Market research
Evidence-led reporting across United States and Australian markets.
184 results
Australia · Company Research
Fleetwood Limited (ASX:FWD) has made the kind of announcement that sounds administrative until the numbers start to stack up. The company is exiting RV Solutions, divesting the remaining…
Australia · Company Research
Norwood Systems Ltd (ASX:NOR) has been easy for the market to ignore for long stretches. Small-cap software names often live in that uncomfortable space: too early for large…
Australia · Company Research
Iluka Resources (ASX:ILU) is becoming a harder company to describe in one line. For years, the simple version was mineral sands: zircon, rutile, synthetic rutile and the demand…
Australia · Company Research
Aristocrat Leisure (ASX:ALL) still looks, at first glance, like the same global gaming machine giant investors have known for years. That is only half the story. The company’s…
Australia · Company Research
Tuas Limited (ASX:TUA) has become a simpler story, but not an easier one. For much of the past year, the market was asked to think about Tuas in…
Australia · Company Research
Inghams Group (ASX:ING) did not need another complication. The poultry producer was already asking investors to look past a messy first half, trust the operational reset and focus…
Australia · Company Research
Boring can still create tension. Australian Foundation Investment Company (ASX:AFI) is one of the least dramatic names on the ASX. It is a large listed investment company, built…
Australia · Company Research
Brazilian Rare Earths Limited (ASX:BRE) is trying to change the shape of its own story. For much of the market, BRE has been shorthand for Monte Alto, the…
Australia · Company Research
SGH Ltd (ASX:SGH) is trying to make an old market label feel too small. For years, the easy description was “diversified holding company”. It owned valuable assets, moved…
Australia · Company Research
Ora Banda Mining Ltd (ASX:OBM) used to be a simpler story: fix Davyhurst, lift production, prove the assets could make cash. That story has changed. The Western Australian…
Australia · Company Research
For years, CSL Limited (ASX:CSL) enjoyed the rarest status on the ASX: a growth company that also felt defensive. Plasma, vaccines, rare diseases, global scale, high barriers to…
Australia · Company Research
Deep Yellow Limited (ASX:DYL) is not short of uranium. That is not the interesting part of the story anymore. The company has spent years building one of the…
