limited released an update on its FY26 outlook on 5 November 2025, following a review of year-to-date performance and operating conditions. The company now anticipates
12 Nov 20253 min
CBA Analysis: Q1 FY26 Trading Update
Event: Q1 FY26 Trading Update | Date: 2025-11-11 | Source: ASX Announcement
CBA Delivers $2.6bn Q1 Profit Despite NIM Headwinds
Commonwealth Bank of Australia released its Q1 FY26 trading update on November 11, 2025, reporting a cash net profit after tax of $2.6 billion, up 3% from the prior quarter
12 Nov 20253 min
Macquarie Group Limited (MQG) - Investment Analysis
7 Nov 20254 min
REA Analysis: Q1 FY26 Trading Update
Event: Q1 FY26 Trading Update | Date: 2025-11-07 | Source: ASX Announcement
REA Posts Q1 Revenue Growth on Yield Strength Despite Volume Declines
REA Group released its Q1 FY26 trading update on 7 November 2025, reporting revenue growth despite softer listing volumes. Total revenue increased 6% year-on-year, driven by 13% yield growth
7 Nov 20253 min
NEC Analysis: Q1 FY26 Trading Update
Event: Q1 FY26 Trading Update | Date: 2025-11-07 | Source: ASX Company Announcements
Q1 FY26 Update Shows Advertising Weakness Offset by Cost Discipline
Nine Entertainment Co. released its Q1 FY26 trading update on 7 November 2025, highlighting a challenging advertising environment with Total TV revenue declining in the mid-high single digits year-on-year.
7 Nov 20253 min
MQG Analysis: 1H26 Financial Results
Event: 1H26 Financial Results | Date: 2025-11-07 | Source: Macquarie Group Investor Relations
Macquarie Posts Stronger 1H26 Profit Growth with Dividend Increase
Macquarie Group Limited released its 1H26 financial results on 7 November 2025, reporting a net profit after tax of A$2,187 million, up 10% from 1H25, driven by growth
7 Nov 20253 min
Sell-off has commenced.
5 Nov 20253 min