Feature Stories

Latest Stories

A Golden Era For Engineering Services?

Defence, energy, digitalisation industries collide with sustainability to provide a very positive investment spending backdrop for Australia’s engineering services companies

Oct 30 2024

Australian Banks: When The End Of The Trend?

Australian banks have run up to historically high valuations, well above expectation. But the tide is beginning to turn, and brokers warn of several factors conspiring to affect a period of bank underperformance

Oct 07 2024

Rudi’s Comprehensive August 2024 Review

A compilation of stories relating to the August 2024 corporate reporting season in Australia, including FNArena’s final balance for the season

Sep 27 2024

August Result Season 2024: The Wrap

Final stats and insights from a reporting season in August that delivered more disappointments in the shadow of central banks

Sep 24 2024

Previous Stories

Awaiting The Next Lithium Upswing

Jul 17 2024

Lithium prices remain weak, but there is a growing expectation a turnaround is on the cards. It’s just a matter of when

Pros & Cons Of Discounted A-REITs

Jul 16 2024

Historically defensive yield-plays, REITs have suffered a volatile year due to interest rate uncertainty and economic challenges. But is there now light at the end of the tunnel?

Australian Banks Post First Half Results: Sugar Hit

May 23 2024

The market responded positively to bank earnings results, but looking under the surface, analysts see a different picture

Might Crude Oil Hit US$100/bbl Again?

May 22 2024

Analysts assess the near term outlook for oil and gas prices amidst a variety of risks and uncertainties

Part Three: Generative AI, Investing in the 21st Century Megatrend

May 14 2024

How are global Generative AI tailwinds impacting on Australian companies, and which stocks are in the sweet-spot to benefit?

Part Two: Generative AI, Investing in the 21st Century Megatrend

May 09 2024

A Megatrend like Generative AI creates an appealing top-down narrative, but how do investors understand the scope and size of the Generative AI market, alongside the opportunities versus the risks?

Generative AI, Investing In The 21st Century Megatrend, Part One

May 02 2024

Fierce rallies in technology related share prices are eliciting calls of a new investment bubble a la Nasdaq 2000, but are such fears justified?

Is AI All It’s Cracked Up To Be?

Apr 10 2024

AI is a game-changer, analysts agree, but there remain questions over predicted productivity gains, potential job losses, costs, power requirements and how long AI adoption will take

Rudi’s Comprehensive February 2024 Review

Mar 27 2024

A compilation of stories relating to the February 2024 corporate reporting season in Australia, including FNArena’s final balance for the season

February Result Season 2024: The Wrap

Mar 12 2024

The February result season was largely an average affair, assisted by underlying positive sentiment

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