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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21 January 2021, 9:30 AM
Ansell (ANN), Sonic Healthcare (SHL), Fisher & Paykel Healthcare (FPH), NEXTDC (NXT), Data#3 (DTL).
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By Adrian Prendergast
20 January 2021, 9:30 AM
We see RIO as trading close to fair value, supported by strong fundamentals and
an impressive dividend profile. We maintain our Hold rating.
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By Adrian Prendergast
20 January 2021, 8:00 AM
BHP share price has performed well on recent commodity strength, but we see further legs to the cycle and maintain a Hold recommendation.
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By Michael Knox
19 January 2021, 9:00 AM
Movement in hours worked during 2020 shows that a rapid fall in output was followed by an equally rapid “V” shaped recovery. Surprising strength in hours worked in the second half of 2020 suggests surprising strength in GDP.
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By Michael Knox
18 January 2021, 2:26 PM
In this issue, I would like to talk about five questions that give us an updated view of where we think the Australian economy is going.
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By Richard Coles
18 January 2021, 9:00 AM
We see a broadly difficult reporting season for the Insurance/Diversified Financial stocks. Of the large cap stocks, we see the Health Insurers, ASX, and Challenger (ASX:CGF) as best positioned to produce the most solid/stable results.
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17 January 2021, 10:00 AM
Australian Ethical (AEF), HUB24 (HUB), Sezzle Inc (SZL), Monash IVF (MVF).
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By Alex Lu
14 January 2021, 12:00 PM
Morgans Analyst Alex Lu details his latest perspective on the Industrials Sector. He also covers his key picks including Amcor (ASX:AMC), Brambles (ASX:BXB), Invocare (ASX:IVC), Coles (ASX:COL), Woolworths (ASX:WOW), PWR Holdings (ASX:PWH) and Acrow Formwork and Construction Services (ASX:ACF).
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14 January 2021, 10:00 AM
Aurizon Holdings (AZJ), Ramelius Resources (RMS), Eagers Automotive (APE), Poseidon Nickel (POS)
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