Research index

ASX research

Durable archives for company coverage, sectors, and investment themes. Each hub links the dated editions that belong to it.

37 editions published since the archive reset.

Company archives

Sector archives

Financials5 editionsSource-cited ASX financials research covering banks, lenders, insurers, and market infrastructure.Materials14 editionsSource-cited ASX materials research covering miners, commodity producers, and resource-cycle economics.

Theme archives

Lithium4 editionsSource-cited ASX lithium research covering spodumene pricing, cost curves, debt, and producer economics.BNPL1 editionSource-cited ASX BNPL research covering Zip Co, credit losses, funding costs, and merchant economics.

Latest research

20 July 2026Forrest's tungsten stake turns a supply-chain rally into a production testEQ Resources (ASX:EQR) jumped after Andrew Forrest's vehicle took Oaktree's stake. We test whether tungsten scarcity supports the move.ASX:EQR · Materials · 11:42am AEST
17 July 2026Coles' relief rally says pet-care discipline matters more than new growthColes Group (ASX:COL) rallied after ending Greencross talks. The test is whether capital discipline beats buying pet-care growth.ASX:COL · Consumer Staples · 6:28pm AEST
17 July 2026Regis lifted production guidance and still sold off with goldRegis Resources (ASX:RRL) fell about 9% after lifting FY27 output guidance. The question is whether gold-stock risk swamped mine evidence.ASX:RRL · Materials · 11:47am AEST
16 July 2026REA's India exit rally prices cleaner margins before Aurum paperREA Group (ASX:REA) rose 6.6% before an India sale that cuts FY26 EBITDA drag. We test whether cleaner margins offset retained Aurum exposure.ASX:REA · Communication Services · 6:28pm AEST
15 July 2026BHP's copper-led rally prices China's policy tailwind before iron ore does the workBHP Group (ASX:BHP) jumped 3.2% with the commodity tape. We test whether copper growth can carry an iron-ore-priced giant.ASX:BHP · Materials · 6:01pm AEST
14 July 2026Paladin's quarterly selloff puts Langer Heinrich's ramp-up before the uranium pricePaladin Energy (ASX:PDN) fell after its June-quarter call notice. We test whether the move fits Langer Heinrich ramp-up risk.ASX:PDN · Energy · 11:24am AEST
13 July 2026IGO's battery-metals selloff puts Greenbushes cash flow before the nickel resetIGO Limited (ASX:IGO) fell 10.1% as lithium and nickel sentiment cracked. We test whether Greenbushes cash flow offsets the nickel reset.ASX:IGO · Materials · 6:54pm AEST
13 July 2026ResMed's sleep-apnoea selloff tests whether GLP-1 fear can outweigh device evidenceResMed (ASX:RMD) fell 4.7% as sleep-apnoea sentiment weakened. We test whether device demand still supports the valuation.ASX:RMD · Health Care · 11:42am AEST
10 July 2026Mesoblast's Ryoncil pop prices a launch before cash discipline is provenMesoblast (ASX:MSB) jumped on Ryoncil revenue. The question is whether the first US$115m year changes the cash-burn valuation math.ASX:MSB · Health Care · 8:24pm AEST
9 July 2026Jumbo's guidance pop prices Dream US before UK integration is settledJumbo Interactive (ASX:JIN) jumped after lifting FY26 earnings expectations. The question is whether Dream US offsets the UK integration risk.ASX:JIN · Consumer Discretionary · 6:47pm AEST
9 July 2026Megaport's entitlement-offer rally puts funded growth back on trialMegaport (ASX:MP1) jumped after completing its retail entitlement offer. The test is whether funded network growth can earn the higher price.ASX:MP1 · Information Technology · 11:11am AEST
8 July 2026GenusPlus' Telstra outage selloff tests whether one contract can reset a grid-growth storyGenusPlus Group (ASX:GNP) fell after a Telstra outage clarification; we test contract risk against grid capex and cash returns.ASX:GNP · Industrials · 6:41pm AEST