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Johannes Faul

Johannes Faul

CFA, is a director of equity research, Morningstar ANZ.

Investors remain too optimistic on ASX retailer
Stocks
Investors remain too optimistic on ASX retailer
We see a rebound in sales after a rough 2024 but the shares remain overvalued.
Has this undervalued ASX share finally turned a corner?
Stocks
Has this undervalued ASX share finally turned a corner?
Sales momentum is building and the shares are trading at a 54% discount to our fair value.
JB Hi-FI is outperforming peers, are the shares attractive?
Stocks
JB Hi-FI is outperforming peers, are the shares attractive?
Shares jumped over 8% after reporting results.
Sales momentum for ASX 5-star share
Stocks
Sales momentum for ASX 5-star share
We believe there is upside despite weak performance this year.
Market overreacts as undervalued ASX share plunges
Stocks
Market overreacts as undervalued ASX share plunges
A set-back to network expansion but long-term plan remains intact.
Investors don’t know what to think about this ASX share – we think it is undervalued
Stocks
Investors don’t know what to think about this ASX share – we think it is undervalued
There were positives and negatives in the full year 2024 results.
Surge in ASX share may be overblown
Stocks
Surge in ASX share may be overblown
After an acquisition bid for Premier’s Apparel Brands business Myer shares soared but the combination may exacerbate existing risk to the...
Should you gobble up shares of the Guzman y Gomez IPO?
Stocks
Should you gobble up shares of the Guzman y Gomez IPO?
Morningstar initiates coverage prior to the June 20th ASX listing.
Kogan grappling with muted consumer demand
Stocks
Kogan grappling with muted consumer demand
Sales growth misses our expectations and we downgrade our earnings outlook for 2024 and 2025.
Impact of the supermarkets code of conduct
Video
Impact of the supermarkets code of conduct
Morningstar Director of Equity Research Johannes Faul explains the impact of the political hot water that Coles and Woolworths face. 
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