broker research

Latest news and analysis on broker research

Equities

ASX stocks Trump Trade Playbook

“Make America great again”. Not Europe, not Australia, and certainly not China. Which ASX stocks stand to benefit the most from Trump’s win?
ALQ
AMC
+24
Carl Capolingua
Livewire Markets
Equities

Should you sell your Qantas shares?

Qantas shares are flying high after a well-received trading update. What do the big brokers think about the stock now? Buy, hold, or sell?
QAN
Carl Capolingua
Livewire Markets
Equities

The ASX stocks the big brokers loved and hated this week

The ASX stocks that enjoyed the biggest upgrades and price target increases this week (plus those shunned with downgrades and cuts!)
AD8
AMP
+4
Carl Capolingua
Livewire Markets
Equities

Cheapest versus most expensive ASX mining stocks

We investigate a major broker’s cheapest versus most expensive ASX mining stocks.
29M
BHP
BOE
+17
Carl Capolingua
Livewire Markets
Equities

Earnings Shockers! These ASX stocks received the most upgrades and downgrades in August

The results are in! These ASX stocks received the most upgrades, downgrades, target price hikes, and target price cuts this earnings season.
AD8
AGL
AX1
+17
Carl Capolingua
Livewire Markets
Equities

Are Domino’s Pizza shares finally cheap enough to buy?

Domino’s Pizza was one of the superstar performers during the pandemic, but its shares have since plunged over 80%. Is it finally a buy?
Carl Capolingua
Livewire Markets
Commodities

The copper short squeeze is happening - Morgan Stanley

Many funds that are short copper are being forced to cover their positions and this is pushing the price higher, says Morgan Stanley.
29M
A1M
+6
Carl Capolingua
Livewire Markets
Equities

Why Goldman Sachs would buy IGO and sell Mineral Resources

Major broker Goldman Sachs has released a research report outlining reasons why it thinks IGO is a buy and Minera Resources is a sell.
CXO
IGO
+2
Carl Capolingua
Livewire Markets
Equities

Brokers respond to BHP March Qtr result: Strong copper and iron ore not enough to outweigh terrible coal

The major brokers have reviewed BHP's quarterly report and we have their latest research, ratings, and price target updates.
BHP
RIO
Carl Capolingua
Livewire Markets
Commodities

Lithium rally is “detached from fundamentals” - go short says Citi

Lithium prices have rallied. Major broker Citi reviews the lithium market, noting the recent rally is “detached from fundamentals”.
CXO
IGO
+7
Carl Capolingua
Livewire Markets
Commodities

Morgan Stanley: A perfect storm for copper

Major broker Morgan Stanley has updated its estimates for copper prices and notes several important developing market dynamics.
29M
A1M
+10
Carl Capolingua
Livewire Markets
Equities

3 ASX rare earths stocks to watch as prices finally show signs of stabilising

Some major brokers are considering the possibility rare earths prices have stabilised, so we review the three main ASX rare earths stocks.
Carl Capolingua
Livewire Markets
Equities

Everything you need to know about every ASX copper producer

Every ASX copper producer: What they do, where they’re doing it, what it costs them, how much they have, broker consensus, and more.
29M
AMI
+9
Carl Capolingua
Livewire Markets
Asset Allocation

Interest rate cuts during a bubble? Buy stocks and copper says this major broker

Rate cuts into bubbles? Rather than run for the risk-aversion hills, Citi loves the smell of irrational exuberance in the morning!
Carl Capolingua
Livewire Markets
Equities

Iron ore price slump silver lining: Looming supply cuts to rebalance market

Citi suggests a major reason for recent weakness in the iron ore price is a surge in supply hitting the market from non-traditional sources.
BHP
FMG
+3
Carl Capolingua
Livewire Markets
Equities

Aussie bank shares “too expensive to own” as mum and dad investors dump ANZ, NAB, WBC & CBA

Major broker Macquarie reviews their big underweight call on ASX bank stocks, as well as institutional and retail fund flows for the sector.
+4
Carl Capolingua
Livewire Markets
Macro

China economy’s strong start to 2024 deals blow to “over-pessimism” but recovery hangs on property market

Recent data suggests the Chinese economy may have started the year on a strong note and their stock market appears to finally be turning up.
Carl Capolingua
Livewire Markets
Equities

Australian bank shares are booming: How far can the rally go?

Aussie banks have a long history of delivering short periods of very good performance followed by sometimes years of mediocre performance.
+3
Carl Capolingua
Livewire Markets
Equities

Morgan Stanley: Nickel likely troughed, Lithium closer to a floor

Nickel and lithium prices have plunged, but both are now enjoying a rally. Morgan Stanley considers the possibility of whether the low is in
CXO
IGO
+2
Carl Capolingua
Livewire Markets
Equities

The ASX 200 is at a record but are stocks cheap or expensive? Here’s the data

The Australian share market is enjoying a record-breaking run in 2024 but broker research suggests value is decreasing.
Carl Capolingua
Livewire Markets
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