All posts by Belinda Moore
Senior Analyst
Sectors Covered: Agriculture, Food & Beverage, Travel and Chemicals
By Belinda Moore
25 February 2021, 1:00 PM
The A2 Milk Company's (A2M) underlying 1H21 result was weak but was slightly ahead of guidance. Disappointingly, A2M has issued another material earnings downgrade.
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By Belinda Moore
25 February 2021, 12:30 PM
FLT is well placed to benefit from an eventual recovery in travel activity and
vaccine success could accelerate its recovery. However, its exposure to
international Leisure travel and higher cost bricks and mortar business model, will
mean it will be one of/if not the last to reach pre COVID levels of profitability of its
peers.
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By Belinda Moore
17 February 2021, 11:00 AM
Corporate Travel Management posted a commendable 1H21 in light of COVID-19 travel restrictions. Importantly, the balance sheet is by far the strongest in the sector.
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By Belinda Moore
22 January 2021, 9:00 AM
Coca-Cola Amatil's 4Q trading and FY20 guidance was materially stronger than expected. We think CCL’s better than expected trading justifies a higher offer price.
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By Belinda Moore
21 December 2020, 9:00 AM
While uncertainty remains, The A2 Milk Company's (ASX:A2M) share price may remain subdued, however we
continue to believe the company is well placed over the medium to longer term
once channels normalise and maintain an Add rating with an updated price target.
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By Belinda Moore
10 December 2020, 3:00 PM
Bega Cheese (ASX:BGA) has been added to Morgans Best Ideas for December 2020. Find out why.
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By Belinda Moore
10 December 2020, 3:00 PM
We have added Grain Corp (ASX:GNC) to Morgans Best Ideas for December 2020. Find out why.
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By Belinda Moore
10 December 2020, 3:00 PM
Inghams (ASX:ING) has been added to Morgans Best Ideas for December 2020. Find out more here.
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By Belinda Moore
10 December 2020, 3:00 PM
We have added Orica (ASX:ORI) to our Best Ideas list for 2020. Find out why.
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By Belinda Moore
19 November 2020, 9:50 AM
A2M has maintained guidance at its AGM. While highly qualified and requiring a
material 2H21 improvement, commentary on initial signs of a recovery in corporate
daigou demand and improving daigou channel inventory are encouraging.
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