Morgans Blog | Morgans

2021 Click here to expand or collapse the 2021 posts
- February (79) Click here to expand or collapse this months posts
- January (32) Click here to expand or collapse this months posts
2020 Click here to expand or collapse the 2020 posts
2019 Click here to expand or collapse the 2019 posts
- December (2) Click here to expand or collapse this months posts
  - Technical Analysis: 17 January 2020
  - Technical Analysis: 27 December 2019

Jumbo Interactive: Ramping up the SaaS business

23 February 2021, 3:00 PM

Jumbo Interactive (JIN) reported a 1H21 result in-line with expectations. While we have tempered our expectations over the forecast period, we believe JIN is well placed to grow customers and TTV across all three of its new divisions.

Dominos Pizza: Global growth engine heating up

By Josephine (Jo) Little

17 February 2021, 3:30 PM

Domino's Pizza's (DMP) 1H21 results were above expectations. We see the potential for a period of synchronised global growth from DMP, something we haven’t seen in some time.

Reporting Season: Retail Sector Preview

By Josephine (Jo) Little

08 February 2021, 2:40 PM

Analysis on Domino's Pizza, Lovisa, IDP Education and other retail sector stocks ahead of Reporting Season First Half 2021. Watch now.

Universal Store Holdings: More growth in store

By Josephine (Jo) Little

13 January 2021, 9:00 AM

Universal Store Holdings (ASX:UNI) has seen a very strong resurgence of demand/sales in the wake of COVID-19 as restrictions eased. We think the group can sustain a 15x+ multiple based on a superior growth profile with multiple levers and strong cash generation.

MyDeal: Nov GTV +192%

By Josephine (Jo) Little

04 December 2020, 4:00 PM

While Nov/Dec are the seasonally strongest months for MyDeal (ASX:MYD), we see this update as lending upside to our current forecasts.

Universal Store Holdings: Under the hoodie - Universal tick of approval

By Josephine (Jo) Little

02 December 2020, 4:30 PM

Universal Store Holdings (ASX:UNI) has carved out a strong competitive advantage in the youth apparel category, benefiting from a disruptive and likely enduring shift to streetwear. UNI remains relatively ‘young’ in terms of both footprint and brand awareness in newer markets like NSW/VIC, lending strong sales upside in periods to come.

Domino's Pizza: Clearly tracking well across the board

By Josephine (Jo) Little

01 December 2020, 4:30 PM

Domino's Pizza Enterprises (ASX:DMP) investor briefing showed incrementally positive tone across the board. When a large franchise has strong momentum and franchisee profitability is strong this leads to an increased appetite for new stores... DMP's largest growth driver.

Corporate Travel Management: Should reward patient investors

By Belinda Moore

06 August 2020, 3:54 PM

Corporate Travel Management (ASX:CTM) is well positioned to navigate the extremely challenging operating conditions the travel industry is enduring due to COVID-19. It has a low cost base, relatively capital light business model and plenty of available liquidity.