Investor Insights

For investors who still think of NRW Holdings (ASX:NWH) as simply a mining contractor, the Financial Year 2026 (FY26) result provides a useful reason to update that view. NRW has developed into a much broader Australian industrial contracting business, providing contract mining, drill-and-blast, engineering, and civil construction services to resources and infrastructure customers.

Codan (ASX:CDA)  is an Australian technology company that designs, develops, manufactures and markets communications and metal-detection equipment. Its two main operating segments are Communications and Metal Detection. Within those businesses sit brands and operations including DTC, Zetron and Minelab, giving Codan exposure to tactical and defence communications, unmanned systems, public-safety communications and gold detection.

With Woolworths and Coles reporting their 2026 results, it’s easy to make their billions in revenue and profits political targets. But does translating their nominal Financial Year 2026 (FY26) results into the terms of an Australian household’s economics reinforce the criticisms levelled at them? To help answer this question, I ran a bit of a thought experiment.

Michael Burry, the Wall Street legend made famous for shorting the 2008 U. S. housing bubble in Michael Lewis’s book The Big Short, is ramping up his short thesis again, while taking direct aim at the “idiots” (his term) in what he calls “Trump’s market”.

The popular Australian economic narrative includes the argument the consumer is weak, and we are heading towards a recession. But Australia’s latest retail earnings results are painting a more nuanced picture. In other words, the household sector is under pressure, but the pressure is not falling evenly.

ARB Corporation (ASX: ARB) is Australia’s leading designer, manufacturer, and distributor of premium 4×4 vehicle accessories. Known worldwide for its flagship bull bars, suspension systems, roof racks, and camping gear, the company operates an extensive retail, wholesale, and export network serving off-road enthusiasts, commercial fleets, and Original Equipment Manufacturers (OEMs). *This article was written on 25 August 2026.

  I discuss our positioning in the big four banks and why we maintain a significant underweight. After a period of strong bank performance, we believe the outlook is shifting as credit growth moderates and economic conditions evolve, supporting our current positioning.

If you follow financial news, like I do, you might have recently heard market commentator Trevor Hall summarise Treasury Secretary Scott Bessent’s latest move in a single eye-opener: “He’s buying back bonds with 1 per cent interest rates at 50 cents on the dollar and replacing them with short-term debt that currently yields 3 and ¾ per cent.

This week, the market’s most irrepressible bull, Ed Yardeni published another blog promoting his bullish thesis entitled, Peak Fear? Peak Yields? Peak Earnings? Peak AI? , alongside co-author Elias Griepentrog. The headline gives away the framework because Yardeni and Griepentrog immediately answer the four questions in order: Peak Fear? Yes. Peak Yields? Maybe. Peak Earnings? No. Peak AI? No.

FDC Consolidated Holdings Limited (ASX: FDC), a major Australian construction, fit-out, and building services company, has had an auspicious beginning as a public company after listing for $3. 00 per share on the ASX on 13 July 2026. FDC reported a 13 per cent increase in revenue for the year to June 2026 to $1.

SkinKandy (ASX: SK1) is Australia and New Zealand’s self-proclaimed leading specialty piercing and body jewellery retailer. Operating a ‘service-led retail model,’ the company delivers over 60 distinct types of professional body and ear piercings alongside a range of high-margin jewellery and specialised aftercare products.

Supermarket giant Coles Group released its FY26 full-year earnings this week, delivering metrics that were modestly ahead of market expectations. Despite persistent cost-of-living pressures facing Australian households, the company reported solid execution, robust supermarket growth, and strong efficiency measures.