Australia’s Housing MarketCategoriesBusiness
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Australia’s Housing Market at a Turning Point as the Year Ends on a Softer Note

Australia’s housing market is ending 2025 on a softer note, even after a year of strong price gains. National dwelling values rose about 8.6% over the year, adding roughly $71,400 to the median home value, but December saw the slowest monthly increase in several months. This shift suggests the market may be at a turning point as higher borrowing costs and stretched affordability start to bite.

Growth is slowing, not reversing

Cotality’s national Home Value Index rose just 0.5–0.7% in December, down from around 1% in November and marking the weakest monthly result since mid‑year. Sydney and Melbourne slipped about 0.1%, their first monthly declines since early 2024, while other capitals still recorded gains but at a slower pace. The cooling momentum points to a more subdued start for housing in 2026, rather than the boom conditions seen earlier in the year.

Rates, confidence and affordability

The Reserve Bank left the cash rate at 3.60% at its final 2025 meeting, but markets and bank economists are now talking about the risk of rate hikes in 2026 instead of further cuts. This “higher for longer” rate outlook, combined with renewed cost‑of‑living pressures, has dented buyer confidence. With prices already up strongly, more households are hitting borrowing limits, pushing demand towards cheaper suburbs and slowing activity at the top end of the market.

A mixed picture across regions

Despite the softer finish, every capital city and regional market still booked price growth over 2025, with some smaller capitals and regional areas outpacing Sydney and Melbourne. Regional markets remain relatively resilient, although their monthly gains also eased in December. Tight housing supply, government schemes for first‑home buyers, and strong population growth are expected to keep a floor under prices in 2026, even as momentum cools.

Disclaimer:

General Financial Product Advice and Regulatory Framework: Pristine Gaze Pty Ltd (ABN 66 680 815 678, ACN 680 815 678) operates as Corporate Authorised Representative (CAR No. 001312049) of Alpha Securities Pty Ltd (AFSL 330757), which is licensed and regulated by the Australian Securities and Investments Commission under the Corporations Act 2001 (Cth). This report contains general financial product advice only and has been prepared without consideration of your personal objectives, financial situation, specific needs, circumstances, or investment experience. The information is not tailored to individual circumstances and may not be suitable for your particular situation. Before acting on any information contained herein, you should carefully consider its appropriateness having regard to your personal objectives, financial situation, and needs, and consider seeking personal financial advice from a qualified financial adviser who can assess your individual circumstances and provide tailored recommendations.

Investment Risks and Market Warnings: All investments carry significant risk, and different investment strategies may carry varying levels of risk exposure including total loss of invested capital. The value of investments and income derived from them can fluctuate significantly due to market conditions, economic factors, company-specific events, regulatory changes, commodity price volatility, currency fluctuations, interest rate movements, and other factors beyond our control. Securities markets are subject to market risk from general economic conditions and investor sentiment, liquidity risk affecting the ability to buy or sell securities at desired prices, credit risk from issuer default or deterioration, operational risk from inadequate internal processes, sector-specific risks including industry regulatory changes, technology obsolescence, management changes, competitive pressures, supply chain disruptions, and mining-specific risks including resource estimation uncertainty, operational hazards, environmental compliance, permitting delays, commodity price cycles, geopolitical factors affecting mining operations, and exploration risks. Small-cap and speculative mining stocks carry additional risks including limited liquidity, higher volatility, dependence on key personnel, limited operating history, uncertain cash flows, and potential failure to achieve commercial production.

Information Accuracy and Limitations: While we endeavour to ensure information accuracy and reliability, we make no representations or warranties (express or implied) regarding the accuracy, reliability, completeness, timeliness, or suitability of information provided, except where liability cannot be excluded under applicable law. This report may include information from third-party sources including company announcements, regulatory filings, research reports, market data providers, financial news services, and publicly available information, which we do not independently verify and for which we assume no responsibility. Past performance, examples, historical data, or projections are not indicative of future results, and no guarantee of future returns is provided or implied. To the maximum extent permitted by law, Pristine Gaze Pty Ltd and Alpha Securities Pty Ltd, together with their respective directors, officers, employees, representatives, and related entities, exclude all liability for any errors, omissions, inaccuracies, loss or damage (including direct, indirect, consequential, or special damages) arising from reliance on information provided, investment decisions made based on this report, market losses, opportunity costs, and technical issues or system failures.

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ACategoriesBusiness
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Rising Momentum Places Zeotech Firmly on the ASX Radar

Zeotech Limited  has started 2026 on a positive note, with rising trading activity and a sharply higher share price compared to a year ago. The stock finished 2025 at around $0.08, helped by growing investor interest in its kaolin and low‑carbon concrete strategy. This momentum has put the small-cap materials stock more firmly on the radar of ASX traders looking for growth stories tied to decarbonisation.

Share price momentum builds

Over the last 12 months, Zeotech’s share price has almost doubled. Daily trading volumes have also increased, with the FY2026 year‑to‑date average volume above 2.1 million shares, indicating stronger market participation. While there has been short‑term volatility, the broader trend points to sustained buying interest.

