Morgans Blog | Morgans

Aurizon Holdings: FY22 and One Rail done…next key event is ECR sale

09 August 2022, 8:30 AM

The key factors in the result for Aurizon Holdings (ASX:AZJ) was the softer Bulk result, weaker than expected FY23 outlook, Network macro benefits, and the One Rail acquisition.

BHP Group: Shows it’s still on strategy

By Adrian Prendergast

09 August 2022, 8:00 AM

Easily digestible, and with assets it could add value to, BHP Group (ASX:BHP) announced an all-cash A$25ps non-binding indicative offer for OZ Minerals (ASX:OZL).

Suncorp Group: Capital light

By Richard Coles

09 August 2022, 7:30 AM

Suncorp Group's (ASX:SUN) FY22 cash NPAT was 1% above company compiled consensus but excluding lower-than-expected “other items”, total group divisional profits were ~5% below consensus.

OZ Minerals: Coveted future facing potential

By Tom Sartor

09 August 2022, 7:00 AM

OZ Minerals (ASX:OZL) has rejected BHP’s $25ps indicative takeover proposal, which we concur looks highly opportunistic and undervalues OZL.

GARDA Property Group: Activated

By Fiona Buchanan

05 August 2022, 8:00 AM

GARDA Property Group (ASX:GDF) result highlighted the leasing successes achieved in the active development pipeline. The focus now turns to North Lakes post Development Approval.

Pinnacle Investment Management: Growing despite the market backdrop

By Scott Murdoch

04 August 2022, 8:00 AM

Pinnacle Investment Management (ASX:PNI) delivered 14% NPAT growth to A$76.4m, in-line with expectations.

RBA Says Inflation Falls in 2023

By Michael Knox

03 August 2022, 10:00 AM

Michael Knox, Morgans Chief Economist says more rate hikes are still to come this year, but the RBA is confident they will master inflation in 2023 and 2024.