We think Virgin’s offer price reflects benign industry conditions that are unlikely to remain so good forever.

The changes come after the carrier winds up the Jetstar Asia division.

This wide moat share is trading at a 17% discount to our fair value.

A concerning combination of Chinese manufacturing and US sales.

Market share gains in improving trading conditions.

We raise our fair value after strong results but shares are pricey.

The shares are up over 32% in the last year but we think investors are too optimistic.

Star Entertainment shares have lost more than 90% of their value in the past 3 years. Angus Hewitt discusses where the company stands and what needs...

Tabcorp shares have slumped amid a slower than expected turnaround and the prospect of tighter advertising rules. 

Strong recovery bodes well for the company.