Kaolin offtake and project progress

A major driver of sentiment was Zeotech’s 2025 binding offtake agreement for direct shipping ore (DSO) kaolin from its Toondoon project with Chinese trading group Jiangsu MSI. The deal is valued at roughly $204 million over an initial five‑year term, based on 950,000 tonnes of DSO, and is expected to deliver average net margins above 45%. The agreement supports Zeotech’s plan to use early kaolin sales to help fund development of its AusPozz metakaolin project for low‑carbon concrete.

Positioned for the next phase

Zeotech’s strategy is to become Australia’s first commercial producer of metakaolin, a supplementary cementitious material aimed at cutting the carbon footprint of concrete. A recent study on its AusPozz product showed encouraging economics, with a pre‑feasibility assessment pointing to strong returns and confirming the technical viability of its high‑purity kaolin feedstock. With regulatory approvals, financing and a definitive feasibility study still ahead, investors are watching whether the company can turn current momentum into long‑term, cash‑generating production.

Disclaimer:

General Financial Product Advice and Regulatory Framework: Pristine Gaze Pty Ltd (ABN 66 680 815 678, ACN 680 815 678) operates as Corporate Authorised Representative (CAR No. 001312049) of Alpha Securities Pty Ltd (AFSL 330757), which is licensed and regulated by the Australian Securities and Investments Commission under the Corporations Act 2001 (Cth). This report contains general financial product advice only and has been prepared without consideration of your personal objectives, financial situation, specific needs, circumstances, or investment experience. The information is not tailored to individual circumstances and may not be suitable for your particular situation. Before acting on any information contained herein, you should carefully consider its appropriateness having regard to your personal objectives, financial situation, and needs, and consider seeking personal financial advice from a qualified financial adviser who can assess your individual circumstances and provide tailored recommendations.

Investment Risks and Market Warnings: All investments carry significant risk, and different investment strategies may carry varying levels of risk exposure including total loss of invested capital. The value of investments and income derived from them can fluctuate significantly due to market conditions, economic factors, company-specific events, regulatory changes, commodity price volatility, currency fluctuations, interest rate movements, and other factors beyond our control. Securities markets are subject to market risk from general economic conditions and investor sentiment, liquidity risk affecting the ability to buy or sell securities at desired prices, credit risk from issuer default or deterioration, operational risk from inadequate internal processes, sector-specific risks including industry regulatory changes, technology obsolescence, management changes, competitive pressures, supply chain disruptions, and mining-specific risks including resource estimation uncertainty, operational hazards, environmental compliance, permitting delays, commodity price cycles, geopolitical factors affecting mining operations, and exploration risks. Small-cap and speculative mining stocks carry additional risks including limited liquidity, higher volatility, dependence on key personnel, limited operating history, uncertain cash flows, and potential failure to achieve commercial production.

Information Accuracy and Limitations: While we endeavour to ensure information accuracy and reliability, we make no representations or warranties (express or implied) regarding the accuracy, reliability, completeness, timeliness, or suitability of information provided, except where liability cannot be excluded under applicable law. This report may include information from third-party sources including company announcements, regulatory filings, research reports, market data providers, financial news services, and publicly available information, which we do not independently verify and for which we assume no responsibility. Past performance, examples, historical data, or projections are not indicative of future results, and no guarantee of future returns is provided or implied. To the maximum extent permitted by law, Pristine Gaze Pty Ltd and Alpha Securities Pty Ltd, together with their respective directors, officers, employees, representatives, and related entities, exclude all liability for any errors, omissions, inaccuracies, loss or damage (including direct, indirect, consequential, or special damages) arising from reliance on information provided, investment decisions made based on this report, market losses, opportunity costs, and technical issues or system failures.

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Weebit NanoCategoriesBusiness
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What’s Driving the Recent Price Action in Weebit Nano Ltd (ASX: WBT)

Small technology companies often move quietly for years, building ideas that only a narrow group truly understands. Then, almost suddenly, the market starts paying attention. That shift in attention is exactly what many investors have noticed with Weebit Nano. After spending a long time developing advanced memory technology behind the scenes, the company has seen clear changes in its share price behaviour, raising a natural question: what is actually driving this price action?

To answer that, it helps to look beyond daily trading and understand how progress, perception and broader technology themes interact in a deep-tech stock like Weebit Nano.

From long research phase to visible progress

Weebit Nano operates in the semiconductor memory space, one of the most technical and demanding areas of modern technology. Its focus is on next generation non-volatile memory, a type of memory that retains data even when power is switched off. This is important because memory sits at the heart of everything from smartphones and wearables to data centres and industrial systems.

For a long time, Weebit’s work was largely confined to laboratories, testing environments and specialist conversations. That kind of progress rarely moves a share price because it is difficult for the broader market to measure. Recently, however, the company has entered a new phase where progress is becoming easier to see and easier to interpret.

Investors have responded to updates that show the technology moving closer to industry requirements. Prototype performance improvements, manufacturing compatibility discussions and clearer development roadmaps all reduce uncertainty. When uncertainty falls, valuation tends to adjust.

The importance of industry validation

One of the most powerful drivers behind Weebit’s recent price action has been engagement with established semiconductor players. In the chip industry, no technology succeeds in isolation. Memory solutions must work within complex manufacturing ecosystems and alongside existing design tools.

When Weebit announces collaboration agreements or technology evaluation programs, the market often reacts because these steps suggest external validation. Large industry participants do not invest time and resources unless they see potential relevance. While such partnerships do not guarantee commercial success, they do indicate that the technology has moved beyond theory.

