Contractors hampered by border closures and disruptions to supply chains should be in line for a boost, given accelerating mining exploration and infrastructure expenditure
Last year’s experience suggests Australian consumers stand ready to spend accumulated savings once lockdowns end in NSW and Victoria
Australia’s aspiration to formulate a new strategy for its domestic digital payments ecosystem must take into account the performance of the industry elsewhere in Asia
Retailing has emerged from an unexpectedly robust FY21 to face lockdowns at the start of the FY22 year. Can optimism prevail?
Banks may have surplus capital and appear well insulated against declining asset quality, but deteriorating macro sentiment and low interest rates pose challenges
How badly is outlook for the A-REIT sector affected by the latest wave of coronavirus and lockdowns? Where does the growth lie?
Lendlease is accelerating its developments to meet key targets by FY24 and the focus is now on the path to execution. Will this provide upside to the stock?
WaveStone Capital unravels the complexities of BHP’s Petroleum merger and end of dual-listing and how that impacts share price and market capitalisation
While Kathmandu’s share price languishes nearly -50% below pre-covid levels, new broker research suggests earnings should double over the next three years
While Altium’s strategic importance was underlined by the recent Autodesk bid, earnings visibility has been questioned after FY21 results missed recent guidance