Duratec Limited (ASX:DUR) surged after its 50:50 Duratec Ertech Joint Venture secured a A$281 million Department of Defence contract for major upgrades at HMAS Stirling. The win strengthens Duratec’s position within Australia’s AUKUS infrastructure program, but the stock’s strong rally and higher valuation mean investors may need to weigh momentum against entry risk.
The result showed stronger sales growth, improving margins, and positive signs from its delivery partnership, which helped drive the sharp share price move. Even so, investors still need to watch whether this momentum can continue and if the US expansion starts contributing in a meaningful way
This article explores how Australia’s tourism recovery is creating fresh opportunities in ASX consumer discretionary stocks in 2026. It explains the structural drivers behind the rebound and highlights the listed companies most exposed to rising travel demand.
This article looks at whether the recent pullback in ASX micro-caps and small-cap growth stocks is a warning sign or a fresh opportunity for investors in 2026. It explains the earnings gap, valuation disconnect, sector tailwinds, and company-specific risks shaping the small-cap outlook.
Challenger cut its offer for Pepper Money from A$2.60 to A$2.25 per share, creating fresh uncertainty around whether a deal will happen at all. That pushed PPM shares lower, even as its latest FY2025 numbers remained strong.
CSL Limited (ASX: CSL), Australia's largest healthcare company, dropped a bombshell on investors this week. On 10 February, the company announced that CEO Dr Paul McKenzie was leaving, effective immediately. Shares crashed around 5% in the closing auction, finishing at A$171.39. The very next morning, weak half-year earnings sent shares plunging again, falling as low as A$151.30 before recovering to around A$163.44, an eight-year low.
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