Australia Strategy: Reporting Season Review By Andrew Tang 06 March 2020, 12:00 AM February results were slightly better than expected, particularly among large-cap leaders, which should give investors some comfort amidst the ongoing volatility. We believe investors will be rewarded for holding their nerve through current uncertainty. Read more...
Retail: Large liquid leaders best placed & back in the zone By Josephine (Jo) Little 03 March 2020, 10:40 AM We review reporting season across our retail coverage. Our over-arching sector preferences shift to quality, liquid, more defensive stocks given current macro dynamics and a potential negative impact on consumer demand/spending. We have shifted some recommendations accordingly. Read more...
Reporting Season Road Map: 28 February 2020 By Andrew Tang 28 February 2020, 3:20 PM Six stock's we're happy to buy today – Healius (HLS), Kina Securities (KSL), Motorcycle Holdings (MTO), Acrow Formwork (ACF), Cardno Limited (CDD) and Mitchell Services (MSV). Read more...
Reporting Season Road Map: 27 February 2020 By Andrew Tang 27 February 2020, 10:02 AM Two stock's we're happy to buy today – InvoCare Limited (IVC) and Adelaide Brighton (ABC). Read more...
Reporting Season Road Map: 26 February 2020 By Andrew Tang 26 February 2020, 10:20 AM Three stock's we're happy to buy today – HUB24 (HUB), Generation Dev Group (GDG) and FlexiGroup Limited (FXL). Read more...
Reporting Season Road Map: 25 February 2020 By Andrew Tang 25 February 2020, 9:42 AM Two stock's we're happy to buy today – Australian Finance Group (AFG) and Cooper Energy Limited (COE). Read more...
Reporting Season Update: February 2020 By Andrew Tang 24 February 2020, 12:00 PM Sentiment remains upbeat heading into the home stretch. Read more...
Andrew Blattman on IPH's first half 2020 result By James Lawrence 24 February 2020, 8:30 AM Andrew Blattman (CEO and MD) and John Wadley (CFO) from IPH Limited, discussed their first half 2020 results with the Morgans network. Read more...
Reporting Season Road Map: 21 February 2020 By Andrew Tang 21 February 2020, 11:40 AM Seven stock's we're happy to buy today – Westpac Banking Corp (WBC), Sydney Airport (SYD), The Star Entertainment Group (SGR), Super Retail Group (SUL), IRESS (IRE), EBOS Group (EBO) and Whitehaven Coal (WHC). Read more...
Reporting Season Road Map: 20 February 2020 By Andrew Tang 20 February 2020, 10:43 AM Three stock's we're happy to buy today – Sonic Healthcare (SHL), Lovisa Holdings Ltd (LOV) and Accent Group Ltd (AX1) Read more...