All posts by Andrew Tang

Andrew Tang

Morgans Best Ideas: September 2020

By Andrew Tang

10 September 2020, 1:59 PM

We add Sydney Airport (SYD), alliance aviation (AQZ), NextDC (NXT), Incitec Pivot (IPL), Coca-Cola Amatil (CCL), Breville Group (BRG), Super Retail Group (SUL) and Kina Securities (KSL) this month. We remove Cleanawa Waste Management (CWY), Monash IVF (MVF), JB Hi-Fi (JBH), Colins Food (CKF), Catapult sports (CAT).

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Reporting Season Review August 2020

By Andrew Tang

01 September 2020, 3:25 PM

With the lack of guidance going into Reporting Season August 2020, we saw a number of companies, particularly those cyclical companies beat FY20 guidance by some margin. This was commonly noted in the retail sector.

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