When it comes to investing, we understand the importance of making informed decisions. That’s why Westpac Share Trading has partnered with Morningstar and Sandstone Insights (a part of MST Financial), bringing both premium and institutional grade research to retail investors.
Sandstone Insights (a part of MST Financial)
Sandstone Insights produces comprehensive research on ASX listed stocks across all sectors in large, mid, small, and micro-cap companies. The research provides timely and actionable investment ideas with recommendations (Buy, Hold or Sell) on companies, along with Australian equity market strategy and commentary with longer-term insights and views.
Sandstone’s research and insights draw on the analysis produced for an Institutional audience and is re-purposed to suit the needs of private investors.
ASX stock specific research notes
Intraday flash notes
Equity market strategy
Sector and market commentary
Stock recommendations
First alert webinar calls
Webinars, bespoke webinars, and video content
Exclusive Q&A with senior management of ASX listed companies
Exclusive Westpac Trader Advantage seminars/events
Morningstar Premium
Morningstar Premium Research offers in depth analyses, recommendations, and access to a range of sophisticated tools and features. Premium features include Current Recommendation and Recommendation Changes, Model Portfolio Tool, and Corporate Events.
You’ll be able to better visualise market performance and optimise your portfolio with our dynamic displays, including heat maps and intuitive charting. We’ll keep you informed of market developments, providing the latest headlines; daily pre-market, intraday and post-market commentary; and video reports.
Whether you wish to seek a new trading opportunity to match your criteria, compare a share against its peers, or simply need to keep up to date with the daily market movements, our premium research tools have you covered.
Daily Share Tracker
Our free Daily Share Tracker email service will help you stay informed and up to date on the shares you own. It will also give you insights and ideas that may inspire your next investment.
Each morning, you will receive your personalised Daily Share Tracker email, comparing the last traded price of up to 15 shares you own with Morningstar’s latest valuation. If you do not currently hold any shares, we’ll display Morningstar’s latest valuation on the top six price movers in the S&P/ASX 20 index.
Stock Recommendations
A closer look at the four types of security recommendations available.
| Consensus | Consensus provides the recommendations of analysts from various brokers and research houses. |
| Morningstar Quantitative | Morningstar Quantitative recommendations are generated by a statistical model based on Morningstar’s analyst-driven equity ratings and quantitative statistics. A recommendation report, star rating and fair value estimate is provided for each security. |
| Morningstar Premium | Morningstar Premium Research is designed for investors wanting more detailed information and is available on subscription. It offers analysts’ recommendations for a wide selection of companies. It also provides in-depth analysis, forecasts, detailed expert commentary about recommendations, and access to a range of sophisticated tools, including Morningstar’s model portfolio tool |
| Sandstone Insights | Sandstone’s research and insights draw on the analysis produced for an Institutional audience and is re-purposed to suit the needs of private investors.
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Both Morningstar Quantitative and Consensus recommendations are free to all Westpac Share Trading customers.
Things you should know
Westpac Securities Limited ABN 39 087 924 221, AFSL 233723 (‘Westpac Securities’) (trading as ‘Westpac Share Trading’) provides the opportunity to trade listed financial products through our arrangement with Australian Investment Exchange Limited ABN 71 076 515 930, AFSL 241400 (‘AUSIEX’), a wholly owned subsidiary of Nomura Research Institute, Ltd (‘NRI’). AUSIEX is a Market Participant of the ASX Limited (‘ASX’) and Cboe Australia Pty Ltd (‘Cboe’), a Clearing Participant of ASX Clear Pty Limited and a Settlement Participant of ASX Settlement Pty Limited. Neither AUSIEX nor Westpac Securities are representatives of each other. Westpac Securities is not a related party of AUSIEX, NRI, ASX or Cboe. Under this arrangement, all trading, clearing, settlement and stock sponsorship arrangements are directly with AUSIEX. AUSIEX is not authorised to carry on business in any jurisdiction other than Australia. Accordingly, the information contained in this website is directed to and available for Australian residents only.
You should read the Westpac Securities and AUSIEX Financial Services Guides (“FSGs”), which provide you with information on the services Westpac Securities and AUSIEX can provide. You can access the FSGs via https://westpac.com.au/personal-banking/share-trading.
This website may contain material provided directly by third parties. This information is given in good faith and has been derived from sources believed to be accurate at its issue date. While such material is published with necessary permission, no company in the Westpac Group nor any of their related entities, employees or directors (together, “Westpac”), nor AUSIEX, accepts responsibility for the accuracy or completeness of, or endorses any such material. This website may also contain links to external websites. Westpac does not accept responsibility for, or endorse the content of, such external websites. Except where contrary to law, Westpac intends by this notice to exclude liability for material provided directly by third parties and the content of external websites.
Neither Westpac nor any other company in the Westpac Group nor any of their directors, employees and associates nor AUSIEX, guarantees the security of this website, gives any warranty of reliability or accuracy nor accepts any responsibility arising in any other way including by reason of negligence for, errors in, or omissions from, the information on this website and does not accept any liability for any loss or damage, however caused, as a result of any person relying on any information on the website or being unable to access this website. This disclaimer is subject to any applicable contrary provisions of the Australian Securities and Investments Commission Act and Competition and Consumer Act.
The information contained on this website does not constitute the provision of advice or constitute or form part of any offer, solicitation or invitation to subscribe for or purchase any securities or other financial product nor shall it form part of it or form the basis of or be relied upon in connection with any contract or commitment whatsoever.
If a Product Disclosure Statement is available in relation to a particular financial product, you should obtain and consider that Product Disclosure Statement before making any decisions about whether to acquire the financial product.
Any securities or prices used in the examples on this website are for illustrative purposes only and should not be considered as a recommendation to buy, sell, or hold.
The information on this website does not take into account your objectives, financial situation or needs. For this reason, before acting on the information you should consider whether it is appropriate to you, having regards to your objectives, financial situation and needs and, if necessary, seek appropriate financial advice.
Westpac Securities is a wholly owned subsidiary of Westpac Banking Corporation ABN 33 007 457 141 AFSL and Australian credit licence 233714 (‘Westpac’) and part of the Westpac Group. A financial product acquired through Westpac Securities is not a deposit with, or any liability of Westpac or any other company in the Westpac Group. Investment in a financial product is subject to investment risk, including possible delays in repayment or loss of income and principal invested. Neither Westpac nor any of its related entities stands behind or otherwise guarantees the capital value or investment performance of any financial product acquired through Westpac Securities.
© Westpac Banking Corporation ABN 33 007 457 141, AFSL and Australian credit licence 233714.
The Westpac Group, 275 Kent Street, Sydney, NSW 2000, AUSTRALIA