This kind of validation matters more than marketing. It signals that Weebit’s work is being tested against real world standards, not just academic benchmarks. As more investors understand this distinction, confidence in the long-term story tends to improve.

Growing awareness of memory technology constraints

Another factor driving interest is a broader shift in how investors think about computing infrastructure. Traditional memory technologies have served the industry well, but they face physical and efficiency limits. As applications such as artificial intelligence, edge computing and low-power devices grow, the demand for alternative memory solutions increases.

Weebit’s technology fits into this discussion. It does not need to replace existing memory outright to be valuable. Even niche adoption in specific use cases can create meaningful commercial outcomes. As awareness of these industry constraints grows, companies working on credible alternatives naturally attract more attention.

This shift in narrative, from distant possibility to practical relevance, plays a large role in explaining why price action has intensified.

Market psychology and small-cap technology

Price movement is not driven by fundamentals alone. Market psychology also plays a role, especially in small-cap technology stocks. When a company reaches a point where its story becomes easier to explain, trading activity often increases.

In Weebit’s case, progress milestones provide concrete talking points. Investors can discuss timelines, partnerships and development stages rather than abstract research goals. That clarity tends to bring in a broader pool of participants, including those who previously avoided the stock due to complexity.

As more people watch and trade the stock, volatility can rise. This does not necessarily reflect changes in intrinsic value. It reflects changing perception and participation levels.

Event driven reactions and timing

Another element influencing price action is the timing of announcements. Semiconductor development follows milestone-based progress. Each milestone reduces risk in a specific area, whether it is performance, manufacturability or integration.

When these milestones are communicated, the market often reacts quickly. The reaction depends on expectations. If progress exceeds what investors assumed, prices can move sharply. If it merely confirms existing assumptions, the response may be muted.

In Weebit’s case, several updates have helped narrow the gap between expectation and reality, which tends to support re-pricing rather than short-lived speculation.

Balancing progress with execution risk

Despite positive momentum, Weebit remains an early-stage technology company. Commercialisation in semiconductors is a long and complex process. Even promising technologies can face delays, cost pressures or integration challenges.

This execution risk is reflected in ongoing volatility. Some investors focus on the opportunity and bid the stock higher. Others focus on the remaining hurdles and take profits or wait for further confirmation. The interaction between these views creates the price swings observed in the market.

Understanding this balance is essential. Recent price action does not suggest the journey is complete. It suggests the journey has reached a stage where outcomes feel more tangible.

Structural drivers versus short-term movement

To make sense of Weebit’s share price, it helps to separate structural drivers from short-term forces.

Structural drivers include steady technology development, growing industry engagement and long-term demand for advanced memory solutions. These shape the underlying value of the business.

Short-term forces include announcement timing, broader technology sector sentiment and trading dynamics common in small-cap stocks. These influence how that value is expressed in the share price on any given day.

Recent price action reflects both. The market is reacting to genuine progress, but also amplifying that reaction through sentiment and attention.

What investors tend to watch next

Looking ahead, investors usually focus on a few clear signals. Continued improvement in prototype performance matters because it shows the technology is closing the gap to commercial standards. Expansion or deepening of partnerships suggests growing confidence from industry players. Any clarity around manufacturing readiness or future revenue pathways helps reduce uncertainty further.

Each of these developments affects how investors reassess risk and reward, and that reassessment shows up in price movement.

Price action as a mirror of belief

The recent movement in Weebit Nano’s share price is not random. It reflects a shift in how the market views the company’s progress, credibility and potential role in future computing systems. As the story becomes clearer and evidence accumulates, the stock naturally attracts more attention.

Disclaimer:

General Financial Product Advice and Regulatory Framework: Pristine Gaze Pty Ltd (ABN 66 680 815 678, ACN 680 815 678) operates as Corporate Authorised Representative (CAR No. 001312049) of Alpha Securities Pty Ltd (AFSL 330757), which is licensed and regulated by the Australian Securities and Investments Commission under the Corporations Act 2001 (Cth). This report contains general financial product advice only and has been prepared without consideration of your personal objectives, financial situation, specific needs, circumstances, or investment experience. The information is not tailored to individual circumstances and may not be suitable for your particular situation. Before acting on any information contained herein, you should carefully consider its appropriateness having regard to your personal objectives, financial situation, and needs, and consider seeking personal financial advice from a qualified financial adviser who can assess your individual circumstances and provide tailored recommendations.

Investment Risks and Market Warnings: All investments carry significant risk, and different investment strategies may carry varying levels of risk exposure including total loss of invested capital. The value of investments and income derived from them can fluctuate significantly due to market conditions, economic factors, company-specific events, regulatory changes, commodity price volatility, currency fluctuations, interest rate movements, and other factors beyond our control. Securities markets are subject to market risk from general economic conditions and investor sentiment, liquidity risk affecting the ability to buy or sell securities at desired prices, credit risk from issuer default or deterioration, operational risk from inadequate internal processes, sector-specific risks including industry regulatory changes, technology obsolescence, management changes, competitive pressures, supply chain disruptions, and mining-specific risks including resource estimation uncertainty, operational hazards, environmental compliance, permitting delays, commodity price cycles, geopolitical factors affecting mining operations, and exploration risks. Small-cap and speculative mining stocks carry additional risks including limited liquidity, higher volatility, dependence on key personnel, limited operating history, uncertain cash flows, and potential failure to achieve commercial production.

