The Archive
Every article we've published, grouped by month.
139 editions published so far. Use your browser search to jump to a ticker, company, or sector.
August 2026
- 26 AugLovisa's 105 net openings did more for sales than owner cash LOV · Consumer Discretionary · 8:50pm AEST
- 26 AugMailchimp is the zero-growth line inside Intuit's FY2027 slowdown INTU · Information Technology · 12:04pm AEST
- 26 AugFoot Locker's $32 million loss erased $4.9 billion from Dick's DKS · Consumer Discretionary · 9:04am AEST
- 26 AugBritain bought Tungsten West at 36p. The market valued the same shares at 51.6p TUN · Materials · 7:16am AEST
- 26 AugVolex's 15% rally shifts the burden from cable demand to cash conversion VLX · Industrials · 5:26am AEST
- 25 AugNanosonics fell 17%. CORIS now has 30 sites to justify the spend NAN · Health Care · 9:29pm AEST
- 25 AugEOS jumped 23%. Now its A$846m order book has to pay EOS · Industrials · 6:50pm AEST
- 25 AugXPeng found a robot valuation before it found durable EV profits XPEV · Consumer Discretionary · 9:15am AEST
- 25 AugThe first Sanankoro renewal added £7.7 million before a licence application can begin CORA · Materials · 7:18am AEST
- 25 AugTME Pharma added €6.3 million before choosing the bank that will seek a partner ALTME · Health Care · 5:14am AEST
- 24 AugNuix's 34% leap prices Neo before FY27 spends another A$15m NXL · Information Technology · 9:10pm AEST
- 24 AugNew Zealand supplied nib's FY26 growth while Australian health profit fell 10% NHF · Financials · 6:46pm AEST
- 23 AugA US$40 million payment separates Telix's profit from an operating loss TLX · Health Care · 10:49pm AEST
- 23 AugBJ's $800 million expansion bill is more than twice last year's free cash flow BJ · Consumer Staples · 6:45pm AEST
- 23 AugOSI Systems' record cash flow rested on $99 million of receivables unwinding OSIS · Information Technology · 2:57pm AEST
- 23 AugPWR has proved Stapylton; now the valuation asks Poland to repeat it PWH · Industrials · 11:07am AEST
- 22 AugWerewolf doubled on a merger that leaves legacy holders with 6.8% HOWL · Health Care · 11:28am AEST
- 22 AugAlibaba's 45% cloud surge came with a RMB44.7 billion cash outflow BABA · Consumer Discretionary · 9:02am AEST
- 22 AugHunting's £100m sell-off priced more than a Kuwait delay HTG · Energy · 7:11am AEST
- 22 AugGamma added £100m while Waterland left the carve-up price blank GAMA · Communication Services · 5:02am AEST
- 21 AugFive regulators sit inside Steadfast's 35-cent scheme spread SDF · Financials · 9:11pm AEST
- 21 AugGYG's 11% result rally prices owner cash growing 28% a year GYG · Consumer Discretionary · 6:31pm AEST
- 21 AugWalmart's 96-basis-point margin lift does not travel into Q3 WMT · Consumer Staples · 9:06am AEST
- 21 AugJD Sports cut £50 million from guidance and lost £642 million of equity value JD · Consumer Discretionary · 7:54am AEST
- 21 AugThe €64 million cash outflow behind tonies' 41% growth TNIE · Consumer Discretionary · 5:27am AEST
- 20 AugHansen's FY27 margin reset erased A$184 million in one session HSN · Information Technology · 11:21pm AEST
- 20 AugMA Financial grew AUM 44%; the 18% rally still carries a credit-cycle discount MAF · Financials · 9:03pm AEST
- 20 AugIELTS margins went up in a downturn; IDP shares went down 21 per cent IEL · Consumer Discretionary · 7:05pm AEST
- 20 AugThe ACCC made WiseTech sell a rival in January. Now it wants the files WTC · Information Technology · 4:55pm AEST
- 20 AugSiemens Energy's €162 billion backlog just met a 15-year-high bond market ENR · Industrials · 3:00pm AEST
- 20 AugHecla's cash costs are negative; its valuation still assumes $83 silver HL · Materials · 12:35pm AEST
- 20 AugModerna added $44.5 billion without publishing a hazard ratio MRNA · Healthcare · 10:05am AEST
- 20 Aug'Timelines unchanged' to end-2026: four months that cost Avantium a fifth of its value AVTX · Basic Materials · 7:15am AEST
- 20 AugTrainline meets the fee-free future twice: once from the CMA, once from GBR TRN · Consumer Discretionary · 5:19am AEST
