By Alex Lu
10 March 2020, 12:00 AM
Morgans Research Analyst Alex Lu shares some post reporting season comments on Woolworths Group (ASX:WOW), Coles Group (ASX:COL), Amcor (ASX:AMC) and Invocare (ASX:IVC).
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03 March 2020, 10:40 AM
We review reporting season across our retail coverage. Our over-arching sector preferences shift to quality, liquid, more defensive stocks given current macro dynamics and a potential negative impact on consumer demand/spending. We have shifted some recommendations accordingly.
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By Nick Harris
02 March 2020, 1:20 PM
MP1’s 1H20 result was in-line with our forecasts, and their recently released quarterly. Continued strong growth in North America (NAM) and expansion into Japan (which is a top 5 global Cloud consumer) were the highlights of the half.
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02 March 2020, 12:40 PM
S&P/ASX 200, Crude Oil, US 10 Year Bond Rate, Woodside Petroleum and InvoCare.
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