Information Accuracy and Limitations: While we endeavour to ensure information accuracy and reliability, we make no representations or warranties (express or implied) regarding the accuracy, reliability, completeness, timeliness, or suitability of information provided, except where liability cannot be excluded under applicable law. This report may include information from third-party sources including company announcements, regulatory filings, research reports, market data providers, financial news services, and publicly available information, which we do not independently verify and for which we assume no responsibility. Past performance, examples, historical data, or projections are not indicative of future results, and no guarantee of future returns is provided or implied. To the maximum extent permitted by law, Pristine Gaze Pty Ltd and Alpha Securities Pty Ltd, together with their respective directors, officers, employees, representatives, and related entities, exclude all liability for any errors, omissions, inaccuracies, loss or damage (including direct, indirect, consequential, or special damages) arising from reliance on information provided, investment decisions made based on this report, market losses, opportunity costs, and technical issues or system failures.

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NetwealthCategoriesBusiness
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What Netwealth’s US$101m Compensation Means for Superfund Members & Investors

Netwealth Group’s agreement to pay about US$101 million in compensation is a major step to repair losses suffered by super fund members caught up in the collapse of the First Guardian Master Fund. The money will go to more than 1,000 Netwealth Superannuation Master Fund members whose retirement savings were invested in the failed fund.

What the compensation involves

Netwealth has struck a deal with ASIC to cover an estimated US$101 million in losses linked to First Guardian, and has admitted to breaches of its trustee duties under the Corporations Act. The compensation will be paid directly into affected members’ super accounts via their cash accounts, with payments to be completed by 30 January 2026. ASIC has accepted court‑enforceable undertakings instead of seeking court penalties, meaning Netwealth avoids fines but must follow strict conditions.​

Impact on Netwealth’s financials and investors

For Netwealth shareholders, the payout will appear as a one‑off “extraordinary expense” in the first half of FY26, cutting net profit after tax by about $71 million. The company plans to fund the compensation using a mix of existing cash and new debt, but says its ongoing business remains profitable with strong recurring revenue. Management has indicated that dividends will be based on underlying earnings, excluding this one‑off hit, which should limit the impact on long‑term dividend capacity.​

What it means for governance and the industry

As part of the deal, Netwealth must bring in an independent expert to review its investment governance framework and the way high‑risk investments are added to its platform. It will be restricted from adding certain complex or high‑risk products until those processes are strengthened and confirmed to be in members’ best financial interests. This sends a clear signal to the wider super and wealth industry that regulators expect trustees to do tighter due diligence on alternative and higher‑risk funds before allowing member money to flow into them.

Disclaimer:

General Financial Product Advice and Regulatory Framework: Pristine Gaze Pty Ltd (ABN 66 680 815 678, ACN 680 815 678) operates as Corporate Authorised Representative (CAR No. 001312049) of Alpha Securities Pty Ltd (AFSL 330757), which is licensed and regulated by the Australian Securities and Investments Commission under the Corporations Act 2001 (Cth). This report contains general financial product advice only and has been prepared without consideration of your personal objectives, financial situation, specific needs, circumstances, or investment experience. The information is not tailored to individual circumstances and may not be suitable for your particular situation. Before acting on any information contained herein, you should carefully consider its appropriateness having regard to your personal objectives, financial situation, and needs, and consider seeking personal financial advice from a qualified financial adviser who can assess your individual circumstances and provide tailored recommendations.

Investment Risks and Market Warnings: All investments carry significant risk, and different investment strategies may carry varying levels of risk exposure including total loss of invested capital. The value of investments and income derived from them can fluctuate significantly due to market conditions, economic factors, company-specific events, regulatory changes, commodity price volatility, currency fluctuations, interest rate movements, and other factors beyond our control. Securities markets are subject to market risk from general economic conditions and investor sentiment, liquidity risk affecting the ability to buy or sell securities at desired prices, credit risk from issuer default or deterioration, operational risk from inadequate internal processes, sector-specific risks including industry regulatory changes, technology obsolescence, management changes, competitive pressures, supply chain disruptions, and mining-specific risks including resource estimation uncertainty, operational hazards, environmental compliance, permitting delays, commodity price cycles, geopolitical factors affecting mining operations, and exploration risks. Small-cap and speculative mining stocks carry additional risks including limited liquidity, higher volatility, dependence on key personnel, limited operating history, uncertain cash flows, and potential failure to achieve commercial production.

Information Accuracy and Limitations: While we endeavour to ensure information accuracy and reliability, we make no representations or warranties (express or implied) regarding the accuracy, reliability, completeness, timeliness, or suitability of information provided, except where liability cannot be excluded under applicable law. This report may include information from third-party sources including company announcements, regulatory filings, research reports, market data providers, financial news services, and publicly available information, which we do not independently verify and for which we assume no responsibility. Past performance, examples, historical data, or projections are not indicative of future results, and no guarantee of future returns is provided or implied. To the maximum extent permitted by law, Pristine Gaze Pty Ltd and Alpha Securities Pty Ltd, together with their respective directors, officers, employees, representatives, and related entities, exclude all liability for any errors, omissions, inaccuracies, loss or damage (including direct, indirect, consequential, or special damages) arising from reliance on information provided, investment decisions made based on this report, market losses, opportunity costs, and technical issues or system failures.

