ASX

The country’s biggest winemaker is making a fair fist of growing its luxury wine brand Penfolds, aided, in no small part, by China’s decision to lift tariffs. It now needs to sell its low-cost brands – quickly.

Shareholders have not been forgotten in the transformation of this NZ communications infrastructure group with the 2024 total dividend up 12 per cent compared with 2023 and a 25 per cent increase predicted for 2025.

This Sydney-based global logistics software group – the ASX’s flagship start-up in the IT space – still has shareholders enthralled. To keep them onside it’s critical that the board gets the appointment of the new chief executive officer correct.

The West Australian miner is poised to enjoy a strong 2025 on the back of the De Grey Mining acquisition, increased production, a healthy exploration budget and a gold price trading at record levels.

Merging companies is never easy but this multinational flexibles and packaging group has the track record to suggest its acquisition of Berry Global can succeed – with shareholders in both groups to benefit.

A firm grip on the Australian market is giving the Melbourne-based, world-first digital property settlement platform a springboard to continue expanding offshore.

The global supply chain logistics group is well on track to meet its forecasts of higher revenue, earnings and free cashflow generation in 2025.

A global reach is paying dividends for the Melbourne-based company with operations in Asia and the Americas helping drive revenue over the $1 billion milestone in the 2024 financial year.

In what could be a harbinger for the coming year, the S&P/ASX 200 index has been on a roller coaster ride since the market opened on January 3. What’s making investors extremely jittery are fears incoming President Donald Trump’s policies will fuel inflation.

The Western Australian miner has delivered to shareholders in 2024 – despite a falling iron ore price. Repeating this result will be extremely difficult if a Trump administration decides to impose higher tariffs.

The challenges of growing overseas competition, cost of living pressures and the threat of further regulatory oversight are being met by Australia’s leading lottery and Keno operator – so far.

A mild warning to the market from this global travel group in October had skittish investors bailing out. Those who held their nerve could enjoy a higher payout and share price if the travel industry picks up in 2025.