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MANUFACTURING News & Analysis

Taiwan Semiconductor earnings: Outstanding guidance fueled by AI conviction
Stocks
Taiwan Semiconductor earnings: Outstanding guidance fueled by AI conviction
Our view of TSMC shares after its impressive results.
17 October 2024
Taiwan Semiconductor earnings: Negative news and upbeat guidance create entry opportunity
Stocks
Taiwan Semiconductor earnings: Negative news and upbeat guidance create entry opportunity
We continue to view Taiwan Semiconductor stock as undervalued.
19 July 2024
The 10 best global wide-moat stocks of 2020
Stocks
The 10 best global wide-moat stocks of 2020
Do any of 2020’s top performers have gas left in the tank for 2021?
Susan Dziubinski | 23 December 2020
4 automation firms headed into 'buy' territory
Stocks
4 automation firms headed into 'buy' territory
The full impact of coronavirus manufacturing shutdowns is yet to hit these global automation companies, whose shares are tipped to sell-off further.
Glenn Freeman | 27 May 2020
BlueScope's strong first half unsustainable, warns Morningstar
Stocks
BlueScope's strong first half unsustainable, warns Morningstar
BlueScope Steel may have posted a record first-half result, but it will be hard to sustain the momentum, warns Morningstar analyst Mathew Hodge.
AAP | 26 February 2019
Investors urged to avoid overreaction to midterm result
Markets
Investors urged to avoid overreaction to midterm result
The final count of US votes is in. Control of Congress is now split between the Democrats – who now hold a majority in the House of Representatives –...
Glenn Freeman | 08 November 2018
Amcor fair value rises on Bemis tie-up
Stocks
Amcor fair value rises on Bemis tie-up
Morningstar has increased its fair value estimate for Amcor, saying its acquisition of US rival Bemis will cement its role as a global plastics giant.
AAP | 08 August 2018
4 auto sector stocks worth a look
Stocks
4 auto sector stocks worth a look
While the automotive sector is somewhat unloved by investors, these four companies--two local and two global--show there are opportunities out there.
Glenn Freeman | 30 January 2018