Aeris ResourcesCategoriesBusiness
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Aeris Resources (ASX: AIS) Increases Share Purchase Plan Following Strong Demand

Aeris Resources Limited (ASX: AIS) has extended its Share Purchase Plan (SPP) closing date due to overwhelming demand from eligible shareholders. Originally launched on October 31, 2025, alongside an $80 million placement, the non-underwritten SPP targeted $10 million at $0.45 per share—a 16.6% discount to the five-day volume-weighted average price. The strong response prompted the company to push the deadline from December 2 to allow more participation.

SPP Details and Demand Surge

Eligible shareholders in Australia and New Zealand, recorded as of 7pm Sydney time on October 30, 2025, could apply for parcels worth $2,500 to $30,000, equating to 5,555 to 66,666 new shares. Aeris noted the extension in a December 2 announcement, highlighting robust interest that exceeded initial expectations. Funds from the SPP, like the placement, support general working capital, loan repayments, and exploration at key projects such as Constellation.

Strategic Capital Raise Context

This capital raising follows Aeris’s return to profitability in FY25, with $45.2 million net profit and $577 million revenue from its copper-gold operations at Tritton. The $90 million total (placement plus SPP) bolsters the balance sheet to $112 million pro forma cash, aiding growth initiatives like the maiden open-pit ore reserve at Constellation and Murrawombie development. Management views the SPP uptake as a vote of confidence from retail investors.

Next Steps for Shareholders

New shares under the SPP are slated for issue around December 9, 2025, with quotation on ASX the next day. In case of oversubscription, the board may scale back allocations at its discretion. Aeris encourages prompt applications via the online portal or booklet, emphasizing the opportunity for loyal shareholders to increase holdings at a discounted price.

Disclaimer:

General Financial Product Advice and Regulatory Framework: Pristine Gaze Pty Ltd (ABN 66 680 815 678, ACN 680 815 678) operates as Corporate Authorised Representative (CAR No. 001312049) of Alpha Securities Pty Ltd (AFSL 330757), which is licensed and regulated by the Australian Securities and Investments Commission under the Corporations Act 2001 (Cth). This report contains general financial product advice only and has been prepared without consideration of your personal objectives, financial situation, specific needs, circumstances, or investment experience. The information is not tailored to individual circumstances and may not be suitable for your particular situation. Before acting on any information contained herein, you should carefully consider its appropriateness having regard to your personal objectives, financial situation, and needs, and consider seeking personal financial advice from a qualified financial adviser who can assess your individual circumstances and provide tailored recommendations.

Investment Risks and Market Warnings: All investments carry significant risk, and different investment strategies may carry varying levels of risk exposure including total loss of invested capital. The value of investments and income derived from them can fluctuate significantly due to market conditions, economic factors, company-specific events, regulatory changes, commodity price volatility, currency fluctuations, interest rate movements, and other factors beyond our control. Securities markets are subject to market risk from general economic conditions and investor sentiment, liquidity risk affecting the ability to buy or sell securities at desired prices, credit risk from issuer default or deterioration, operational risk from inadequate internal processes, sector-specific risks including industry regulatory changes, technology obsolescence, management changes, competitive pressures, supply chain disruptions, and mining-specific risks including resource estimation uncertainty, operational hazards, environmental compliance, permitting delays, commodity price cycles, geopolitical factors affecting mining operations, and exploration risks. Small-cap and speculative mining stocks carry additional risks including limited liquidity, higher volatility, dependence on key personnel, limited operating history, uncertain cash flows, and potential failure to achieve commercial production.

Information Accuracy and Limitations: While we endeavour to ensure information accuracy and reliability, we make no representations or warranties (express or implied) regarding the accuracy, reliability, completeness, timeliness, or suitability of information provided, except where liability cannot be excluded under applicable law. This report may include information from third-party sources including company announcements, regulatory filings, research reports, market data providers, financial news services, and publicly available information, which we do not independently verify and for which we assume no responsibility. Past performance, examples, historical data, or projections are not indicative of future results, and no guarantee of future returns is provided or implied. To the maximum extent permitted by law, Pristine Gaze Pty Ltd and Alpha Securities Pty Ltd, together with their respective directors, officers, employees, representatives, and related entities, exclude all liability for any errors, omissions, inaccuracies, loss or damage (including direct, indirect, consequential, or special damages) arising from reliance on information provided, investment decisions made based on this report, market losses, opportunity costs, and technical issues or system failures.

