AGM season — upcoming catalysts By Andrew Tang 19 October 2020, 4:25 PM The research team nominates stocks that could surprise or disappoint the market as we close out first half FY21. Read more...
Asset Allocation re-balance: Dec Qtr By Andrew Tang 19 October 2020, 12:50 PM Gradually relaxing defensive tilts Read more...
Morgans Best Ideas: October 2020 By Andrew Tang 08 October 2020, 4:12 PM This month we add QBE, Magellan Financial, Nufarm, Volpara, Catapult Group and Mach7 Technologies. We remove Elders, HUB24 and Mainstream. Read more...
FY21 sector outlooks and strategies By Andrew Tang 28 September 2020, 1:05 PM September quarter moves and opportunities Read more...
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). Read more...
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. Read more...
Results Road Map: 31 August 2020 By Andrew Tang 31 August 2020, 10:00 AM Happy to buy these stocks today: NextDC, Costa Group, Motorcycle Holdings, Shine Justice Read more...
Results Road Map: Thursday, 27 August By Andrew Tang 27 August 2020, 12:44 PM We are happy to buy the following stocks: Jumbo Interactive, Eagers Automotive, MoneyMe, Accent Group, Acrow Formwork and Cardno. Read more...
Results Road Map: Wednesday, 26 August By Andrew Tang 26 August 2020, 5:44 PM We are happy to buy the following stocks: TPG Telecom, HUB24, Nanosonics, Wagners Holdings Company, and People Infrastructure. Read more...
Results Road Map: Tuesday, 25 August By Andrew Tang 25 August 2020, 5:07 PM We are happy to buy the following stocks: Super Retail Group, Aventus Group, Senex Energy, Superloop, Monash IVF, PTB Group, Isentia Group, SomnoMed and Kelly Partners. Read more...