JobKeeper and JobSeeker extension By Andrew Tang 21 July 2020, 4:40 PM The government announced today that it would extend the JobKeeper wage subsidy to March 2021. What are the market implications? Read more...
Reporting Season Preview: July 2020 By Andrew Tang 21 July 2020, 3:20 PM We detail what to expect ahead of one of the most anticipated reporting seasons in a long time. Read more...
Equity Strategy Update: July 2020 By Andrew Tang 13 July 2020, 3:50 PM I explore the risks and opportunities for the market, ahead of the critical August reporting season. Read more...
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. Read more...
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. Read more...
Covid-19 Roadmap: Sector outlooks and strategies By Tom Sartor 29 June 2020, 10:30 AM After some stunning rebounds, we see better opportunities among the major banks, telcos and select industrials, and among sub-segments of the REITs Read more...
COVID-19: Managing *great* expectations of a recovery By Andrew Tang 22 June 2020, 9:45 AM We still believe the future looks positive for the equity market, but ‘great expectations’ of the successful reopening of the economy and the eventual development of a vaccine, may be what hampers the market’s near-term performance as we saw last week. Read more...
Morgans Best Ideas: June 2020 By Andrew Tang 04 June 2020, 11:45 AM We identify 12 large cap and 22 mid-small cap names that we think will outperform as we enter the exit phase of the COVID-19 crisis. Read more...
Podcast: ASX 200 — What is in the price? By Andrew Tang 28 May 2020, 11:15 AM The sharp bounce in the ASX 200 has left many investors wondering where to from here. I explain why investors need to tread carefully in the weeks ahead Read more...
COVID-19 Roadmap: Mapping the recovery By Andrew Tang 26 May 2020, 4:30 PM Since the start of the pandemic, Google and Apple have made available real-time mobility data to track foot traffic. The data shows whether people are returning to work, doing more shopping/leisure activities, or staying at home. The set of indicators provide a current snapshot of the shape of the recovery and consumer behaviour. Read more...