Tag: Stock pick

In afternoon trade on Friday, the S&P/ASX 200 Index (ASX: XJO) is on course to record a small decline. At the time of writing, the benchmark index is down slightly to 8,615.2 points.

Four ASX shares that are falling more than most today are listed below. Here’s why they are tumbling:

Collins Foods Ltd (ASX: CKF)

The Collins Foods share price is down over 3% to $10.22. This has been driven by the quick service restaurant operator’s shares going ex-dividend this morning. Earlier this week, the company released its half year results and declared a fully franked interim dividend of 13 cents per share. This dividend will be paid to eligible shareholders early next month on 5 January

Monash IVF Group Ltd (ASX: MVF)

The Monash IVF share price is down 2.5% to 84.2 cents. This may have been driven by a broker note out of Macquarie this morning. According to the note, the broker has downgraded the fertility treatment company’s shares to a neutral rating with a 94 cents price target. It said: “We move our recommendation to Neutral, from Outperform. While we continue to expect medium-term upside on an improving macro environment, increased genetic testing, underlying structural demands, demographic and social changes, we think the share price is approaching fair value. Prior research.”

Premier Investments Ltd (ASX: PMV)

The Premier Investments share price is down 13% to $15.72. Investors have been selling this retailer’s shares following the release of a trading update at its annual general meeting. The Peter Alexander and Smiggle owner revealed that Premier Retail first half underlying earnings before interest and tax (EBIT) is expected to be around $120 million. This is down 7.3% on the prior corresponding period.

Step One Clothing Ltd (ASX: STP)

The Step One share price is down almost 12% to 26.5 cents. This online underwear seller’s shares have been sold off this week after it announced dismal sales results for the first half of FY 2026. Step One advised that it expects half year revenue to be in the range of $30 million and $33 million. This represents a decline of between 31% to 37% on the prior corresponding period. Things will be even worse for its EBITDA, which is expected to be a loss of between $9 million and $11 million. This is down from a profit of $11.3 million a year ago and includes a $10 million obsolescence provision against legacy stock that it has been unable to shift.

The post Why Collins Foods, Monash IVF, Premier Investments, and Step One shares are tumbling today appeared first on The Motley Fool Australia.

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• Down 80% in 2025: Is it time to buy this beaten down ASX stock?
• Why are Premier Investments shares crashing 12% today?
• Why brokers are bullish on this rapidly-growing ASX 200 share
• 3 ASX blue-chip shares I’d buy with $3,000 right now

Motley Fool contributor James Mickleboro has positions in Collins Foods. The Motley Fool Australia’s parent company Motley Fool Holdings Inc. has positions in and has recommended Macquarie Group. The Motley Fool Australia has positions in and has recommended Macquarie Group. The Motley Fool Australia has recommended Collins Foods and Premier Investments. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.

The NIB Holdings Ltd (ASX: NHF) share price is down 2.47% to $6.71 on Friday.

A scathing new report shows Australians are paying more for private health insurance policies but receiving fewer benefits.

The key benefits of private health insurance include help with costs, the ability to choose your doctor, shorter waiting periods for elective surgery, and a tax break for higher income earners, as having insurance means they don’t have to pay the Medicare surcharge.

The Australian Medical Association (AMA) released its 2025 Private Health Insurance Report Card today.

The report shows consumers are feeling increasingly dissatisfied with the value for money they’re getting while insurers post big profits.

For FY25, NIB reported higher revenue, lower underlying group profit, and higher net profit after tax (NPAT).

Revenue was $3.6 billion in FY25, up from $3.3 billion in FY24. Group underlying operating profit was $239.2 million, down from $257.5 million in FY24, and NPAT was $198.6 million, up 9.4% from $181.6 million in FY24.

What did the AMA say about private health insurance?

AMA President Dr Danielle McMullen said the report “reveals a system increasingly failing to deliver value for money”.

Dr McMullen said:

Premiums have risen sharply, outpacing inflation, wage growth, and Medicare indexation — while coverage has narrowed.

Sixty-eight per cent of hospital policies now contain exclusions, meaning many Australians are paying more, but are covered for less.

The report found that Australian consumers were dropping gold level policies in favour of cheaper silver and bronze packages.

