Stock Market News & Analysis
stocks
Overpriced ASX listed consumer electronics retailers
Solid balance sheets, lower business risk and strong sales but investors are overly optimistic.
stocks
Nvidia and AMD: Maintain fair value estimate amid reports of Meta’s negotiations to buy Google TPUs
Our update on select stocks from the Semiconductors industry.
stocks
Alphabet: Gemini momentum and possible Meta TPU deal underscore AI capability
We think Alphabet is exceptionally well positioned in everything AI.
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Market too pessimistic about unloved ASX health care share
Our analysts believe a long-term margin recovery is underway.
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Two overvalued ASX shares to avoid
Both shares trade at a significant premium to our fair value.
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Materially undervalued ASX tech share
Long reinvestment runway supports our thesis on ASX technology company.
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For US software stocks, it’s been an AI bust, not a boom
Once-hot software names are lagging. Are they good buys?
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Finding value in the Aussie mining sector
Is the mining sector overvalued? A new Morningstar report highlights pockets of value that remain.
stocks
Strong start to the year for cheap ASX share
Investors are ignoring a strong long-term outlook.
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