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Investment Watch September 2018

Our latest edition of Investment Watch is now available for Morgans clients.

Another company reporting season comes to a close without much fuss. Results were mostly inline with market expectations and management outlook commentary points to more of the same.

Rising costs and increasing regulatory and political uncertainty might hold back some investment decisions and cap earnings growth but we look ahead to the rest of the year encouraged by a generally positive investment backdrop.

This month we explore the telecommunication sector and whether the potential merger of TPG and Vodafone will finally restore profitability to the sector. We also turn our attention on the global economic backdrop and what we can expect for GDP growth over the next two years.

Morgans artwork for Investment Watch September 2018

Highlights

  • Economics – Australia looks to continue steady growth with only modest inflation
  • Equity Strategy – reporting season review
  • Online Media – hitting all-time highs
  • Telecommunications – getting a clearer reception
  • Recent research initiations – IRESS (IRE), Otto Energy (OEL), Zip Co (Z1P) and Acrow Formwork (ACF)
  • We've updated our high conviction stock picks for the month 

Download Investment Watch September 2018

Morgans clients can login to view Investment Watch September 2018. Alternatively contact your adviser or nearest Morgans office for a copy.