CochlearCategoriesBusiness
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Cochlear (ASX: COH) Positions Itself for Further Growth as Implant Adoption Increases

Cochlear Limited has reported another year of growth as more people around the world choose its cochlear and acoustic implants. In FY25, sales revenue rose 4% to about $2.36 billion, helped by higher implant volumes and ongoing demand in developed markets. The company says it helped more than 53,000 people hear through its implant systems during the year.​

Implant adoption gathers pace

Cochlear implant revenue increased 11% to around $1.47 billion, driven by a 12% rise in cochlear implant units to roughly 53,968. The launch of the Cochlear Nucleus Nexa system in Europe and Asia-Pacific supported this growth by giving surgeons and patients a newer, more advanced option. Acoustic implants also grew, although at a slower rate, while Services revenue declined as the earlier wave of sound processor upgrades began to ease.​

Profit growth and investment

Statutory net profit rose around 9%, while underlying net profit edged up about 1% to $392 million, staying within management’s guidance range. Cochlear continued to invest heavily in research and development and digital platforms, aiming to improve clinical workflows and patient outcomes over the long term. Management highlighted that market growth, particularly in developed economies, is being supported by higher adult referrals and broader awareness of implant options.​

Outlook

For FY26, Cochlear is guiding to underlying net profit of $435 million to $460 million, an 11–17% increase on FY25, assuming stable market conditions and no major supply disruptions. The company expects implant unit growth to remain solid as aging populations, expanding candidacy criteria and new technology continue to lift adoption. With a strong balance sheet and a pipeline of new products, Cochlear believes it is well placed to capture more of the growing global implant market.

Disclaimer:

General Financial Product Advice and Regulatory Framework: Pristine Gaze Pty Ltd (ABN 66 680 815 678, ACN 680 815 678) operates as Corporate Authorised Representative (CAR No. 001312049) of Alpha Securities Pty Ltd (AFSL 330757), which is licensed and regulated by the Australian Securities and Investments Commission under the Corporations Act 2001 (Cth). This report contains general financial product advice only and has been prepared without consideration of your personal objectives, financial situation, specific needs, circumstances, or investment experience. The information is not tailored to individual circumstances and may not be suitable for your particular situation. Before acting on any information contained herein, you should carefully consider its appropriateness having regard to your personal objectives, financial situation, and needs, and consider seeking personal financial advice from a qualified financial adviser who can assess your individual circumstances and provide tailored recommendations.

Investment Risks and Market Warnings: All investments carry significant risk, and different investment strategies may carry varying levels of risk exposure including total loss of invested capital. The value of investments and income derived from them can fluctuate significantly due to market conditions, economic factors, company-specific events, regulatory changes, commodity price volatility, currency fluctuations, interest rate movements, and other factors beyond our control. Securities markets are subject to market risk from general economic conditions and investor sentiment, liquidity risk affecting the ability to buy or sell securities at desired prices, credit risk from issuer default or deterioration, operational risk from inadequate internal processes, sector-specific risks including industry regulatory changes, technology obsolescence, management changes, competitive pressures, supply chain disruptions, and mining-specific risks including resource estimation uncertainty, operational hazards, environmental compliance, permitting delays, commodity price cycles, geopolitical factors affecting mining operations, and exploration risks. Small-cap and speculative mining stocks carry additional risks including limited liquidity, higher volatility, dependence on key personnel, limited operating history, uncertain cash flows, and potential failure to achieve commercial production.

Information Accuracy and Limitations: While we endeavour to ensure information accuracy and reliability, we make no representations or warranties (express or implied) regarding the accuracy, reliability, completeness, timeliness, or suitability of information provided, except where liability cannot be excluded under applicable law. This report may include information from third-party sources including company announcements, regulatory filings, research reports, market data providers, financial news services, and publicly available information, which we do not independently verify and for which we assume no responsibility. Past performance, examples, historical data, or projections are not indicative of future results, and no guarantee of future returns is provided or implied. To the maximum extent permitted by law, Pristine Gaze Pty Ltd and Alpha Securities Pty Ltd, together with their respective directors, officers, employees, representatives, and related entities, exclude all liability for any errors, omissions, inaccuracies, loss or damage (including direct, indirect, consequential, or special damages) arising from reliance on information provided, investment decisions made based on this report, market losses, opportunity costs, and technical issues or system failures.

REITCategoriesBusiness
By

Arena REIT (ASX: ARF) Shows Earnings Growth in FY25 and Signals Higher Distributions Ahead

Arena reported solid earnings growth for the full year ended June 30, 2025, with net operating profit reaching $73 million, up 17% from the previous year. This translated to operating earnings per security of 18.55 cents, a 5.1% increase, driven by rental income growth and new property acquisitions. The company also distributed 18.25 cents per security, marking a 4.9% rise year-on-year.

Strong Financial Position

Net profit jumped 44.6% to $82 million, reflecting gains from property valuations and developments completed in recent years. Gearing remained low at 22.8%, just slightly above last year’s 22.6%, showing prudent balance sheet management. Contracted rent reviews and market uplifts were key factors supporting this performance.​

Outlook for Distributions

Arena REIT guided for FY2026 distributions of 19.25 cents per security, signaling 5.5% growth over FY2025 levels. Managing Director emphasized the company’s focus on disciplined investments in social infrastructure assets like early learning centers and NDIS facilities. This positions ARF for continued income stability amid a strong property pipeline.​

Investor Takeaways

These results highlight Arena’s resilience in the REIT sector, with assets growing to support future earnings. Investors can expect reliable payouts backed by long-term leases and development wins, making it attractive for income focused portfolios.

