Investment Watch August 2020
Investment Watch August 2020 is now available for Morgans clients.
August ushers in one of the most anticipated reporting seasons for some time. Investors
will be given a chance to assess the damage from the crippling COVID-19 virus on
While ASX 200 companies will not have much pressure to
beat gloomy FY20 EPS forecasts, they may need to balance out their outlooks or face
investor pressure in coming weeks.
Reporting season will be nasty, with EPS expected
to drop 15% vs FY19, but it is likely to represent a turning point in the cycle.
through the key themes we expect to play out in August.
The COVID-19 implications
for the economy are also discussed this month.
Our Chief Economist, Michael Knox,
explains the economic outlook following the release of the government's economic and
- Economics — a statement of recovery
- Equity strategy — reporting season preview
- Recent initiations – spotlight on TPG Telecom & Breville Group
- Morgans best ideas — an improving outlook
Download Investment Watch August 2020
Morgans clients can login to view Investment Watch August 2020. Alternatively contact your adviser or nearest Morgans office for a copy.
Print this page