PODCAST · business
Morgans Sector Updates
by Morgans Financial Limited
Our sector update podcasts feature Morgans analysts providing an overview of companies under our coverage within each industry and sector of the ASX.
Episodes
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Banks Sector Preview: Reporting Season 2023
Morgans Senior Analyst Nathan Lead previews the upcoming banks reporting season in November, with expectations of declining 2H23 earnings and a more difficult outlook for FY24. However, capital positions are strong allowing for stable to improving dividends and buybacks. Morgans clients view...
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Lithium Market Update: Max Vickerson, Analyst
Despite continued growth in EV production, lithium prices continue to weaken since the July – August period with spot Chinese prices falling the most. Max Vickerson, Morgans Research Analyst gives an update on the Lithium markets. Read Max's full research note here:...
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Generative Artificial Intelligence (AI) | Nick Harris, Senior Analyst
Morgans Senior Research Analyst Nick Harris gives us a rundown on the past, present and future state of Generative AI. The good, the bad and what it all means for you. Check out more from Morgans: Visit the Morgans website: www.morgans.com.au Check out our blog: www.morgans.com.au/Blog On…
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Discretionary Retail Sector Update: Alex Mees, Morgans Co-Head of Research
Morgans Co-head of Research Alex Mees gives us a sector update on Discretionary Retail stocks in our universe. Check out more from Morgans: Visit the Morgans website: www.morgans.com.au Check out our blog: www.morgans.com.au/Blog On Facebook: www.facebook.com/MorgansAU On Instagram:...
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Banks Sector Update: Nathan Lead, Senior Analyst
Morgans' Senior Analyst Nathan Lead gives his insight into the November reporting season for the Banks sector in Australia. The coverage is; Australia and New Zealand Banking Group (ASX:ANZ), Commonwealth Bank of Australia (ASX:CBA), National Australia Bank (ASX:NAB) and Westpac Banking Corp...
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Agriculture Sector Update: Belinda Moore, Senior Analyst
Senior Analyst Belinda Moore gives her key themes and analysis heading into the November reporting season for the Agriculture sector. Companies covered are; Orica (ASX:ORI), Elders (ASX:ELD), Incitec Pivot (ASX:IPL), United Malt (ASX:UMG) and Nufarm (ASX:NUF). Check out more from Morgans: Visit…
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Australian Retail Sales Update: Alexander Mees, Senior Analyst
Morgans Co-Head of Research and Senior Analyst Alexander Mees gives us an update on May's retail sales in Australia. As well as stock analysis on Collins Foods (ASX:CKF) and Dominos Pizza (ASX:DMP). Check out more from Morgans: Visit the Morgans website: www.morgans.com.au Check out our blog:...
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Resources Sector and the Big Miners Update: Adrian Prendergast, Senior Analyst
Senior Analyst Adrian Prendergast gives an update on the resources sector, including his key stocks analysis. Check out more from Morgans: Visit the Morgans website: www.morgans.com.au Check out our blog: www.morgans.com.au/Blog On Facebook: www.facebook.com/MorgansAU On Instagram:...
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Electricity Markets Update: Max Vickerson, Research Analyst
Morgans Research Analyst Max Vickerson gives an update on the electricity markets in Australia, including his key stocks analysis. Check out more from Morgans: Visit the Morgans website: www.morgans.com.au Check out our blog: www.morgans.com.au/Blog On Facebook: www.facebook.com/MorgansAU On...
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Electricity Sector Update: Max Vickerson, Research Analyst
The squeeze in the wholesale market continues as electricity futures surge to new record highs. Morgans Research Analyst Max Vickerson gives his update on the electricity sector, including stocks AGL Energy (ASX:AGL), Origin Energy (ASX:ORG), and Genex Power (ASX:GNX). Read Max's research note...
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Healthcare Sector Update: Dr Derek Jellinek, Senior Analyst
Core portfolio holdings and name with the most upside potential across large-cap healthcare. Check out more from Morgans: Visit the Morgans website: www.morgans.com.au Check out our blog: www.morgans.com.au/Blog On Facebook: www.facebook.com/MorgansAU On Instagram:...
