Research

Company archives

Market archives

Sector archives

Theme archives

Latest research

1. 9 Sept 2026An unpublished FDA letter now controls Echo IQ's heart-failure timetableEcho IQ (ASX:EIQ) fell 50% after the FDA rejected EchoSolv HF's 510(k). The remaining valuation still assumes a regulatory recovery. ASX:EIQ · Health Care · 6:58pm AEST
2. 9 Sept 2026Howmet shed $11 billion before GE moved a single casting orderHowmet Aerospace (NYSE:HWM) fell 10.70% after GE agreed to acquire CPP. Its valuation now depends on which casting orders move. NYSE:HWM · Industrials · 12:43pm AEST
3. 9 Sept 2026Novartis paid $12 billion for Avidity. Its lead drug just failed Phase IIINovartis AG (NYSE:NVS) lost 13.9% after three clinical setbacks; the $42.5 billion reaction reaches far beyond one failed drug. NYSE:NVS · Health Care · 9:28am AEST
4. 9 Sept 2026Computacenter's backlog quadrupled as gross margin fell to 9.6%Computacenter (LSE:CCC) fell 7.8% after first-half profit rose 87%. Its £9.3 billion backlog is large, but cash and margin expose the quality of the growth. LSE:CCC · Information Technology · 8:29am AEST
5. 9 Sept 2026Dunelm will reinvest every pound of its £100 million cost planDUNELM GROUP PLC (LSE:DNLM) fell 14.27% after mapping a self-funded reset. The close now assumes that most of the spending repairs rather than lifts growth. LSE:DNLM · Consumer Discretionary · 5:39am AEST
6. 8 Sept 2026Core Lithium's first concentrate leaves Finniss's crusher as the next proof pointCore Lithium (ASX:CXO) rose 6.06% after Finniss produced first concentrate. The milestone leaves recovery, costs and BP33 funding to prove. ASX:CXO · Materials · 9:17pm AEST
7. 8 Sept 2026Juliet's 49 metres added A$61 million before the well measured its flowAmplitude Energy (ASX:AEL) rose 12.31% after Juliet-1 found 49.8 metres of net gas pay. The close prices geology before deliverability. ASX:AEL · Energy · 7:24pm AEST
8. 8 Sept 2026SigmaRoc cut leverage to 1.66 times, then signed a €118 million dealSigmaRoc plc (LSE:SRC) rose 10.68% on firmer margins and the Dolomitas deal. The test is whether another acquisition can preserve owner cash. LSE:SRC · Materials · 8:16am AEST
9. 8 Sept 2026Paragon lost 54%, yet its last €3 million still sits behind the creditor queueparagon GmbH & Co. KGaA (XETRA:PGN) fell 54% after filing for insolvency. The last €3.1 million of equity value depends on a creditor-negotiated stub. XETRA:PGN · Consumer Discretionary · 6:05am AEST
10. 7 Sept 2026Bubs can stay on US shelves; 13 cents still asks for a profitBubs Australia (ASX:BUB) gained 30% on permanent FDA access. The approval removes a regulatory cliff, while cash conversion remains unsettled. ASX:BUB · Consumer Staples · 9:16pm AEST
11. 7 Sept 2026Warburg's A$4.75 was not enough for Ingenia; Peet now has to justify the refusalIngenia Communities Group (ASX:INA) jumped 14.8% after rejecting Warburg's A$4.75 proposal. The Peet merger now has to earn the missing 56 cents. ASX:INA · Real Estate · 6:41pm AEST
12. 6 Sept 2026Quanex paid down $42.25 million as nine-month free cash flow fell 32%Quanex Building Products CORP (NYSE:NX) rose 22.23% after Q3. Margin recovered, but Tyman debt still absorbs a thin cash record. NYSE:NX · Industrials · 10:57pm AEST