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MOAT STOCKS News & Analysis

ASX healthcare leader undervalued after share slump
Stocks
ASX healthcare leader undervalued after share slump
The sell-off in this moated healthcare company ignores strong potential for revenue growth and margin improvement.
Shane Ponraj, CFA | 27 June 2025
Expensive ASX star looks vulnerable to slowing sales growth
Stocks
Expensive ASX star looks vulnerable to slowing sales growth
Cochlear’s biggest market segment has matured and it is looking elsewhere for growth.
Shane Ponraj, CFA | 17 June 2025
Ask the analyst: Can Fineos emulate WiseTech’s niche success?
Stocks
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.
Joseph Taylor | 11 June 2025
Is WiseTech’s $3.2 billion purchase the right move?
Stocks
Is WiseTech’s $3.2 billion purchase the right move?
WiseTech’s latest acquisition is bigger than its previous 55 combined. Integration could be challenging but the timing looks right.
Roy Van Keulen | 28 May 2025
ASX kingmaker stock upgraded to Wide Moat rating
Stocks
ASX kingmaker stock upgraded to Wide Moat rating
WiseTech’s competitive position is incredibly strong and looks set to underpin formidable sales growth for the foreseeable future.
Roy Van Keulen | 26 May 2025
Sales momentum builds for cheap Wide Moat ASX share
Stocks
Sales momentum builds for cheap Wide Moat ASX share
Endeavour’s liquor retailing business has suffered from industry headwinds that may have bottomed.
Johannes Faul, CFA | 09 May 2025
More promising signs for ASX listed software player
Stocks
More promising signs for ASX listed software player
This moated small-cap looks undervalued versus our forecasts. Let alone management’s more ambitious growth targets.
Shaun Ler | 30 April 2025
3 ‘buy the dip’ candidates with wide moats
Stocks
3 ‘buy the dip’ candidates with wide moats
Does recent share price weakness spell opportunity in these three high-quality companies?
Joseph Taylor | 23 April 2025
A new moated technology stock enters our ASX coverage
Stocks
A new moated technology stock enters our ASX coverage
The shares have performed strongly as the company eyes growth in the US.
Esther Holloway | 25 March 2025
The lessons behind the best performing stock over the last 80 years
Stocks
The lessons behind the best performing stock over the last 80 years
4 factors that led to the incredible returns of Philip Morris. 
Shani Jayamanne | 17 March 2025