Commodities: Top sector preferences By Adrian Prendergast 16 November 2020, 2:25 PM Given our macro view on sector rotation into cyclicals, and supported by our view on US dollar weakness in 2021, now appears a good time to invest in resources. Read more...
Podcast: Morgans Best Ideas – Jumbo Interactive (ASX:JIN) (November 2020) By James Lawrence 05 November 2020, 2:25 PM This month, I add Jumbo Interactive (ASX:JIN) to the Morgans Best Idea's for November 2020. Read more...
Video: Morgans Best Ideas – Regis Resources (ASX:RRL) (November 2020) By Mat Collings 05 November 2020, 2:25 PM This month, I add NextDC (ASX:NXT) to the Morgans Best Idea's for November 2020. Read more...
Morgans Best Ideas: November 2020 By Andrew Tang 03 November 2020, 8:30 AM This month we add Jumbo Interactive (ASX:JIN) and Regis Resources (ASX:RRL) and remove Coca-Cola Amatil (ASX:CCL). Read more...
Banks: Damage priced in is overdone (Part 2) By Azib Khan 26 October 2020, 3:50 PM Despite recent share price strength, we retain a positive view on the major banks with the exception of CBA. Read more...
AGM season — upcoming catalysts By Andrew Tang 19 October 2020, 4:25 PM The research team nominates stocks that could surprise or disappoint the market as we close out first half FY21. Read more...
Asset Allocation re-balance: Dec Qtr By Andrew Tang 19 October 2020, 12:50 PM Gradually relaxing defensive tilts Read more...
Morgans Best Ideas: October 2020 By Andrew Tang 08 October 2020, 4:12 PM This month we add QBE, Magellan Financial, Nufarm, Volpara, Catapult Group and Mach7 Technologies. We remove Elders, HUB24 and Mainstream. Read more...
FY21 sector outlooks and strategies By Andrew Tang 28 September 2020, 1:05 PM September quarter moves and opportunities Read more...
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...