Trends & Themes
The ASX Small Cap Takeover Revival, Why Private Equity Is Looking Down Market Again
For much of the past two years, Australia’s small cap market has traded as though corporate activity were an afterthought. Liquidity has remained thin, valuation…
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Further Analysis & Commentary
ASX Weekly Market Wrap
The ASX 200 finished Friday at 8,828.7, falling 0.92% on the day but still delivering a strong 1.52% gain across…
Labor’s Partial CGT Backflip: Who Really Won From Today’s Retreat?
The Albanese government has softened parts of its capital gains tax reform package, but the broader direction of policy remains…
ASX Waste Management Sector Analysis
Australia’s waste sector is quietly becoming an infrastructure trade Australia’s listed waste sector sits in a narrow but increasingly important…
SRG Global Shares Jumped 17%. The Order Book Wasn’t the Real Story
DAY-ONE MOVE (2 JUN 2026) +17% PRICE (9 JUN 2026) A$3.93 12-MONTH RETURN ~+139% NEW CONTRACTS A$1.85b FY27 EBITDA GUIDE…
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