Morgans Best Ideas: August 2020

About the author:

Andrew Tang
Author name:
By Andrew Tang
Job title:
Analyst - Equity Strategy
Date posted:
04 August 2020, 9:15 AM
Sectors Covered:
Equity Strategy and Quant

Companies won’t have much pressure to beat gloomy FY20 EPS forecasts but may need to balance out their outlooks or face investor pressure in coming weeks. Reporting season will be nasty, with EPS expected to drop ~15% vs FY19, but represents a turning point in the cycle.

Our Best Ideas represent our most preferred sector exposures and companies that offer the highest risk-adjusted returns over a 12-month timeframe.

Additions

We add Beach Energy, AP Eagers, Redbubble, Karoon Energy, Monash IVF, Catapult Group and People Infrastructure this month.

Removals

We remove Spark Infrastructure and Computershare.

Watch

View our Best Ideas list for August 2020 

Morgans clients can access the full list of Morgans best ideas for August by logging in. If you would like access to this report or more information, please contact your adviser or nearest Morgans office.

Need access?

You are also welcome to start a two-week trial of our online platform, which provides access to detailed market analysis and insights, provided by our award-winning research team

Create trial account 

More COVID-19 insights

Find out more

Morgans clients can access further analysis by browsing the latest research on our client website. If you would like access or more information, please contact your adviser or nearest Morgans office.

Disclaimer: The information contained in this report is provided to you by Morgans Financial Limited as general advice only, and is made without consideration of an individual's relevant personal circumstances. Morgans Financial Limited ABN 49 010 669 726, its related bodies corporate, directors and officers, employees, authorised representatives and agents (“Morgans”) do not accept any liability for any loss or damage arising from or in connection with any action taken or not taken on the basis of information contained in this report, or for any errors or omissions contained within. It is recommended that any persons who wish to act upon this report consult with their Morgans investment adviser before doing so.

Disclosure of interest: Morgans may from time to time hold an interest in any security referred to in this report and may, as principal or agent, sell such interests. Morgans may previously have acted as manager or co-manager of a public offering of any such securities. Morgans affiliates may provide or have provided banking services or corporate finance to the companies referred to in the report. The knowledge of affiliates concerning such services may not be reflected in this report. Morgans advises that it may earn brokerage, commissions, fees or other benefits and advantages, direct or indirect, in connection with the making of a recommendation or a dealing by a client in these securities. Some or all of Morgans Authorised Representatives may be remunerated wholly or partly by way of commission.

  • Print this page
  • Copy Link