Bapcor earnings: Under review amid sharply lower profits and a massively dilutive equity raise

Trade is the big disappointment, with segment EBITDA down 33%. The once resilient Burson business is core to our valuation ...

Earnings winners: WOW, WTC and FMG set the tone

WiseTech shares jumped 11% on the day earnings came out. The logistics software company saw EBITDA rise 32%, driven by a 76% ...

Investors are dumping US AI ‘loser’ stocks. Are the worries overblown?

The artificial intelligence trade is evolving, and investors are getting nervous, ridding themselves of stocks that once ...

ASX energy giant remains cheap following record production

Australian hydrocarbon producer Woodside ( ASX.WDS) reported an 8% decline in underlying 2025 net profit after tax to USD ...

AI is a tailwind for beaten down ASX tech share

The deployment of AI agents in its product suite is accelerating. WiseTech expects agents to cut labor costs for clients by ...

Market is misinterpreting AI impact on cheap ASX share

SiteMinder ( ASX:SDR) first-half 2026 annual recurring revenue, or ARR, increased 27% in constant currency, driven by a 14% ...

Market Minute: Inflation uncomfortably high; more numbers from reporting season

Welcome to the Morningstar Market Minute. The headline news this week is the January Consumer Price Index (CPI). Inflation remains uncomfortably high at 3.8% annually. This result slightly exceeded ...

Cheap Narrow Moat ASX share continues to face negative sentiment

AUB Group’s ( ASX: AUB) first-half fiscal 2026 underlying NPAT increased 14% to $90 million. On 7% revenue growth, margins ...

Unconventional wisdom:The professor who thinks Australians need to own more shares

Conventional wisdom is a byproduct of groupthink that presents solutions good enough for the average person while simultaneously not being right for any individual. You follow it at your peril. Each ...

Young & Invested: The currency trap catching ETF investors off guard

The hedged version theoretically gives investors a ‘pure’ market return, whilst the unhedged offers the market return plus or ...

Earnings winners: BHP, NAB & TLS lead the pack

This is our third edition of the weekly wrap for the February 2026 earnings season. Due to the heavy concentration of ...

Chart of the Week: Software selloff creates opportunity for these two stocks

WiseTech’s defence is switching costs and workflow complexity. CargoWise handles a plethora of operations across the chain and retention has exceeded 99% annually since 2013. Leaving does not just ...