Transurban Group: COVID-19 impacts take #1 By Nathan Lead 02 April 2020, 1:45 PM COVID-19 has significantly impacted traffic on TCL’s roads. We assume a full recovery does not occur until CY22. Read more...
JobKeeper Payment Package By Terri Bradford 31 March 2020, 4:15 PM The JobKeeper Payment package, announced on 30 March 2020, is a $130 billion package to help businesses retain employees on their books during the COVID-19 period. Read more...
How the Job Keeper Allowance supports the Australian economy By Michael Knox 31 March 2020, 3:00 PM Chief Economist Michael Knox discusses how keeping workers employed now should enable a rapid recovery of the Australian Economy in the second half of calendar 2020 Read more...
Why the Fed can make $US 4 trillion dollars of new commercial loans By Michael Knox 31 March 2020, 10:30 AM Michael Knox, Morgans Chief Economist discusses how an extra USD 454 Billion of Treasury Reserve, dramatically expands the Fed lending ability. Read more...
Domestic Gas: Prices weaker but seasonal demand will peak By Max Vickerson 30 March 2020, 2:40 PM Domestic gas markets have seen a fall in prices since November 2019 driven by weaker international LNG spot prices. Read more...
Australia Strategy: COVID-19 sector impacts and strategies By Tom Sartor 27 March 2020, 12:25 PM Morgans research analysts reset their sector views, strategies and preferred picks in light of COVID-19 risks to the economy. Read more...
Eligibility for Age Pension - has your situation changed? By Terri Bradford 26 March 2020, 4:00 PM Markets have fallen over 20% in the past two months. As a result, many retirees are experiencing a significant drop in the value of their superannuation retirement funds. Where previously a retiree may not have been eligible for Age Pension benefits, has their situation changed as a result of the falls? Read more...
Podcast – Retail: Josephine Little, Senior Analyst By Josephine (Jo) Little 26 March 2020, 12:25 PM Morgans Senior Analyst Josephine Little shares an update on the retail sector given the latest restrictions due to COVID-19. Read more...
Podcast – Critical Communications: Nick Harris, Senior Analyst By Nick Harris 26 March 2020, 11:15 AM Morgans Senior Analyst Nick Harris talks about critical communications in Australia when companies are opting for employees to work from home. Nick highlights, Telstra (TLS), Next DC (NXT), Opticomm (OPC) and Superloop (SLC). Read more...
Podcast: Will the banks keep lending? By Azib Khan 26 March 2020, 12:00 AM Morgans Senior Analyst Azib Khan discusses the crucial role banks will play as part of 'Team Australia'. Read more...