Special Reports
18/06/2018 | 12:26 PM Market optimistically expects spot prices and capital restraint to continue to underpin high returns.
07/06/2018 | 10:08 AM Treasury's premium portfolio is on-trend, but valuation still too rich for our taste
29/05/2018 | 12:31 PM Coles Demerger Opens up New Possibilities, but Stops Short of Materially Adding to Underlying Value
21/05/2018 | 12:30 PM More than half of Telstra's NBN-inflicted earnings gap can be filled with productivity gains and cost reductions, says Morningstar senior equity analyst Brian Han.
06/04/2018 | 10:28 AM The reporting season for these companies was reasonable despite economic growth still below the long-term trend.
15/12/2017 | 2:16 PM While market momentum at home and abroad remains positive into the end of 2017, shifting economic fortunes in China and the US will likely see this slow across 2018 and 2019, says Peter Warnes, head of equities research, Morningstar Australia.
22/01/2018 | 2:16 PM Next-gen speech processor underscores innovative leadership but pricing resonates in emerging markets for new entrants.
12/12/2017 | 2:16 PM Times are tough for Australian department stores and Morningstar's cautious stance on the sector hinges on two premises.
08/12/2017 | 2:16 PM Liberation of value in underutilised infrastructure could drive shares to our upgraded fair value estimate.
23/11/2017 | 2:16 PM Greencross is well-placed to benefit from favourable industry dynamics--the most notable among these being the humanisation of pets.
20/11/2017 | 2:16 PM Morningstar's Adam Fleck and Brian Han discuss the implications of visitor growth from China on Australia's leisure and travel sectors.
15/11/2017 | 2:16 PM Narrow-moat-rated Domain Holdings offers exposure to favourable trends in the Australian real estate market, but with relatively low exposure to real estate price risk.
26/10/2017 | 2:16 PM Despite lacking competitive advantages, we like MyState's attractive earnings and dividend growth prospects.
12/09/2017 | 2:16 PM The iron ore miners featured in what was an otherwise lacklustre reporting season, while some big names disappointed.
01/09/2017 | 2:16 PM For investors seeking global equities exposure, and who are comfortable with the associated equity market and currency risks, Magellan Global Trust is a highly appealing offer.
28/08/2017 | 2:16 PM Morningstar expects Premier's unique Smiggle brand to continue growing sales at double digits over the next 10 years, more than offsetting structural and cyclical headwinds.
24/07/2017 | 2:16 PM Although the retirement village operator has suffered reputational damage, Morningstar believes there will be a modest impact on earnings in the near term.
13/07/2017 | 2:16 PM APA has been a very strong performer since listing in 2000, but Morningstar cautions investors not to look in the rear-view mirror, believing the firm's best days are behind it.
10/07/2017 | 2:16 PM Morningstar's Brian Han recommends investors don't hang up on Australia's biggest telco despite challenges from the National Broadband Network and TPG Telecom.
06/07/2017 | 2:16 PM Morningstar's bi-annual Forecast is written on the premise of a subscriber asking what could be the key issues, trends, and risks in the share market and economy over the next year.
29/06/2017 | 2:16 PM Adjusting for third-party feed and coal seam gas nuances, Santos should not trade at a discount to peers.
27/06/2017 | 2:16 PM ASX Ltd's market valuation looks stretched despite its wide moat rating.
26/06/2017 | 2:16 PM Small-cap stocks offering big opportunities.
19/06/2017 | 2:16 PM FMCG and food & beverage account for 83% of revenue. Amazon could be positive for Brambles.
24/05/2017 | 2:16 PM While many companies in the electronics space will get left behind upon Amazon's arrival on Australian shores, the industry leaders will adapt to the ongoing switch to e-commerce.
24/05/2017 | 2:16 PM Despite the challenges faced by Ainsworth during recent years, Morningstar continues to view the gaming machine maker as a high-quality, narrow moat-rated stock.
