Higher interest rates boost earnings for ASX real estate platform
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Higher interest rates boost earnings for ASX real estate platform
Interest rates are driving a spike in property listings.
ASX data center player sells US assets to bolster balance sheet
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ASX data center player sells US assets to bolster balance sheet
Asset sale in response to growing investor concerns.
Undervalued ASX share retains wide moat rating despite regulatory pressures
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Undervalued ASX share retains wide moat rating despite regulatory pressures
Proposed price regulation impacts our fair value.
Lower moat ratings on four ASX shares due to AI
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Lower moat ratings on four ASX shares due to AI
We believe AI weakens the competitive advantage of these companies.
Paying more for new customers is a troubling sign for ASX share
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Paying more for new customers is a troubling sign for ASX share
Shares fall close to 18% after reporting higher marketing expenses.
AI is a tailwind for beaten down ASX tech share
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AI is a tailwind for beaten down ASX tech share
Latest earnings report outlines cost reduction potential of AI.
Investors overly concerned about AI impact on ASX share
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Investors overly concerned about AI impact on ASX share
Shares screen as undervalued after prolonged decline.
ASX listed software provider joins global sell-off
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ASX listed software provider joins global sell-off
Our thesis remains unchanged.
Expense concerns for ASX best idea
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Expense concerns for ASX best idea
Expense guidance changes short-term earnings but not long-term fundamentals.
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