By Chris Brown
13 January 2021, 9:00 AM
Morgans Senior Analyst Chris Brown talks about the effects of projected growth in Electric Vehicle production, in particular on the demand for copper. Chris also provides insight into ASX-listed copper producers and associated wannabees.
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13 January 2021, 9:00 AM
Universal Store Holdings (ASX:UNI) has seen a very strong resurgence of demand/sales in the wake of COVID-19 as restrictions eased. We think the group can sustain a 15x+ multiple based on a superior growth profile with multiple levers and strong cash generation.
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By Scott Murdoch
12 January 2021, 12:30 PM
We view Magellan Financial Group's valuation as reasonable (~20x FY22F PE) with solid growth potential in the core business and optionality from new ventures.
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By Nathan Lead
11 January 2021, 4:04 PM
We make adjustments to our forecasts in advance of SYD’s FY20 result. Looking ahead for the next 12 months we are
optimistic that pax will be in a sustained recovery phase given vaccine roll-out
plans.
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By Tom Sartor
11 January 2021, 3:40 PM
Examining the Commodities rally with perspective versus previous cycles, including the most interesting recent news and opportunities. Morgans Equity Strategist, Tom Sartor guides us through the opportunities in this new cycle for 2021.
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11 January 2021, 11:35 AM
Lovisa (LOV), ASX (ASX), Aristocrat Leisure (ALL), Megaport (MP1)
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By Scott Power
07 January 2021, 4:50 PM
In my latest network delivery, I run through a number of key themes that have our interest in the Healthcare space for 2021. I also touch on a number of upcoming catalysts.
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By Nathan Lead
07 January 2021, 12:00 PM
Initiation of Coverage – In the current low interest rate environment, income-oriented investors will be attracted to Dalrymple Bay Infrastructure's (ASX:DBI) high cash yield (8.7%) and commitment to 1-2% pa growth.
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07 January 2021, 8:00 AM
Orocobre (ORE), WH Soul Pattinson & Co (SOL), Reliance Worldwide (RWC) and Ramsay Health Care (RHC).
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By Scott Murdoch
06 January 2021, 12:00 PM
Pinnicle Investment Management (ASX:PNI) has announced 1H21 performance fees of A$11m (PNI NPAT share), up from a very minor contribution in 1H20 and 1H19 .
We retain an Add recommendation based on the embedded growth in the business (the maturing profile of existing Affiliates and investment strategies) and future optionality from adding new Affiliates.
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