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INDUSTRIALS News & Analysis

An ASX heavyweight undervalued for the first time in almost two years
Stocks
An ASX heavyweight undervalued for the first time in almost two years
Shares in this ASX industrial have slipped almost 30% in six months. We delve into why Morningstar is holding firm on its price target.
Joshua Peach | 18 May 2023
Where does the supply chain crisis stand now?
Markets
Where does the supply chain crisis stand now?
There are signs the tide may be turning even as challenges continue in some sectors.
Jakir Hossain | 30 May 2022
Steel, water and iron ore lay a minefield for Aussie resources
Markets
Steel, water and iron ore lay a minefield for Aussie resources
A new Morningstar report examines how BHP, Rio and Fortescue handle environmental, social and governance obstacles.
Lex Hall | 18 June 2021
LICs and their net tangible ailment
Markets
LICs and their net tangible ailment
The decision by Monash Investors to convert its listed investment company to an ETF could set a trend.
Lex Hall | 11 June 2021
Is Rivian the ‘next Tesla’
Markets
Is Rivian the ‘next Tesla’
A cleaner, greener iteration of the American obsession with cars is tipped to beat Elon Musk at his own game.
Lex Hall | 04 June 2021
The serious business of tracking elite athletes
Markets
The serious business of tracking elite athletes
An Australian company is leading the world in data analysis in global sports.
Lex Hall | 28 May 2021
Aurizon and Brambles: 2 undervalued dividend-paying industrials
Stocks
Aurizon and Brambles: 2 undervalued dividend-paying industrials
Commodity haulage and pallet use are two examples of cost advantage and network effect.  
Lex Hall | 25 May 2021
Global infrastructure: a 50-year runway of growth? Editor's views
Markets
Global infrastructure: a 50-year runway of growth? Editor's views
Mexico's airport network and China's growing middle class typify the opportunities at play.
Lex Hall | 21 May 2021
Uncorking Treasury Wine Estates’ future
Markets
Uncorking Treasury Wine Estates’ future
Takeover talk is mounting for the no-moat producer, but it faces stiff competition in one of its key markets.
Lex Hall | 07 May 2021
The ruthless underbelly of commodities
Markets
The ruthless underbelly of commodities
A new book shines light on the guarded and monstrously lucrative world of raw materials trading. 
Lex Hall | 30 April 2021