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morningstar.com.au
2 小时
Tesla: Trump election may solidify near-term Tesla US EV leadership
Tesla shares rose roughly 28% this past week on news that Donald Trump was elected to become the next US president. The ...
17 小时
Chart of the week: Should we do away with 60/40 portfolios?
This week's chart of the week looks at the correlation of stock and bond markets since 2022, and whether this nullifies the ...
23 小时
Our top-rated ETF for exposure to the surging listed property sector
We re-confirm our Gold Medalist rating on the low-cost ETF.
1 天
Ask the analyst: Why has MinRes fallen so far?
Our Fair Value estimate for MinRes is $64 per share or almost 70% higher than current share price levels of around $38. Mark ...
3 天
The promise and perils of geared ETFs
I outlined the basic idea behind a geared ETF in the opening section. The basic premise that a geared ETF amplifies returns is expressed very differently in the investment offerings available in ...
1 天
Undervalued ASX share hampered by delays in foreign expansion
We maintain our $17.25 per share fair value estimate for wide-moat Pexa PXA following its first-quarter update. The exchange ...
1 天
The rising tension between housing debt and retirement balances
Australians are taking more mortgage debt into their 60s than ever before. Retirement planning assumptions haven’t adapted, ...
2 天
Can you side hustle your way into the housing market?
An interesting Uber ride exposes just how hard it is to get on the property ladder these days. And makes me question whether ...
5 天
The surge in price of ASX listed share price is unwarranted
Nonetheless, with ACCC approval, we raise our fair value estimate for no-moat Sigma by 99% to AUD 1.55 per share with the ...
morningstar.com.au
2 天
The largest ASX company is materially overvalued
As the title suggests, today we’ll be exploring household name, Commonwealth Bank of Australia (“CBA”), who is now the ...
3 天
Chart of the week: Market returns under Republicans or Democrats?
This week's chart of the week looks at the minimal impact on markets that party has, and instead focuses on another measure ...
5 天
From the desk of the CIO: Matt Wacher shares what’s top of mind
Exhibit 2 reveals that presidential party affiliation accounts for less than 1% of the variability in returns across ...
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