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Shaun Ler

Shaun Ler

is a Morningstar equity analyst.

Morningstar initiates on McMillan Shakespeare
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Morningstar initiates on McMillan Shakespeare
The firm dominates its core markets. 
Our top opportunities in the asset manager sector
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Our top opportunities in the asset manager sector
Signs of stabilisation, but competitive positioning still weakening against passive investments.
The turnaround continues at AMP
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The turnaround continues at AMP
We lower our fair value but still see positive trends for the wealth manager.
Pinnacle Investment earnings: Resilience evident amid challenging markets
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Pinnacle Investment earnings: Resilience evident amid challenging markets
As Pinnacle bucks the negative trend in asset management are the shares attractive?
Bid announced for Link
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Bid announced for Link
Potential Link acquisition by The Trust Bank at good price more likely than not to succeed. 
Perpetual takeover bid is lower than our intrinsic assessment
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Perpetual takeover bid is lower than our intrinsic assessment
Washington H. Soul Pattinson bids $3 billion for Perpetual
Opportunities abundant in Aussie financials
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Opportunities abundant in Aussie financials
Most asset managers and related firms undervalued, with an average discount of 21%
Undervalued ASX share with potential valuation upside
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Undervalued ASX share with potential valuation upside
Investors are underestimating the prospects of this ASX listed asset manager. 
Analyst insights: Perpetual completes Pendal takeover
Video
Analyst insights: Perpetual completes Pendal takeover
Morningstar's Shaun Ler explains why Perpetual is undervalued following the takeover of Pendal. 
Investor appetite for listed assets to return: Morningstar
Video
Investor appetite for listed assets to return: Morningstar
Morningstar equity analyst Shaun Ler discusses why Pinnacle is currently undervalued. 
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