Category: Stock Market

ASX 200 energy shares are falling on Wednesday as the Brent Crude oil price slips more than 6% to under US$100 per barrel.

The S&P/ASX 200 Energy Index (ASX: XEJ) is down 2.5% while the broader S&P/ASX 200 Index (ASX: XJO) is up 1.75%.

Oil and gas prices are easing across the board today after the United States said it was continuing discussions with Iran to end the war.

Israeli media indicated that the US had proposed a one-month ceasefire to facilitate ongoing discussions for a diplomatic resolution.

The New York Times reported that the US had sent Iran a 15-point proposal via Pakistan, which had offered to act as an intermediary.

Trading Economics analysts commented:

These developments outweighed concerns over further Middle East escalation after President Donald Trump ordered the deployment of roughly 2,000 troops to the region, as the administration considered options to loosen Iran’s control over the Strait of Hormuz.

The 2,000 troops are from the US Army’s 82nd Airborne Division.

Iran continues to deny it has even engaged in negotiations with the US, and the Strait of Hormuz remains effectively shut.

This is disrupting 20% of the world’s oil and gas supplies, which has led to rising fuel prices and some shortages.

In Australia, petrol prices are as high as 247.9 cents per litre in Sydney.

Scores of service stations across the nation have run out of either petrol or diesel, or both.

Nine of the top 10 fastest fallers on the ASX 200 today are energy shares.

Let’s take a look.

ASX 200 energy shares slip on Wednesday

The worst-hit ASX 200 energy share today is Karoon Energy Ltd (ASX: KAR), down 6.7% to $1.92.

The market’s biggest ASX 200 oil share, Woodside Energy Group Ltd (ASX: WDS), is down 3.5% to $33.50 per share.

The Santos Ltd (ASX: STO) share price is down 2.4% to $7.66.

Ampol Ltd (ASX: ALD) shares are down 2.8% to $32.88.

The Viva Energy Group Ltd (ASX: VEA) share price is down 2.5% to $2.39.

Beach Energy Ltd (ASX: BPT) shares are 5.1% lower at $1.25.

ASX 200 coal shares are also lower today.

The Yancoal Australia Ltd (ASX: YAL) share price is 5.3% lower at $7.86.

The Whitehaven Ltd (ASX: WHC) share price is down 4.6% to $8.89.

The New Hope Corporation Ltd (ASX: NHC) share price is $5.59, down 4.3%.

Why is the rest of the market rising?

The ASX 200 is rising strongly on hopes that the war in Iran will end soon, as well as new inflation data that surprised on the downside.

The Australian Bureau of Statistics reported that the Consumer Price Index (CPI) lifted 3.7% in the 12 months to February.

That’s down 0.1% from the 12 months to January.

Markets were expecting 3.8% for February, so the data was a pleasant surprise for investors.

However, inflation remains well outside the Reserve Bank’s target range of 2% to 3%, with its ultimate goal being to reach the mid-point.

Housing costs, which incorporate electricity prices, new homes, and rents, rose the most at 7.2% over the 12 months.

Electricity prices alone rose 37% over the period.

The post Why are ASX 200 energy shares tumbling today? appeared first on The Motley Fool Australia.

More reading

• Why Amplitude Energy, Atlas Arteria, Computershare, and Woodside shares are falling today
• Are these ASX shares hitting 52-week highs still worth buying?
• 5 things to watch on the ASX 200 on Wednesday
• 5 most traded ASX 200 shares since the war began
• $7,500 invested in New Hope shares 5 weeks ago is now worth…

Motley Fool contributor Bronwyn Allen has no position in any of the stocks mentioned. The Motley Fool Australia’s parent company Motley Fool Holdings Inc. has no position in any of the stocks mentioned. The Motley Fool Australia has no position in any of the stocks mentioned. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.

There is a wide range of ASX dividend shares available on the sharemarket for Australian investors seeking reliable passive income.

The problem is working out how to narrow it down to the ones that suit your portfolio best.

Here are three high-yield ASX dividend shares that could offer a great passive income.

