Our fair value on ASX share falls by half
Stocks
Our fair value on ASX share falls by half
Downgrading our estimates due to lower growth.
Strong second half anticipated for ASX mining play
Stocks
Strong second half anticipated for ASX mining play
A more focused business model should benefit the company.
What now for Santos after takeover offer collapses?
Stocks
What now for Santos after takeover offer collapses?
Our Fair Value estimate once again reflects the stand-alone business and its growth potential.
Strong finish to the year for overvalued ASX share
Stocks
Strong finish to the year for overvalued ASX share
A great fiscal 2025 but investors are ahead of themselves.
Cheap ASX energy play boasts strong cash flows and balance sheet
Stocks
Cheap ASX energy play boasts strong cash flows and balance sheet
Markets appear overly bearish on the company despite the company having attracting growth options.
Undervalued ASX income play
Stocks
Undervalued ASX income play
Major development projects remain on schedule.
Undervalued ASX share despite headwinds
Stocks
Undervalued ASX share despite headwinds
These shares with a strong dividend yield look attractive.
Our thoughts on takeover bid for ASX energy major Santos
Stocks
Our thoughts on takeover bid for ASX energy major Santos
Unless regulators step in, the ASX looks set to lose another icon.
Fish oil glut causes ASX stock to plunge 30%
Stocks
Fish oil glut causes ASX stock to plunge 30%
Investors savaged Nufarm stock as oversupply of fish oil hit prices in a key product line. We think the reaction is overdone.
Cheap ASX energy firm’s big growth projects are on track
Stocks
Cheap ASX energy firm’s big growth projects are on track
Markets seem overly bearish on this ASX oil and gas heavyweight, which appears to have overlooked secular tailwinds in its favour.
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