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...
Company Update: Sydney Airport By Nathan Lead 21 April 2020, 1:35 PM Morgans Senior Analyst Nathan Lead comments on Sydney Airport (SYD) following its business update on 20 April. Read more...
Oil market: Second phase of downcycle starts By Adrian Prendergast 21 April 2020, 1:15 PM We expect the panic selling to continue in oil futures markets and ETF’s and for it to extend into June. We have been waiting for this kind of oil price volatility (waiting for it to hit rock bottom) so we can gain conviction on our buy ideas, and it looks like it is quickly approaching. Read more...
Under The Microscope: Company Updates - Scott Power, Senior Analyst By Scott Power 21 April 2020, 9:05 AM Morgans Senior Analyst Scott Power updates the network with information on 3 companies: Volpara (ASX:VHT), Impedimed (ASX:IPD) and Micro-X (ASX:MX1). Read more...
Rio Tinto: Positioned to weather the storm By Adrian Prendergast 20 April 2020, 12:50 PM Concern around short-term metal prices for the sector remains, but we maintain our preference for RIO with an Add rating. Read more...
Macro Update: The “road out” of COVID-19 By Andrew Tang 20 April 2020, 12:20 PM What might the "road out" of the COVID-19 crisis look like and how should investors position their portfolios? Read more...