Atlas Arteria (ASX: ALX)

Atlas Arteria is a global owner, operator, and developer of toll roads, with a portfolio of five toll roads in France, Germany, and the United States.

The defensive-style asset benefits from long-term, predictable, and recurring cash flow, enabling it to pay consistently high dividends to shareholders.

Atlas is due to pay its second-half FY25 dividend to investors next month. It will pay 20 cents per security, unfranked, which equates to a trailing 9.1% dividend yield using the $4.355 share price at the time of writing. 

IPH Ltd (ASX: IPH)

IPH provides intellectual property (IP) services through a network of global brands. The group operates across ten jurisdictions in 25 countries, making it the largest IP services provider in the Asia-Pacific region. Its services cover everything from patent filing and trademarks to prosecution, portfolio management, and enforcement. A significant share of its revenue comes from the Asia-Pacific market.

The ASX dividend company consistently generates a strong cash flow from its operations. The company reported cash conversion of 101% in its first-half FY26 results.

It is this strong cash flow that has enabled the company to be an established, reliable dividend payer. It also gradually increases its dividend over time.

IPH paid an interim dividend of 10 cents per share yesterday, up 11.8% on the prior period. The company is expected to pay fully-franked dividends of 38 cents per share in FY26, translating to a dividend yield of 11.7% at IPH’s $3.245 share price at the time of writing.

Nine Entertainment Co. Holdings Ltd (ASX: NEC)

Media giant Nine Entertainment underwent a strategic reshape of its business during the first half of FY26. The shift included a broad portfolio restructure involving acquisitions and asset sales, enhancing its digital and streaming revenue.

The ASX dividend company acquired QMS Media, sold Nine Radio, and restructured its NBN and Darwin TV operations. It also sold its controlling stake in property platform Domain. 

The $1.4 billion Domain deal allowed Nine to reduce debt, boost its balance sheet, and return roughly $777 million (paying a special dividend at a rate of 49 cents per share) to investors in late 2025. 

Nine is due to pay investors an unfranked interim dividend of 4.5 cents per share next month. The company is expected to pay 9 cents per share for the full year, which translates to a dividend yield of 9.88% at its current share price of 89.5 cents a piece.

The post 3 ASX dividend shares yielding 9% (or more) appeared first on The Motley Fool Australia.

More reading

• Why Amplitude Energy, Atlas Arteria, Computershare, and Woodside shares are falling today
• 5 things to watch on the ASX 200 on Wednesday
• Atlas Arteria announces 20 cent unfranked dividend for H2 FY25
• These 3 ASX stocks are paying better than 7% dividend yields
• 5 high-yield ASX dividend shares paying 6% to 10%

Motley Fool contributor Samantha Menzies has no position in any of the stocks mentioned. The Motley Fool Australia’s parent company Motley Fool Holdings Inc. has no position in any of the stocks mentioned. The Motley Fool Australia has recommended IPH Ltd and Nine Entertainment. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.

The S&P/ASX All Ordinaries Index (ASX: XAO) is pushing higher on Wednesday as activity across the ASX reaches unusually elevated levels.

At the time of writing, the All Ords is trading at 8,748.9, up 2.07% for the session. Despite recent volatility, the index remains up approximately 7.13% over the past 12 months.

The move comes alongside a sharp lift in trading activity across the ASX, with new data pointing to record futures volumes during March.

Here’s what’s driving the surge.

Record trading activity across the ASX

According to The Australian, Australia’s futures market is on track for its largest trading month on record.

With less than a week remaining in March, ASX 24 futures volumes have already exceeded 28 million contracts. This surpasses the previous record set during the COVID-19 market shock in March 2020.

The increase in activity has not been limited to derivatives.

Cash equity markets have also seen a rapid rise in turnover. About $27.1 billion in trades were recorded last Friday, making it one of the largest trading days on record for Australian equities.

At the same time, a new single-day futures record was set earlier this month, with 4.04 million contracts traded on 11 March.

What’s driving the surge?

The spike in activity reflects a combination of global and domestic factors rather than any single event.

The escalating war in the Middle East has contributed to ongoing volatility across global energy markets. Oil price swings in recent weeks have flowed through to broader market sentiment and trading activity.

