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Evidence-led reporting across United States and Australian markets.

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Australia · Company Research

JB Hi-Fi Falls as Wage Rise Turns Retail Into a Margin Test

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

Why TPG Telecom Reversed Its Gains Today

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

Why SRG Global Was the ASX’s Biggest Winner Today

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…