Disclaimer:

General Financial Product Advice and Regulatory Framework: Pristine Gaze Pty Ltd (ABN 66 680 815 678, ACN 680 815 678) operates as Corporate Authorised Representative (CAR No. 001312049) of Alpha Securities Pty Ltd (AFSL 330757), which is licensed and regulated by the Australian Securities and Investments Commission under the Corporations Act 2001 (Cth). This report contains general financial product advice only and has been prepared without consideration of your personal objectives, financial situation, specific needs, circumstances, or investment experience. The information is not tailored to individual circumstances and may not be suitable for your particular situation. Before acting on any information contained herein, you should carefully consider its appropriateness having regard to your personal objectives, financial situation, and needs, and consider seeking personal financial advice from a qualified financial adviser who can assess your individual circumstances and provide tailored recommendations.

Investment Risks and Market Warnings: All investments carry significant risk, and different investment strategies may carry varying levels of risk exposure including total loss of invested capital. The value of investments and income derived from them can fluctuate significantly due to market conditions, economic factors, company-specific events, regulatory changes, commodity price volatility, currency fluctuations, interest rate movements, and other factors beyond our control. Securities markets are subject to market risk from general economic conditions and investor sentiment, liquidity risk affecting the ability to buy or sell securities at desired prices, credit risk from issuer default or deterioration, operational risk from inadequate internal processes, sector-specific risks including industry regulatory changes, technology obsolescence, management changes, competitive pressures, supply chain disruptions, and mining-specific risks including resource estimation uncertainty, operational hazards, environmental compliance, permitting delays, commodity price cycles, geopolitical factors affecting mining operations, and exploration risks. Small-cap and speculative mining stocks carry additional risks including limited liquidity, higher volatility, dependence on key personnel, limited operating history, uncertain cash flows, and potential failure to achieve commercial production.

Information Accuracy and Limitations: While we endeavour to ensure information accuracy and reliability, we make no representations or warranties (express or implied) regarding the accuracy, reliability, completeness, timeliness, or suitability of information provided, except where liability cannot be excluded under applicable law. This report may include information from third-party sources including company announcements, regulatory filings, research reports, market data providers, financial news services, and publicly available information, which we do not independently verify and for which we assume no responsibility. Past performance, examples, historical data, or projections are not indicative of future results, and no guarantee of future returns is provided or implied. To the maximum extent permitted by law, Pristine Gaze Pty Ltd and Alpha Securities Pty Ltd, together with their respective directors, officers, employees, representatives, and related entities, exclude all liability for any errors, omissions, inaccuracies, loss or damage (including direct, indirect, consequential, or special damages) arising from reliance on information provided, investment decisions made based on this report, market losses, opportunity costs, and technical issues or system failures.

Interest ratesCategoriesBusiness
By

CBA’s call: Interest rates may rise in the new year. What’s the timeline?

Commonwealth Bank of Australia now expects the Reserve Bank of Australia (RBA) to lift interest rates early in the new year, rather than keep cutting or holding through 2026. CBA’s economists are flagging one 0.25% rate rise, which would take the cash rate from 3.60% to about 3.85%.​

What CBA is saying about Interest Rates

CBA’s economics team has shifted its view after stronger‑than‑expected inflation and growth data. They believe the economy is running hotter than the RBA is comfortable with, and that a modest rate hike is needed to keep inflation heading back toward the 2–3% target band. The bank now assumes just one rise is enough, but it concedes more hikes are possible if inflation stays sticky.​

The likely timeline

CBA’s base case is for a single 25 basis point move in February, at the first RBA meeting of the year. After that, it expects the cash rate to stay on hold for the rest of 2026, giving the RBA time to see how households and businesses cope with higher repayments. Other forecasters, such as NAB, are more aggressive and tip two hikes, in February and May, while some global banks still think the RBA could wait longer.​

Why it matters for borrowers

If CBA is right, home loan and business loan rates could edge higher within weeks, adding pressure to already stretched borrowers. For households, this means planning for at least one more rise in repayments and being cautious about new debt. For savers, a higher cash rate may support slightly better returns on savings accounts and term deposits, although banks do not always pass on the full increase.

Disclaimer:

General Financial Product Advice and Regulatory Framework: Pristine Gaze Pty Ltd (ABN 66 680 815 678, ACN 680 815 678) operates as Corporate Authorised Representative (CAR No. 001312049) of Alpha Securities Pty Ltd (AFSL 330757), which is licensed and regulated by the Australian Securities and Investments Commission under the Corporations Act 2001 (Cth). This report contains general financial product advice only and has been prepared without consideration of your personal objectives, financial situation, specific needs, circumstances, or investment experience. The information is not tailored to individual circumstances and may not be suitable for your particular situation. Before acting on any information contained herein, you should carefully consider its appropriateness having regard to your personal objectives, financial situation, and needs, and consider seeking personal financial advice from a qualified financial adviser who can assess your individual circumstances and provide tailored recommendations.

Investment Risks and Market Warnings: All investments carry significant risk, and different investment strategies may carry varying levels of risk exposure including total loss of invested capital. The value of investments and income derived from them can fluctuate significantly due to market conditions, economic factors, company-specific events, regulatory changes, commodity price volatility, currency fluctuations, interest rate movements, and other factors beyond our control. Securities markets are subject to market risk from general economic conditions and investor sentiment, liquidity risk affecting the ability to buy or sell securities at desired prices, credit risk from issuer default or deterioration, operational risk from inadequate internal processes, sector-specific risks including industry regulatory changes, technology obsolescence, management changes, competitive pressures, supply chain disruptions, and mining-specific risks including resource estimation uncertainty, operational hazards, environmental compliance, permitting delays, commodity price cycles, geopolitical factors affecting mining operations, and exploration risks. Small-cap and speculative mining stocks carry additional risks including limited liquidity, higher volatility, dependence on key personnel, limited operating history, uncertain cash flows, and potential failure to achieve commercial production.