At the same time, the interest rate outlook remains uncertain. Markets are pricing in further rate increases in 2026, totalling around 75 basis points.

This has led to increased use of futures and derivatives to manage exposure to both equity markets and interest rates.

ASX management noted that recent conditions have driven higher hedging activity as investors respond to shifting market conditions.

What it means for the All Ords

For the All Ords, the increase in activity does not point to a clear direction.

Instead, it reflects a market where investors are adjusting their positions as conditions change.

Higher trading volumes often come with more volatility, as money moves more quickly between sectors and asset classes.

The recent performance shows this. While the index is higher today, it is still down around 5.36% over the past month and about 2.99% lower year to date.

This shows markets are still working through a mix of macro pressures despite the rise in trading activity.

The post The ASX just hit a rare milestone. Here’s what it means for your money appeared first on The Motley Fool Australia.

More reading

• 4 ASX All Ords shares at 52-week lows: Buy, hold, or sell?
• Worst fortnight in 4 years: How the Iran war is affecting ASX shares
• 26 ASX shares with ex-dividend dates next week
• 35 ASX All Ords shares with ex-dividend dates next week

Motley Fool contributor Aaron Teboneras has no position in any of the stocks mentioned. The Motley Fool Australia’s parent company Motley Fool Holdings Inc. has no position in any of the stocks mentioned. The Motley Fool Australia has no position in any of the stocks mentioned. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.

Qantas Airways Ltd (ASX: QAN) shareholders have had a brutal month. This time last month, the national carrier’s share price was sitting at $10.65 a share. Today, those same shares are worth just $8.77 at the time of writing. And that’s after today’s 5.1% rally (so far). As of yesterday’s closing price of $8.34, Qantas stock was down by almost 22% over the previous month.  

As of current pricing, the broader S&P/ASX 200 Index (ASX: XJO) has lost 6.35% since 25 February. So, Qantas has been a disproportionate loser for investors during this tough period. 

The obvious catalyst for this underperformance is the ongoing US-Iran war. 

Qantas is being hit from all angles here. The most obvious headwind the airline is facing is oil prices. With Brent crude surging past US$100 a barrel amid the escalating conflict in the Middle East, Qantas is staring down one of the sharpest spikes in its single largest fixed cost in years. Fuel typically accounts for somewhere between 20% and 25% of an airline’s total costs. When it moves this quickly, there is little management can do to offset the hit in the short term. 

But Qantas’ pain doesn’t end with oil. The war has also disrupted some of the busiest airline routes in the world, with popular airports in Dubai and Abu Dhabi now under constant threat. 

Further, airlines are sensitive to broader economic growth – Australians (along with everyone else) tend to cut back on travel when they are worried about economic uncertainty. With global growth in doubt thanks to the spike in energy prices we are seeing, demand for air travel over at least the remainder of 2026 is arguably looking a little shaky.  

But I think this sell-off raises much bigger questions than just what oil prices do next.

Should investors buy the dip on Qantas stock?

I’ve never been a huge fan of airline stocks as long-term investments.  

Airlines are capital-intensive businesses that require enormous ongoing investment just to keep operating. They face fierce competition, thin margins, powerful unions, and huge sensitivity to an endless array of potential external shocks that no CEO can control. Oil prices, pandemics, geopolitical crises, recessions. The list goes on. 

I’ve got nothing against Qantas itself. It is a well-run airline that has delivered some impressive results in recent years. Its Frequent Flyers program is one of the most valuable assets in corporate Australia.

However, it is difficult for even a well-managed company to be a lucrative long-term investment if it operates in a structurally difficult industry. Just as having the best house on a bad street doesn’t guarantee prosperity. 

For my money, there are simply better places on the ASX to park long-term capital. Companies with genuine moats, recurring revenue, and the ability to raise prices without losing customers. The kind of businesses that don’t need oil prices to cooperate in order to turn a consistent profit. 

As such, I wouldn’t be buying Qantas shares at $8.77 today, or indeed at $4.77 if they got back to that pricing. There are simply better investments elsewhere, at least in my view.

