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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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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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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In early December 2025, we recommended Orica (ASX:ORI) in The Dynamic Investor as a BUY. Since our report, the shares have gained over 8%. After reporting a solid full-year result, the Company provided guidance for FY26 EBIT growth across all segments. ORI also expects to sustain EBIT growth beyond FY26. Given the recent gains, do current levels still present an attractive entry point? About Orica Orica (ORI) is the world’s largest manufacturer and supplier of commercial explosives and blasting systems …

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