Mark Elzayed
ASX Weekly Wrap: Narrow Leadership, Sticky Core Inflation & Weak Aussie
ASX 200 near 8,764 as Judo Capital dives 39% on funding-cost fears; week capped by hawkish Fed, sticky core inflation and volatile leadership.
AI, Space and Defence Megatrends: Why WBT, EOS, and CDA could be ASX winners this decade
AI, space and defence megatrends push ASX stocks WBT, EOS and CDA as potential decade winners
Weekly Wrap: ASX 200 Slips On Resource Rout; BHP Hit By Potash Cost Overrun
ASX 200 dips 0.9% as BHP slides 5.6 on US$6.9b Jansen potash overrun; resources slump while healthcare jumps ~5%—defensives lift in this weekly wrap.
Five New Stocks For The Healthcare Sector Rotation: PME, TLX, TNE, 360, and SDR
ASX healthcare rotation heats up as PME, TLX, TNE, 360, SDR emerge—five stocks positioned to ride the sector shift amid oil, inflation and volatility.
SmallCaps Weekly Wrap & New Fundie Picks
Five Stocks Driving the AI Revolution: MP1, MAQ, DDR, NXT, And DTL
ASX AI rally: MP1, MAQ, DDR, NXT, DTL surge as trillions pour into data centres, cloud and software—spot the next winners in small caps.
Weekly Wrap: AI Boom Offsets Mining Weakness as Markets Navigate Growth, Rates and Geopolitical Risks
Megaport rockets on $827.3m AI cloud raise as healthcare rebounds; miners fade with iron ore weakness amid rates and Middle East risk.
Weekly Wrap: ASX Rebounds On Optimism; Top Picks From Fundie
ASX rebounds 0.9% after April CPI cools to 4.2%; investors pare June RBA hike bets as oil eases and geopolitical tensions cool.
Weekly Wrap: Geopolitical Relief and Rate Hopes Spark Late Week Rebound for the ASX
ASX rebounds late week: easing rate fears and Persian Gulf peace hopes power a 0.41% Friday rise, after a 7-week low.
Energy Crisis Playbook: What It means for BWP, DRR, BSL, BGA, and MPL
Oil tops US$120; Strait of Hormuz disruption hits energy flows as markets reprice risk. Five ASX names (BWP, DRR, BSL, BGA, MPL) near breakout; read more.
The Copper and Silver Miners You Can't Miss: SFR, DVP, AIS & More
Aeris Resources (AIS) slips ~32% YTD as investors rotate to cash-flow copper/silver miners; strong H1 earnings lift AIS valuation.
Which Stocks Benefit from a Uranium Supply Deficit?
Uranium supply deficit could lift shares as Australia leverages domestic reserves and SMRs to secure base-load power.
US-Iran War: Energy, Gold, and Silver
Oil jumps as US-Iran tensions flare; Hormuz risk, insurers drop cover. Gold, silver and miners rally as a new mining bull market awakens.
Earnings Season Growth Leaders: Gold, Copper, Industrials and More
Earnings season shifts to a stock-pickers market as the RBA lifts rates to 3.85%; focus on cash flow and balance sheets, with Macquarie leading earnings.
ASX Earnings Season Growth Leaders: From ABB to MAH, VNT and more
RBA lifts rates to 3.85% as easy money ends; ASX growth names ABB, MAH, VNT lead with pricing power and stronger cash flow.
ANZ Soars and AMP Sinks: Earnings Breakdown
ANZ delivers $1.9b cash profit in Q1, 3bp NIM uplift, and cost discipline driving outperformance as Feb earnings season kicks off (AMP results due).
CBA Up 8%: Double Down on NAB or Add Small Caps PPM, JDO?
CBA jumps 8% to above $171, reigniting the Big Four debate as rivals rally; strong profit, higher dividend, and rich multiples raise the risk-reward for banks.
The 10 Stocks to Watch On the Market Rebound
RBA hawkish stance fuels selective market rebound; discipline and balance-sheet strength win. Top ASX names to watch: TCO, ORI, GNP, PRN, IGL, KOV, NEM, EMR.
RBA Rate Hikes and BHP, NST, EVN, SVL, SFR & GMD
RBA hikes to 3.85%, signaling higher-for-longer policy; banks and growth stocks face pressure as a precious-metals rally prompts ASX hard-asset bets.
The Signals Driving The Gold & Silver Rally You Need To Know
Gold and silver rally driven by macro repricing: real rates, central banks, geopolitics. We look at NST, EVN, RMS, SVL, IVR