The post Qantas stock is down 17.7% in a month. Time to buy? appeared first on The Motley Fool Australia.

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• Why is the Woodside share price getting smashed on Tuesday?
• Buy, hold, sell: CBA, QBE, and Qantas shares

Motley Fool contributor Sebastian Bowen has no position in any of the stocks mentioned. The Motley Fool Australia’s parent company Motley Fool Holdings Inc. has no position in any of the stocks mentioned. The Motley Fool Australia has no position in any of the stocks mentioned. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.

In afternoon trade, the S&P/ASX 200 Index (ASX: XJO) is having a strong session and is pushing notably higher. At the time of writing, the benchmark index is up 1.85% to 8,535.6 points.

Four ASX shares that have failed to follow the market higher today are listed below. Here’s why they are falling:

Amplitude Energy Ltd (ASX: AEL)

The Amplitude Energy share price is down 35% to $1.72. Investors have been selling the energy company’s shares following an update on drilling operations at its Isabella prospect in the Offshore Otway Basin, located in Victoria. Amplitude Energy advised that pressure depletion during the testing period does not support a commercial development of the Isabella field. As a result, the well will now be plugged and abandoned. The company’s managing director and CEO, Jane Norman, said: “The result at Isabella is disappointing but geological data from this well will help inform our future exploration prospects.”

Atlas Arteria Group (ASX: ALX)

The Atlas Arteria share price is down 4% to $4.34. This has been driven by the toll road operator’s shares going ex-dividend this morning for its final dividend for FY 2025. Last month, when Atlas Arteria released its full-year results, it declared a final dividend of 20 cents per share. Eligible shareholders can now look forward to receiving this next month on 9 April.

Computershare Ltd (ASX: CPU)

The Computershare share price is down over 2% to $27.75. This may have been caused by a broker note out of Ord Minnett this morning. According to the note, the broker has downgraded the share registry company’s shares to a hold rating with a $36.75 price target.

Woodside Energy Group Ltd (ASX: WDS)

The Woodside share price is down almost 4% to $33.45. Investors have been selling Woodside shares after oil prices sank overnight and during Asian trade on Wednesday. This has been driven by optimism that a US-Iran peace deal could be on the horizon. It isn’t just Woodside shares that are falling today. The S&P/ASX 200 Energy index is down 2.3% at the time of writing.

The post Why Amplitude Energy, Atlas Arteria, Computershare, and Woodside shares are falling today appeared first on The Motley Fool Australia.

More reading

• 3 ASX dividend shares yielding 9% (or more)
• 5 things to watch on the ASX 200 on Wednesday
• 5 most traded ASX 200 shares since the war began
• Oil slides below US$100 as tensions shift, ASX energy stocks pull back
• Why is the Woodside share price getting smashed on Tuesday?

Motley Fool contributor James Mickleboro has positions in Woodside Energy Group Ltd. The Motley Fool Australia’s parent company Motley Fool Holdings Inc. has no position in any of the stocks mentioned. The Motley Fool Australia has no position in any of the stocks mentioned. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.

The All Ordinaries Index (ASX: XAO) is highly unlikely to rocket 112% over the next year, but this ASX mining share is forecast to do just that, according to the investment team at Moelis Australia.

The potentially money-doubling stock in question is Carnaby Resources Ltd (ASX: CNB). And that estimate comes atop today’s outsized gains.

Indeed, Carnaby Resources shares are on fire today.

The ASX mining share closed yesterday trading for 36.5 cents. In early afternoon trade on Wednesday, shares are changing hands for 42.5 cents apiece, up 16.4%.

We’ll look at why Moelis expects that today’s gains are just the tip of the iceberg below.

But first…

Why is the ASX mining share rocketing today?

Carnaby Resources is primarily focused on its Greater Duchess Copper Gold Project, located in Queensland.

Investors are piling into the ASX mining share today after the company announced new high-grade exploration drill results at Greater Duchess.

Carnaby reported top results from one drill hole of 8.1 metres at 9.9% copper equivalent, including 4.3 metres at 16.5% CuEq from 475 metres.