- 19 AugTransaction margin dollars grew 42 per cent. Klarna still lost almost a quarter of its value. KLAR · Financials · 2:10pm AEST
- 18 AugSims' 11% fall prices its AI-server profit surge as temporary SGM · Materials · 8:42pm AEST
- 18 AugReliance Worldwide's A$4.50 close discounts Brookfield's unsigned A$4.75 bid RWC · Industrials · 6:37pm AEST
- 18 Aug$940 million from GLPI cannot solve Bally's broader funding gap BALY · Consumer Discretionary · 11:33am AEST
- 18 AugNine patients, $851 million: the asymmetry inside EyePoint's 67% collapse EYPT · Healthcare · 9:59am AEST
- 18 Aug€10 million of delayed defence revenue erased €38 million from Steyr Motors 4X0 · Industrials · 9:24am AEST
- 18 AugNostrum's asset sale still leaves a US$303 million creditor hole NOG · Energy · 8:15am AEST
- 17 AugBehind Aurizon's 10.34% fall: 20mt less contracted coal for FY27 AZJ · Industrials · 9:30pm AEST
- 17 AugJB Hi-Fi's A$58 million stock build did not prevent a weak July JBH · Consumer Discretionary · 6:27pm AEST
- 16 AugKinderCare's 545 long leases turn a 4% enrollment slip into a 24% EBITDA drop KLC · Consumer Discretionary · 7:15pm AEST
- 16 AugCisco booked $9.3 billion of AI infrastructure orders as inventory absorbed $2.5 billion of cash CSCO · Information Technology · 2:57pm AEST
- 16 AugStorage King's 27% payout cut leaves 16 developments to fill the gap SKG · Real Estate · 11:08am AEST
- 15 AugEight customers carry Sandisk's 80% gross-margin claim through the next NAND downturn SNDK · Information Technology · 12:34pm AEST
- 15 AugAt $15.23, Nubank's 33% ROE has to outrun 6.9% arrears NU · Financials · 9:01am AEST
- 15 AugA few customer losses reopened GB Group's £285 million Americas valuation GBG · Technology · 7:16am AEST
- 15 AugEnergiekontor cut 2026 profit by four-fifths; the projects did not disappear EKT · Industrials · 5:47am AEST
- 14 AugBaby Bunting's 41.2% margin left leases and A$44.5 million of capex underfunded BBN · Consumer Discretionary · 8:58pm AEST
- 14 AugIPD's A$71.5 million data-centre run came with a thinner gross margin IPG · Industrials · 6:24pm AEST
- 14 AugGlobant's client ledger lost 77 names while revenue stood still GLOB · Information Technology · 11:46am AEST
- 14 AugCoach beat every target. Tapestry still lost $5.1 billion TPR · Consumer Discretionary · 8:52am AEST
- 14 AugAntofagasta's copper windfall cannot hide 35,000 tonnes of lost guidance ANTO · Basic Materials · 7:34am AEST
- 14 AugAdyen's 16% relief rally assumes its two acquisitions will earn their keep ADYEN · Financials · 5:25am AEST
- 13 AugCenturia's 6% AI rally counts 7MW of capacity before one new customer contract CNI · Real Estate · 8:58pm AEST
- 13 AugCleanaway's bid spread is a nine-week argument about debt and execution CWY · Industrials · 7:42pm AEST
- 13 AugCaptivate brings 26,000 screens and a $32 million EBITDA hurdle NCMI · Communication Services · 11:23am AEST
- 13 AugNebius's 34% rally rests on 22-month payback, not 454% revenue growth NBIS · Information Technology · 8:57am AEST
- 13 AugCLS has £43 million of sales left to prove its NTA is more than an appraisal CLI · Real Estate · 7:23am AEST
- 13 AugInventory, not demand, now decides whether Bechtle's upgrade converts to cash BC8 · Information Technology · 4:12am AEST
- 12 AugPremier lost A$236 million after cutting EBIT by A$7 million and ending Peter Alexander's UK test PMV · Consumer Discretionary · 9:02pm AEST
- 12 AugSEEK's pricing engine outran vacancies, then FY27 exposed its limit SEK · Communication Services · 6:18pm AEST
- 12 AugCardinal doubled revenue while its owner cash went backwards CDNL · Industrials · 11:42am AEST
- 12 AugLakefront's first results after Ouro put €734 million behind two published autoimmune patients LKFT · Health Care · 10:48am AEST
- 12 AugOn's 20% plunge turns wholesale discipline into an Americas growth wager ONON · Consumer Discretionary · 9:06am AEST
- 12 AugThe cash behind TKH's 44% EBITA jump is still in working capital TWEKA · Industrials · 5:27am AEST
- 11 AugAustal's US$1.2 billion headline price runs through three loss-making ship programs ASB · Industrials · 9:13pm AEST
