Morgans Best Ideas: September 2020

By Andrew Tang

10 September 2020, 1:59 PM

We add Sydney Airport (SYD), alliance aviation (AQZ), NextDC (NXT), Incitec Pivot (IPL), Coca-Cola Amatil (CCL), Breville Group (BRG), Super Retail Group (SUL) and Kina Securities (KSL) this month. We remove Cleanawa Waste Management (CWY), Monash IVF (MVF), JB Hi-Fi (JBH), Colins Food (CKF), Catapult sports (CAT).

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Ex-100 Reporting Season Playbook

By Josephine (Jo) Little

28 July 2020, 1:00 PM

The quality of performance this period will likely be distorted by COVID-19 impacts and new accounting standards (ie. AASB16). We identify 20 stocks that we believe will likely have positive share price reactions to their results, six that will have negative reactions, and the remainder neutral.

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Morgans Best Ideas July 2020

By Andrew Tang

07 July 2020, 5:00 PM

Key additions this month include Santos, ALS Limited, HUB, Adairs, Baby Bunting Group, PWR Holdings, Acrow Services, ZIP Co, Aventus Group, Costa Group Holdings and Strandline Resources.

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COVID-19 Roadmap: Reality bites

By Andrew Tang

16 June 2020, 7:40 AM

The reality for the equity market is that even with strong fiscal and monetary policy support it will be around two years before business conditions get back to the levels needed to support pre-COVID-19 share prices.

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Potential beneficiaries of housing stimulus

By Tom Sartor

02 June 2020, 12:40 PM

Stimulating construction and manufacturing would generate the largest positive spillover for the broader economy in the post-COVID recovery according to the ANU. Announcement of Federal stimulus in the form of new homeowner grants are widely expected this week.

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