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Technology Sector and Technology One: Nick Harris, Senior Analyst
Check out more from Morgans: Visit the Morgans website: www.morgans.com.au Check out our blog: www.morgans.com.au/Blog On Facebook: www.facebook.com/MorgansAU On Instagram: www.instagram.com/Morgans.Australia On Twitter: twitter.com/MorgansAU
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Lithium Market Dynamics: Max Vickerson, Morgans Analyst
Check out more from Morgans: Visit the Morgans website: www.morgans.com.au Check out our blog: www.morgans.com.au/Blog On Facebook: www.facebook.com/MorgansAU On Instagram: www.instagram.com/Morgans.Australia On Twitter: twitter.com/MorgansAU
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Oil & Gas - It's a matter of floor not ceiling: Adrian Prendergast, Senior Analyst
What we expect is playing out now is the new multi-year record prices for oil and LNG is starting to penetrate that pessimism and resulting in a ‘catch up’ rally across Australian oil & gas stocks. Morgans senior analyst Adrian Prendergast provides a full update on the oil & gas sector. Check…
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Market Health Check: Andrew Tang, Equity Strategist
Morgans Strategist, Andrew Tang provides an update on key market themes and opportunities for investors as resilient economic growth continues to support corporate earnings. Check out more from Morgans: Visit the Morgans website: www.morgans.com.au Check out our blog: www.morgans.com.au/Blog On...
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Banks pre-reporting analysis: Azib Khan, Senior Analyst
We again expect the upcoming round of major bank reporting to surprise on the upside and we expect a further increase in investor confidence in the outlook for asset quality, dividends and capital management. ANZ is now our preferred major bank. Senior Analyst Azib Khan discusses with the Morgans...
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Sector Update: Telecommunications - Nick Harris, Senior Analyst
Morgans Senior Analyst Nick Harris provides our latest perspective on Megaport (ASX:MP1) as well as sector favourite NEXTDC (ASX:NXT).
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Sector Update: Energy and Copper - Chris Brown, Senior Analyst
Morgans Senior Analyst Chris Brown talks about the effects of projected growth in Electric Vehicle production, in particular on the demand for copper. Chris also provides some insight into ASX-listed copper producers and associated wannabees. "With the growth in EVs, there’s likely to be weaker...
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Macro Update: Views for the year just starting - Tom Sartor, Equity Strategist
Examining the Commodities rally with perspective versus previous cycles and including the most interesting recent news and opportunities. Morgans Equity Strategist, Tom Sartor guides us through the opportunities in this new cycle for 2021. Check out more from Morgans: Visit the Morgans website:...
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Sector Update: Telecommunications - Nick Harris, Senior Analyst
Updating the Morgans Network, Senior Analyst Nick Harris details his perspective on the Telecommunications Sector. Additionally, Nick notes his best two Telco buys: TPG Telecom (ASX:TPG) and Next DC (ASX:NXT). Check out more from Morgans: Visit the Morgans website: https://www.morgans.com.au…
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Sector Update: APRA lift banking restrictions - Azib Khan, Senior Analyst
Dividend yields looking more attractive with APRA lifting restrictions. Morgans Senior Analyst Azib Khan discusses the implications of APRA's latest reversal of banking restrictions. Check out more from Morgans: Visit the Morgans website: https://www.morgans.com.au Check out our blog:...
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Sector Update: Banks - Azib Khan, Senior Analyst
Morgans Senior Analyst Azib Khan provides his perspective ahead of the big four's AGM's.
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Sector Update: Banks - Azib Khan, Senior Analyst
Senior Analyst Azib Khan: As we flagged as a potential development last week, APRA has announced that it has eased dividend restrictions for Authorised Deposit-Taking Institutions (ADIs). APRA has said that, for 2020, it expects ADIs to retain at least half of their earnings, and actively use...
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Sector Update: Telecommunications - Nick Harris, Senior Analyst
Morgans Senior Analyst Nick Harris provides a re-view on TPG Telecom (ASX:TPG) (the merged TPG and Vodafone) and some points to consider on Tuas (ASX:TUA) (TPG’s spin-off mobile network in Singapore).
