Australia Strategy: Reporting Season Review

By Andrew Tang

06 March 2020, 12:00 AM

February results were slightly better than expected, particularly among large-cap leaders, which should give investors some comfort amidst the ongoing volatility. We believe investors will be rewarded for holding their nerve through current uncertainty.

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Video and Podcast: The China panic

By Michael Knox

05 March 2020, 11:06 AM

The economy of China is sick, but the stronger US economy will support world capital markets. Morgans Chief Economist, Michel Knox, discusses his perspective on the current macro situation with the Morgans network.

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Megaport Limited: Razor focused on-ramping

By Nick Harris

02 March 2020, 1:20 PM

MP1’s 1H20 result was in-line with our forecasts, and their recently released quarterly. Continued strong growth in North America (NAM) and expansion into Japan (which is a top 5 global Cloud consumer) were the highlights of the half.

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Rio Tinto: Serious effort to get green

By Adrian Prendergast

27 February 2020, 6:12 PM

Rio Tinto (RIO) revealed the potential Q1 impact from the coronavirus, which is likely to be followed by a period of strong Chinese stimulus (in Q2 if the virus is contained). Volatility could create a better opportunity to accumulate RIO at discounted levels.

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