Growth stocks have had a choppy ride since the onset of the pandemic

The Month Ahead - February 2024

Here at Morgans, we are very excited for time of year as February is when most ASX-listed companies release their half-yearly results.

For this edition of the Month ahead, we highlight our recently released Reporting Season Playbook, where we showcase a compendium of forecasts, company previews, and investment views to help you navigate the weeks ahead.

We have brought to life a series of videos in which our analysts identify the stocks that they think may surprise investors in February, both positively and negatively, including key themes likely to emerge over the course of the month.

We look forward to keeping you informed as the results roll in.

Technology, Media and Telecommunications Sectors Preview

With Nick Harris, Steven Sassine, James Filius and Leo Partridge.

Financials Sector Preview

With Nathan Lead, Richard Coles and Scott Murdoch.

Healthcare Sector Preview

With Scott Power, Iain Wilkie and Emily Porter.

Resources Sector Preview

With Adrian Prendergast, Tom Sartor and Chris Brown.

Consumer Sector

Consumer Discretionary Sector Preview

With Alexander Mees, Head of Research.

Travel & Tourism Sector Preview

With Belinda Moore and Billy Boulton.

Consumer Staples Sector Preview

With Alex Lu and Belinda Moore.


Growth stocks have had a choppy ride since the onset of the pandemic


Disclaimer: The information contained in this report is provided to you by Morgans Financial Limited as general advice only, and is made without consideration of an individual's relevant personal circumstances. Morgans Financial Limited ABN 49 010 669 726, its related bodies corporate, directors and officers, employees, authorised representatives and agents (“Morgans”) do not accept any liability for any loss or damage arising from or in connection with any action taken or not taken on the basis of information contained in this report, or for any errors or omissions contained within. It is recommended that any persons who wish to act upon this report consult with their Morgans investment adviser before doing so.

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