Morgans Blog | Morgans

Brickworks: Property continuing to drive a favourable outlook

24 September 2021, 9:00 AM

Brickworks (ASX:BKW) reported a strong FY21 result, which was in line with our expectations and underpinned by a record result from its Property segment.

Will Evergrande cause a global financial crisis?

By Michael Knox

24 September 2021, 8:30 AM

We think Chinese currency regulation is a firewall for the world against the Chinese domestic crisis. We also think iron ore prices should recover after February next year.

Waypoint REIT: CY21 guidance upgrade

By Fiona Buchanan

23 September 2021, 9:00 AM

Following completion of an Australian medium-term notes issuance (A-MTN), Waypoint REIT (ASX:WPR) has upgraded CY21 distributable EPS guidance from 15.72c to 15.72-15.80c (+3.75-4.25% on the pcp).

New Hope Corporation: Cash harvest season

By Tom Sartor

22 September 2021, 9:00 AM

Abnormals linked to Acland’s ramp-down took some shine off New Hope Corporation's (ASX:NHC) otherwise strong FY21 operating results.

Australian Finance Group: Formula to turn cash of 25cps into value of >$1.10ps

By Azib Khan

22 September 2021, 8:45 AM

We believe Australian Finance Group (ASX:AFG) can use its surplus cash to acquire distribution such that the acquisition is ultimately >30% EPS accretive for AFG.

The Home Loan vs Super Debate

By Terri Bradford

22 September 2021, 8:30 AM

With interest rates the lowest we have seen for years (for many, ever), the debate about whether we should be paying down non-deductible debt first or funding additional superannuation contributions is once again topical.

AusNet Services: AST joins the takeover list

By Nathan Lead

22 September 2021, 8:15 AM

AusNet Services (ASX:AST) has surprised with an announcement of a takeover bid from Brookfield. This continues the intense M&A activity in the ASX-listed infrastructure space following bids for Sydney Airport and Spark Infrastructure.