Market research
Evidence-led reporting across United States and Australian markets.
212 results
US · Company Research
Meta Description: An analysis of Micron Technology CEO Sanjay Mehrotra achieving billionaire status as the memory chipmaker crosses a historic US$1 trillion valuation. Headlines: From Visa Rejections to…
Australia · Company Research
Audinate Group Ltd (ASX:AD8) was back on the market-mover screen after falling from an indicated open around A$2.59 to roughly A$2.33 to A$2.34, a decline of more than…
US · Company Research
Nvidia’s US$150 Billion Taiwan Spending Plan Shows Where the AI Supply Chain Still Runs Nvidia Corporation (NASDAQ: NVDA) is planning to spend around US$150 billion a year in…
Australia · Company Research
South32 Limited (ASX:S32)) has agreed to sell most of its aluminium value chain assets to Alcoa Corporation (NYSE, ASX) in a transaction with an implied enterprise value of…
Australia · Company Research
Objective Corporation (ASX:OCL) has just been forced into a different conversation with the market. For years, the company’s pitch has rested on recurring revenue, deep government relationships and…
Australia · Company Research
Develop Global (ASX:DVP) has stopped looking like a company waiting for its next chapter. It now looks like a company trying to write three at once. That is…
Australia · Company Research
News Corporation (ASX: NWS ) is still easy to describe badly. Call it a newspaper company and you miss Dow Jones. Call it a media company and you…
Australia · Company Research
Greatland Resources Limited (ASX:GGP, AIM:GGP) used to be a simpler market story. Havieron was the prize, Telfer was the processing solution, and the question was whether a junior…
Australia · Company Research
Minerals 260 (ASX:MI6) has had the kind of year that can make a small-cap gold story look deceptively simple. Buy a large undeveloped gold project. Raise serious money.…
Australia · Company Research
Perpetual Limited (ASX:PPT) has spent the past two years trying to become easier to understand. The market may now be asking a simpler question: who should own what…
Australia · Company Research
For Duketon Mining Ltd (ASX:DKM), the Barlee Gold Project has moved from geochemical promise to drilled mineralisation. That is a useful shift for a small ASX gold explorer.…
Australia · Company Research
Hawsons Iron Ltd (ASX:HIO) has given investors a better version of the Hawsons Iron Project. It has not given them the finished version. That is the useful way…
