Stock Analysis

Is this as good as it gets for Collins Foods?

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Shares in Collins Foods (ASX:CKF) have recovered strongly since mid-2025. The key factors supporting the recovery include strong same-store sales growth, operational efficiencies and attractive growth prospects in Germany. Despite upgrading guidance, the Company are still cautious about the current consumer environment across all regions. With the shares having retraced from a recent high of $11.64 in early December, is this as good as it gets for CKF? About Collins Foods Collins Foods (CKF) is a Kentucky Fried Chicken (KFC) …

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More upside for NRW Holdings

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NRW Holdings (ASX:NWH) – like many ASX-listed contractors – enjoyed solid gains in 2025. For NWH, the key factors that have led to a re-rating include a solid contract pipeline, a high win rate for new contracts, margin expansion and accretive acquisitions. We recently researched NWH in The Dynamic Investor to assess whether current levels present an attractive entry opportunity. About NRW Holdings NRW Holdings (NWH) is a diversified contract services provider to the resources and infrastructure sectors in Australia …

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Are Steadfast shares a value trap?

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Steadfast Group (ASX:SDF) shares have been trading lower over the last couple of months on the back of several investor concerns. Notably, the premium rate environment is moderating. This is placing greater reliance on accelerated acquisitions, as well as cost savings, to achieve Company guidance for this financial year (FY26). Accordingly, we recently researched SDF in The Dynamic Investor to assess whether the recent weakness presented an entry opportunity. Or, is it better to remain on the sidelines? About Steadfast …

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Is the price right for some TLC?

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Weaker lotteries volumes and cost pressures have weighed on sentiment for The Lottery Corporation (ASX:TLC) shares. These factors have pushed the shares to recent lows. In its short trading history, TLC shares have typically recovered off its lows. With this in mind, we recently researched TLC in The Dynamic Investor to assess whether current levels present an opportunity. About The Lottery Corporation The Lottery Corporation is the leading lottery and Keno game operator in Australia. The Company holds long-dated licenses …

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Have we seen the lows in Nufarm?

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We researched Nufarm (ASX:NUF) in The Dynamic Investor in early December. Following the release of results for the 12 months to 30 September 2025 (FY25), the share price recovered well. Outlook comments were upbeat. In particular, the Company pointed to expectations for material earnings growth and a reduction in gearing for FY26. Since our report, the shares have weakened further and have largely reversed the post-result gains. Accordingly, we consider whether the risk-reward has become more favourable. Or, is it …

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