Stock Market News & Analysis
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Ask the Analyst: Why are ASX gold miners overvalued despite a near record gold price?
All that glitters is not gold.
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Chart of the Week: Looking past the oil shock to find consumer opportunities
Shoppers are being hit by double whammy of oil and rising rates.
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ASX data center player sells US assets to bolster balance sheet
Asset sale in response to growing investor concerns.
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Disney earnings: Firm strong on all the most important fronts and poised to accelerate
We’ve raised our fair value estimate of Disney stock.
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Weak investor sentiment for cheap ASX
Earnings growth maintained despite turbulent market conditions.
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This ASX supermarkets business is now underperforming its largest competitor
Competition restrains long-term margins.
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Berkshire Hathaway earnings: cash hits record $380 billion on stock sales and solid Q1 results
We think Berkshire Hathaway stock is moderately undervalued.
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ASX miner weathers the storm with strong commodity prices
Lower volumes due cyclone activity but revenues hold steady.
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Eli Lilly earnings: Mounjaro/Zepbound’s massive volume growth more than counters price pressure
We’ve raised our fair value estimate of Lilly stock.
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OpenAI missed multiple revenue targets - here’s why it likely won’t IPO this year
Plus, whichever AI company IPOs first defines what “good” looks like.
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Lower production and higher prices for ASX hydrocarbon play
Improving pricing offsets severe weather impact on sales volumes.
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Alphabet returns on AI investments accelerating
AI propels business across aegments, cloud is grightest; Increasing our fair value.
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We lift our fair value estimate for this ASX energy play
Strong oil and LNG prices are a major win, though we don’t think they will stay high in the long term.
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