Technical Analysis: 30 April 2020 By Violeta Todorova 30 April 2020, 11:31 PM Flight Centre, Corporate Travel Management, Redbubble, Coles Group and Orocobre. Read more...
Fresh income ideas for a low yield world By Andrew Tang 30 April 2020, 12:40 PM We identify 15 stocks that provide income safety for a prolonged period of low interest rates. Read more...
Podcast: When oil hits bottom By Michael Knox 29 April 2020, 2:55 PM A recovery in the Chinese and US economies will generate an increase in oil demand and begin a recovery in the oil price. Read more...
Metals & Mining: Dividend resilience preserves value By Adrian Prendergast 29 April 2020, 2:20 PM We review the diversified miners against a difficult 2020 global economic backdrop. We compare our Australian diversified mining coverage (BHP, RIO, S32 and for comparative purposes FMG) to global miners Anglo American, Glencore and Vale. Read more...
10 tax planning tips for 2020 By Terri Bradford 28 April 2020, 8:45 AM Will you be ready? Don't let COVID-19 distract you from the things you would normally focus on at this time of year. It's time to get back on track. In this piece, I provide my top tips to best prepare for this year’s tax season. Read more...
Global leaders with fortress balance sheets By Tom Sartor 27 April 2020, 12:00 PM We think current events are uncovering a once-in-a-decade opportunity to gain exposure to some of the world’s best businesses. The dominant global franchises offer protection against COVID downside. Read more...
Sonic Healthcare: COVID-19 Patients running scared By Derek Jellinek 24 April 2020, 4:30 PM Lab testing volumes appear to be rapidly declining as elective procedures are curtailed and patients put off even routine doctor's visits on the fear of COVID-19. Read more...
Technical Analysis: 23 April 2020 By Violeta Todorova 23 April 2020, 1:00 PM Freedom Food (FNP), Dexus (DXS), Macquarie Group (MQG), AP Eagers (APE) and CSL Ltd (CSL). Read more...
China bets they have beaten the pandemic: Michael Knox, Chief Economist By Michael Knox 22 April 2020, 4:45 PM Michael Knox Morgans Chief Economist discusses how the Chinese economy is almost back to full production, based on the view that they have already overcome the pandemic. Read more...
BHP Group: Yield gives important valuation support By Adrian Prendergast 22 April 2020, 3:00 PM We maintain our Add rating on BHP, recognising potential for short-term volatility while seeing its dividend as a critical valuation support in a yield-starved market. Read more...