Stock Market News & Analysis
stocks
Tesla: China sales of Model S and Model X vehicles stopped due to tariffs
We’re maintaining our fair value estimate for Tesla stock.
stocks
Trump tariffs set to have ripple effect on this ASX industry
We lower our Fair Value estimates for several media stocks as economic uncertainty could stifle vital advertising revenues.
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ASX small caps offering great value right now
Considering investing in small caps? See our top ASX picks.
stocks
Are BioPharma companies the next big tariffs victim?
We assume that pharmaceutical tariffs will be enacted. While this could bring short-term margin pressure, we have not changed our valuations.
stocks
Big ASX investment firm loses moat but looks cheap
Persistent outflows in Perpetual’s asset management business have overshadowed the moaty nature of its other segments. It isn’t all bad news.
stocks
An opportunity in European shares amid the volatility?
The prospect of a trade war has overshadowed positive developments in Europe’s economic outlook. Shares in many sectors trade considerably below Fair Value.
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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.
stocks
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%
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US tariffs to weigh on overvalued ASX share
A concerning combination of Chinese manufacturing and US sales.
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This household ASX name just got a moat upgrade
Woolies faces intense competition from Coles but has strong advantages in its favour.
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This US stock is significantly undervalued as it launches latest LLM
We maintain our fair value estimate after tariff announcement.
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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
We see risks to downside for stocks like Apple, Nvidia and Microsoft.
stocks
Tesla: We see increased risk from Chinese retaliatory tariffs
We maintain our $250 fair value estimate for Tesla stock.
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