Analyst Corner
Short, opinionated reads from the desk — structure, catalysts, and what we’re watching next.
Latest
FEX Analysis: Fenix Reaffirms Iron Ore Production Guidance and Financial Outlook
Event: Fenix Reaffirms Iron Ore Production Guidance and Financial Outlook | Date: 2025-12-23 | Source: Fenix Resources ASX Announcements Fenix Shares Surge on Reaffirmed Production Guidance Amid Positive Market Sentiment On December 23, 2025, Fenix Resources released its latest ASX update, reaffirming iron ore production guidance for FY26 at 4.2 million
FEX
MAF Analysis: MA Financial Group 3Q25 Operating Update
Event: MA Financial Group 3Q25 Operating Update | Date: 2025-10-23 | Source: MA Financial Group Investor Centre
3Q25 Update Reveals Accelerated Momentum Across All Divisions
MA Financial Group released its 3Q25 operating update on 23 October 2025, highlighting strong performance in the first nine months of FY25. Key metrics included assets under
24 Oct 20253 min
REG Analysis: Regis Healthcare Acquires Two Victorian Aged Care Homes
Event: Regis Healthcare Acquires Two Victorian Aged Care Homes | Date: 2025-10-23 | Source: ASX Announcement
REG Bolsters Victorian Presence with $45m Acquisition of 230-Bed Facilities
Regis Healthcare Limited (REG) announced on 23 October 2025 the acquisition of two residential aged care homes in Victoria: Ocean Mist Aged Care in Torquay (120
24 Oct 20253 min
NST Analysis: Northern Star Resources September Quarter 2025 Results
Event: Northern Star Resources September Quarter 2025 Results | Date: 2025-10-23 | Source: Northern Star Resources Investor Relations
September Quarter Production Falls Short with Operational Disruptions
Northern Star Resources released its September 2025 quarterly results on 23 October 2025, reporting gold sales of 381,000 ounces at an all-in sustaining cost (AISC)
24 Oct 20253 min
VGL Analysis: Q3 2025 Trading Update
Event: Q3 2025 Trading Update | Date: 2025-10-23 | Source: Vista Group Investor Centre
Guidance Maintained Despite Box Office Softness
Vista Group International released its Q3 2025 trading update on 23 October 2025, reaffirming FY2025 EBITDA margin guidance of 16-18% despite noting some softness in box office performance. The company reported continued
24 Oct 20252 min
WDS Analysis: Woodside Announces Louisiana LNG Partnership with Williams
Event: Woodside Announces Louisiana LNG Partnership with Williams | Date: 2025-10-23 | Source: Woodside Energy Investor Centre
Woodside Seals Louisiana LNG Deal with Williams, Slashing Capex by $1.9bn
Woodside Energy Group announced a strategic partnership with The Williams Companies for its Louisiana LNG project on 23 October 2025, selling a 10%
24 Oct 20252 min
IFL Analysis: Insignia Financial Q1 FY26 Update |
Event: Insignia Financial Q1 FY26 Update | Date: 2025-10-23 | Source: Insignia Financial ASX Announcements
FUMA Hits Record $340.5 Billion with Positive Net Inflows
Insignia Financial released its Q1 FY26 quarterly update on 23 October 2025, reporting funds under management and administration (FUMA) of $340.5 billion as of 30 September
24 Oct 20252 min
GNE Analysis: Genesis Energy FY26 Q1 Trading Update |
Event: Genesis Energy FY26 Q1 Trading Update | Date: 2025-10-23 | Source: Genesis Energy Investor Announcements
Hydro Surge Delivers Strong Q1 Momentum
Genesis Energy released its FY26 Q1 trading update on 23 October 2025, highlighting robust performance driven by exceptional hydro generation and effective portfolio management. Key metrics included electricity generation of
24 Oct 20253 min
COH Analysis: Cochlear 2025 AGM Results |
Event: Cochlear 2025 AGM Results | Date: 2025-10-23 | Source: Cochlear Investor Relations
Strong Shareholder Support at Hybrid 2025 AGM
Cochlear Limited held its 2025 Annual General Meeting on 23 October 2025 in a hybrid format, with all resolutions passed by significant majorities, including the re-election of directors and approval of the
24 Oct 20253 min
BXB Analysis: Brambles 2025 AGM and FY25 Results Update |
Event: Brambles 2025 AGM and FY25 Results Update | Date: 2025-10-23 | Source: Brambles Investor Relations
Brambles Reaffirms FY26 Guidance Amid Solid FY25 Performance at AGM
Brambles Limited (ASX: BXB) held its 2025 Annual General Meeting on 23 October 2025, releasing FY25 financial results and reiterating FY26 guidance. Key highlights include constant-currency
24 Oct 20253 min
HLO Analysis: 2024 Annual General Meeting Presentation
Event: 2024 Annual General Meeting Presentation | Date: 2024-10-25 | Source: ASX Company Announcements
FY26 EBITDA Guidance Signals Rebound with Acquisition Momentum
Helloworld Travel Limited released its 2024 AGM presentation on 25 October 2024, recapping FY25 performance and providing FY26 outlook. Key FY25 metrics included total transaction value (TTV) of $3.8
23 Oct 20253 min
JDO Analysis: 1Q FY26 Update and FY25 AGM Addresses
Event: 1Q FY26 Update and FY25 AGM Addresses | Date: 2025-10-15 | Source: ASX Announcement
Robust 1Q FY26 Momentum with 16% Annualised GLA Growth
Judo Capital Holdings released its 1Q FY26 business update during the FY25 AGM on 15 October 2025, highlighting sustained lending momentum amid a challenging economic environment. Gross loans
22 Oct 20253 min
PPS Analysis: Praemium Limited September Quarter Update FY2026
Event: Praemium Limited September Quarter Update FY2026 | Date: 2025-10-21 | Source: Praemium Investor Updates
Platform FUA Grows 10% YoY with Spectrum Surging 38% in Q1 FY2026
Praemium Limited released its September Quarter Update for FY2026 on 21 October 2025, highlighting robust funds under administration (FUA) growth and strong inflows despite some
22 Oct 20253 min