ASX 200 News & Analysis

The shares had the largest one day fall in two years but our view remains unchanged.

Blindly basing investment decisions on target prices can lead to poor outcomes. 

Morningstar Analyst Jon Mills on his top pick. 

The firm dominates its core markets. 

Guidance creditably maintained despite cyclones. 

Shares jump but the operating environment remains difficult and we lower our fair value. 

We follow Buffett’s adage to find great companies trading at attractive prices. 

Our latest banking industry pulse explored the state of the industry.

Our fair value estimate holds up better than the share price.  

Market is slightly overvalued after strong rally; plenty of opportunities remain.