By Marcus Devlin
Two decades covering equity markets. Writes on single stocks, sectors, valuations and the trades behind the tape.
DigiCo's Sydney data center fully pre-leased, but shares slide 9%
DigiCo Infrastructure REIT reported solid FY2026 results, with Jefferies noting its Sydney data center is effectively fully pre-leased. Desp
Charter Hall inflows surge 97% but slow sharply in Q4, Jefferies says
Charter Hall attracted AU$6.7 billion in equity inflows over the past year, up 97%, but the pace slowed dramatically in the final quarter. J
Japan's 10-year bond yield hits 2.875% as oil and rate-hike bets bite
Japan's 10-year government bond yield rose to 2.875% as higher oil prices and growing expectations of a Bank of Japan rate hike later this m
Corporate Travel Management faces £87 million UK refund bill
Corporate Travel Management says it found contract uncertainty in its UK business and is negotiating settlements that could mean £87 million
Asia stocks slip as US yields near 5.30% and oil keeps inflation fears alive
Asian markets slid as US Treasury yields pushed back toward 5.30%, a level that has historically spooked investors. Meanwhile, rising oil pr
NetEase profit falls 18.8% on investment loss despite game revenue growth
NetEase's second-quarter profit fell 18.8% after a 2.95 billion yuan investment loss, even as game revenue grew 9.7%. The company is using A
EQT gets second takeover offer in a week as BGH tops TPG's bid
BGH Capital has made a cash offer of A$24.75 per share for EQT Holdings, beating TPG's A$24.55 bid. The deal values EQT at about A$663 milli
Anthropic reportedly adds Citigroup to IPO bank lineup
Anthropic is reportedly adding Citigroup to its IPO bank lineup, joining Morgan Stanley, Goldman Sachs, and JPMorgan. A filing could come as
Scandium Canada's alloy lands in all Ferreol skis as it raises C$5M for Quebec drilling
Scandium Canada says its aluminum-scandium alloy will be used in every ski in Ferreol Skis' new 2026-2027 lineup. The company also raised C$
Anthropic eyes SpaceX-sized IPO as AI stocks wobble
Anthropic, backed by Amazon, could file for an IPO by the end of the month, aiming for a valuation rivaling SpaceX's $75 billion debut. The
Loonie hits three-month high as oil jumps and trade talks resume
Canada's dollar touched a near three-month high as oil prices jumped and the US dollar softened. Renewed US-Canada trade talks added to the
UBS raises J.M. Smucker target to $142, sees coffee pricing cushioning volumes
UBS raised its price target on J.M. Smucker to $142 from $130, saying coffee pricing should cushion weaker sales volumes. The bank expects t