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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Oil & Gas: Trade War 2.0?

By Adrian Prendergast

14 May 2020, 8:50 AM

The recent recovery in oil & gas stocks has been positive, but some have materially outpaced oil prices, and in doing so have essentially priced in a rapid v-shaped recovery that is looking increasingly unlikely.

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