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With the bid now dead, we increase our fair value estimate for no-moat Santos by 9% to AUD 10.50. We recently lifted our ...
This week, Associate Portfolio Manager Ameya Hattangadi unpacks two major stories: ANZ’s $240 million penalty from ASIC, and ...
Coverage of ASX listed REIT as investor interest in property continues to grow.
We doubt the $5 billion is meaningful enough to force Nvidia to use Intel, either for core products or even for the chips in collaboration.
There was a wide range of forecasts among Fed officials in the so-called “dot plot” for the path that interest rates could take. While additional rate cuts appear to be in store after Wednesday’s ...
The Federal Reserve lowered the federal-funds rate on Wednesday by 0.25 percentage points, setting a new target range of 4.00 ...
While Qube’s long-term prospects are attractive, its businesses are cyclical and cash flow may be affected by a deterioration ...
Also, today, U.S. small caps trade on a below-average 16x price-to-earnings ratio (PE). That’s a far cry from the two ...
Investors have instead clamoured for equity income LICs. The Plato Income Maximiser (ASX: PL8) now trades at an 18% premium ...
This week’s Chart of the Week comes from Morningstar’s latest Mind the Gap study. We quote this study extensively as it ...
A few months ago I had a debate with a prominent Australian economist who said that given the performance of US shares versus ...
Amid a sharp slowdown in the labor market and the ongoing impact of new tariffs on consumers and businesses, worries are ...
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