March
Dragons could help pokies maker Light and Wonder spread its wings
Aristocrat’s newest rival has enjoyed strong share price growth in its first year on the ASX. A controversial new game holds the key to its future.
- Zoe Samios
- Analysis
- Cettire
Will this model keep working for fashion darling Cettire?
Share sales by the founder, opaque operations and a ballooning valuation: the luxury platform remains controversial with investors.
- Carrie LaFrenz
February
Pro Medicus share price pause ‘a good entry point’
A $2.8 million share buyback has helped restore $1.2 billion of value to Pro Medicus. Despite its sky-high multiple, bulls think it has further to run.
- Tess Bennett
Matt Comyn hasn’t convinced analysts just yet
Despite his best efforts and a big profit, the largest investment bank brokers are sceptical that Commonwealth Bank deserves its $194 billion valuation.
- Lucas Baird
- Analysis
- Qantas
Qantas faces fresh demand questions as share price defies critics
The Flying Kangaroo is tracking its global peers higher, suggesting investors have moved on – and claimed a 22 per cent return – since its reputation hit rock bottom.
- Ayesha de Kretser
Autobarn’s owner Bapcor spins its wheels with four CEOs in two years
Investment bank analysts are split on whether clients should be buying into the auto parts retailer and wholesaler. A new boss has his work cut out for him.
- Simon Evans
January
- Analysis
- Flight Centre
Travel bulls still buying Webjet’s B2B growth story
Webjet is flying high despite concerns about the economy as it carves out a niche as an intermediary between businesses and hotels.
- Ayesha de Kretser
Suncorp hopes for a silver lining amid storm clouds and bank headache
Despite some bearish setbacks, could the insurance-banking group still have bullish prospects? Analysts are hoping the poor weather doesn’t hurt so bad.
- Liam Walsh
December 2023
Full speed ahead for Transurban despite traffic chaos
The traffic jams surrounding Sydney’s new Rozelle Interchange haven’t bothered Transurban investors, with the stock rising 7 per cent since it opened in late November.
- Jenny Wiggins
Jervois Global finds itself favoured by governments, not markets
The ASX-listed battery minerals play is at the centre of a taxpayer-funded bidding war. But a pessimistic outlook for cobalt is keeping investors away.
- Peter Ker
Altium’s board shuffle raises eyebrows
Altium has long been run like a family business. But with the resignation of its chairman, will the design software company level up?
- Jessica Sier
November 2023
Biofuels finally give GrainCorp an in to Western Australia
Robert Spurway says there’s a compelling case for new oilseed crushing capacity in the company’s biggest move since it spun-off its global malting division.
- Brad Thompson
The factors that could block Flight Centre’s resurgence
The global travel agency says transactions have been rising after the pandemic. But the bigger question among the bears is whether its profit margin can hit a lofty target.
- Liam Walsh
Aristocrat’s investors aren’t spooked by casino, bookie headwinds
The largest pokies manufacturer in the world is one of the few gaming stocks to have enjoyed an increase in share price during a difficult year for the sector.
- Zoe Samios
- Opinion
- Santos
Santos bulls face test amid Barossa gas threat
Most analysts remain positive on Santos stock, but a lot rests on securing final approvals for the company’s growth gas project in the Timor Sea.
- Angela Macdonald-Smith
October 2023
Lithium is hot. So why are short-sellers targeting Pilbara Minerals?
Demand for the key batteries component has never been higher, but one of the country’s largest producers has become the most-bet-against stock on the market.
- Elouise Fowler
Why are analysts so upbeat on IAG?
The insurer’s latest confession about old claims creeping up means it should have missed a key earnings target from last year.
- Liam Walsh
Why analysts aren’t buying the BoQ turnaround yet
There was a telling moment of exasperation in Bank of Queensland’s annual result presentation last week.
- Lucas Baird
Is CBA’s share price overvalued?
Some brokers say the bank’s historical price-earnings premium is no longer justified amid tough competition to write mortgages. Others disagree.
- James Eyers
September 2023
Westpac starts from behind in institutional bank rev up
Jefferies says Westpac is “well behind the pack” after letting the institutional bank meander for a decade.
- Lucas Baird
