Stock Market News & Analysis
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Cheap ASX energy firm’s big growth projects are on track
Markets seem overly bearish on this ASX oil and gas heavyweight, which appears to have overlooked secular tailwinds in its favour.
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This cheap ASX miner can weather the storm in lithium
We cut our near-term forecast for lithium prices but remain optimistic regarding a longer-term recovery. This moated player looks well placed to benefit.
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Going into earnings, is Amazon stock a buy, a sell, or fairly valued?
Watching tariff impact, capex trends, and margin improvements, here’s what we think of Amazon stock.
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3 ‘buy the dip’ candidates with wide moats
Does recent share price weakness spell opportunity in these three high quality companies?
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Are BHP shares cheap after recent fall?
Quarterly performance solid in key iron ore and copper divisions.
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Undervalued by 21%, this US stock to own forever is a buy
This wide-moat stock can serve as a core holding for any investor.
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Netflix’s new growth targets look tough and may already be priced in
Shares in the streaming giant don’t look especially cheap, even if management achieves its ambitious goals for 2030.
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ASX software companies relative safe haven from tariffs
Online marketplaces may face headwinds.
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Tesla: China sales of Model S and Model X vehicles stopped due to tariffs
We’re maintaining our fair value estimate for Tesla stock.
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Trump tariffs set to have ripple effect on this ASX industry
We lower our Fair Value estimates for several media stocks as economic uncertainty could stifle vital advertising revenues.
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ASX small caps offering great value right now
Considering investing in small caps? See our top ASX picks.
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Are BioPharma companies the next big tariffs victim?
We assume that pharmaceutical tariffs will be enacted. While this could bring short-term margin pressure, we have not changed our valuations.
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Big ASX investment firm loses moat but looks cheap
Persistent outflows in Perpetual’s asset management business have overshadowed the moaty nature of its other segments. It isn’t all bad news.
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An opportunity in European shares amid the volatility?
The prospect of a trade war has overshadowed positive developments in Europe’s economic outlook. Shares in many sectors trade considerably below Fair Value.
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How bad could sustained tariffs on China be for Apple stock?
If tariffs persist, Apple’s profit margins could be “decimated” without price hikes.
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