broker research

With ASX nickel producers hurting, Morgan Stanley considers the demand & supply factors for nickel to determine if it has troughed.

Bell Potter, Citi, and Shaw and Partners have issued updated research on ASX uranium stocks resulting in ratings and price target changes.

Current ASX P/E levels are above average, but they're not yet at levels typically associated with major market corrections.

Data this week showed China’s birth rate continues to slow, triggering Citi to issue an update on infant formula manufacturer a2 Milk.

Goldman Sachs has reviewed Aussie banks, revealing its preferred picks as well as those to avoid.

JP Morgan has released its quarterly outlook for crude oil resulting in changes to the broker’s estimates for is ASX energy coverage.

Macquarie sees potential for further weakness in lithium prices, triggering downgrades and slashed price targets for ASX lithium stocks.

Macquarie has reviewed the Sigma-CWG merger against the recent jump in Sigma Healthcare shares, forming a dim view of the stock's valuation.

2023 was a tough year for investors in ASX lithium stocks, but don't fret lithium bulls, this broker is suggesting some Christmas cheer!

Broker Citi is positive for the near-term prospects for copper, but is more cautious about what 2024 has in store.

According to UBS, lower lithium minerals prices will likely result in a potential halving in ASX lithium company profits in FY2025.

Morgan Stanley highlights its high conviction picks for earnings season and outperformance in FY24.

Macquarie expects oil prices to remain rangebound between US$70-80 a barrel and shares its preferred picks in the small to mid cap space.

Are we seeing a turning point for consumer discretionary stocks? Here's what several brokers and two fundies think.

Citi is leaning into the mega-cap tech trade despite openly admitting they are "modestly bearish".

It's not uncommon to hear broker research ratings being dismissed by investors. So, in this brief wire, I'll outline some of the Plato Investment Management team's...

Is a US recession your base case? In this wire, Macquarie analysts name the stocks they're backing in this scenario.

Goldman Sachs hosted its 14th Annual Emerging Leaders Conference with 19 ASX-listed companies.

Earnings are under pressure and margins are getting squeezed. So where does the growth seeking investor go? UBS has some ideas.

While people may debate the independence of broker research, one thing they do boast is access. Access to company management, to information and data that you may not...