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Australian building materials names with US exposure to benefit from secular tailwinds despite weakening macro outlook

While we don’t rate any of our mining coverage as having moats, there’s still a hierarchy in terms of asset quality for those companies.

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Stock Stories

The immediate future of the global auto industry is electric as it’s expected that in just 10 years’ time, half of all cars sold will be electrified in some form.

 

To the prospective customer considering the switch from a conventional car to its electric cousin, there are four key questions to consider.

In part two of our four-part series on electric vehicles, we examine 11 names in car making, parts supply, battery manufacturing, lithium production and utilities. 

The market would have eventually seen through the hype of the float of consumer finance company Latitude Financial Group, says Morningstar analyst Nathan Zaia.

Life-changing blood treatments and staggering share price growth of 25 per cent since floating on the ASX a quarter-century ago are just a couple of reasons to like Australian biotech company CSL.

In just five years’ time, battery-operated electric cars will compete with conventional cars on both price and performance.

As the roll-out of Australia's National Broadband Network continues, Australian telecommunication companies face stiff headwinds, but some are better positioned than others.

Amid the Molotov cocktails, the damaged shop fronts, the bullets – both rubber and real – and the recession fears, there is value potential in the protest-scarred streets of Hong Kong.

There are many reasons to like quality technology firms such as Afterpay, Altium and Wisetech but investors need to watch out for inflated valuations and dubious business models.

High leverage, low credit quality and competitive threats are reasons not to subscribe.

Australia’s largest produce supplier has had its share of rotten moments but there are expansion plans afoot.

Several new and recent entrants are attempting to build and sell the next subscription- and cloud-gaming service models, says Morningstar's Neil Macker.

Morningstar equity analyst Nathan Zaia has warned that uncertainty over future capital requirements could force Westpac Banking Corporation to lower its dividend.

American biotech company Intercept Pharmaceuticals and seed and crop chemicals producer Corteva have entered Morningstar’s Global Best Equity Ideas list.

Global electric-car parts suppliers BorgWarner and Delphi Technologies stand to benefit from tighter clean air laws and are trading at compelling discounts, says Morningstar.

Small capitalisation companies could outperform in the coming year, despite the category's poor fiscal 2019 reporting season and ongoing volatility that has knocked share prices.

Morningstar equity analyst Chanaka Gunasekera has raised his fair value estimate for IOOF after the wealth manager was cleared of claims of wrongdoing brought by the financial regulator in the Federal Court.

Is Elon Musk's electric car maker Tesla capable of driving its share price from about US$225 to US$6000?

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17 Oct 2019
YMW Issue 40 | Low rates and explosive...

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