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). Read more...
Video: Morgans Best Ideas: Sydney Airport (ASX SYD) (September 2020) By Nathan Lead 10 September 2020, 1:59 PM This month, I add Sydney Airport (ASX SYD) to the Morgans Best Idea's for September 2020. Read more...
Video: Morgans Best Ideas: Next DC (ASX:NXT) (September 2020) By Nick Harris 10 September 2020, 1:59 PM This month, I add NextDC (ASX:NXT) to the Morgans Best Idea's for September 2020. Read more...
Morgans Best Ideas: August 2020 By Andrew Tang 04 August 2020, 9:15 AM We add Beach Energy, AP Eagers, Redbubble, Karoon Energy, Monash IVF, Catapult Group and People Infrastructure this month. We remove Spark Infrastructure and Computershare. Read more...
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. Read more...
ASX 100 Reporting Season Playbook By Nathan Lead 28 July 2020, 11:00 AM We preview our expectations for 56 stocks that will report their results in August. Read more...
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. Read more...
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. Read more...
Morgans Best Ideas: June 2020 By Andrew Tang 04 June 2020, 11:45 AM We identify 12 large cap and 22 mid-small cap names that we think will outperform as we enter the exit phase of the COVID-19 crisis. Read more...
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. Read more...