Podcast: The S&P 500 – Why are equity markets volatile? By Michael Knox 05 December 2019, 10:40 AM Fundamentals indicate the current sell off is merely a bull market correction. Read more...
IRESS: Merger bonus By Ivor Ries 03 December 2019, 2:30 PM Mergers between major industry superannuation funds continue to work in favour of IRESS’ Acurity administration system. The merger will increase total funds administered on the Acurity platform to more than A$250 billion. Read more...
Woodside Petroleum: Plans on having its cake and eating it too By Adrian Prendergast 03 December 2019, 1:48 PM Following Woodside’s recent investor day we have carried out a review of our assumptions across its business. The key question we have considered: is Woodside’s balance sheet strong enough to fund both significant growth and support a high dividend payout? Read more...
Technical Analysis: 29 November 2019 By Violeta Todorova 29 November 2019, 3:57 PM New Hope Corporation (NHC), Orocobre (ORE), Antisense Therapeutics (ANP), SomnoMed (SOM), Orica (ORI), Karoon Energy (KAR) and TPG Telecom (TPM). Read more...
Telstra Corporation: Pedaling hard to catch the next cycle By Nick Harris 29 November 2019, 3:37 PM Commentary from TLS’s investor day, combined with catalysts expected in the next six months and our observations on the overall Telco market, increase our confidence that FY20 is ‘bottom of the cycle’. Read more...
Technical Analysis: 28 November 2019 By Violeta Todorova 28 November 2019, 2:00 PM S&P/ASX 200 (XJO), Telstra Corporation (TLS), Westpac Banking Corp (WBC) and Volpara (VHT). Read more...
Sector outlooks and preferred picks By Tom Sartor 28 November 2019, 12:20 PM Morgans research analysts provide an update on key dynamics, the outlook and nominate their preferred picks by sector. The most pertinent sector views are featured in our upcoming Investment Watch – Summer 2020 outlook edition. Read more...
Morgans Conversations: Dom Pym By Chris Titley 28 November 2019, 10:50 AM Morgans Adviser Chris Titley recently interviewed Dom Pym, Co-founder of Ferocia and Up Bank about the success the company has seen in the last 6 months. Read more...
Afterpay Touch: AUSTRAC final report By Richard Coles 26 November 2019, 4:50 PM While an AUSTRAC fine remains a possibility, we continue to see the quantum of any potential fine as relatively immaterial versus APT’s market cap ($8bn). Read more...
Technical Analysis: 22 November 2019 By Violeta Todorova 22 November 2019, 12:05 PM Westpac Banking Corp (WBC), ALS (ALQ), Ramsay Health Care (RHC) and Atomos (AMS) Read more...