Since March 2020, the number of gold health insurance policies has fallen by 360,000 while the overall number of policies has risen 640,000.

Dr McMullen commented:

The tiered product system introduced in 2020 — basic, bronze, silver, and gold — was designed to simplify choices but has instead created confusion and contributed to underinsurance.

Gold-tier policies, which provide the most comprehensive coverage, are particularly susceptible to phoenixing — a term used when insurers close an existing policy and replace it with a nearly identical one at a higher price — a practice that has become increasingly common.

Key dates for NIB shares investors in 2026

Looking ahead to 2026, here are the important dates for NIB shares investors to note.

NIB will announce its FY26 half-year results and interim dividend on 23 February.

The ex-dividend date for the interim NIB dividend will be 5 March.

If you’d like NIB to use your dividends to reinvest in more shares, you’ll need to enrol in the dividend reinvestment plan (DRP) by 9 March.

NIB shareholders will receive their dividends on 8 April.

The private health insurer will announce its FY26 full-year results and final dividend on 24 August.

The ex-dividend date for the final NIB dividend will be 3 September.

The DRP deadline will be 7 September.

NIB will pay its shareholders on 7 October.

The insurer will hold its annual general meeting on 11 November.

The post Own NIB shares? Here are the key dates for 2026 appeared first on The Motley Fool Australia.

More reading

• Why Collins Foods, Monash IVF, Premier Investments, and Step One shares are tumbling today
• 4 ASX 200 stocks smashing the benchmark this week
• Why Bendigo Bank, NextDC, Nuix, and Vulcan Energy shares are rising today
• Down 8%, this passive income stock offers a 4.6% dividend yield!
• Macquarie tips 50% upside for Wisetech Global shares

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 positions in and has recommended NIB Holdings. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.

As we enter the final hours of trading on Friday, the S&P/ASX 200 Index (ASX: XJO) is up a slender 0.1% for the week, with these four ASX 200 stocks doing a lot of the heavy lifting.

We have a diversified mix of companies on our top performers list this week.

One is a major bank, another provides building materials, the third is a coal miner, and the fourth is a fast-growing copper and gold producer.

Here’s what’s been happening this week.

ASX 200 stocks racing higher this week

The first outperforming company this week is Judo Capital Holdings Limited (ASX: JDO).

Shares in the ASX 200 bank stock closed last Friday trading for $1.60. At the time of writing, shares are changing hands for $1.71 each. This sees the Judo share price up 7% for the week.

With no fresh price-sensitive news out from the bank, investors may believe the stock could benefit amid increasing expectations that the RBA may raise interest rates in early 2026. High rates should help improve the bank’s net interest margin (NIM).

The second ASX 200 stock smashing the benchmark’s returns this week is Fletcher Building Ltd (ASX: FBU).

Shares in the New Zealand-based building and materials company closed last week at $2.93 and are currently trading at $3.14 apiece. This puts the Fletcher Building share price up 7.2% for the week.

This morning, the company announced additional steps it is taking to simplify its funding structure. Those steps include repaying all outstanding US Private Placement notes as well as securing new debt facilities.

“These steps represent another milestone in strengthening our financial foundations,” Fletcher Building CEO Andrew Reding said.

“Simplifying our funding structure and extending key facilities gives us greater flexibility, lowers our ongoing cost of capital, and supports the disciplined execution of our strategic reset,” Reding added.

Moving on to the third ASX 200 stock racing ahead of the benchmark this week, we find Whitehaven Coal Ltd (ASX: WHC).

Shares in the Aussie coal miner closed last Friday trading for $6.93. In afternoon trade today, shares are changing hands for $7.65 each. This sees the Whitehaven share price up 10.5% over the week.

There are no new price-sensitive announcements out from Whitehaven this week. But investors may be buying the ASX coal stock amid the company’s ongoing share buyback program and with an eye on potential rising coal prices as we enter the northern winter months.

Leading the charge

Edging out Whitehaven to lead the charge higher this week is Greatland Resources Ltd (ASX: GGP).

Shares in the Australian gold and copper producer closed last week trading at $7.55 and are currently trading at $8.40 each. That sees this ASX 200 stock up 11% for the week.

