The Stock Scoop ⚡️ U.S.A Investor access

TSN heads to U.S.A. & reporting season shocks & surprises

Author

Lel Smits
September 01, 2025

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August was another whirlwind month on the ASX, led by the benchmark ASX 200 index smashing through the 9,000-point mark to set fresh record highs. 

This milestone unfolded against the backdrop of reporting season, with Australia’s biggest companies unveiling their FY25 results or half-year updates, while also offering a glimpse into the road ahead.

  • As always, there was no shortage of headline-grabbing stories.
    CSL Limited (ASX: CSL) was one of the major casualties, sinking to six-year lows after reporting operational challenges and a subdued outlook.

  • More than 15,000 TSN viewers watched our coverage of Guzman y Gomez (ASX:GYG), falling more than 20% despite achieving record results

That’s just a taste of what was one of the busiest periods on the ASX calendar. August was also a milestone month for me personally.  I had the privilege of presenting The Stock Network to global investors at the Canaccord Genuity Growth Conference in Boston, Massachusetts.

I was honoured to be part of Canaccord’s fifth Advisory Program for Women Entrepreneurs, joining an inspiring group of women and innovative businesses that are driving real change. Here’s my one minute video of the highlights

Canaccord’s program is more than just a toolkit for success. It’s helping redefine what access and opportunity look like for the next generation of entrepreneurs. And, if you know a female entrepreneur who would like to take part applications are now open for 2026.

To your investing,

🧨 Trending

  • 🏦 RBA cuts interest rates

    The RBA delivered its third interest rate cut of the year during the month, lowering the cash rate by 25 basis points to 3.60%. The move was widely expected and added further momentum to equity markets.

  • ✂️ Inflation surprise reignites rate cut doubts

    After months of easing, Australia’s inflation unexpectedly jumped to 2.8% in July, up from 1.9% in June. The sharp rise has cast uncertainty over whether the RBA will continue cutting rates through the rest of the year.

  • 🚀 Record highs

    The All Ordinaries index continued its multi-month ascent to hit new all-time highs during August, surpassing 9,200 points for the first time. This performance was aided by robust earnings and supportive RBA rate cuts.

📈 Charts on fire

  • 🍌 Papyrus Australia (ASX:PPY) jumps after Aquirian deal
    Shares in banana fibre technology developer jumped more than 200% after inking a deal with listed mining services company Aquirian (ASX:AQN), for Papyrus to supply biodegradable boards.

  • 🥛 OMG (ASX:OMG) lifts on Woolies deal 
    Shares in the health and wellness food company lifted after revealing its OMG Oat Milk Goodness brand expansion. The Oat Milk range will now increase to 900 Woolworths (ASX:WOW) stores in November, up from 544 now.

  • ⛏️ Kaili Resources (ASX:KLR) rockets
    Rocketed up to close 2,900% on Monday 25 August after announcing to the ASX the previous trading session it's received approval to start drilling at its Limestone Coast Rare Earths Project located in South Australia.

🔮 Watchlist preview 

  • 🔍 Unpacking reporting season

    As the FY25 reporting season winds down, the market will now be tasked with dissecting results from ASX heavyweights to spot key sector trends and assess how company outlooks could shape the broader economic landscape.

  • 🏛️ Key economic indicators

    All eyes will be fixed on upcoming labour market and inflation data, alongside GDP figures for the second quarter of 2025. The RBA’s next meeting at the end of September will dictate the central bank’s next move on interest rates.

  • ⚖️ Index shake-up

    The September S&P/ASX index rebalance will be finalised in early September, with changes taking effect later in the month. Additions or removals from benchmarks like the ASX 200 can spark sharp moves in affected stocks as funds adjust their portfolios.

Contact me for exclusive opportunities to participate
if you are a listed company executive or investor

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