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

Seek: When a catalyst becomes a detriment

23 February 2021, 8:00 AM

Seek has reported a very strong 1H21 result, with market recovery coming quicker than expected. However, the announced sale of a stake in Zhaopin below our previously assumed value overshadowed this result.

REA Group: It rarely pays to bet against the house

By Anthony Porto

07 February 2021, 4:00 PM

REA Group’s 1H21 result was a beat, with domestic cost containment and a surprisingly strong result from associate MOVE Inc being the key areas of surprise.

Livehire: Direct sourcing some growth

By Anthony Porto

24 January 2021, 9:00 AM

Livehire has set a solid foundation to attack the North American direct sourcing opportunity. Despite still being in its infancy, early signs on the revenue trajectory are promising and outperforming our expectations.

Podcast - Company Updates: Seek and REA Group

By Ivor Ries

09 April 2020, 11:20 AM

"I'm still happy to own both companies long term, and when the crisis is over, these stocks should run as hard if not harder than the market in general."