“These results are important as they demonstrate the excellent down plunge continuity of the extremely high-grade breccia shoot mineralisation over at least 600 metres below the Ore Reserve Open pit,” Carnaby Resource managing director Rob Watkins said.

“The Trek 1 extension is shaping up as a very significant high-grade discovery which will be adding valuable mineral inventory to the Greater Duchess Project Mineral Resources,” he added.

Which brings us to…

Why Moelis is bullish on Carnaby Resources shares

Prior to today’s announcement, Moelis reiterated its buy rating on the ASX mining share.

According to the broker:

The defining feature of CNB in our view remains the low-capital pathway to the commencement of production. The planned development pathway will not require the construction of a concentrator, given the company’s toll treatment agreement with Glencore at the nearby Mt Isa concentrator and accompanying offtake.

From an economic perspective, this may not be the most value additive approach if CNB were capital unconstrained, however, in this market, we think investors will be more interested in avoiding risk than academic arguments around the value of fixed infrastructure if CNB were to build a new facility.

Moelis also highlighted the production potential of Greater Duchess, as revealed by Carnaby Resources’ updated pre-feasibility study (PFS) and maiden Ore Reserve estimates.

The broker noted that headline elements include:

• 12-year production profile, producing ~15kt Cu Eq on average per annum
• MA Est. pre-production capex A$15m, pre-tax NPV (13%) at spot prices: A$650m. MA Est. expected IRR ~130%
• Feasibility study on track for completion June Q (2026) with FID expected within the current half. First production slated for 2H CY26
• Maiden Ore Reserve of 8.4mt grading 1.7% Cu & 0.3g/t Au for 164kt Cu Eq

Connecting the dots, Moelis has a 12-month price target of 90 cents per share on Carnaby Resources.

That represents a potential 111.8% upside from this ASX mining share.

The post Why this buy-rated ASX mining share is tipped to surge 112% appeared first on The Motley Fool Australia.

More reading

• This ASX copper company’s shares are defying a weak market after good project news

Motley Fool contributor Bernd Struben has no position in any of the stocks mentioned. The Motley Fool Australia’s parent company Motley Fool Holdings Inc. has no position in any of the stocks mentioned. The Motley Fool Australia has no position in any of the stocks mentioned. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.

Myer Holdings Ltd (ASX: MYR) shares are looking cheap following the company’s first half results, according to the team at Canaccord Genuity, which thinks they could more than double.

Solid first-half result

Myer this week reported that first-half sales had jumped 24.5% to $2.279 billion. These results included the Myer Apparel Brands division for the first time.

The company said it had a record Black Friday sales period and that “total sales for the Group through December and January in line with the prior corresponding period.”

The company’s underlying net profit came in at $51.7 million, up 21.7%, and its statutory net profit came in at $40.3 million, up 32.8%.

Myer executive chair Elizabeth Wirth said it was a solid result.

Our 1H26 result reflects momentum across our business as we continue to implement the Myer Group Growth Strategy. Sales growth was achieved both in store and online, and our disciplined cost management allowed us to make targeted investments including in eCommerce, Marketing, Product, Merchandise and Supply Chain to deliver on our plan. The relaunched MYER one has a record 5.1 million active members, demonstrating the growing traction with our customers. The program provides valuable understanding of what our customers want and how they prefer to shop. These insights are helping inform our revamped offering across the key categories of womenswear and beauty, where we have welcomed La Mer, TOPSHOP and GAP to Myer, with more brand announcements to come.

Ms Wirth said in the second half the company would be focused on improving the loyalty program, “and continuing activities to integrate Myer Apparel Brands, as well as resetting our fashion and beauty offerings”.

The company had net cash of $287 million at the end of the half.

Myer shares looking cheap

The Canaccord Genuity team said the results were “largely as expected”, albeit with some softer-than-expected trading through December and January, “taking the gloss off what could have been a defining result”.

They added:

Management seemed confident in the near-term trajectory, noting multiple initiatives are now well underway and that the business has been working with a tough consumer for some time now. Brand ranging and exclusivity dynamics are progressing at pace with a statement of the day being “It’s more around looking at the data and understanding where we’ve got trust and where we have a right to play.