The company owns a number of quality mines in Western Australia, where it is also developing its Havieron gold and copper project.

The miner discovered Havieron in 2018 and retook 100% ownership of the project 12 months ago.

Greatland Resources shares closed up 10.2% on Monday after the company released the feasibility study for the project.

Commenting on the study, Greatland managing director Shaun Day said:

Today, we are delighted to deliver our Feasibility Study which confirms Havieron’s world-class quality and sets the pathway for its development into a long-life, low cost, leading Australian gold-copper mine that will integrate efficiently with the existing infrastructure at Telfer.

The results of the study are robust, generating an IRR [internal rate of return] of 22.5% at a long term $4,500 per ounce gold price. At a long term price equal to the current spot gold price, this rises to 31.5% IRR.

The post 4 ASX 200 stocks smashing the benchmark this week appeared first on The Motley Fool Australia.

More reading

• Fletcher Building updates funding: repays USPP, extends bank facilities
• Here are the top 10 ASX 200 shares today
• ASX bank stocks: Buy, sell, or hold?
• This ASX 200 stock could plummet 50% next year
• Here are the top 10 ASX 200 shares today

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.

The S&P/ASX 200 Index (ASX: XJO) is on course to finish the week with a small gain. In afternoon trade, the benchmark index is up slightly to 8,620.3 points.

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

Bendigo and Adelaide Bank Ltd (ASX: BEN)

The Bendigo and Adelaide Bank share price is up 2% to $10.35. Investors have been buying the regional bank’s shares after analysts responded positively to its plan to acquire RACQ Bank’s retail lending assets and deposits. The purchase price will be based on the book value of the transferring book at completion, which comprised $2.7 billion of retail loans and $2.5 billion of retail deposits at the end of June. In response, Ord Minnett upgraded its shares to an accumulate rating with an $11.00 price target.

Nextdc Ltd (ASX: NXT)

The Nextdc share price is up 4% to $13.98. This follows news that the data centre operator has agreed a memorandum of understanding (MoU) with ChatGPT’s owner OpenAI. The MOU will focus on developing a sovereign AI infrastructure partnership under the OpenAI for Australia program. This will see OpenAI and NextDC collaborate on the planning, development, and operation of a next generation hyperscale AI campus and large-scale GPU supercluster at NextDC’s S7 site in Eastern Creek, Sydney. This will reportedly be the largest data centre in the southern hemisphere.

Nuix Ltd (ASX: NXL)

The Nuix share price is up 3% to $1.87. This investigative analysis software provider’s shares have been pushing higher this week after it announced an acquisition. Nuix advised that it has agreed to acquire graph-powered AI decision platform Linkurious for up to 20 million euros (~A$35.4 million). Nuix’s interim CEO, John Ruthven, said: “The acquisition of Linkurious is an exciting accelerator for our strategic vision to enable our customers with insights from complex data at unparalleled speed and scale. This injection of graph-native expertise, proven link analysis technology and quality customers will allow us to bring immediate value to our customers.”

Vulcan Energy Resources Ltd (ASX: VUL)

The Vulcan Energy share price is up 10% to $4.50. This lithium developer’s shares are rebounding after a significant decline on Thursday. That decline was driven by the company’s capital raising. Vulcan Energy’s institutional offer raised 398 million euros (A$710 million) at $4.00 per new share. This represented a 34.7% discount to its share price at the time. Vulcan’s managing director and CEO, Cris Moreno, said: “We would like to thank our existing shareholders for their continued support and welcome our new shareholders onto the register, including strategic investors. The Placement will enable Vulcan to transition from development phase into execution phase with project execution of Project Lionheart due to commence in the coming days.”

The post Why Bendigo Bank, NextDC, Nuix, and Vulcan Energy shares are rising today appeared first on The Motley Fool Australia.

More reading

• Why Collins Foods, Monash IVF, Premier Investments, and Step One shares are tumbling today
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• NextDC shares jump 11% on major OpenAI deal
• 5 things to watch on the ASX 200 on Friday
• 3 ASX blue-chip shares I’d buy with $3,000 right now

Motley Fool contributor James Mickleboro has positions in Nextdc. 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 positions in and has recommended Bendigo And Adelaide Bank. The Motley Fool Australia has recommended Nuix. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.

