By Nick Harris
11 February 2020, 5:08 PM
Morgans Senior Analyst, Nick Harris, discusses the Telecommunications Sector and his expectations ahead of the February 2020 Reporting Season.
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By Ivor Ries
11 February 2020, 2:18 PM
Morgans Senior Analyst Ivor Ries shares a preview of the Online Media sector ahead of Reporting Season.
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By Ivor Ries
10 February 2020, 10:20 AM
The national drought in for sale listings, now at 50-year lows, continues to grind down REA’s revenues.
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By Alex Lu
07 February 2020, 2:09 PM
Coles Group (ASX:COL), 1H20 sales performance was better-than-expected with all divisions delivering solid growth.
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By Josephine (Jo) Little
06 February 2020, 12:15 PM
Despite a couple of sector downgrades in January, we are broadly expecting in-line
results from the rest of our specialty retail coverage (albeit a greater proportion of 2H
growth skews this year). We think consumer conditions are more supportive than this
time last year, although impacts from events such as bushfires/coronavirus can dent
short-term spending/trading conditions.
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By Dorab Postmaster
05 February 2020, 1:51 PM
The Australian dollar gold price is currently trading at record highs. A strong gold price and weak A$ exchange rate equates to record high A$ gold
prices. This positions A$ gold producers extremely favourably.
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By Michael Knox
05 February 2020, 11:58 AM
Where might it have come from; how fast is it growing; what are its effects on the Australian Economy?
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By Michael Knox
04 February 2020, 4:13 PM
In January I attended presentations by Robert Kaplan, President of the Dallas Fed, and Ben Bernake, former Chairman of the Fed. Kaplan outlined a stable short term view. Bernake discussed the long term...
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By Richard Coles
03 February 2020, 10:20 AM
Overall, it has been a terrible few months for the general insurers, with unprecedented claims events occurring. However, we feel like long-term value is re-emerging for SUN at current levels. Maintain ADD rating.
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By Violeta Todorova
30 January 2020, 9:50 AM
S&P 500, S&P/ASX 200 (XJO), US Dollar Index (DXY), AUS/USD and Copper
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