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National Australia Bank
Core
medium
B
NAB Trims Jobs, Builds Abroad National Australia Bank (ASX: NAB) is reshaping its workforce with 410 job cuts in Australia and 127 new roles created in India and Vietnam, part of a broader 700-position restructure aimed at improving efficiency and aligning with global delivery models. While unions condemned the move as a betrayal amid strong sector profits, markets welcomed the announcement, with NAB shares rising over 1% as investors focused on cost savings and streamlined operations. The shift reflects mounting industry
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APA Group
Core
medium
H
Dividend Aristocrat: 21st Year of Rising Payouts APA Group (ASX: APA) ended FY25 on a strong footing, delivering record underlying EBITDA above $2 billion as well as seeing the 21st consecutive year of distribution growth, while advancing growth projects and sharpening focus on core infrastructure. Strong gas transmission and storage earnings, full-year contributions from Pilbara assets, and inflation-linked tariff escalations drove results, while portfolio simplification through the Networks divestment freed up capital for higher-return projects. In our 10th July update, we highlighted that
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Orica
Core
medium
H
Blasting Ahead Orica (ASX: ORI) is closing FY25 with solid momentum, supported by resilient mining demand and expanding digital revenues. Earnings are set to surpass last year across all core segments, with technology-driven blasting, recurring digital solutions, and specialty chemicals driving growth despite softer thermal coal activity in some regions. Meanwhile, key strategic moves, including securing long-term east coast gas supply and striking an MoU with Santos for Narrabri gas, reduce structural risks and add some upside. Overall, the company is entering
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Global X Copper Miners ETF (WIRE)
Speculative
high
B
Wires and Watts: The Case for Copper The proposed US$53 billion Anglo American-Teck mega-merger highlights how the big boys in the mining game are positioning for a coming copper supercycle. The big interest from global mining giants is well justified in our view and grounded in the looming mismatch between supply and demand for the red metal. A powerful undercurrent is building that points towards a significant structural shift. On the demand side, the engine is not just one megatrend, but a
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Downer EDI
Speculative
high
B
Big Guns: $3B Defence Contract! Downer Edi (ASX: DOW) has secured a landmark $3.05 billion defence contract to provide base and estate services across key regions from 2026, cementing the group’s role as a long-term partner under the Defence Base Services Transformation program. The deal, potentially extending to 10 years, broadens Downer’s operational scope and strengthens revenue visibility, though the company must balance the upside with legal headwinds from an ongoing ACCC cartel case and the execution risks of managing a larger, more complex
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BHP
Core
medium
B
Nickel No More BHP (ASX: BHP) is reshaping its asset portfolio with a decisive retreat from nickel, formally appointing Macquarie Capital and UBS to advise on the potential sale of the loss-making Western Australia Nickel assets. The move marks a clear shift toward core profit engines such as iron ore, copper, and metallurgical coal, following an FY25 EBITDA loss of US$600 million from nickel operations. In our 20th August tech update, we noted that “In terms of the near-term technical outlook, BHP has broken
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Stock Disclosure

ASX- Listed Australian stocks:

A1M, AAC, ABX, ABY, ADI.AU, AKE, ALK, AMC, AMI, ANN, ANZ, APA, ARB, ASM, AZS, BFC, BFC.AU, BHP, BKL, BLD, BOQ, BUB, BWP, CAT, CHC.AU, CHN.AX, CKF, CNR, COF.AX, CQE.AU, CSL, DHG, DMP, DXS.AU, ECF.AX, EHE.AUX, ELD, ENN.AX, ESS, EVN.AU, FAL, FATP.AX, FID, FMG, FPC.AU, FPP, GBS, GOLD, GOR.AU, GPT.AU, HUB, IDX, IGO, IPL, JHC.AX, JHX, KRR, MCR, MPL, NAB, NCM.AU, NEC, NML, NSR.AU, NST.AX, NUF, NXM, ORA, ORI, PAN, PAR.AU, PPS, PRN, QAN, QBE, RED, RIO, RXL, S32, SBM, SCG.AU, SCG-2, SFR, SGP, SHL, SLR, SRG, SRV.AU, SSPG-2, SSR, STO, SUN, SVY, TLS, TPG, TRS, TWE, VCX, WBC, WDS, WHC, X64, PDN, GNC, MGR, TYR, ATOM, 29M, RRL.AU, STO.AX, WDS.AX & GMD.AX

