Morgans Best Ideas July 2020

By Andrew Tang

07 July 2020, 5:00 PM

Key additions this month include Santos, ALS Limited, HUB, Adairs, Baby Bunting Group, PWR Holdings, Acrow Services, ZIP Co, Aventus Group, Costa Group Holdings and Strandline Resources.

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Pre-reporting season catalysts

By Tom Sartor

29 June 2020, 1:35 PM

With COVID-19 wreaking havoc on the ability to forecast corporate earnings in the current half year, we're seeing a much larger than usual number of companies seeking to keep the market informed via trading updates, guidance updates and/or unaudited results well ahead of their full financial results due in August.

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COVID-19 Roadmap: Reality bites

By Andrew Tang

16 June 2020, 7:40 AM

The reality for the equity market is that even with strong fiscal and monetary policy support it will be around two years before business conditions get back to the levels needed to support pre-COVID-19 share prices.

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Podcast: A third quarter correction in the S&P 500?

By Michael Knox

11 June 2020, 11:30 AM

The US equities market has already run to a level in excess of that justified by the stimulus of the Federal Reserve. We think it highly likely that forecasts of US earnings for the second quarter of 2020 will dramatically disappoint. The S&P500 is increasingly vulnerable to a correction.

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