All posts by Andrew Tang
Analyst - Equity Strategy
Sectors Covered: Equity Strategy and Quant
By Andrew Tang
04 May 2021, 2:00 PM
This month we add ANZ, Sonic Healthcare, Reliance Worldwide, Tyro Payments and Whitehaven Coal.
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By Andrew Tang
28 April 2021, 1:00 PM
Morgans Strategist, Andrew Tang, provides an update on key market themes and opportunities for investors as resilient economic growth continues to support corporate earnings.
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By Andrew Tang
06 April 2021, 7:00 AM
This month we add Dalrymple Bay Infrastructure and Frontier Digital Ventures. We remove Aurizon and Redbubble.
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By Andrew Tang
31 March 2021, 5:00 PM
We see the rapid rollout of the COVID-19 vaccine, accommodating monetary policy and additional fiscal support as underpinning risk assets over the next 6 to 12 months. Click to read our full asset allocation update.
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By Andrew Tang
08 March 2021, 1:55 PM
This month we add Ansell and Baby Bunting and remove Orica, APA Group and Beach Energy.
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By Andrew Tang
02 March 2021, 11:10 AM
After going missing in 2020, dividends made a big return in February. With key sectors Banks, Resources and Insurers providing positive income surprise.
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By Andrew Tang
26 February 2021, 10:00 AM
Today, Friday the 26th of February, we are happy to buy Atlas Arteria (ASX:ALX), Zip Co Ltd. (ASX:Z1P), Nextdc Ltd. (ASX:NXT), Sydney Airport Holdings (ASX:SYD), TPG Telecom Ltd. (ASX:TPG), Universal Store Holdings (ASX:UNI), Aventus Group (ASX:AVN), Karoon Energy Ltd. (ASX:KAR) and Novonix Ltd. (ASX:NVX).
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By Andrew Tang
25 February 2021, 10:30 AM
Today, Thursday the 25th of February, we are happy to buy Eagers Automotive (ASX:APE), Nanosonics (ASX:NAN), Home Consortium (ASX:HMC), Idp Education (ASX:IEL), Helloworld Travel (ASX:HLO), Medibank Private (ASX:MPL), Bega Cheese (ASX:BGA), Moneyme (ASX:MME) and Australian Vintage (ASX:AVG).
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By Andrew Tang
24 February 2021, 10:50 AM
Today, Wednesday the 24th of February, we are happy to buy APA Group (ASX:APA), HUB24 (ASX:HUB), Superloop (ASX:SLC), Acrow Formwork (ASX:ACF), Jumbo Interactive (ASX:JIN), MyDeal.com.au (ASX:MYD), Ramelius Resources (ASX:RMS), Garda Property Group (ASX:GDF), Access Innovation (ASX:AIM), and SomnoMed (ASX:SOM).
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By Andrew Tang
23 February 2021, 12:00 PM
Today, Tuesday the 23rd of February, we are happy to buy Bank of Queensland (ASX:BOQ), Costa Group (ASX:CGC), Senex Energy (ASX:SXY), Booktopia Group (ASX:BKG) and PTB (ASX:PTB).
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