Morningstar Australia - Empowering Investor Success
stocks
Are Soul Patts' big three holdings undervalued?
Sentiment towards Soul Patts is dominated by the outlook for its big investments in New Hope, TPG Telecom and Brickworks. What do our analysts think?
stocks
Lendlease: New strategy suggests upside from lower risk and quicker profits
Our initial reaction after the property developer remains under review.
personal-finance
Focus on investing and not investments: Mark’s top articles in May
Morningstar’s Director of Personal Finance covered the transition to retirement, building a portfolio with ETFs and investing lessons from Michael Lewis’ Moneyball during May.
personal-finance
A checklist for financial independence
The look at steps all investors can take to move along the pathway to independence.
markets
10 largest risks for investors from an ex-foreign minister
Professor the Hon Gareth Evans goes through the 10 most pertinent geopolitical risks at the recent RIAA conference
stocks
Shares in this quality industry rarely look this cheap
A simple screen reveals wide moats and undervalued shares in two industries that Aussie markets have little exposure to.
Market valuation
- Undervalued
- Overvalued
Market movers
Name
|
Last price
|
% Change
|
|---|---|---|
| Peninsula Energy Ltd PEN | 0.12 | 4.55% |
| Tabcorp Holdings Ltd TAH | 0.62 | 2.38% |
| Telstra Group Ltd TLS | 3.44 | 1.99% |
| Sayona Mining Ltd SYA | 0.04 | 0.00% |
| South32 Ltd S32 | 3.95 | 1.02% |
| Imugene Ltd IMU | 0.07 | 1.45% |
| Red 5 Ltd RED | 0.44 | 0.00% |
| Alumina Ltd AWC | 1.80 | 3.45% |
| Jupiter Mines Ltd JMS | 0.34 | 1.52% |
| Adriatic Metals PLC ADT | 4.20 | 4.55% |
Compare Market Indices
Markets
Index
|
Last price
|
% Change
|
|---|---|---|
| All Ordinaries | 7,935.70 | -1.23% |
| CAC 40 | 7,966.94 | -1.13% |
| DAX 40 | 18,533.47 | -0.77% |
| Dow JONES (US) | 38,852.86 | -0.55% |
| FTSE 100 | 8,224.86 | -0.36% |
| HKSE | 18,477.01 | -1.83% |
| NASDAQ | 17,019.88 | 0.59% |
| Nikkei 225 | 38,556.87 | -0.77% |
| NZX 50 Index | 11,678.68 | -0.03% |
| S&P 500 | 5,306.04 | 0.02% |
| S&P/ASX 200 | 7,665.60 | -1.30% |
| SSE Composite Index | 3,111.02 | 0.05% |
Market Reports
Specialists
Mark Lamonica
James Gruber
Joseph Taylor
stocks
11 ASX dividend stocks for the next decade
What are the best stocks to own that can pay regular dividends and beat indices on a total return basis in the long-term? Here is our list of 11 ASX-listed companies that could help investors achieve these goals.
stocks
16 ASX stocks to buy and hold forever
In his recent shareholder letter, Warren Buffett mentions several stocks he expects Berkshire Hathaway will own indefinitely, including Occidental Petroleum. We look at ASX stocks that investors could buy and hold forever.
etfs
Morningstar’s verdict on the 3 most popular ETFs
Our analysts’ takes on Australia’s largest ETFs.
retirement
4 steps to calculate how much you need to retire
This step-by-step process can help you estimate the size of the portfolio needed to support your dream retirement.
retirement
The 4% rule explained
The safe withdrawal rate is one of the most important components in retirement planning but many people don’t understand the basis of the rule.
retirement
The three elements of a successful transition to retirement
Transitioning to retirement can be a perilous time for investors. A plan helps and here is mine.
personal-finance
Introducing our investing course: Foundations of financial independence
An outline of the free course curriculum.
personal-finance
Foundations of financial independence Module 1: How to invest successfully
Mark LaMonica, CFA runs through how to set up the frameworks for investing successfully, and how to think about risk.
personal-finance
Foundations of financial independence Module 2: Ensuring you have set the right foundations prior to investing
Shani Jayamanne outlines the foundations that you need to invest successfully for the long-term.
Investing in shares beginner's guide
Investing in shares for the first time? This step-by-step beginner's guide will show you the steps you need to take to invest in the share market.
Exchange Traded Funds (ETFs) Investing Guide
An Exchange Traded Fund is an investment fund that is traded on a stock exchange. This beginners guide will show you the steps to take to invest in ETFs.
Morningstar Guide to Fund Investing
Pooling funds with other investors allows you to access professional managers, who can put your money in hard-to-access asset classes, which in turn may also diversify your risk.
- Woodside Share Price: Is ASX: WDS Undervalued or Overvalued?
- Woolworths Share Price: Is ASX: WOW Undervalued or Overvalued?
- Fortescue Share Price: Is ASX: FMG Undervalued or Overvalued?
- National Australian Bank Share Price: Is ASX: NAB Undervalued or Overvalued?
- Qantas Share Price: Is ASX: QAN Undervalued or Overvalued?
- BHP Share Price: Is ASX: BHP Undervalued or Overvalued?
- Westpac Share Price: Is ASX:WBC Undervalued or Overvalued?
- Rio Tinto Share Price: Is ASX: RIO Undervalued or Overvalued?
- Santos Share Price: Is ASX: STO Undervalued or Overvalued?
Market Reports