Sector outlooks and preferred picks By Tom Sartor 28 November 2019, 12:20 PM Morgans research analysts provide an update on key dynamics, the outlook and nominate their preferred picks by sector. The most pertinent sector views are featured in our upcoming Investment Watch – Summer 2020 outlook edition. Read more...
2019 Morgans Queensland Conference: Key picks and highlights By Andrew Tang 22 October 2019, 12:09 PM Morgans was pleased to host its 29th Annual Queensland Conference featuring 45 companies across a broad cross-section of the economy. Here you will find our summary, including key takeaways, best picks and common themes. Read more...
Sector outlooks and preferred picks By Tom Sartor 30 September 2019, 1:40 PM Australian shares are again testing record highs, but traditional valuation metrics look stretched versus tepid profit growth. We see the most compelling opportunities among healthcare, telco and consumer discretionary stocks. Read more...
Our preferred oil sector exposures By Adrian Prendergast 17 September 2019, 12:00 AM We reveal our preferred oil sector stock picks following the Saudi oil refinery attack which sparked a +19 surge in oil prices. Read more...
Seven high conviction stocks to buy in September 2019 By Andrew Tang 06 September 2019, 2:47 PM We add Woodside and Cleanaway this month and remove Australian Finance Group. Read more...
Reporting Season Review By Andrew Tang 03 September 2019, 9:30 AM Our standout opportunities include Cleanaway, Sonic Healthcare, Treasury Wine Estates and Woodside. Read more...
Technical Analysis: 30 August 2019 By Violeta Todorova 02 September 2019, 10:35 AM People Infrastructure, Ramsay Health Care, Viva Energy, Atlas Arteria and Cleanaway Waste Management Read more...
Reporting Season Road Map: 29 August 2019 By Andrew Tang 29 August 2019, 1:30 PM Two stocks we're happy to buy today: Macquarie Group and Oz Minerals. Read more...
Reporting Season Road Map: 28 August 2019 By Andrew Tang 28 August 2019, 11:29 AM Four stocks we're happy to buy today: Motorcycle Holdings, Noni B, oOh!Media and Redhill Education. Read more...
Reporting Season Road Map: 27 August 2019 By Andrew Tang 27 August 2019, 11:27 AM One stock we're happy to buy today: Adairs Read more...