ASX 200 News & Analysis

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

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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. 

New CEO has relevant experience in business transformation.

This undervalued share provides the opportunity for investors that look beyond the markets short-sighted view. 

This lithium miner is trading at a 22% discount to our fair value. 

In his recent shareholder letter, Warren Buffett mentions several stocks he expects Berkshire Hathaway will own indefinitely, including Occidental...