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SHOPPING News & Analysis

Contrarian opportunities in beaten down REITs
Markets
Contrarian opportunities in beaten down REITs
Commerical property REITs have been pummelled over the past 12 months, yet this fund manager sees some bargains.
James Gruber | 27 July 2023
Analyst insights: Kogan's bright outlook
Stocks
Analyst insights: Kogan's bright outlook
The online retailer is trading at a substantial discount amid the cost-of-living crisis, but Morningstar Johannes Faul says the outlook for Kogan...
Johannes Faul, CFA | 15 May 2023
Getting exposure to Australia's most iconic malls through the sharemarket
Stocks
Getting exposure to Australia's most iconic malls through the sharemarket
Listed property trusts are an affordable option for private investors wanting to own a slice of Australia's best shopping centres. But are they a...
Megan Neil | 26 March 2023
Morningstar sees value in BNPL player Humm
Stocks
Morningstar sees value in BNPL player Humm
Analysts have reinitiated coverage of the veteran payments platform with a four-star rating.
Emma Rapaport | 29 June 2021
Kogan approaches fair value amid glut of stock
Stocks
Kogan approaches fair value amid glut of stock
The pure-play online retailer’s inventory overload has prompted more promotions and lower gross profit margins, says Morningstar.\n 
Lex Hall | 26 May 2021
Why Amazon is a Prime investment
Stocks
Why Amazon is a Prime investment
We expect it to continue to dominate its served markets, writes Morningstar equity analyst Dan Romanoff.
Dan Romanoff, CPA | 26 May 2021
Listed property rebounds, but still headwinds for retail
Stocks
Listed property rebounds, but still headwinds for retail
Real estate investment trusts have benefitted from the reopening and are set to pay dividend yields of up to 7.5pc, writes Nicki Bourlioufas.
Nicki Bourlioufas | 17 May 2021
How will spending habits change in 2021?
Stocks
How will spending habits change in 2021?
Morningstar’s Dave Sekera examines which sectors are poised for a comeback when consumer behaviour normalises.
David Sekera, CFA | 08 December 2020
ASX and Budget2020: companies set to benefit
Stocks
ASX and Budget2020: companies set to benefit
Asset managers say tax cuts will boost the retail, residential and infrastructure sectors, writes Nicki Bourlioufas.
Nicki Bourlioufas | 12 October 2020
Listed mall owners downgraded in Morningstar moat shake-up
Stocks
Listed mall owners downgraded in Morningstar moat shake-up
They dominate the physical space, but online commerce has eroded their competitive edge.
Emma Rapaport | 27 August 2020