Despite headwinds our long-term outlook is unchanged.

Headwinds in listed energy stocks likely to have passed

Sims guides huge earnings upgrade as data center metals demand spikes.

Our fair value is maintained despite investor enthusiasm.

Only dividend aristocrat on the ASX has retreated from all-time high.

The shares are overvalued as investors are overly excited about defence and gold exposure.

Our view on the potential for additional offers.

Shares have dropped 20% in the previous year due to concerns about tariffs.

Cyclical headwinds persist but loan book and industrial property prop up earnings.

Our capital allocation rating was also lowered due to balance sheet weakness.