ASX 200 News & Analysis

Reflecting on a historical year for markets

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Two companies that show promising signs of handsomely rewarding shareholders.

These two companies are trading at a meaningful discount to our fair value. 

Introducing Smart Brevity for stock analyst notes: An exciting enhancement to our stock analyst notes.

Santos continues to trade at a valuation that implies no growth in the years ahead. Our analyst Mark Taylor thinks that is misguided.

A triple headwind has seen Australia's biggest LIC swing to a 10% discount and scuppered its relative performance. Management was bullish in an...

Move to cloud and AI driving strong data centre industry demand.

We lower our fair value and believe the company is in an uncompetitive position but shares screen as undervalued due to investor pessimism.

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