The COB: Friday Fizzle
The COB Friday edition wrapped up the week’s market activity, noting a flat‑to‑slightly negative close as the ASX hovered just above the 9,000‑point mark. With one week left in the earnings season and a tail of small‑cap reports expected, host Andrew Gageen highlighted the “Friday fizzle” as a pause before the final reporting wave. Bank stocks such as ANZ, Westpac and CBA led the upside, while materials were mixed after Rio Tinto’s 3% miss. Corporate results showed a broad earnings rebound: miners posted roughly 30% profit growth, dividend payouts rose for 66% of firms, and overall profit growth averaged 4%. Telix Pharmaceuticals surprised with a near‑$1 billion revenue forecast despite a net loss, lifting its shares 15%. AMP’s Shane Oliver emphasized the shift from three years of declining profits to a turnaround, noting the best earnings‑expectation differential since 2021. He warned that the market’s rally rests heavily on banks and resources, and flagged high forward P/E ratios and potential RBA rate hikes as risks. Both analysts also speculated that Australia could benefit indirectly from the AI boom through increased demand for its natural resources. Investors should monitor the upcoming small‑cap earnings, watch for any RBA policy moves triggered by a tight labour market, and stay alert to geopolitical developments that could drive oil volatility. The mixed sector performance suggests that while the headline profit story is positive, diversification and risk management remain essential.
Share Price Down but This Mid Cap Appears to Be Firing on All Cylinders,
MA Financial posted FY25 results that edged above analyst expectations, with revenue, EBITDA and net profit all marginally higher than consensus forecasts. Asset‑management inflows surged, doubling to $2.4 billion, while the Lending & Technology division expanded sharply and now contributes over...
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[FULL] THE DAILY REPORT (2026-02-19)
A Seoul court sentenced former President Yun Seong-yeol to life imprisonment after finding he led an insurrection by briefly declaring martial law on Dec. 3, 2024; seven aides including a former defense minister received lengthy terms. Judges concluded the deployment...
Recycling Is India’s Critical Minerals ‘Gold Mine’
Speakers say India’s informal recycling sector, which handled about 99% of electronic waste before extended producer responsibility (EPR) rules, is a vital but hazardous source of critical minerals and materials. Informal operators use primitive, polluting processes—open burning and acid treatments—that...
50% of the Global Economy Is Missing From Most Aussie Portfolios. Here's How to Add It In
LiveWire Markets Fund in Focus featured Platinum Asset Management’s Cameron Robertson discussing the Platinum Asia strategy, highlighting that roughly 50% of the world’s economy resides in Asia yet most Australian portfolios remain heavily US‑centric. Robertson explained the fund’s two‑decade track record,...
Squawk Box Asia - 19-Feb-26
Morgan Stanley’s Squawk Box Asia segment framed current market dynamics around technological innovation and changing consumer behavior, arguing these forces are driving significant growth and industry transformation. The piece emphasizes that navigating these trends requires strategic foresight and bespoke financial...
Govt Likely To Offer Big Relief To Mega Power Projects | ET NOW Exclusive | Business News | ET Now
Government sources indicate the cabinet is poised to approve sweeping relief for India's mega‑power projects, granting full benefits of the 2009 Mega Power Policy. The relief centers on customs and excise duty exemptions for power‑generation equipment, extending to provisional projects...
Money Talks Livestream | February 19, 2026
The Banco Central ng Pilipinas convenes its first policy meeting of the year with markets pricing a unanimous 25 basis-point cut to the benchmark rate, according to a Business World poll of 16 analysts, while the OECD urged stronger management...
The COB: Premium Payday
The S&P/ASX 200 closed at 9,007 points, a 0.5% gain that pushed the index above the psychologically important 9,000 mark for a third straight session. National Australia Bank led the market, posting a 16% rise in first‑quarter cash earnings and...
India Business Hour: Nifty Reclaims 25,700 On D Street, Infosys Ties Up With Anthropic & More
The India Business Hour highlighted a bullish market close, with the Nifty index breaking the 25,700 barrier as IT stocks recovered after a volatile session. The segment’s focus shifted to strategic AI collaborations, most notably Infosys’ partnership with Anthropic to...
Phase 2 in Sight as Reinvention Reaps Rewards
Perseron Therapeutics announced a strategic shift from rare‑disease research to cancer immunotherapy, centering on its lead asset HMBBD2. The drug activates the newly identified Vista pathway, a departure from the PD‑1 axis that dominates current checkpoint inhibitors. The company reported that...
The Open: BHP Beats 💥 ASX to Lift
The opening segment of the Australian market focused on BHP’s latest earnings release, which topped analysts’ forecasts, and a broader look at earnings from real‑estate, storage and retail firms. BHP reported a record 146.6 million tonnes of iron ore from Western Australia,...
Market Opening LIVE | Nifty Opens Below 25,400, Sensex Slips 150 Points; Adani Stocks, IT In Focus
The market opened modestly lower, with the Nifty slipping below the 25,400 mark and the Sensex shedding roughly 150 points. Early trading highlighted weakness in several mid‑cap names, while the broader sentiment was shaped by a global momentum drawdown affecting...
Lupin Q3 Profit Jumps 37%! Is $1 Billion US Sales Next? | Margin Outlook & GLP-1 Big Bet | ET...
