Market research
Evidence-led reporting across United States and Australian markets.
212 results
Australia · Company Research
Tech Darlings Surge: Has the ASX Software Sector Found its Cyclical Bottom? A massive institutional rotation has ignited explosive vertical runs for tech giants Xero and WiseTech, signaling…
Australia · Company Research
PlaySide Studios (ASX:PLY) has been given a hard reminder of how quickly a major customer can reshape the market’s view of a small-cap technology stock. The Australian game…
Australia · Company Research
JB Hi-Fi (ASX:JBH) did not fall because shoppers suddenly stopped buying televisions. The sharper concern is that one of retail’s least flexible costs just moved higher. The Fair…
Australia · Company Research
ResMed (ASX:RMD, NYSE:RMD) is not being punished for a weak quarter. That is what makes the recent share price pressure more interesting. The sleep apnea device giant delivered…
Australia · Company Research
While much of the market focused on high-flying infrastructure contract wins, TPG Telecom (ASX: TPG) quietly dragged down the telecommunications sector, with shares sliding 7.5% to finish at…
Australia · Company Research
Northern Star Resources (ASX:NST) did not need a new gold discovery to become the centre of the ASX materials sector. It only needed Elliott Investment Management to show…
Australia · Company Research
SRG Global (ASX:SRG) has spent years building the kind of business that rarely makes noise until the numbers become too large to ignore. This week, they became hard…
Australia · Company Research
Life360 Group Holdings (ASX:360) was one of the strongest performers on the Australian share market on Tuesday, with the stock jumping more than 10%. The move was striking…
