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
Why lithium is becoming an AI infrastructure trade and an EV trade
TL;DR Summary Lithium is starting to trade on two demand engines at once. Electric vehicles still dominate the market, but…
ASX Coal Sector Outlook: Winners, Laggards, and Australia’s Competitive Edge in a Changing Global Market
The ASX coal sector has quietly become one of the market’s most misunderstood corners again. Only twelve months ago, many…
Is Spotify still a buy in 2026? Why the investment case has shifted from scale to monetisation
Spotify is starting to look like a different company. For years, the stock was mostly framed as a scale platform.…
ASX Stocks in Focus: 5 names that fit the market’s shift into heavier assets
The latest ASX Stocks in Focus list starts with a market that has become less forgiving. That is the defining…
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