Information Accuracy and Limitations: While we endeavour to ensure information accuracy and reliability, we make no representations or warranties (express or implied) regarding the accuracy, reliability, completeness, timeliness, or suitability of information provided, except where liability cannot be excluded under applicable law. This report may include information from third-party sources including company announcements, regulatory filings, research reports, market data providers, financial news services, and publicly available information, which we do not independently verify and for which we assume no responsibility. Past performance, examples, historical data, or projections are not indicative of future results, and no guarantee of future returns is provided or implied. To the maximum extent permitted by law, Pristine Gaze Pty Ltd and Alpha Securities Pty Ltd, together with their respective directors, officers, employees, representatives, and related entities, exclude all liability for any errors, omissions, inaccuracies, loss or damage (including direct, indirect, consequential, or special damages) arising from reliance on information provided, investment decisions made based on this report, market losses, opportunity costs, and technical issues or system failures.

Electro Optic SystemsCategoriesBusiness
By

US$80 Million Conditional Contract Puts Electro Optic Systems (ASX: EOS) Under the Market Lens

Electro Optic Systems Holdings (ASX: EOS) has signed a conditional contract worth about US$80 million with a defence customer in the Republic of Korea. The deal covers the manufacture and supply of a 100kW high‑energy laser weapon system, along with support, training and integration work over several years.

What the contract involves

Under the agreement, EOS will deliver a complete high‑energy laser weapon, designed mainly for defence against drones and other airborne threats. The contract is described as “binding but conditional”, meaning it will only fully take effect once export permits, regulatory approvals and some technical milestones are met. Payments are expected to be staged over the project life as EOS hits agreed milestones.

Why the market is watching EOS

This contract is important because it turns EOS’s laser weapon technology from a development project into a major commercial order. The deal follows earlier wins in remote weapon systems and adds to an already growing backlog, improving revenue visibility for the next few years. The news pushed EOS shares sharply higher, with the stock jumping and trading at its highest level in weeks.​

What it could mean for the future

Management has flagged that the agreement could be the first step toward deeper cooperation in Korea, including potential joint venture structures and future follow‑on orders if the system performs well. For investors, the key issues now are execution risk, timing of cash flows and how quickly EOS can turn this showcase Korean project into repeat business in other markets. If successful, the contract could help reposition EOS as a leading player in high‑energy laser defence systems globally.

Disclaimer:

General Financial Product Advice and Regulatory Framework: Pristine Gaze Pty Ltd (ABN 66 680 815 678, ACN 680 815 678) operates as Corporate Authorised Representative (CAR No. 001312049) of Alpha Securities Pty Ltd (AFSL 330757), which is licensed and regulated by the Australian Securities and Investments Commission under the Corporations Act 2001 (Cth). This report contains general financial product advice only and has been prepared without consideration of your personal objectives, financial situation, specific needs, circumstances, or investment experience. The information is not tailored to individual circumstances and may not be suitable for your particular situation. Before acting on any information contained herein, you should carefully consider its appropriateness having regard to your personal objectives, financial situation, and needs, and consider seeking personal financial advice from a qualified financial adviser who can assess your individual circumstances and provide tailored recommendations.

Investment Risks and Market Warnings: All investments carry significant risk, and different investment strategies may carry varying levels of risk exposure including total loss of invested capital. The value of investments and income derived from them can fluctuate significantly due to market conditions, economic factors, company-specific events, regulatory changes, commodity price volatility, currency fluctuations, interest rate movements, and other factors beyond our control. Securities markets are subject to market risk from general economic conditions and investor sentiment, liquidity risk affecting the ability to buy or sell securities at desired prices, credit risk from issuer default or deterioration, operational risk from inadequate internal processes, sector-specific risks including industry regulatory changes, technology obsolescence, management changes, competitive pressures, supply chain disruptions, and mining-specific risks including resource estimation uncertainty, operational hazards, environmental compliance, permitting delays, commodity price cycles, geopolitical factors affecting mining operations, and exploration risks. Small-cap and speculative mining stocks carry additional risks including limited liquidity, higher volatility, dependence on key personnel, limited operating history, uncertain cash flows, and potential failure to achieve commercial production.

Information Accuracy and Limitations: While we endeavour to ensure information accuracy and reliability, we make no representations or warranties (express or implied) regarding the accuracy, reliability, completeness, timeliness, or suitability of information provided, except where liability cannot be excluded under applicable law. This report may include information from third-party sources including company announcements, regulatory filings, research reports, market data providers, financial news services, and publicly available information, which we do not independently verify and for which we assume no responsibility. Past performance, examples, historical data, or projections are not indicative of future results, and no guarantee of future returns is provided or implied. To the maximum extent permitted by law, Pristine Gaze Pty Ltd and Alpha Securities Pty Ltd, together with their respective directors, officers, employees, representatives, and related entities, exclude all liability for any errors, omissions, inaccuracies, loss or damage (including direct, indirect, consequential, or special damages) arising from reliance on information provided, investment decisions made based on this report, market losses, opportunity costs, and technical issues or system failures.