Financial Services - Mark-to-market and sector earnings changes 10 Jul 2020 We update our Insurance/Diversified Financials sector earnings on a mark-to-market and a broad...… Read more
Afternoon Market Wrap 10 07 2020 10 Jul 2020 The ASX200 closed lower and the dollar retreats as the cases continue to climb in Victoria. The...… Read more
Weekly Watch 10 07 2020 10 Jul 2020 Weekly wrap Global markets retreated as investors follow the development of coronavirus cases....… Read more
Economic Strategy: Recovery from the Pandemic 10 Jul 2020 The Australian and US economies will recover rapidly, but the US equities market has moved too far..… Read more
Technically Speaking - ABC, A2M, TAH, NUF, CHC 10 Jul 2020 Adelaide Brighton (ABC) - Oversold The A2 Milk Company (A2M) - Short term weakness Tabcorp...… Read more
Morgans Daybreak 10 07 2020 10 Jul 2020 Highlights... Call to action - Model Portfolios Treasury Wine Estate Apn Industria REIT...… Read more
Luxury focus will hurt in the short term 09 Jul 2020 Stocks mentioned: TWE | Recommendation: Hold FY20 EBITS guidance was 6-8% below consensus and implies a particularly weak 2H20 due to COVID-19...… Read more
Continued momentum 09 Jul 2020 Stocks mentioned: NWL | Recommendation: Hold NWL reported 4Q20 FUA of A$31.5bn, +13% for the quarter and +35% on the pcp. Quarterly net inflows..… Read more