02/05/2017 | 2:16 PM Morningstar's monthly Best Stock Ideas highlights high-quality large capitalisation Australian and New Zealand companies, which are currently trading at significant discounts to our assessed fair values.
26/04/2017 | 2:16 PM The growth in the LIC sector over the past few years is not surprising, Morningstar's Michael Malseed says, given the trend in flows away from actively managed trusts into passive vehicles.
10/04/2017 | 2:16 PM The underlying drivers of the 2016 rally in bulk commodities are unsustainable and the case for an upcoming sell-off has strengthened, Morningstar says.
04/04/2017 | 2:16 PM Morningstar's monthly Best Stock Ideas highlights high-quality large capitalisation Australian and New Zealand companies, which are currently trading at significant discounts to our assessed fair values.
14/03/2017 | 2:16 PM Morningstar breaks down the recent half-year equities reporting season, and gives investors an idea of what to expect going forward.
09/03/2017 | 2:16 PM Morningstar's monthly Best Stock Ideas highlights high-quality large capitalisation Australian and New Zealand companies, which are currently trading at significant discounts to our assessed fair values.
22/02/2017 | 2:16 PM While cognisant of the structural challenges facing free-to-air television, Morningstar's Brian Han sees a clear long-term recovery path for the number-two network in Australia.
03/02/2017 | 2:16 PM Morningstar's monthly Best Stock Ideas highlights high-quality large capitalisation Australian and New Zealand companies, which are currently trading at significant discounts to our assessed fair values.
10/01/2017 | 2:16 PM Morningstar's monthly Best Stock Ideas highlights high-quality large capitalisation Australian and New Zealand companies, which are currently trading at significant discounts to our assessed fair values.
12/12/2016 | 2:16 PM Morningstar's monthly Best Stock Ideas highlights high-quality large capitalisation Australian and New Zealand companies, which are currently trading at significant discounts to our assessed fair values.
02/12/2016 | 2:16 PM While small-cap gold stocks have generally delivered much better returns than Newcrest, Morningstar believes the market has inflated small-cap multiples too far.
02/12/2016 | 2:16 PM Competitive forces continue to reshape the Australian grocery industry; testing for retailers but beneficial for consumers.
03/11/2016 | 2:16 PM Morningstar's monthly Best Stock Ideas highlights high-quality large capitalisation Australian and New Zealand companies, which are currently trading at significant discounts to our assessed fair values.
20/10/2016 | 2:16 PM There is a lot to like about Ingham's, the largest chicken product manufacturer in Australia and New Zealand. But should retail investors apply for shares in the IPO?
05/10/2016 | 2:16 PM The market underestimates the value of AWE Limited's Ande Ande Lumut project in Indonesia and is likely to be caught short.
05/10/2016 | 2:16 PM Morningstar's monthly Best Stock Ideas highlights high-quality large capitalisation Australian and New Zealand companies, which are currently trading at significant discounts to our assessed fair values.
14/09/2016 | 2:16 PM The FY16 reporting season was a little better than expected, says Morningstar's Peter Warnes, while market expectations for solid earnings growth in FY17 could prove too optimistic.
07/09/2016 | 2:16 PM Morningstar's monthly Best Stock Ideas highlights high-quality large capitalisation Australian and New Zealand companies, which are currently trading at significant discounts to our assessed fair values.
02/09/2016 | 2:16 PM Certain shareholders could potentially participate in the telco's off-market buyback and achieve an outcome that is better than selling their shares at a higher price on-market.
31/08/2016 | 2:16 PM Superannuation funds in pension mode and individuals on A nil tax rate are the winners from IAG's buyback, Morningstar senior equities analyst David Ellis says.
02/08/2016 | 2:16 PM Morningstar's monthly Best Stock Ideas highlights high-quality large capitalisation Australian and New Zealand companies, which are currently trading at significant discounts to our assessed fair values.
20/07/2016 | 2:16 PM Government subsidies and population growth provide a strong backdrop for the Australian child-care industry.