ASX200 News & Analysis

Finding truly comparable companies is always hard, but these global and domestic peers could offer better value.

Santos’ disappointing returns over the past twenty years are mostly a result of bad timing. The timing of its potential departure from the ASX could...

Being part of an oligopoly isn’t always enough to be awarded a moat by our analysts.

The proposed merger with Brickworks could result in a new ASX50 name.

Three high-quality growth companies that have wide moats and a history of good capital allocation.

We look at the biggest market reactions in our coverage and what our analysts think about the companies.

Tyro posted stronger than expected profits but Shaun Ler thinks the quality of those earnings was lower and the market reaction was too positive.That...

NIB and Endeavour saw their shares slump after earnings. Our analysts think investors have overreacted. 

The postpandemic recovery continues. 

An enviable brand but supplier problems have derailed the shares which remain undervalued.