Browsing Tag
Cameron McIntyre
2 posts
CAR Group (ASX: CAR) climbs 4.77% to A$27.26 as oversold classifieds rebound from AI-driven selling
CAR Group trades at half of UBS Group's A$39.60 target while growing earnings double digits. The AI disruption thesis is starting to look overdone.
REA Group (ASX: REA) shares jump as Q3 FY2026 result lifts cost guidance and confirms residential recovery
REA Group fell 9.6% on H1 results in February. Today's Q3 print rewrites that thesis. Listing volumes are back, yield is at 14%, costs are being held.