Many, if not most, of the most popular passive income stocks on the ASX have reset their record highs over the past 12 months. That includes Commonwealth Bank of Australia (ASX: CBA), Wesfarmers Ltd (ASX: WES) and Coles Group Ltd (ASX: COL). Believe it or not, there’s a popular income stock that last hit a new all-time high more than five years ago.

That passive income stock is none other than toll-road operator Transurban Group (ASX: TCL). Yes, Transurban shares last hit an all-time high back in February of 2020, briefly crossing $16 a share for the first (and so far only) time in its history before topping out at $16.30.

Then, the COVID-19 pandemic hit, and Transurban was down to under $11 a share two months later.

The company has recovered, of course, but never reached those heights since. Today, at $14.97 a share at the time of writing, Transurban remains down more than 8% from that all-time high from almost six years ago.

Despite this share price stagnation, the Transurban dividend has never been higher.

The company did have to slash its shareholder payouts for a few years, thanks to the effects of the pandemic (collecting tolls was a tough business back then with all of the lockdowns and such).

Over 2019, this passive income stock paid out a total of 59 cents per share in dividends. But that fell to just 47 cents in 2020 and 3.65 cents in 2021.

However, 2022 saw the company’s dividends begin to recover. That year had Transurban fork out 41 cents per share, which rose to 58 cents in 2023. 2024 saw investors get another pay rise, which finally broke the 2019 record with 62 cents per share doled out over that year.

This passive income stock is set to pay a 4.6% yield

This year, that record was broken again. Transurban paid out its interim dividend of 32 cents per share in February, followed by its final dividend, worth 33 cents per share, in August. That total of 65 cents per share gives Transurban a trailing dividend yield of 4.48% at the current share price.

Transurban is one of the few ASX 200 passive income stocks to give its investors forward guidance when it comes to dividends.

Earlier this month, the toll road operator revealed that it intends to pay out 69 cents per share over 2026. That will come from an interim dividend worth 34 cents per share, and presumably, a final dividend of 35 cents per share.

Let’s say that does turn out to be accurate (the company did caveat the announcement with “subject to performance and economic factors”). Those payouts would give this passive income stock a forward dividend yield of 4.61% at today’s pricing.

Keep in mind that Transurban’s dividends usually don’t come with much in the way of franking credits. Even so, many passive income investors might find that yield difficult to turn down in today’s environment.

The post Down 8%, this passive income stock offers a 4.6% dividend yield! appeared first on The Motley Fool Australia.

More reading

• 3 ASX dividend shares to buy with $5,000
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• Are Transurban shares a buy for dividend income right now?
• 3 ASX dividend machines I think will keep paying for decades
• 3 ultra-reliable ASX dividend stocks I’d buy for long-term income

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 positions in and has recommended Transurban Group. The Motley Fool Australia has positions in and has recommended Transurban Group. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.

Analysts at Macquaire are forecasting some serious upside for Wisetech Global Ltd (ASX: WTC) shares, saying the company “can and will fundamentally reshape the logistics industry”.

Wistech shares have bounced back recently after hitting a 12-month low of $61.49 in November. The stock is now changing hands for $74.49, but the team at Macquarie still believe the shares are materially undervalued following an investor day presentation this week.

Company taking big swings

Wisetech chief executive Zubin Appoo said in his presentation to investors that the company was focused on “our big rocks”, which were initiatives which moved the needle and drove value for the company.

Those big rocks, and everything we do, anchor back to why we exist. We build products that solve the most complex, high-stakes problems in global trade and logistics – and for our customers that translates into two things that matter above all else: efficiency and throughput at levels they couldn’t previously reach, and compliance and risk reduction in a world where global trade is only becoming more complex.

Mr Appoo said the company was also harnessing artificial intelligence to drive productivity across products and inside the company itself.

Shares looking cheap

The team at Macquarie have analysed the investor day presentations and as a result, have upgraded their rating on Wisetech shares to outperform.

They said the company was a true innovator in the logistics sector.

Wisetech can and will fundamentally reshape the logistics industry. We see their highly differentiated proprietary dataset as a competitive advantage that, coupled with E2Open, increases confidence in execution. However, with more than 90% of revenues from customers perceiving disruption, friction will remain very high. These challenges are commensurate with the size and deliverability of the opportunity, but (with) a changing growth dynamic … it will not be an easy path.

