Morningstar Australia - Empowering Investor Success
personal-finance
Unconventional wisdom: Don’t play Russian Roulette with your finances
Resilience is an underappreciated quality in a portfolio and life.
stocks
Beaten down real estate share receives legal blow
Real estate share remains cheap despite losing airport legal battle.
personal-finance
Make your mortgage tax deductible
Mark and Shani run through how to turn a portion of your mortgage into tax deductible debt through a debt recycling strategy.
stocks
What happens if Tesla and SpaceX merge?
We see a solid business case for a merger, but not without hurdles, including Tesla shareholders’ concern about SpaceX’s valuation.
stocks
OpenAI joins the mega-AI lab IPO race, but timing is uncertain
The ChatGPT maker joined Anthropic in filing a confidential S-1 with the SEC, teeing up a future IPO.
stocks
ASX top pick remains cheap with narrowing brand focus
Shares remain cheap for ASX winemaker as the company narrows focus on high margin brands.
Market valuation
- Undervalued
- Overvalued
Market movers
Name | Last price | % Change |
|---|---|---|
| Zip Co Ltd ZIP | 2.64 | 8.64% |
| PLS Group Ltd PLS | 6.45 | 8.59% |
| Sigma Healthcare Ltd SIG | 2.65 | 1.67% |
| Liontown Ltd LTR | 2.15 | 8.31% |
| Stockland Corp Ltd SGP | 4.25 | 3.54% |
| AMP Ltd AMP | 1.50 | 2.12% |
| South32 Ltd S32 | 4.52 | 3.32% |
| Cleanaway Waste Management Ltd CWY | 2.42 | 1.26% |
| Telix Pharmaceuticals Ltd TLX | 13.62 | 1.11% |
| Telstra Group Ltd TLS | 5.21 | 0.10% |
Compare Market Indices
Markets
Index | Last price | % Change |
|---|---|---|
| All Ordinaries | 8,994.60 | 0.20% |
| CAC 40 | 8,200.80 | 0.48% |
| DAX 40 | 24,209.71 | 0.06% |
| Dow JONES (US) | 50,848.75 | 1.86% |
| FTSE 100 | 10,303.88 | 0.48% |
| HKSE | 24,656.25 | 1.68% |
| NASDAQ | 25,809.66 | 2.54% |
| Nikkei 225 | 66,077.14 | 2.90% |
| NZX 50 Index | 13,393.87 | 1.45% |
| S&P 500 | 7,394.30 | 1.75% |
| S&P/ASX 200 | 8,792.30 | 0.21% |
| SSE Composite Index | 4,042.76 | 1.40% |
Specialists
Mark LaMonica, CFA
Shani Jayamanne
Simonelle Mody
Tyger Fitzpatrick
James Gruber
personal-finance
Future Focus: Australians are wealthy - why don’t we feel it?
High net worth doesn’t always translate into financial flexibility.
retirement
Future Focus: Why your super isn’t going to be enough
The game has changed. Focus on finding a number that takes your circumstances into account.
personal-finance
Future Focus: One of the most generous tax breaks in Australia
But only if people owning a home get it right.
personal-finance
Unconventional wisdom: Five ways to invest smarter under the new tax regime
Higher taxes on capital gains have shifted the relative attractiveness of investments, structures and strategies.
retirement
Unconventional wisdom: Could you increase your retirement spending by 66%?
A major retirement study suggests many retirees could safely spend far more than they do - but fear and uncertainty keep wallets closed.
personal-finance
Unconventional wisdom: Investing remains a craft - even in the age of AI
What a $19 million lunch with Warren Buffett reveals about judgement, process, and machines.
personal-finance
Young & Invested: The federal budget’s hidden trade-offs
My take on a budget sold as intergenerational reform, but built on contradictions.
etfs
Young & Invested: Is your ETF really worth the price you’re paying?
We’ve devised a new metric to reveal whether your ETF is competitively priced.
etfs
Young & Invested: Can this ETF solve the ASX’s concentration problem?
When half your ETF goes into ten companies, it pays to look for alternatives.