Stock Market News & Analysis

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Chart of the Week: The only miner with a wide moat
Our Mining Outlook shows that moats are rare in the mining sector. Here’s what it takes to earn one.
Chart of the Week: The only miner with a wide moat
Chart of the Week: The only miner with a wide moat
stocks
Ask the analyst: Can Fineos emulate WiseTech’s niche success?

Ask the analyst: Can Fineos emulate WiseTech’s niche success?

In the life insurance software industry, growth requires patience. Shaun Ler thinks this ASX listed firm is positioned to win.
stocks
Qantas earns fair value upgrade

Qantas earns fair value upgrade

The changes come after the carrier winds up the Jetstar Asia division.
stocks
3 ASX players with exposure to data centres

3 ASX players with exposure to data centres

How you can capitalise on the explosion of information.
stocks
ASX listed REIT with attractive yield

ASX listed REIT with attractive yield

Headwinds easing with moderating outlook for interest rates.
stocks
CrowdStrike earnings: Vendor consolidation drives upside as outage impact dissipates

CrowdStrike earnings: Vendor consolidation drives upside as outage impact dissipates

We maintain our fair value estimate, shares overvalued.
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Defensive ASX retail play is significantly overvalued

Defensive ASX retail play is significantly overvalued

Less earnings volatility translates into less investment risk but shares are still overvalued.
stocks
Chart of the Week: How overvalued is CBA compared to its peers?

Chart of the Week: How overvalued is CBA compared to its peers?

This week’s chart looks at Commonwealth Bank of Australia’s valuation gap to peers.
stocks
Our initial thoughts on big Soul Patts merger news

Our initial thoughts on big Soul Patts merger news

The proposed merger with Brickworks could result in a new ASX50 name.
stocks
Two cheap ASX lithium miners to benefit from recovery

Two cheap ASX lithium miners to benefit from recovery

We forecast a recovery in lithium prices by the end of 2026 as demand continues to increase.
stocks
Stock showdown: Do foreign banks expose CBA’s extreme valuation?

Stock showdown: Do foreign banks expose CBA’s extreme valuation?

Commonwealth Bank’s numbers are impressive but its valuation continues to defy belief.
stocks
New ASX share added to our best ideas list

New ASX share added to our best ideas list

This wide moat share is trading at a 17% discount to our fair value.
stocks
Unconventional wisdom: Three ways we have it better than professional investors

Unconventional wisdom: Three ways we have it better than professional investors

Individual investors have all the advantages over the professionals but too many of us squander them. .
stocks
Humbling year for undervalued ASX listed share

Humbling year for undervalued ASX listed share

Disappointing results but well-telegraphed fiscal 2025.
stocks
Nvidia earnings: Raising Fair Value as export controls aren’t slowing it down

Nvidia earnings: Raising Fair Value as export controls aren’t slowing it down

Gaming products a bright spot amid lost China revenues.
stocks
Ambitious plan to turn around Telstra

Ambitious plan to turn around Telstra

Telstra investor day vindicates recent stock rally.
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