Companies

Labor’s resounding victory at the weekend’s Federal Election, securing a second term with a strengthened parliamentary majority, defied predictions of a close contest, possibly reflects the idealism of a new generation of voters, and grants Labor a mandate to advance a socialist policy agenda.

Victoria’s fiscal challenges however are the result of a long-term Labor government running a socialist agenda that has now run out of other people’s money. continue…

by Roger Montgomery Posted in Companies, Economics, Market commentary.

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TUAS Limited (ASX:TUA), an emerging player in the Singapore telecom market, has caught the attention of investors and analysts alike. With its subsidiary, Simba, driving robust subscriber growth and a bold expansion into broadband and innovative eSIM products, TUAS is positioning itself as a formidable contender in a highly competitive landscape. A 31 March, 2025 report from broker, Peloton Capital, paints an optimistic picture, valuing the stock at A$8.04 and offering significant upside potential.

Let’s see if this ASX-listed telecom stock deserves further investigation. continue…

by Roger Montgomery Posted in Companies.

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TUAS (ASX:TUA) (pronounced ‘Too-as’) is a company we have written about on the blog several times. Back in April 2024 on a ‘Spark you F.I.R.E’ podcast with Jazz Sidana, I noted that it was difficult to establish a confident valuation on this company (which at the time held a share price of $3.84) given the lack of sufficient information available. continue…

by Roger Montgomery Posted in Companies.

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It’s been a record run for stocks. The past two years delivered historic returns for global and U.S. stocks. Indeed, the 24- months ending 31 December 2024 ranks as one of the top 10 two-year periods since the middle of last century. continue…

by Roger Montgomery Posted in Companies, Global markets, Market commentary.

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With reporting season coming to an end, companies listed on the Australian Securities Exchange (ASX) have released their half-year results, offering insights into their financial performance and strategic direction. I have summarised the results of seven companies, highlighting key earnings surprises, market reactions, and potential opportunities for investors.  continue…

by Roger Montgomery Posted in Companies.

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Qantas (ASX:QAN) has posted a significant rise in half-year profits, demonstrating continued momentum in the airline’s post-pandemic recovery. The company reported an underlying profit before tax of $1.39 billion, an 11 per cent increase compared with the same period last year. Statutory profits also climbed by 6 per cent, reaching $923 million. continue…

by Roger Montgomery Posted in Companies.

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Guzman y Gomez (ASX:GYG) has reported its half-year results, exceeding the market’s expectations for revenue by two per cent but missed the markets earnings before interest, taxes, depreciation and amortisation (EBITDA) forecasts by four per cent. The market’s negative reaction to the results suggests the share price had moved too far ahead of operational milestones. continue…

by Roger Montgomery Posted in Companies, Small Caps.

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Telstra’s (ASX:TLS) latest half-year financial results, released yesterday, tell a story of modest gains, underpinned by cost control rather than broad-based expansion, raising important questions about the company’s path to sustainable growth. continue…

by Roger Montgomery Posted in Companies.

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by Roger Montgomery Posted in Companies, Video Insights.

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Wesfarmers (ASX:WES) delivered a solid set of half-year results for financial year 2025, exceeding market estimates at the earnings-before-tax (EBT) level and marginally at the top line. Strong performances by Kmart and WesCEF (chemicals, energy and fertilisers) drove the positive surprise, while Bunnings met expectations. continue…

by Roger Montgomery Posted in Companies, Stocks We Like.

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