ASX Weekly Market Wrap

Markets started September on the defensive as stronger US labour data, rising oil prices and renewed rate hike expectations collided with already elevated geopolitical risk.…

Daniel Whittleston
11 Min Read

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Further Analysis & Commentary

JB Hi-Fi Shares Fell 12% on a Number That Flatters the Business

Rating REDUCE Price (17 Aug 2026) A$71.65 Our base case A$57.30 Implied downside ~20% Broker notes (17 Aug 26) 2…

ASX Weekly Market Wrap

The ASX suffered its first meaningful pullback of August, with the ASX 200 falling 1.60% to 9,115.2 after reaching record…

Equities Uncovered Volume 5: Three ASX Small Caps Turning AI Hype Into Revenue

Artificial intelligence has become one of the ASX’s busiest investment themes. But beneath the large cap data centre, software and…

Karoon Energy Shares Are Priced on the Half That Just Ended

Rating ACCUMULATE High risk. Oil price dependent. Price (7 Aug 2026) A$1.66 Our weighted value A$1.95 Implied upside ~17% Production…

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