- 11 AugLife360 cleared 100 million users. The market wanted cleaner cash. 360 · Information Technology · 6:51pm AEST
- 11 AugA 15-patient trial wiped out Sionna's platform premium. Cash now exceeds market value SION · Health Care · 12:52pm AEST
- 11 AugMedical Properties Trust moved its debt wall to 2032. The 9.25% coupon sets the cost MPT · Real Estate · 8:59am AEST
- 11 AugSobi's $75m cheque changes Innate Pharma's runway before Phase III IPH · Health Care · 7:07am AEST
- 11 AugOxford Biomedica's £40m guidance hole exposes the limits of backlog visibility OXB · Health Care · 5:17am AEST
- 11 AugBerkshire's US$32.6 billion buying burst barely dents its cash mountain BRK.B · Financials · 1:10am AEST
- 10 AugPost Holdings bought back $909 million of stock before a 13% selloff POST · Consumer Staples · 11:59pm AEST
- 10 AugThe missing number in Tesla's $16.8 billion Terafab announcement is Tesla's own bill TSLA · Consumer Discretionary · 9:24pm AEST
- 10 AugSpaceX picked Nvidia. Its US$5.4 trillion valuation still depends on broad, durable demand NVDA · Information Technology · 8:37pm AEST
- 10 AugEdge stopped paying rent. Arena REIT's 22% fall assumes the damage spreads ARF · Real Estate · 6:31pm AEST
- 9 AugApple's moat is widening in the accounts and narrowing in the courts AAPL · Information Technology · 10:47pm AEST
- 7 AugASX's results rally prices a cleaner technology reset before CHESS 2 ASX · Financials · 6:47pm AEST
- 7 AugNick Scali's results pop prices sofa demand before the margin cycle turns NCK · Consumer Discretionary · 11:58am AEST
- 6 AugAlliance Aviation's Qantas pop prices fleet certainty before FY26 lease returns AQZ · Industrials · 6:47pm AEST
- 6 AugAMP's profit pop prices capital returns before bank runoff is finished AMP · Financials · 11:10am AEST
- 5 AugNeuren's DAYBUE pop prices a royalty upgrade before Japan answers NEU · Health Care · 11:49am AEST
- 4 AugCredit Corp's results selloff prices US growth as a quality problem CCP · Industrials · 11:44am AEST
- 3 AugFleetPartners' bid rally prices SG Fleet's synergies before the board has a deal FPR · Financials · 6:11pm AEST
- 3 AugWorley's contract pop puts backlog quality ahead of the FY26 result WOR · Industrials · 11:34am AEST
July 2026
- 31 JulyWhen ASX rallies priced clean execution and falls priced trustEditorial MGH · — · 6:02pm AEST
- 31 JulyMaas approval rally prices a cleaner exit than the debt story allows MGH · Industrials · 11:58am AEST
- 30 JulyAppen's quarterly pop prices AI-data growth before margin proof APX · Information Technology · 11:31am AEST
- 29 JulyMineral Resources' quarterly rally puts lithium cash against debt repair MIN · Materials · 6:10pm AEST
- 29 JulyCSL's Horizon 2 rally prices yield optionality before trials begin CSL · Health Care · 11:31am AEST
- 28 JulyDroneShield's ASIC selloff puts contract quality ahead of defence demand DRO · Industrials · 6:52pm AEST
- 28 JulyWEB's buyback rally prices WebBeds margin recovery before FX does the work WEB · Consumer Discretionary · 11:54am AEST
- 24 JulyResolute's ABC selloff puts growth ounces against Mali cash risk RSG · Materials · 6:47pm AEST
- 24 JulyKaroon's Bauna-led pop asks if cash flow matters more than decline risk KAR · Energy · 11:39am AEST
- 23 JulyOFX's bid surge prices a cleaner exit than the payments record has earned OFX · Financials · 6:09pm AEST
- 23 JulyJames Hardie's results pop puts AZEK synergies behind the siding beat JHX · Materials · 11:34am AEST
- 22 JulyPeninsula's guidance withdrawal turns Lance into a flow-rate test PEN · Energy · 6:08pm AEST
- 22 JulyXero's software selloff puts growth duration before Melio synergies XRO · Information Technology · 12:18pm AEST
- 21 JulyHUB24's platform selloff puts flow quality before FY26 margin relief HUB · Financials · 6:53pm AEST
- 20 JulyForrest's tungsten stake turns a supply-chain rally into a production test EQR · Materials · 11:42am AEST
- 17 JulyColes' relief rally says pet-care discipline matters more than new growth COL · Consumer Staples · 6:28pm AEST
