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GARETH JAMES News & Analysis

Online conveyancing service to boost Link
Stocks
Online conveyancing service to boost Link
Buying a big stake in Pexa will drive up the valuation for the unloved—and undervalued—superannuation services provider.
Emma Rapaport | 07 October 2020
Opportunities for investors in Link
Stocks
Opportunities for investors in Link
Headline numbers disappoint but results show underlying strength in the financial administrator’s business model, says Morningstar.
Mark LaMonica, CFA | 27 August 2020
Outlook upbeat for G8 Education despite big first-half loss
Stocks
Outlook upbeat for G8 Education despite big first-half loss
The childcare operator has long-term trends in its favour, says Morningstar’s Gareth James.
Prashant Mehra | 25 August 2020
WiseTech surge no reflection of result
Stocks
WiseTech surge no reflection of result
The logistics software company remains at a hefty premium to the fair value estimate of Morningstar’s Gareth James.
Lex Hall | 20 August 2020
G8 Education's pain is short term, says Morningstar
Stocks
G8 Education's pain is short term, says Morningstar
Poor occupancy rates have hurt the childcare provider but there are reasons to be cheerful, says Gareth James.
Lex Hall | 19 November 2019
Xero’s client knees-up dazzles but fails to account for sky-high Xero valuation
Stocks
Xero’s client knees-up dazzles but fails to account for sky-high Xero valuation
Ping-pong, skateboarding, all you can eat and drink. Don’t tell Xero that accountant software providers don’t know how to party.
Emma Rapaport | 17 September 2019
Ask the Expert: Link's long-term growth
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Ask the Expert: Link's long-term growth
Link Administration has an upisde that the market is ignoring because it is too focused on superannuation reforms and Brexit, says Morningstar's...
Lex Hall | 07 May 2019
Don't subscribe to WiseTech's share purchase plan, says Morningstar
Stocks
Don't subscribe to WiseTech's share purchase plan, says Morningstar
Australian tech darling WiseTech Global is giving investors the opportunity to purchase new shares under its share purchase plan, but Morningstar...
Emma Rapaport | 09 April 2019
$2bn buyout for Navitas tipped to get green light
Stocks
$2bn buyout for Navitas tipped to get green light
Morningstar expects the new offer for the adult education provider to succeed, lifting its fair value estimate by 5 per cent in response.
Glenn Freeman with AAP | 15 January 2019
Trade Me fair value boosted on strong likelihood of takeover
Stocks
Trade Me fair value boosted on strong likelihood of takeover
Morningstar has increased its fair value estimate for popular New Zealand classified website Trade Me after giving British private equity firm Apex...
Emma Rapaport | 14 January 2019