Morgans Blog | Morgans

Adairs: Tough crowd

27 October 2020, 3:15 PM

All sales trends showed an acceleration from the August trading update, persisting at elevated levels. Despite a pretty exceptional update and material EPS upgrades, the share price declined.

Under the Microscope: Key catalysts for October 2020

By Scott Power

27 October 2020, 12:05 PM

Short-term trading opportunities in the Healthcare sector

Healthcare - Overall: At a political crossroads into US election

By Dr Derek Jellinek

29 October 2020, 12:00 AM

In this note, we assess the impact across key healthcare segments, highlighting ASX and international listed companies as well as ETFs which allow exposure to these themes.

Corporate Travel Management: Stepping up to the majors

By Belinda Moore

26 October 2020, 4:20 PM

CTD recently announced the acquisition of Travel & Transport (T&T) in the US. When combined with CTD’s existing North American business, the company will have material scale in this key growth market.

Banks: Damage priced in is overdone (Part 2)

By Azib Khan

26 October 2020, 3:50 PM

Despite recent share price strength, we retain a positive view on the major banks with the exception of CBA.

Technical Analysis: 26 October 2020

By Violeta Todorova

26 October 2020, 11:40 AM

Aventus Group (AVN), APN Industria REIT (ADI), Zip Co (Z1P), Santos (STO) and Coles Group (COL).

Coca-Cola Amatil: The hunter becomes the hunted

By Belinda Moore

30 October 2020, 12:00 AM

In our view, the timing of CCEP’s takeover offer is somewhat opportunistic given CCL's earnings/share price have been impacted by COVID-19.

The effects on deficit: Trump vs Biden

By Michael Knox

22 October 2020, 11:45 AM

Trump cuts Tax, Biden lifts Tax: both add deficit stimulus. Morgans Chief Economist, Michael Knox details the implications on the US deficit by either potentially elected presidential candidate.