Macquarie said there were several risks to guidance for Wisetech, including the “inherent friction in reshaping a market”, which the company was doing with its container transport optimisation product, for example.

But they said they were “more confident in the long-term execution” while remaining cautious on the FY26 result and guidance for FY27.

Macquarie said new product delays, potential reinvestment and customer friction were the risks over the medium term, “however, execution risks are commensurate with the size and deliverability of a massive market opportunity”.

Macquarie has a 12 month price target of $108.50 on Wisetech shares, which coupled with the dividend, would reflect a total shareholder return of 49.8 per cent over a year if achieved.

Wisetech was valued at $24.8 billion at the close of trade on Thursday.

The post Macquarie tips 50% upside for Wisetech Global shares appeared first on The Motley Fool Australia.

More reading

• How on earth has the WiseTech Global share price exploded 20% in 17 days?
• Bell Potter names the best ASX 200 shares to buy in December
• 4 ASX shares I’d buy today with $10,000
• These ASX innovators could be the market’s next big winners
• Here are the top 10 ASX 200 shares today

Motley Fool contributor Cameron England has positions in WiseTech Global. The Motley Fool Australia’s parent company Motley Fool Holdings Inc. has positions in and has recommended WiseTech Global. The Motley Fool Australia has positions in and has recommended WiseTech Global. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.

Two popular S&P/ASX 200 Index (ASX: XJO) media shares – REA Group Ltd (ASX: REA) and Nine Entertainment Co Holdings Ltd (ASX: NEC) – are hovering around year-to-date lows.

While the drivers are different, both ASX 200 media shares are facing a mix of structural headwinds, regulatory pressure, and investor re-rating.

Let’s take a closer look at both media companies and find out whether analysts consider the recent downturn a chance to buy at lower prices.

REA Group Ltd 

The share price of REA Group, the owner of realestate.com.au, has tumbled 20% in the past six months and 9.7% in the past month to $192.41 at the time of writing.

The decrease appears to be more about sentiment and future growth expectations than a collapse in fundamentals. On paper, the long-term business of this ASX 200 media share remains operationally strong. REA Group dominates its market, the pricing model is powerful, and earnings are still growing.

However, there are a few reasons why investors are selling their REA Group shares. The company recently reported a decline in new national listings, and in May, the ACCC launched a probe into REA’s pricing practices.

Competition for REA could also be fiercer after competitor Domain was acquired by CoStar Group Inc (NASDAQ: CSGP) in August. 

Analysts remain cautiously optimistic. Morgans recently cut its target price for the next 12 months to $247. This is a little higher than the average price target set by analysts and indicates a 28% upside from its current share price. 

Analysts at Macquarie Group Ltd (ASX: MQG) recently sliced their 12-month target to $220 because of uncertainty around AI, increased competition, and the ACCC regulatory investigation.

Macquarie’s target is on the low side, suggesting an upside of 14%.  

Nine Entertainment Co Holdings Ltd

Nine Entertainment’s share price drop was mainly technical, linked to a special dividend paid after selling its 60% stake in Domain in May. On the ex-dividend date (11 September), the ASX 200 media share fell sharply by 34% to reflect this payout.  

Beyond the special dividend, the media company is also battling a weaker business outlook. Analysts are particularly concerned about Nine’s reliance on its television business, which is vulnerable to a softer advertising market. That has been a reason for some brokers to cut revenue estimates for 2026 from $2.7 billion to $2.3 billion.

In the past 6 months, Nine Entertainment shares have lost 30.5% in value. At the time of writing, the media stock trades at $1.11 per share, almost 11% lower than a year ago.

The main challenge for Nine Entertainment will be to stabilise earnings with its core television and radio assets and deliver growth through digital platforms, such as Stan.

The research team at Macquarie said they remained cautious with regard to free-to-air television advertising spending, “and the need to constantly manage costs to support earnings”.

In recent weeks, most analysts have downgraded their price targets to an average of $1.44, suggesting a 28% upside at the current share price. The majority of analysts still rate the media stock a hold or buy, mainly due to the weaker share price.

