By Andrew Tang
18 February 2021, 9:00 AM
We outline the best calls to action from today's reporting season results. If you only read a few notes, make it these ones!
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By Tom Sartor
01 February 2021, 9:00 AM
Domestic cyclicals outperformed overly fearful market expectations in August 2020, and continue to dominate the list of names which Morgans analysts believe will respond well to February results.
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By Tom Sartor
29 January 2021, 8:30 AM
Dividend deferrals and cuts have taken a considerable toll on income investors over the past nine months. Our analysts detail where to source secure yields amidst this more challenging environment.
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By Tom Sartor
11 January 2021, 3:40 PM
Examining the Commodities rally with perspective versus previous cycles, including the most interesting recent news and opportunities. Morgans Equity Strategist, Tom Sartor guides us through the opportunities in this new cycle for 2021.
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By Andrew Tang
12 November 2020, 5:10 PM
We highlight opportunities to rebalance your portfolio – stocks you could potentially trim to provide a funding source for the re-opening trade.
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By Andrew Tang
05 November 2020, 11:04 AM
While we share the same concerns in the near term, we think equity markets will invariably look past the risks and focus on how the economy can heal. In this piece, I outline below our reasons for why we believe the market will eventually trend higher over the next 6-12 months.
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By Andrew Tang
19 October 2020, 4:25 PM
The research team nominates stocks that could surprise or disappoint the market as we close out first half FY21.
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By Andrew Tang
19 October 2020, 12:50 PM
Gradually relaxing defensive tilts
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By Andrew Tang
28 September 2020, 1:05 PM
September quarter moves and opportunities
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By Andrew Tang
17 August 2020, 3:20 PM
Reporting season kicked off in earnest last week with ~13% of the ASX 300 reporting results. The low bar for earnings was clearly evident with the bulk of companies reporting either inline or above (low) expectations despite median reported FY20 EPS growth coming in at -9%.
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