Morgans Blog | Morgans

Power: Reporting Season Preview

09 February 2022, 12:00 PM

FY23 profit recovery but long-term baseload in doubt

Industrials, Reporting Season Preview, February 2022

08 February 2022, 7:30 AM

Senior Analyst Alex Lu reveals his key stock picks in the Industrials Sector and provides analysis on Amcor, Orora, Woolworths, Coles, Wesfarmers, Endeavour Group, InvoCare and Reliance Worldwide.

Amcor: Toughing it out

By Alex Lu

03 February 2022, 8:30 AM

Amcor's (ASX:AMC) 1H22 result was slightly below expectations, with underlying EBIT rising 4% to US$769m and underlying EPS increasing 8% to US35.8cps.

Jumbo Interactive: International expansion continuing

28 January 2022, 12:00 PM

Overall, we view Jumbo Interactive's (ASX:JIN) acquisition of StarVale Group favourably and consistent with management’s strategy of expanding its presence in the UK (and North America).

PTB Group: Strong first half lifts our expectations

By Max Vickerson

24 January 2022, 8:00 AM

PTB Group (ASX:PTB) announced that its preliminary 1H22 exceeded its guidance by 12%.

Woolworths: The negative side of COVID

By Alex Lu

14 December 2021, 12:00 PM

Woolworths' (ASX:WOW) trading update overall was disappointing, with slightly better than expected Australian Food sales growth in 1H22 more than offset by significantly higher COVID costs, which had a negative impact on margins and earnings.

MAAS Group: Strong medium-term ambitions

06 December 2021, 11:00 AM

MAAS Group's (ASX:MGH) Investor Day highlighted the company’s strong medium-term outlook and capability across its broader management team.

Alliance Aviation Services: Positioned for growth to accelerate from 2H22

11 November 2021, 9:00 AM

We think Alliance Aviation Services' (ASX:AQZ) AGM update was better than potentially feared. While slightly delayed, its fleet expansion remains on track to deliver a strong FY23 result and comfort with FY22 consensus was reiterated.