By Richard Coles
11 July 2022, 8:20 AM
We make a range of earnings changes across our coverage universe.
By Max Vickerson
08 July 2022, 10:30 AM
Electricity markets continue to be extremely tight with QLD approaching the cumulative price cap again and baseload futures at over $100/MWh or above out to FY24.
By Belinda Moore
07 July 2022, 11:00 AM
We have reviewed our forecasts across our travel coverage in light of ANZ international airline capacity taking longer than expected to return, Asia lagging most regions, the reduction in airline commissions and business mix factors which means margins may take longer to recover.
By Scott Murdoch
07 July 2022, 10:40 AM
Within this note, we adjust forecasts across our Auto coverage, with broad downgrades driven primarily by an expectation of weakening consumer demand and relatively limited near-term vehicle supply improvement in Australia.
By Michael Knox
06 July 2022, 10:00 AM
Michael Knox, Morgans Chief Economist gives an update as the Fed and the RBA are rapidly pulling Pandemic support.
By Alexander Mees
05 July 2022, 10:40 AM
We preview the FY22 results of the five gaming stocks in our universe that report in August.
By Andrew Tang
04 July 2022, 9:00 AM
A great deal has changed since our last update - an energy shock, sharp interest rate hikes and a weaker global macro outlook. We have reduced our portfolio risk-taking as a result and brace for market volatility ahead.
By Tom Sartor
01 July 2022, 10:30 AM
Morgans research analysts re-set their sector views, strategies and Best Ideas as markets adapt to new financial and geopolitical challenges.
By Andrew Tang
01 July 2022, 10:00 AM
We make one new addition to the list this month, adding AGL Energy (ASX:AGL).
By Nick Harris
01 July 2022, 9:30 AM
Xero (ASX:XRO) is a challenger small to medium-sized business (SMB) accounting platform. Its vision is to "be the most insightful and trusted small business platform”.