Stock Market News & Analysis

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Our thoughts on takeover bid for ASX energy major Santos
Unless regulators step in, the ASX looks set to lose another icon.
Our thoughts on takeover bid for ASX energy major Santos
Our thoughts on takeover bid for ASX energy major Santos
stocks
Big ASX IPO sees Bain cash in on Virgin at opportune time

Big ASX IPO sees Bain cash in on Virgin at opportune time

We think Virgin’s offer price reflects benign industry conditions that are unlikely to remain so good forever.
stocks
Have these tax loss selling candidates fallen too far?

Have these tax loss selling candidates fallen too far?

These two ASX shares have had the year from hell. According to our analysts, this could spell an opportunity.
stocks
These are the best mag seven stocks to consider for AI investing

These are the best mag seven stocks to consider for AI investing

Magnificent Seven companies have become synonymous with artificial intelligence, but some have more exposure to the AI investing theme than others.
stocks
An ASX pick that hedge fund billionaire Sir Chris Hohn probably wouldn’t hate

An ASX pick that hedge fund billionaire Sir Chris Hohn probably wouldn’t hate

Sir Chris isn’t your average hedge fund manager. Most ASX companies probably wouldn’t fit his investing criteria, but this one might come close.
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Chart of the Week: The only miner with a wide moat

Chart of the Week: The only miner with a wide moat

Our Mining Outlook shows that moats are rare in the mining sector. Here’s what it takes to earn one.
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Ask the analyst: Can Fineos emulate WiseTech’s niche success?

Ask the analyst: Can Fineos emulate WiseTech’s niche success?

In the life insurance software industry, growth requires patience. Shaun Ler thinks this ASX listed firm is positioned to win.
stocks
Qantas earns fair value upgrade

Qantas earns fair value upgrade

The changes come after the carrier winds up the Jetstar Asia division.
stocks
3 ASX players with exposure to data centres

3 ASX players with exposure to data centres

How you can capitalise on the explosion of information.
stocks
ASX listed REIT with attractive yield

ASX listed REIT with attractive yield

Headwinds easing with moderating outlook for interest rates.
stocks
CrowdStrike earnings: Vendor consolidation drives upside as outage impact dissipates

CrowdStrike earnings: Vendor consolidation drives upside as outage impact dissipates

We maintain our fair value estimate, shares overvalued.
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Defensive ASX retail play is significantly overvalued

Defensive ASX retail play is significantly overvalued

Less earnings volatility translates into less investment risk but shares are still overvalued.
stocks
Chart of the Week: How overvalued is CBA compared to its peers?

Chart of the Week: How overvalued is CBA compared to its peers?

This week’s chart looks at Commonwealth Bank of Australia’s valuation gap to peers.
stocks
Our initial thoughts on big Soul Patts merger news

Our initial thoughts on big Soul Patts merger news

The proposed merger with Brickworks could result in a new ASX50 name.
stocks
Two cheap ASX lithium miners to benefit from recovery

Two cheap ASX lithium miners to benefit from recovery

We forecast a recovery in lithium prices by the end of 2026 as demand continues to increase.
stocks
Stock showdown: Do foreign banks expose CBA’s extreme valuation?

Stock showdown: Do foreign banks expose CBA’s extreme valuation?

Commonwealth Bank’s numbers are impressive but its valuation continues to defy belief.
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