Morgans Blog | Morgans

Camplify Holdings: Expanding the camp

01 December 2022, 8:00 AM

Post Camplify’s (ASX:CHL) EGM vote on its recently announced acquisition, we take a closer look at PaulCamper and the opportunities it should provide to the now global Camplify business.

Camplify Holdings: Margins expected to recover in FY23

By Steven Sassine

15 September 2022, 7:00 AM

Camplify’s (ASX:CHL) recently released FY22 result highlighted the strong underlying momentum in the business post lockdowns easing and the platforms resilience in a weather impacted operating environment.

Seek: Dialled up the volume in FY22

By Steven Sassine

17 August 2022, 8:20 AM

SEEK's FY22 topline result (~A$1.12bn, +47% on pcp) came in ~2% above the upper end of management's guidance. View our analysis.

Carsales.com: Offshore set to assist growth into FY23

By Steven Sassine

16 August 2022, 8:00 AM

It was a solid result overall from Carsales.com (ASX:CAR), with Private the standout in our view. The groups topline growth was also assisted by strong performances by Media, Encar and Trader Interactive.

REA Group: Yield expected to drive growth in FY23

By Steven Sassine

11 August 2022, 7:30 AM

REA Group (ASX:REA) released its FY22 result which came in slightly ahead of topline consensus with core revenue of ~A$1.17bn.

Carsales.com: Trusting the process

By Steven Sassine

29 June 2022, 9:30 AM

Carsales.com (ASX:CAR) announced it has exercised its call option to acquire the remaining 51% that it did not own of U.S. based Trader Interactive (TI), funded via an accompanied equity raise.

REA Group: Growth thesis remains despite potentially tougher 4Q

By Steven Sassine

09 May 2022, 8:00 AM

REA Group (ASX:REA) released its 3Q22 trading update, with the highlight in the quarter being the resilient performance of the core Australian residential business, in our view.