In the Media

Wesfarmers (ASX: WES) subsidiary Bunnings is making a bold play with the launch of Hammer Media, as it steps into Australia's $1.6 billion retail media market. But will this fuel growth or turn into a costly misstep that drags Wesfarmers share price down? To understand the opportunity, retail media is already a goldmine...

Could Rio Tinto (ASX: RIO) be one of the most overlooked opportunities in the Australian stock market right now? Goldman Sachs certainly thinks so, calling it undervalued and predicting over 20% upside in the next year. Add in a fully franked dividend yield of 5.5%, and it seems like a no-brainer. But the real story goes beyond valuation and dividends – there’s a shake-up brewing that could send RIO’s share price soaring, and it has to do with listing...

What if Trump’s trade war isn’t just economic chaos – but Australia’s golden opportunity? While the U.S., China, Mexico, and Canada escalate their trade war with tit-for-tat tariffs, Australia finds itself in a unique position to capitalise. With supply chains shifting, the nation’s strength in key industries – where its quality and capacity already rank among the best – could give it a significant competitive edge. Take agriculture – China’s retaliatory tariffs on U.S. agricultural goods, including soybeans and pork, will likely force Chinese importers to seek alternative suppliers...

“So, is this market shake-up a warning sign, or a golden opportunity?” asked Dale Gillham at Wealth Within. “If history has taught us anything, it’s that when fear takes hold, smart money isn’t far behind.”

Wealth Within chief analyst Dale Gilham said while CPI has been falling for the past two years and now seems to be stabilising in the target range, risks still remain. “The challenge is that prices for goods and services are not falling, they are just not rising as fast as they were,” said Gilham. “Also, unemployment is still fairly low. That said, I think one or two rates cuts in 2025 is warranted in order ease the pain with regards to the cost of living.”