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Sector Update: Energy Retailers - Max Vickerson, Analyst
Morgans electricity analyst, Max Vickerson, provides an update on his views on the energy retailers (AGL, ORG, IFN) ahead of FY20’s reporting season.
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Sector Update: Banking - Azib Khan, Senior Analyst
Morgans Senior Analyst Azib Khan shares an update on banking. Further 4-month extension of loan deferrals is positive for the asset quality outlook of the banks.
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Sector Update: Financial Services - Scott Murdoch, Senior Analyst
Morgans Senior Analyst Scott Murdoch discusses Fund Managers – Magellan Financial (MFG) and Pinnacle Investment (PNI).
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Sector Update: Financial Services - Scott Murdoch, Senior Analyst
Morgans Senior Analyst Scott Murdoch discusses the upcoming quarterly expectations for the Specialist Investment Platforms: Netwealth (ASX:NWL) HUB24 (ASX:HUB), and the inclusion of HUB as a preferred exposure in the Diversified Financials sector.
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Sector Update: Major Banks - Azib Khan, Senior Analyst
Morgans Senior Analyst Azib Khan believes the damage reflected in major bank share prices is overdone.
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Sector Update: Financial Services (BNPL Stocks) - Richard Coles, Research Analyst
Research Analyst Richard Coles discusses Buy-Now-Pay-Later stocks with the Morgans network. Richard talks about Afterpay (APT) and Zip Co (Z1P). He maintains an ADD rating on Z1P but downgrades APT to HOLD,
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Sector Update: Retail - Josephine Little, Senior Analyst
Morgans Senior Analyst Josephine Little discusses the reactivation of the retail sector in Australia post Covid-19.
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Sector Update: Diversified Financials - Richard Coles, Analyst
Morgans Research Analyst Richard Coles shares an update on Kina Securities (ASX:KSL), QBE Insurance (ASX:QBE) and Mainstream Group (ASX:MAI).
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Sector Update: Iron Ore - Adrian Prendergast, Senior Analyst
Morgans Senior Analyst Adrian Prendergast provides an update on the Iron Ore sector, including the macro plays causing disruption and his top two sector picks.
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Sector Update: Oil - Adrian Prendergast, Senior Analyst
We expect the panic selling to continue in oil futures markets and ETF’s and for it to extend into June. We have been waiting for this kind of oil price volatility (waiting for it to hit rock bottom) so we can gain conviction on our buy ideas, and it looks like it is quickly approaching.
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Sector Update: Healthcare - Scott Power, Senior Analyst
Morgans Senior Analyst Scott Power with an update on the Healthcare sector.
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Sector Update: Retail - Josephine Little, Morgans Senior Analyst
Morgans Senior Analyst Josephine Little shares an update on the retail sector given the latest restrictions due to COVID-19.
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Sector Update: Will the banks keep lending? - Azib Khan, Senior Analyst
Morgans Senior Analyst Azib Khan discusses the crucial role banks will play as part of 'Team Australia'.
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Sector Update: Critical Communications - Nick Harris, Senior Analyst
Morgans Senior Analyst Nick Harris talks about critical communications in Australia when companies are opting for employees to work from home. Nick highlights, Telstra (TLS), Next DC (NXT), Opticomm (OPC) and Superloop (SLC).
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Frequently Asked Questions
How many episodes does Morgans Sector Updates have?
Morgans Sector Updates currently has 40 episodes available on PodParley. New episodes are automatically indexed when they're published to the podcast feed.
What is Morgans Sector Updates about?
Our sector update podcasts feature Morgans analysts providing an overview of companies under our coverage within each industry and sector of the ASX.
How often does Morgans Sector Updates release new episodes?
Morgans Sector Updates has 40 episodes. Check the episode list to see recent publication dates and frequency.
Where can I listen to Morgans Sector Updates?
You can listen to Morgans Sector Updates on PodParley by clicking any episode. We provide an embedded audio player for direct listening, and you can also subscribe via your preferred podcast app using the RSS feed.
Who hosts Morgans Sector Updates?
Morgans Sector Updates is created and hosted by Morgans Financial Limited.
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