The Canaccord team said the foundations of the business look firmer with operating costs under control, and an improved second half expected.

Canaccord has a price target of 73 cents on Myer shares, down from 79 cents, but still well above the current share price of 30.2 cents.

The company is currently valued at $501.9 million.

The post Which ASX retail stock could soar more than 100% if this broker is right? appeared first on The Motley Fool Australia.

More reading

• Why DroneShield, Guzman Y Gomez, IAG, and Myer shares are falling today
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Motley Fool contributor Cameron England has no position in any of the stocks mentioned. The Motley Fool Australia’s parent company Motley Fool Holdings Inc. has no position in any of the stocks mentioned. The Motley Fool Australia has recommended Myer. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.

PEXA Group Ltd (ASX: PXA) shares edged around 3.6% higher today after the company announced that UK banking giant NatWest is now live on its digital property platform.

It’s a modest move, but the underlying development is more meaningful than the share price might suggest.

This marks the completion of a remortgage implementation program, with NatWest now actively transacting on PEXA’s UK platform.

For investors watching PEXA’s international expansion, this is a step forward.

Why this matters

PEXA dominates the Australian market, facilitating around 90% of all property settlements.

The UK is the next frontier, but it comes with a very different structure. The process remains fragmented, manual, and heavily reliant on paper-based systems.

That creates opportunity, but also significant execution risk.

Getting a major bank like NatWest live on the platform shows that PEXA can integrate into the UK system and work with large incumbents.

NatWest is initially using PEXA for remortgage transactions, with Optima Legal, a PEXA subsidiary, acting as the conveyancer during the early stages of rollout.

The next phase will involve enabling sale-and-purchase transactions, which represent a larger and more valuable segment of the market.

The bigger picture

PEXA’s long-term growth story depends on successfully exporting its platform model into large international markets. The UK is the first real test case.

That model relies on network effects, with banks, conveyancers, and other participants all needing to adopt the platform for it to become embedded.

NatWest going live is a meaningful validation point, but it is still early in that process.

What investors should watch

The focus now shifts to broader adoption and scaling.

Will other major UK banks follow? Will independent conveyancers come onto the platform? And can PEXA expand beyond remortgages into higher-value transactions? That’s what investors will be looking out for.

For now, PEXA is starting to demonstrate it can execute in the UK. The real question is whether it can build the scale needed to replicate its Australian success.

The post PEXA goes live with NatWest in the UK. Is this the breakthrough investors have been waiting for? appeared first on The Motley Fool Australia.

More reading

• PEXA Group shares in focus as NatWest goes live on UK platform
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• Why 4DMedical, Block, PEXA, and Weebit Nano shares are launching higher today

Motley Fool contributor Kevin Gandiya has no positions in any of the stocks mentioned. The Motley Fool Australia’s parent company Motley Fool Holdings Inc. has positions in and has recommended PEXA Group. The Motley Fool Australia has positions in and has recommended PEXA Group. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.

In afternoon trade, the S&P/ASX 200 Index (ASX: XJO) is on course to record a strong gain. At the time of writing, the benchmark index is up 1.95% to 8,544.3 points.

Four ASX shares that are rising more than most today are listed below. Here’s why they are racing higher:

4DMedical Ltd (ASX: 4DX)

The 4DMedical share price is up 34% to $6.21. Investors have been buying this respiratory imaging technology company’s shares after it made a big announcement. 4DMedical revealed that its CT:VQ technology has been deployed at the Mayo Clinic in the United States. The company’s managing director and CEO, Andreas Fouras, commented: “Mayo’s deployment is uniquely significant. When the world’s number one hospital chooses to use your technology, it sends the strongest possible signal to the entire U.S. healthcare market about the clinical value and readiness of CT:VQ.”

Brazilian Rare Earths Ltd (ASX: BRE)

The Brazilian Rare Earths share price is up 8.5% to $4.44. This morning, this rare earths developer revealed that it has secured a Trial Mining Licence from Brazil’s National Mining Agency for its Monte Alto project in Bahia. This allows for the extraction of up to 2,000 tonnes per annum of material from the deposit. The company’s managing director and CEO, Bernardo da Veiga, said: “Securing the Trial Mining Licence is a significant milestone for Monte Alto and a major step forward in BRE’s integrated ore-to-oxides development pathway in Brazil.”