Lupin reported a 37% jump in Q3 profit, reaching ₹1,175.5 crore, and reaffirmed its aim to cross $1 billion in U.S. sales this fiscal year. The company also lifted its full‑year EBITDA margin outlook to 27‑28%, up from the prior 29‑30% nine‑month...
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[FULL] AI HEADLINE NEWS 22:00 (2026-02-13)
South Korea’s AI‑driven news roundup highlighted a bustling Lunar New Year travel season, a potential Japan‑South Korea prime‑ministerial meeting, robust economic data, and a historic sports victory. The Korea Expressway Corp expects 5.54 million vehicles on highways, prompting Corell to add 110,000...
Live: Bangladesh Results Explained; India-US Deal Tweaked; India's CPI Reset Decoded | Bizworld
The weekly roundup opened with a stark market correction: the Nifty 50 slipped 1.3% to 25,471.1 and the Sensex fell 1.25% to 82,626.8, with energy, metals and realty leading the declines. The segment was followed by a deep dive into...
Taiwan Signs Deal with U.S. for 15% Tariffs; Partial Opening of Beef, Pork Markets
The video reports that Taiwan has signed a new trade agreement with the United States, imposing a 15 percent tariff on American‑made automobiles while simultaneously granting limited market access for U.S. beef and pork products. The arrangement is part of...
Nickel Giant Vale Indonesia’s Huge Bet On EVs
Nickel giant Vale Indonesia is pressing ahead with a multibillion-dollar pivot into battery-grade nickel, betting that demand for nickel-based EV batteries will remain resilient even as lithium iron phosphate batteries gain ground globally.
What Does China's Corporate Climate Reporting Standard Mean for the Green Transition?
China’s Ministry of Finance, the People’s Bank and other regulators have issued the Corporate Sustainable Disclosure Standard No. 1 Climate Trial, the country’s first climate‑specific corporate reporting framework, aimed at translating national carbon‑neutral goals into company‑level data. The standard mirrors the global...
Taiwan Stock Market Celebrates Record Gains Before Lunar New Year｜TaiwanPlus News
Taiwan’s stock market marked a celebratory closing ceremony on the eve of the Lunar New Year, highlighting record‑setting gains that have propelled the island’s equity universe into global prominence. By the end of 2023 the total market capitalization topped roughly $3.2 trillion,...
S. Korea, Netherlands Hold Their First Ever 2+2 High-Level Talks on Chips, Supply Chains, AI
South Korea and the Netherlands held their inaugural “2+2” high‑level talks in The Hague, bringing together foreign ministers and trade officials to cement a strategic partnership focused on semiconductors, supply‑chain resilience, artificial intelligence and cyber security. Both nations are pillars of...
Bazaar: The Most Comprehensive Show On Stock Markets | Full Show | February 11, 2026 | CNBC TV18
The segment explains smart contracts as self-executing agreements stored and run on a blockchain that automatically enforce terms when predefined conditions are met. Using a house sale as an example, the host describes how payment confirmation can trigger automatic transfer...
Taking the Long View of Reporting Season | the Advisory
Reporting season is back, and investors are bombarded with earnings headlines and market swings. Morningstar’s personal‑finance director Mark L‑Monica joins the advisory to argue that the frenzy can obscure the longer‑term view that disciplined investors need. L‑Monica notes that quarterly results...
Trade Setup For Today | Nifty Above 25,900 | Gift Nifty Signals Strong Opening | Share Market
The video outlines today’s trade setup as India’s Nifty breaches the 25,900 level, posting a more than 2% gain and signaling a strong market opening. The host frames this move against a backdrop of flat US retail sales, lingering AI‑related...
Global Stocks up on Japan Win; Yen, Dollar, Commodities Dip
Global equities rose in Asian trading on Tuesday, led by a sharp rally in Japan’s Nikkei 225 after Prime Minister‑designate Sayia Teachi secured a decisive election victory over the weekend. The broader MSCI Asia‑Pacific index outside Japan gained 0.6%, while...
The COB: Tech Flex
The COB segment focused on today’s market dynamics, highlighting a modest recovery in the ASX 200, driven primarily by a 2.3% gain in the technology sector after a sharp correction last week. Financial stocks faced pressure, while healthcare showed defensive strength,...
Rudi: Where Can You Find Shelter as Winter Arrives for Tech Stocks?
The video features James Marlay and Rudy Van Djk discussing the ASX landscape as reporting season approaches, focusing on the stark rotation from growth‑tech to resources and banks. They note Morgan Stanley’s original 8% earnings growth forecast for the ASX‑200 has...
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Positioning for What’s Next in Markets | The Macro Show [FREE EDITION]
The Macro Show’s free edition opened with Emma Vlic and Hedgei CEO Keith McCulla outlining their daily decision‑making framework. Their process begins at 4:30 a.m. with AI‑enhanced data feeds, then narrows to three macro signals that drive trade ideas: Asian equity...
President Lai Outlines Outcomes of Latest Taiwan-U.S. Economic Talks
President Lai used a press conference to detail the outcomes of the latest Taiwan‑U.S. economic talks, announcing the signing of the Comprehensive Strategic Economic Cooperation (CSEC) declaration and a joint American Economic Security Cooperation statement. The agreements underscore a renewed...