Daily FNArena News - Small Caps

Codan’s growth in FY26 surprised even the most upbeat, prompting material earnings upgrades, but what about the valuation?

Dalrymple Bay Infrastructure has appeal to investors seeking dependable and growing yield and defensive elements for their portfolio

FY26 yet again highlighted Universal Store as a quality retail operator against an increasingly challenging macro backdrop

Stronger fund flows, resilient investment performance and recent acquisitions have strengthened confidence that Navigator Global Investments can sustain earnings growth into FY27

While SpaceX is reshaping the long-term telecommunications landscape, analysts believe Aussie Broadband’s near-term earnings outlook and valuation remain attractive

Wealth platform Netwealth is moving into the broking space, investing for growth and scale at the expense of near-term earnings margins

Strength in Australia offset weakness in Europe for Collins Foods’ KFC business leading to a solid FY26, but margin pressure remains a prominent feature

Judo Capital has shocked the market in disclosing a rapid deterioration in loan quality leading to a share price trashing. May there be more to come?

The closure of Reliance Worldwide’s Melbourne brass facilities is another step to its global manufacturing rationalisation and streamlining to US on-shoring and less reliance on copper

Stronger cost reductions, resilient pricing and growing China exposure encourages analysts to back IDP Education despite headwinds and near-term earnings risks