Stock Market News & Analysis

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How bad could sustained tariffs on China be for Apple stock?
If tariffs persist, Apple’s profit margins could be “decimated” without price hikes.
How bad could sustained tariffs on China be for Apple stock?
How bad could sustained tariffs on China be for Apple stock?
stocks
ASX safe haven from tariffs

ASX safe haven from tariffs

Top picks in a ‘safe’ sector from the mayhem.
stocks
Trump tariffs could lead to negative impacts for US payment names

Trump tariffs could lead to negative impacts for US payment names

We are lowering the fair value estimates for the payment names that we see as the most exposed by about 10%
stocks
US tariffs to weigh on overvalued ASX share

US tariffs to weigh on overvalued ASX share

A concerning combination of Chinese manufacturing and US sales.
stocks
This household ASX name just got a moat upgrade

This household ASX name just got a moat upgrade

Woolies faces intense competition from Coles but has strong advantages in its favour.
stocks
This US stock is significantly undervalued as it launches latest LLM

This US stock is significantly undervalued as it launches latest LLM

We maintain our fair value estimate after tariff announcement.
stocks
4 defensive, undervalued Moat stocks with limited tariff exposure

4 defensive, undervalued Moat stocks with limited tariff exposure

In a treacherous time for stocks, long-term investors can look to names with strong competitive advantages.
stocks
Big US tech supply chains hit by current tariffs, services exempt currently but face risks

Big US tech supply chains hit by current tariffs, services exempt currently but face risks

We see risks to downside for stocks like Apple, Nvidia and Microsoft.
stocks
Tesla: We see increased risk from Chinese retaliatory tariffs

Tesla: We see increased risk from Chinese retaliatory tariffs

We maintain our $250 fair value estimate for Tesla stock.
stocks
First impressions: US tariffs on Australian equities

First impressions: US tariffs on Australian equities

Direct impact modest but global growth and inflation are wildcards.
stocks
Ask the analyst: Is the worst over for office REITs?

Ask the analyst: Is the worst over for office REITs?

Morningstar’s Winky Tan on hybrid working trends, interest rate expectations and which companies could benefit.
stocks
Cheap wide-moat ASX income play on Morningstar’s best ideas

Cheap wide-moat ASX income play on Morningstar’s best ideas

This undervalued share indicates quality, with a forecasted fully-franked yield of 5% to boot.
stocks
Market too optimistic about overpriced ASX share

Market too optimistic about overpriced ASX share

High flying share is more than priced for perfection.
stocks
Undervalued ASX share announces plan to create shareholder value

Undervalued ASX share announces plan to create shareholder value

The market cheers update from the company.
stocks
Why do markets hate James Hardie’s big deal?

Why do markets hate James Hardie’s big deal?

The building materials heavyweight saw its shares fall by 25 percent after its merger announcement last week.
stocks
Tesla: We see offsetting impacts from US tariffs

Tesla: We see offsetting impacts from US tariffs

Tesla should see less impact from this announcement, as it domestically manufactures nearly all its autos sold in the US.
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