All posts by Belinda Moore
Senior Analyst
Sectors Covered: Agriculture, Food & Beverage, Travel and Chemicals
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.
Read more...
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.
Read more...
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.
Read more...
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.
Read more...
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.
Read more...
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.
Read more...
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.
Read more...
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.
Read more...
By Belinda Moore
18 November 2020, 2:00 PM
We have increased our forecasts with FY21 expected to be another good year given ELD will benefit from improved summer cropping conditions, a full 12 months of the AIRR acquisition and synergies and recent bolt-ons.
Read more...
By Belinda Moore
26 October 2020, 4:20 PM
CTD recently announced the acquisition of Travel & Transport (T&T) in the US.
When combined with CTD’s existing North American business, the company will
have material scale in this key growth market.
Read more...