The post Where to from here for these 2 ASX 200 media shares appeared first on The Motley Fool Australia.

More reading

• Top ASX shares to buy right now with $1,000
• Which three media companies could deliver double-digit returns?
• This is a great place to invest $1,000 into ASX shares right now
• Why today’s cheap ASX shares could double my money during the next bull market
• 5 ASX 200 large-cap shares re-rated by Morgans

Motley Fool contributor Marc Van Dinther 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 CoStar Group and Macquarie Group. The Motley Fool Australia has positions in and has recommended Macquarie Group. The Motley Fool Australia has recommended Nine Entertainment. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.

With 2026 fast approaching, now is a great time to review your portfolio, and perhaps sell a few S&P/ASX 300 Index (ASX: XKO) shares to help fund potentially more promising ASX shares to buy.

With that in mind we look at two ASX companies – an insurance brokerage company and a tech company which provides mining software solutions – that analysts have recently tipped as sells (courtesy of The Bull).

Limited upside left for this ASX 300 share

The first company you might want to sell is RPMGlobal Holdings Ltd (ASX: RUL).

That’s according to Medallion Financial Group’s Stuart Bromley.

RPMGlobal shares are up 0.3% in late morning trade on Friday, changing hands for $4.915 apiece. This sees the share price up 63.8% in 2025.

“RUL is a high-quality mining software business, operating as a pure play software-as-a-service provider to major mining clients and state governments,” Bromley said.

So, why is he issuing a sell recommendation on the ASX 300 share?

Bromley explained:

RUL received a takeover offer at $5 a share. A RUL shareholder vote regarding the takeover proposal is scheduled for December 19. The stock was trading at $4.91 on November 27, so upside is limited.

That takeover offer was lobbed by United States based mining equipment manufacturer Caterpillar Inc (NYSE: CAT). RPMGlobal announced the acquisition deal on 1 September. And investors responded by sending the share price rocketing 22.8% on the day.

Bromley conclude, “With many quality large market capitalisation stocks now trading at meaningful discounts, we believe it’s more beneficial to sell and redeploy the capital into more attractive opportunities.”

Which brings us to…

Company facing earnings pressure

Peak Asset Management’s Niv Dagan believes it is time for investors to sell Steadfast Group Ltd (ASX: SDF).

“Steadfast operates a large general insurance broker network,” he said.

Steadfast shares are up 2.2% at time of writing on Friday, swapping hands for $5.11 each. But the ASX 300 share has underperformed this year, with the Steadfast share price down 12.6% in 2025. Losses which will have been modestly eased by the stock’s 3.8% fully franked dividend yield.

And Dagan believes the company will struggle to outperform in the year ahead.

“Steadfast has materially reduced fiscal year 2026 premium rate expectations, cutting Australian premium growth guidance from between 3% and 5% to between 1% and 2%,” he noted.

Dagan added:

While underlying net profit after tax guidance remains between $315 million and $325 million in fiscal year 2026, the company is increasingly reliant on acquisitions and cost-out initiatives to meet earnings targets.

Connecting the dots, Dagan said, “Structural pressures in insurance broking are intensifying. The shares have fallen from $6.63 on October 28 to trade at $5.225 on November 27.”

The post Sell alert! Why analysts are calling time on these 2 ASX 300 stocks appeared first on The Motley Fool Australia.

More reading

• What are analysts saying about Goodman and these ASX stocks?
• Why are Steadfast shares sinking 5% today?
• Macquarie tips 37% upside for Steadfast shares

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 positions in and has recommended RPMGlobal and Steadfast Group. The Motley Fool Australia has positions in and has recommended Steadfast Group. The Motley Fool Australia has recommended RPMGlobal. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.

The Centuria Industrial REIT (ASX: CIP) share price is in focus after announcing a quarterly distribution of 4.2 cents per unit for the period ending 31 December 2025.

What did Centuria Industrial REIT report?

• Quarterly distribution of 4.2 cents per ordinary unit, payable on 30 January 2026
• Distribution remains 100% unfranked
• Ex-date is 30 December 2025; record date is 31 December 2025
• Distribution relates to the quarter ended 31 December 2025
• Distribution Reinvestment Plan (DRP) is available

What else do investors need to know?

