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LOGISTICS News & Analysis

Why this ASX company is a 'kingmaker'
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Why this ASX company is a 'kingmaker'
Kingmakers can determine who succeeds or fails within their industry, and this moated company is trading at a double-digit discount.
Roy van Keulen | 04 June 2023
WiseTech surge no reflection of result
Stocks
WiseTech surge no reflection of result
The logistics software company remains at a hefty premium to the fair value estimate of Morningstar’s Gareth James.
Lex Hall | 20 August 2020
Logistics, industrials bounce back
Stocks
Logistics, industrials bounce back
Woolworths, Coles and Amazon are part of Morningstar’s positive outlook for logistics and property companies Qube Holdings and Brickworks.
Glenn Freeman | 06 July 2020
Brambles’ growth story intact despite headwinds
Stocks
Brambles’ growth story intact despite headwinds
Wide-moat logistics company Brambles is poised for long-term growth following strong gains in its operations in the Americas.
Lex Hall with AAP | 18 February 2020
Don't subscribe to WiseTech's share purchase plan, says Morningstar
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Don't subscribe to WiseTech's share purchase plan, says Morningstar
Australian tech darling WiseTech Global is giving investors the opportunity to purchase new shares under its share purchase plan, but Morningstar...
Emma Rapaport | 09 April 2019
AHG skids to a loss after $223m writedowns
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AHG skids to a loss after $223m writedowns
Automotive Holdings Group has skidded to a first-half loss, scrapping its dividend and cutting its guidance.
Lex Hall with AAP | 22 February 2019
WiseTech lifts half-year profit but Morningstar remains bearish
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WiseTech lifts half-year profit but Morningstar remains bearish
Australian tech darling WiseTech Global delivered a 48 per cent jump in net profit for the first half and a slight upgrade to revenue forecasts, but...
Emma Rapaport | 20 February 2019
Brambles posts profit dip but longer term outlook palatable
Stocks
Brambles posts profit dip but longer term outlook palatable
Global logistics giant Brambles is on track for increased margins in the longer term despite posting a 3 per cent dip in underlying profit, says...
Glenn Freeman | 18 February 2019
Woodside cracks Best Ideas list as Brambles, QBE exit
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Woodside cracks Best Ideas list as Brambles, QBE exit
A local oil and gas major is the latest addition to Morningstar's monthly list of top stocks, as a general insurer and global logistics company exit.
Glenn Freeman | 03 September 2018
$1.8bn asset offload overshadows Brambles profit result
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$1.8bn asset offload overshadows Brambles profit result
Brambles announced the separation of its $1.8bn fresh produce container business during its fiscal 2018 earnings call.
Glenn Freeman | 23 August 2018