Stock Market News & Analysis

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Ask the analyst: Could Endeavour suffer from lower booze consumption and tighter gambling rules?
Could health concerns and legislation pose a threat to Australia's biggest liquor retailing and gaming group? Our analyst Johannes Faul has his say.
Ask the analyst: Could Endeavour suffer from lower booze consumption and tighter gambling rules?
Ask the analyst: Could Endeavour suffer from lower booze consumption and tighter gambling rules?
stocks
Should you avoid this highflying ASX share?

Should you avoid this highflying ASX share?

A sound business model but the shares are expensive.
stocks
ASX gold play to take advantage of surging prices

ASX gold play to take advantage of surging prices

Strong results on the back of elevated gold prices.
stocks
2 ASX shares among our best ideas report earnings

2 ASX shares among our best ideas report earnings

These two shares are included on our March Global Equity Best Ideas list.
stocks
Potential moonshot investment at ASX tech leader

Potential moonshot investment at ASX tech leader

Investors may be over optimistic about the prospects for a new revenue source.
stocks
These ASX earnings season dogs may have fallen too far

These ASX earnings season dogs may have fallen too far

The longer term outlook for these moated companies looks far brighter than markets seem to be giving them credit for.
stocks
Our view of the supermarkets after earnings

Our view of the supermarkets after earnings

Are the shares of two of Australia’s best known brands attractive?
stocks
Has uncertainty created an opportunity in Jack Daniel's owner?

Has uncertainty created an opportunity in Jack Daniel's owner?

Investors seem to be questioning long-term demand trends in alcohol. This may have sent the valuation of Wide Moat spirits company Brown Forman down too far.
stocks
Nvidia earnings: Despite DeepSeek news, no signs of waning near-term chip demand

Nvidia earnings: Despite DeepSeek news, no signs of waning near-term chip demand

We’re maintaining our fair value estimate after another strong quarter.
stocks
Undervalued ASX tech play

Undervalued ASX tech play

Investors are fixated on delayed product rollouts but long-term growth prospects are strong.
stocks
Two of our better ASX income picks right now

Two of our better ASX income picks right now

Those seeking income might find the high forecast yields in these two undervalued companies attractive.
stocks
Chart of the week: The top trades from SMSFs in 2024

Chart of the week: The top trades from SMSFs in 2024

The Chart of the Week looks at what stocks SMSFs bought and sold last year.
stocks
Is this ASX share a long-term buy?

Is this ASX share a long-term buy?

Current operating conditions are challenging but over the long-term prospects are better.
stocks
Why Guzman and Reece's share reversals have a lot in common

Why Guzman and Reece's share reversals have a lot in common

Investors must weigh exciting growth stories against competitive dynamics and the price they are being asked to pay.
stocks
Going into earnings, is Nvidia stock a buy, a sell, or fairly valued?

Going into earnings, is Nvidia stock a buy, a sell, or fairly valued?

Watching the data centre business and the debate around it, here’s what we think of Nvidia stock.
stocks
2 undervalued ASX shares report

2 undervalued ASX shares report

These two ASX shares are trading at a discount to our fair value. 
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