- 17 JulyRegis lifted production guidance and still sold off with gold RRL · Materials · 11:47am AEST
- 16 JulyREA's India exit rally prices cleaner margins before Aurum paper REA · Communication Services · 6:28pm AEST
- 15 JulyBHP's copper-led rally prices China's policy tailwind before iron ore does the work BHP · Materials · 6:01pm AEST
- 14 JulyPaladin's quarterly selloff puts Langer Heinrich's ramp-up before the uranium price PDN · Energy · 11:24am AEST
- 13 JulyIGO's battery-metals selloff puts Greenbushes cash flow before the nickel reset IGO · Materials · 6:54pm AEST
- 13 JulyResMed's sleep-apnoea selloff tests whether GLP-1 fear can outweigh device evidence RMD · Health Care · 11:42am AEST
- 10 JulyMesoblast's Ryoncil pop prices a launch before cash discipline is proven MSB · Health Care · 8:24pm AEST
- 9 JulyJumbo's guidance pop prices Dream US before UK integration is settled JIN · Consumer Discretionary · 6:47pm AEST
- 9 JulyMegaport's entitlement-offer rally puts funded growth back on trial MP1 · Information Technology · 11:11am AEST
- 8 JulyGenusPlus' Telstra outage selloff tests whether one contract can reset a grid-growth story GNP · Industrials · 6:41pm AEST
- 8 JulyAlkane's gold output beat still left the market watching costs ALK · Materials · 11:57am AEST
- 7 JulyNetwealth's Morgan Stanley pop prices platform flow before margin payback NWL · Financials · 6:13pm AEST
- 7 JulyWiseTech's relief rally still has to carry e2open's debt WTC · Information Technology · 11:01am AEST
- 6 JulyBoss's guidance pop brings Honeymoon's August study to the centre BOE · Materials · 7:06pm AEST
- 6 JulyVault's superior bid turns Leonora scale into the auction price VAU · Materials · 11:06am AEST
- 3 JulyGenesis' gold rally asks whether Leonora can earn the price of growth GMD · Materials · 6:08pm AEST
- 3 JulyPEXA's property-settlement selloff puts UK losses against the Australian toll booth PXA · Technology · 11:08am AEST
- 2 JulyNAB's upgrade pop asks whether business-bank spreads can outrun bad debts NAB · Financials · 6:06pm AEST
- 2 JulyNEXTDC's data-centre selloff tests how much AI demand can outrun capex NXT · Information Technology · 11:34am AEST
- 1 JulyPerpetual's rejected bid turns a rally into a break-up value test PPT · Financials · 6:36pm AEST
- 1 JulySouth32's aluminium exit turns a rally into a copper and manganese question S32 · Materials · 11:33am AEST
June 2026
- 30 JuneZip's two-day rally prices a US turnaround before credit costs have finished their say ZIP · Financials · 6:00pm AEST
- 30 JuneLiontown's lithium selloff puts Kathleen's ramp-up before the price cycle LTR · Materials · 11:00am AEST
- 29 JuneTransurban's North America update puts toll growth against rate risk TCL · Industrials · 6:00pm AEST
- 29 JuneNeuren's European Daybue jump puts one-drug royalties ahead of the pipeline NEU · Health Care · 11:00am AEST
- 26 Junea2 Milk's A$300m payout rides China-label registrations, not a birth-rate turn A2M · Consumer Staples · 6:25pm AEST
- 26 JuneNorthern Star tracks bullion higher but the market still won't pay for record gold margins NST · Materials · 11:15am AEST
- 25 JuneWorley's A$110m FY26 hit is timing and currency; the tape priced a structural reset WOR · Energy Services · 6:20pm AEST
- 25 JuneJudo's credit reset turns a growth-bank story into a cost-of-risk argument JDO · Financials · 11:33am AEST
- 24 JunePro Medicus's contract wins are real; its 160-times multiple is the wager PME · Health Care · 6:08pm AEST
- 24 JuneSantos shed its takeover premium just as Barossa and Pikka come online STO · Energy · 11:41am AEST
- 23 JuneWoodside has surrendered most of its oil-war spike, leaving the LNG build to set the price WDS · Energy · 6:12pm AEST
- 23 JuneChina's export blacklist re-rated Lynas from price-taker to strategic asset LYC · Materials · 11:19am AEST
- 22 JuneMinRes wears the lithium selloff hardest because of the A$5.3bn behind it MIN · Materials · 6:10pm AEST
- 22 JunePilbara's P2000 down payment lands in a lithium selloff it didn't cause PLS · Materials · 11:28am AEST