Market research
Evidence-led reporting across United States and Australian markets.
239 results
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…
Australia · Company Research
SkyCity Entertainment’s (ASX:SKC) ASX-listed shares jumped on Friday after the company announced a proposed settlement for long-running regulatory matters linked to its Adelaide casino. Even though the settlement…
Australia · Company Research
IDP Education (ASX:IEL) has given investors a fresh update, announcing expected FY26 adjusted EBIT of around A$122 million and an on-market share buyback of up to A$50 million.…
Australia · Company Research
Mercury NZ (ASX:MCY) is starting to look less like a quiet utility and more like a company trying to build the firm renewable backbone of New Zealand’s electricity…
Australia · Company Research
Zip Co Ltd (ASX:ZIP) has already had its recovery story. The harder part starts now. The buy now, pay later group has spent the past two years proving…
Australia · Company Research
The Lindian Resources (ASX:LIN) story has changed shape. For a long time, it was easy to describe Lindian as a rare earths developer with one main question in…
Australia · Company Research
The weather has given Meridian Energy (ASX:MEZ) a cleaner story than it had a year ago. That does not make the story simple. New Zealand’s largest renewable electricity…
Australia · Company Research
The story around Electro Optic Systems Holdings Ltd (ASX:EOS) has changed quickly. A year ago, the defence technology group was still carrying the weight of a turnaround. Now…
