By Andrew Tang
28 September 2020, 1:05 PM
September quarter moves and opportunities
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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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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.
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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.
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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.
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By
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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By Nathan Lead
28 July 2020, 11:00 AM
We preview our expectations for 56 stocks that will report their results in August.
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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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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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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.
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