Morgans Blog | Morgans

25 January 2022, 11:00 AM

2Q cost pressure shouldn’t surprise in the context of industry-wide pressure. We now incorporate MATSAs into our earnings forecasts, contributing from February.

Adairs: Not time to throw in the towel

By Alexander Mees

25 January 2022, 10:30 AM

Adairs' (ASX:ADH) 1H22 trading update indicated additional costs, notably around the distribution centre, that has impacted margins more than we had expected.

Australia Strategy: Reporting Season Playbook

By Tom Sartor

25 January 2022, 10:00 AM

Earnings trends remain remarkably stable despite the recent Omicron and supply chain disruptions. While the uncertain outlook might temper some good results, we still see scope for upside surprises in February.

Santos: Size of the prize

By Adrian Prendergast

21 January 2022, 12:00 PM

A good end to the year for Santos (ASX:STO) with both 4Q21 production and sales revenue beating consensus estimates according to Visible Alpha data.

Woodside Petroleum: Ready for a bumper 2022

By Adrian Prendergast

21 January 2022, 11:30 AM

A strong end to the year for Woodside Petroleum (ASX:WPL) with a good outlook for 2022. 4Q21 sales and 2022 guidance both came in ahead of our expectations.

Commonwealth Bank: 1H22 result preview

By Azib Khan

20 January 2022, 12:00 PM

Commonwealth Bank (ASX:CBA) is scheduled to report its 1H22 result on 9 February 2022.

Redbubble: 2Q22 update showing margin pressure

By Steve Sassine

19 January 2022, 9:00 AM

Redbubble (ASX:RBL) released its 2Q22 trading update, which showed larger than anticipated cost pressures impacting key margins and revised FY22 guidance well below MorgansE/consensus estimates.

WH Soul Pattinson & Co: Liquidity boost to drive dividend trajectory

By Steve Sassine

24 September 2021, 9:30 AM

WH Soul Pattinson & Co (ASX:SOL) released its FY21 result, with strong contributions from some of its core investment holdings highlighting the earnings cyclicality of these businesses.