Podcast - Transurban Group (ASX:TCL): Nathan Lead, Senior Analyst By Nathan Lead 17 April 2020, 5:40 PM Senior analyst Nathan Lead discusses his latest views on Transurban (TCL) following the release of its March quarter traffic data. Read more...
Podcast - Aurizon (ASX:AZJ): Nathan Lead, Senior Analyst By Nathan Lead 17 April 2020, 4:45 PM Senior analyst Nathan Lead discusses his latest views on Aurizon (AZJ) following the release of its March quarter haulage data. Read more...
Podcast - Oil Price & OPEC By Adrian Prendergast 16 April 2020, 12:52 PM I provide an update on the latest developments in the oil market, following the announcement from OPEC+ of record supply cuts. I also detail our top picks across the sector. Read more...
Technical Analysis: 16 April 2020 By Violeta Todorova 16 April 2020, 12:50 PM BHP Billiton (BHP), APA Group (APA), Woodside Petroleum (WPL), Ansell Group (ANN) and Goodman Group (GMG). Read more...
Why the "bang for the buck" for fiscal spending now, is twice as large as in the GFC By Michael Knox 15 April 2020, 2:30 PM Morgans Chief Economist, Michael Knox, discusses how the Australian fiscal multiplier, is twice as large. Well, it is all because interest rates are near zero. Read more...
Podcast: The outlook for the US economy for the year ahead By Michael Knox 09 April 2020, 2:55 PM Morgans Chief Economist Michael Knox, discusses how 2020 will be tough, 2021 and 2022 will be boom years. Read more...
Podcast - Company Update: Sydney Airport (ASX:SYD) By Nathan Lead 09 April 2020, 11:50 AM Sydney Airport (ASX:SYD) may undertake a capital raising like Auckland Airport (ASX:AIA), as well as interesting insights from a briefing by Melbourne Airport. Read more...
Podcast - Company Updates: Seek and REA Group By Ivor Ries 09 April 2020, 11:20 AM "I'm still happy to own both companies long term, and when the crisis is over, these stocks should run as hard if not harder than the market in general." Read more...
Morgans Best Ideas: April 2020 By Andrew Tang 06 April 2020, 5:00 PM The ~c27% correction has finally unearthed some value, and we think long term investors will be rewarded for holding their nerve through current uncertainty. Given the market moves, we make sweeping changes this month. Read more...
Transurban Group: COVID-19 impacts take #1 By Nathan Lead 02 April 2020, 1:45 PM COVID-19 has significantly impacted traffic on TCL’s roads. We assume a full recovery does not occur until CY22. Read more...