International stocks:

3382, 3690, 5930, 6506, 6954, 8058, 9432, 1128.HKE, 1818.HKE, 1821.HK, 1876.HKE, 1928.HKE, 1972.HKE, 2282.HKE, 2840.HKE, 2883.HKE, 3289.TKS, 3690.HKE, 388.HKE, 435.HK, 5929.TKS, 6367.TKS, 6481.TKS, 6758.TKS, 683.HKE, 69.HKE, 700.HKE, 7167.TKS, 7186.TKS, 7974.TKS, 823.HK, 8306.JP, 8316.JP, 8331.T, 8411.T, 8604.TKS, 8604-2, 8801.JP, 8804.TKS, 9684.TKS, AAL, AAPL.NAS, ABX.TSX, ACA.PAR, AIR, AMH.NYS, AMS, AMS.MAD, ANGPY, ANTO, APF, ARF, AT1.ETR, ATVI, ATYM, AUTO.LSE, AV, AVB.US, BA, BABA.NYS, BAC, BARC, BBOX.LSE, BGFD, BHP.NYS, BHR.NYS, BIDU.NAS, BKIA, BMW, BN, BNP.PAR, BP, BT.A, BXP.NYS, C, CAST.SE, CAT, CCH, CCL.LSE, CDE.NYS, CDE.US, CEY, CHL, COL.ES, CQR, CSCO, CSGN, CUZ.NYS, CVO.PA, DGE, DHC, DHI, DIS, DIS.NYS, DLR.NYS, DOM.LSE, ECMPA.AMS, ENAV-uk, ENTRA.OSL, ENX.PAR, EQIX, ESS.US, EXR.NYS, EZJ, FDX, FRES.LSE, G24, GDX.LSE, GDXJ.LSE, GDXJ.US, GEMD, GLD.ARC, GLEN, GOCO, GOLD.NYS, GOOG, GRG, GSK, HDB, HEIA.AMS, HL, HLT.NYS, HMY, HMY.NYS, HSW, HUFV.SE, IAG, IBN, IMG, IMPUY, ITRK, ITV, JHX.NYS, JP.8308, KGC, KIM.US, KNEBV.HEL, KWS, LEG.ETR, LEN, LGEN, LLOY, LRE, LSE, LVMH, MC.PAR, MCRO, MCRO.LSE, MKS, MOL, MONY, MRL.ES, MTN.NYS, NEM, NG, NSR, NWH.U.CA, NWH.UN.TSX, OXY, PETS, PG, PHE, PHE.LSE, PLATJPN, PLD.US, PLEF, PLG.CA, POLY, PPH, PSA.NYS, PZC, RB, REL, RELX, RI, RIGD, RIGD.LSI, RING, RMV.LSE, RNK, RR, SGE, SGRO.GB, SHEL, SIL, SKT, SKT.US, SLP, SMDS, SMI, SMSN.LSI, SN, SNE, SPG.US, SPK, SRC.US, STAY.NAS, SYY, TGYM, TJX.NYS, TME, TRNO.US, TSM, TTWO, TWR, UBER, ULVR, UMH.NYS, VER, VNO.NYS, VOD, VOW, VTR.US, WELL.K, WMG.NAS, WYNN, XERI.PK, XOM, YTRA, YUMC, ZG.NAS, URA, HEM.SE, 9888.CN, 9988.HK, 7163.JP, CDE.US, GENI.GB, PDN.AX, RIOT.US & ZG.US