
Auckland Airport (ASX: AIA) delivers steady earnings growth, strong passenger recovery, and disciplined infrastructure execution, positioning New Zealand’s gateway for long‑term value creation.

Wiseway is an integrated logistics provider spanning freight forwarding, warehousing, e-commerce fulfilment and perishables. Strong 1H26 revenue and earnings growth, US expansion and capital returns supported its share-price rally, while the recent pullback tests a technically significant support zone

Rising geopolitical tensions and military modernisation are driving a surge in global defence spending, which exceeded US$2.6 trillion in 2025. Australia is also increasing defence investment, with spending expected to approach A$100 billion by 2034. As a result, ASX-listed companies involved in defence technology, shipbuilding and security systems are gaining investor attention as part of a long-term growth trend.

Cettire (ASX: CTT) share price recently had a breakout. But it is in a bit of limbo; enough promise remains that a rebound could be on the cards, but enough uncertainty that it’s far from a safe bet. On one hand, the company is forecast to post healthy earnings-per-share growth over the next few years and has a pretty low price-to-sales ratio compared with peers, suggesting some latent value. On the other hand, consensus analyst targets hover modestly, some even see a drop, and many believe any upside beyond roughly one Australian dollar a share depends on improvements that aren’t guaranteed.

We see HY2025 as the first genuinely credible step in EVO’s multi-year turnaround. Not a cosmetic clean-up. Not a one-off bounce. A real shift. Occupancy is climbing, labour stability is improving, centre-level margins are widening, and cashflow finally has the shape of something we can underwrite. Management has been making tough decisions — cutting deadweight centres, fixing staffing inconsistencies, and rebuilding trust in local communities — and the P&L now reflects it.

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.