By Topic
Transurban Group (ASX: TCL): Large-Scale Infrastructure Excellence and Compounding Cash Flow Across Market Cycles
Transurban is a high-quality global infrastructure franchise with long-duration, inflation-protected cash flows, strong pricing power and irreplaceable assets. The market remains overly focused on macro headwinds, overlooking the durability of its concessions, recovering mobility and improving cash-flow conversion. As operational risk declines and cost pressures fade, Transurban is well positioned to deliver asymmetric upside through FY26–FY28 via compounding distributions and operating leverage.
Monadelphous Group (ASX: MND) – From Turnaround Story to Premium-Cycle Pricing
Monadelphous Group is a high-quality, cycle-exposed engineering contractor leveraged to Australian resources and energy capex. Strong cash generation, a net cash balance sheet and disciplined contract selection underpin its reputation and dividend capacity. Long-standing Tier 1 client relationships support earnings resilience across mining, LNG and infrastructure projects. However, the current valuation suggests much of the favourable operating outlook is already priced in.
Is it a good time to buy NRW Holdings (ASX: NWH) after the bounce off its major support level?
NRW Holdings is an Australian mining services contractor providing civil construction and contract mining to major producers like BHP and Rio Tinto. Its earnings are closely tied to Australia’s mining investment cycle. Strong cash flow and new contracts could support recovery if resource sector capex remains strong.
SportsHero's (SHO) share price on the move again. How much higher will it go this time?
SportsHero (ASX: SHO) is up over 300%, driven by deals and funding, but is now consolidating after a sharp rally, with further upside dependent on holding support.
How much higher can Lodestar Minerals' (ASX: LSR) share price go after the recent breakout?
Lodestar Minerals has surged ~129% YTD after a breakout to ~$0.028, with potential upside toward $0.03–$0.04 if momentum continues. However, as an early-stage explorer, gains are likely event-driven and volatile, with sustainability dependent on exploration success.
3 ASX Stocks with Recent Bullish Breakouts
When you track the ASX day after day, you eventually spot those moments when a stock stops drifting and suddenly kicks into gear. A clear breakout, the kind that pushes past weeks of hesitation, often tells you buyers are finally taking control. In this article, we’re looking at three Australian companies whose share prices have recently surged through key resistance levels. These aren’t just quick spikes or one-day wonders. Each chart shows a pattern of tightening ranges, rising volume, and a decisive move that suggests momentum may continue.
...