Treasury Wine Estates shows early reversal signs after a downturn, supported by restructuring optimism and stabilising demand. Key upside lies around A$5.30–A$5.70, with further gains possible if momentum holds, though sustained strength is needed to confirm a broader recovery.
CSL shares crashed after a US$5 billion impairment warning and weaker guidance shocked investors, sending the stock below A$100. Despite strong long-term fundamentals in plasma therapies, technical indicators remain bearish with heavy selling pressure still dominating the chart.
Elevra Lithium has surged over 400% amid stronger lithium prices, record revenue, and growing EV demand. Backed by North America’s largest hard-rock lithium mine, ELV remains technically bullish, with investors closely watching a breakout above A$14.20.
Fortescue (ASX: FMG) shares have rebounded on stronger iron ore prices, improving Chinese demand and solid shipments. Sentiment is also lifted by dividends and production strength, while its green energy transition and decarbonisation plans support long-term growth above A$20 momentum.
Cleanaway (ASX: CWY) is rebuilding momentum through upgraded EBIT guidance, margin expansion, and a stronger strategic framework, with valuation support emerging as earnings and free cash flow accelerate.
We continue to view Accent Group (AX1) as one of the few genuinely scaled, defensible retail platforms in Australia and New Zealand. In a sector where earnings volatility is the norm and brand power often trumps execution, AX1 stands out because it has quietly built a multi-brand ecosystem that gives it pricing control, data-driven consumer reach, and operational leverage that smaller retailers simply cannot replicate.
