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Why Amazon is a Prime investment
Stocks
Why Amazon is a Prime investment
We expect it to continue to dominate its served markets, writes Morningstar equity analyst Dan Romanoff.
Dan Romanoff | 26 May 2021
Listed mall owners downgraded in Morningstar moat shake-up
Stocks
Listed mall owners downgraded in Morningstar moat shake-up
They dominate the physical space, but online commerce has eroded their competitive edge.
Emma Rapaport | 27 August 2020
Keep your distance from Coles: Morningstar
Stocks
Keep your distance from Coles: Morningstar
The supermarket giant is trading on overly ambitious PE ratio, says Johannes Faul.
Emma Rapaport | 20 August 2020
Unibail fair value slashed amid uncertain future
Stocks
Unibail fair value slashed amid uncertain future
Unibail-Rodamco-Westfield had a tough first half. Its second half is expected to be worse.
Emma Rapaport | 06 August 2020
Major retailers will pull through Victorian lockdown: Morningstar
Stocks
Major retailers will pull through Victorian lockdown: Morningstar
Some could even benefit as restrictions tighten again, Morningstar's Johannes Faul says.
Emma Rapaport | 05 August 2020
Uncertainty reigns in commercial property
Stocks
Uncertainty reigns in commercial property
The corona crackdown is robbing malls of their customers and that is putting pressure on their outlook.
Emma Rapaport | 01 April 2020
Investors ignore Wesfarmers, Coles risk at their peril
Stocks
Investors ignore Wesfarmers, Coles risk at their peril
The disconnect between Wesfarmers' 3 per cent dip in operating profit for first-half 2020 and its "ritzy" share price is a prime example of investors...
Glenn Freeman | 20 February 2020
Latitude IPO: no need to buy now, says Morningstar
Stocks
Latitude IPO: no need to buy now, says Morningstar
High leverage, low credit quality and competitive threats are reasons not to subscribe.
Lex Hall | 04 October 2019
Morningstar starts coverage of Afterpay at $22
Stocks
Morningstar starts coverage of Afterpay at $22
Buy-now, pay-later juggernaut Afterpay has had runaway success but it is overvalued and carries a high-uncertainty rating because of business and...
Lex Hall | 02 September 2019
Ask the Expert: Woolies' $1.7bn share buyback
Video
Ask the Expert: Woolies' $1.7bn share buyback
Morningstar analyst Johannes Faul explains the motives behind Woolworths' sale of its petrol business and its $1.7bn share buyback.
Lex Hall | 02 April 2019