This quarterly distribution matches Centuria Industrial REIT’s previous payouts, in line with the REIT’s track record of delivering regular income for investors. The DRP remains in place, offering unitholders the option to reinvest their distribution payments.

It’s worth noting that no portion of this distribution is franked, which may be important for investors seeking franking credits. Centuria has not included any conduit foreign income in this quarter’s distribution.

What’s next for Centuria Industrial REIT?

Looking ahead, Centuria Industrial REIT will continue managing its portfolio of industrial properties while providing unitholders with regular quarterly distributions. Investors should watch for the REIT’s next earnings update, which will include details on property performance and guidance for future distributions.

As always, ongoing portfolio management and property acquisitions or disposals could shape Centuria’s future results. The DRP offers a hassle-free way for unitholders to grow their investment over time.

Centuria Industrial REIT share price snapshot

Over the past 12 months, Centuria Industrial REIT has risen 16%, outperforming the S&P/ASX 200 Index (ASX: XJO) which has increased 2% over the same period.

View Original Announcement

The post Centuria Industrial REIT announces 4.2 cent December 2025 distribution appeared first on The Motley Fool Australia.

More reading

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• ASX healthcare stock debuts at a massive discount to its initial public offer price
• Dexus issues $500 million in new subordinated notes to boost flexibility
• Fletcher Building updates funding: repays USPP, extends bank facilities
• 5 things to watch on the ASX 200 on Friday

Motley Fool contributor Laura Stewart 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. This article was prepared with the assistance of Large Language Model (LLM) tools for the initial summary of the company announcement. Any content assisted by AI is subject to our robust human-in-the-loop quality control framework, involving thorough review, substantial editing, and fact-checking by our experienced writers and editors holding appropriate credentials. The Motley Fool Australia stands behind the work of our editorial team and takes ultimate responsibility for the content published by The Motley Fool Australia.

It’s been a stunning two-and-a-half weeks or so for the WiseTech Global Ltd (ASX: WTC) share price on the ASX.

On 18 November last month, this ASX 200 tech stock closed at $62.63 per share after hitting a new 52-week low of $61.49 in the same session.

Today, 17 days later, those same Wisetech shares are currently trading at $73.92, as of the time of writing. That’s about 20.2% above the 52-week low we saw just two-and-a-half weeks ago.

Given the magnitude of this rebound, many ASX investors may wonder how Wisetech has managed such a stunning comeback. Let’s dive into that question today.

How is the WiseTech Global share price up 20% in 17 days?

Well, there are a few things to discuss. Firstly, November, particularly the first half of the month, was a tough time for the entire Australian market. Following the US’s lead, the S&P/ASX 200 Index (ASX: XJO) fell a nasty 6.2% between 31 October and 21 November. Tech stocks were hit even harder than the broader market. Over the same period, the S&P/ASX 200 Information Technology Index (ASX: XIJ) plunged by an even more horrid 15.7%.

Since 21 November, both indexes have bounced back. But, as is often the case with these things, tech has shot higher than the broader market since. As it stands today, the ASX 200 is up 2.5% since 20 November. The ASX 200 Information Technology Index, in contrast, has rebounded 5.1%.

The Wisetech share price was evidently caught up in the sell-off, but also fully participated in the magnified rebound.

There are other developments to note, too. For one, Wisetech reaffirmed its FY2026 guidance, expecting revenues of between $1.39 and $1.44 billion and earnings before interest, tax, depreciation, and amortisation (EBITDA) of between $550 and $585 million. This was announced on, as it happens, 21 November, which probably reassured investors that the dip the company has just bottomed out on may have been a little overblown.

That was likely assisted by several brokers coming out in the subsequent days and calling Wisetech shares a buy at those depressed levels.

The Wisetech share price has historically been volatile. More recently, that volatility has been exacerbated as investors continually weigh the company’s leadership and management controversies against its stellar financials. Let’s see where this ASX 200 tech share heads next.

The post How on earth has the WiseTech Global share price exploded 20% in 17 days? appeared first on The Motley Fool Australia.

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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 positions in and has recommended WiseTech Global. The Motley Fool Australia has positions in and has recommended WiseTech Global. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.