Sector-Specific Recommendations
JB Hi-Fi Shares Fell 12% on a Number That Flatters the Business
Record sales, a bigger dividend, and a July trading line that is worse than it looks.
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Further Analysis & Commentary
Lynas Share Price Just Missed the Rare Earths Rally
Rating ACCUMULATE Price (17 Jul 2026) A$15.89 Consensus target A$19.86 Implied upside ~25% Consensus (15 analysts) Buy Sector Materials /…
The ASX Gold ETF Investors Bought as a War Hedge Isn’t Behaving Like One
Two tankers were hit by missiles in the Strait of Hormuz this month. Iran's shipping route was blockaded, unblockaded, then…
ASX Stocks in Focus: Four Signals the Market Is Missing
Iran declared the Strait of Hormuz closed over the weekend. ASX 200 futures rose anyway, up 43 points by Monday…
ASX Share Price: A Monopoly on Sale at a Decade Low
Rating ACCUMULATE Price (18 Jun 2026) A$50.81 Consensus target A$55.59 Fully franked yield ~3.8% Consensus (14 analysts) 5 Buy /…
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