By Andrew Tang
02 August 2021, 9:30 AM
New additions this month include Treasury Wine Estates (ASX:TWE), Transurban Group (ASX:TCL), AusNet Services (ASX:AST), Tabcorp Holdings (ASX:TAH) and Hotel Property Investments (ASX:HPI).
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By Andrew Tang
22 July 2021, 2:30 PM
Heading into the August results, we examine key strategic themes across earnings trends, M&A, lockdown impact, dividend surprise, cost inflation and resources.
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By Tom Sartor
01 July 2021, 2:30 PM
Morgans research analysts re-set their equity sector views, strategies and best stock ideas as the economic recovery builds momentum.
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By Andrew Tang
01 July 2021, 9:30 AM
New additions this month include Spark Infrastructure and Technology One. Other notable recent additions: ANZ, Sonic Healthcare, Reliance Worldwide, Tyro Payments and Whitehaven Coal.
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By Tom Sartor
28 June 2021, 2:30 PM
It’s easy to argue the market is increasingly pricing equities on relative basis, heavily influenced by momentum. Equity Strategist Tom Sartor identifies potential areas of risk and opportunity amid the current market, and coming into EOFY.
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By Tom Sartor
22 June 2021, 2:30 PM
Activity amongst many of the dominant global consumer franchises is back to pre-pandemic levels, while the leading technology franchises continue to leverage structural shifts in the way consumers work, live and play.
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By Andrew Tang
01 June 2021, 9:30 AM
This month we remove Baby Bunting and Universal Store from our Best Ideas list. The list otherwise remains unchanged.
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By Tom Sartor
14 May 2021, 2:30 PM
Adverse macro-economic forces, or at least investor fears of them, have again taken control of short term market direction. But as we’ve seen many times before, we think company fundamentals will again re assert themselves.
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By Dr Derek Jellinek
04 May 2021, 5:00 PM
Derek Jellinek, Senior Analyst at Morgans, discusses Sonic Healthcare (ASX:SHL), an addition to our Morgans Best Ideas (May 2021).
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By Alex Lu
04 May 2021, 4:00 PM
Alex Lu, Analyst at Morgans, discusses Reliance Worldwide Corporation (ASX:RWC), an addition to our Morgans Best Ideas (May 2021).
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