Clarity Pharmaceuticals Ltd (ASX: CU6)

The Clarity Pharmaceuticals share price is up 18% to $3.63. This has been driven by news that the radiopharmaceuticals company has signed a large-scale manufacturing agreement with US-based company Theragenics. This gives Clarity access to a 134,000 square foot production facility with 14 cyclotrons capable of producing copper 64 at scale. The company notes that copper 64 offers a key advantage over traditional isotopes. This is due to its longer half-life of around 12.7 hours, which provides a shelf life of up to 48 hours.

Tuas Ltd (ASX: TUA)

The Tuas share price is up 5.5% to $6.33. This morning, this Singapore-based telco released its half-year results for FY 2026. Tuas revealed a 25.5% increase in revenue to S$91.9 million and a 27.2% jump in underlying EBITDA to S$41.1 million. Management advised that this strong growth reflects sustained improvement across all key financial metrics, supported by disciplined cost management and operating leverage.

The post Why 4DMedical, Brazilian Rare Earths, Clarity, and Tuas shares are racing higher today appeared first on The Motley Fool Australia.

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• Tuas half-year result: profit leaps as revenue and subscribers grow

Motley Fool contributor James Mickleboro has no position in any of the stocks mentioned. The Motley Fool Australia’s parent company Motley Fool Holdings Inc. has no position in any of the stocks mentioned. The Motley Fool Australia has no position in any of the stocks mentioned. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.

CSL Ltd (ASX: CSL) shares are in the green in Wednesday lunchtime trade. At the time of writing, the shares are up 1.2% to $141 a piece. In fact, over the past five days, the biotech company’s stock price has continually climbed, now up 4%.

It’s great news for investors, as the beaten-down stock’s share price has crashed significantly over the past 18 months. Several headwinds, including lacklustre financial results, a surprise restructure announcement, a shock CEO exit and revised revenue guidance, all helped push the share price down.

Concerns around margins and broad market conditions haven’t helped the biotech company’s shares either. Healthcare stocks have lagged in 2026 as investors shift towards the resources and energy sectors. 

At the time of writing, the S&P/ASX 200 Health Care Index (ASX: XHJ) is down 5% over the past month and 17.5% for the year-to-date.

For context, the S&P/ASX 200 Index (ASX: XJO) is down 5.2% over the past month and 1.8% year-to-date.

If I bought $5,000 worth of CSL shares 12 months ago, what are they worth now?

The company’s share price is down 18% year-to-date and 45% over the past 12 months.

Today’s share price uptick means that $5,000 invested in the biotech company 12 months ago is now worth just $2,750.

Meanwhile, $5,000 invested in the company’s shares when the ASX first opened for the year on the 2nd of January is now worth $4,100.

But it’s not all doom and gloom for CSL shares

CSL is an Australian-based biotech company that develops biotherapies and vaccines, and plasma-derived medicines are at the core of its business. The company’s blood plasma division is a frontrunner in the market for rare blood disorders and immunoglobulin products. And demand is booming.

Building demand for plasma therapies in a market with limited competition means CSL’s business is likely to experience strong growth.

The company itself is robust, too. CSL has experienced periods of double-digit growth, and its positive forecast implies a long-term recovery is ahead.

Analysts are also very bullish on CSL’s outlook. Many think the sell-off was way overdone and that the company is now trading at below fair value.

TradingView data shows that 12 out of 18 analysts currently have a buy or strong buy rating on the stock. The average target price is $209.50, which implies a 50% upside at the time of writing. However, some think the share price could storm even higher, by 94% to $272.53 a piece.

The post $5,000 invested in CSL shares 12 months ago is now worth… appeared first on The Motley Fool Australia.

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Motley Fool contributor Samantha Menzies has no position in any of the stocks mentioned. The Motley Fool Australia’s parent company Motley Fool Holdings Inc. has positions in and has recommended CSL. The Motley Fool Australia has recommended CSL. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.