Episodes
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Reporting Season Aug '21: Scorecard review
Equity Strategist’s Andrew Tang and Tom Sartor run through the key themes from reporting season including the outlook for dividends, how to play the re-opening trade, and identifying tactical opportunities in resources. Check out more from Morgans: Visit the Morgans website: www.morgans.com.au...
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Cleanaway (ASX:CWY): Reporting Season, August 2021
Cleanaway Chief Operating Officer Brendan Gill discusses the key points from the company’s FY21 result with the Morgans network. 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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IPH Limited (ASX:IPH): Reporting Season, August 2021
Andrew Blattman MD and John Wadley CFO of IPH Limited, shared their results for FY21 with the Morgans network. 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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Reporting Season August '21: A stock picker's market
Tracking the key beats and misses from a bumpy reporting season and why AGM season will mark an important turning point for earnings. Morgans Equity Strategist Andrew Tang explains his views to the Morgans network. Check out more from Morgans: Visit the Morgans website: www.morgans.com.au Check…
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Telstra (ASX:TLS) & TPG (ASX:TPG): Reporting Season, August 2021
Nick Harris shares his views on the Telecommunications sector as reporting season FY21 comes to a close. Nick highlights TLS and TPG with an add recommendation. Check out more from Morgans: Visit the Morgans website: www.morgans.com.au Check out our blog: www.morgans.com.au/Blog On Facebook:...
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Reporting Season Aug '21: Scorecard and Insights, Tom Sartor, Equity Strategist
A total of 39% of the ASX300 and 68% of the ASX50 have reported their results. Tom Sartor, Equity Strategist, examines the trends so far, result highlights and the outlook for FY22. Check out more from Morgans: Visit the Morgans website: www.morgans.com.au Check out our blog:...
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Bapcor (ASX:BAP): Reporting Season, August 2021
Bapcor's Chief Executive Officer Darryl Abotomey presented their FY21 results to the Morgans network. 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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Transurban (ASX:TCL): Reporting Season, August 2021
Tess Palmer Head of Investor Relations, shared TCL's results for FY21, with the Morgans network. 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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Carsales (ASX:CAR) & REA Group (ASX:REA): Reporting Season, August 2021
Anthony Porto provides an update on Carsales post the FY21 result with a strong share price run since upgrading the name in May seeing CAR back on a Hold rating. Despite this, the growth outlook for CAR looks promising with the launch of the domestic transactional offering ‘Carsales Select’ and...
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Aurizon (ASX:AZJ) Reporting Season, August 2021
Aurizon, Chief Financial Officer, George Lippiatt provides an overview of the FY21 result and the outlook for the company. 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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Commonwealth Bank (ASX:CBA): Reporting Season, August 2021
CBA's FY21 result shows ambition to build Australia's leading business bank is real. Senior Analyst at Morgans Azib Khan explains how CBA is planning to reach the aspiring goal. Check out more from Morgans: Visit the Morgans website: www.morgans.com.au Check out our blog: www.morgans.com.au/Blog…
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Industrials & Gaming: Reporting Season Preview, August 2021
Kurt discusses key ideas in the Industrials & Gaming sectors and expectations for the upcoming reporting season. 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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Reporting Season: Aurizon (ASX:AZJ) & Transurban (ASX:TCL)
Nathan Lead Senior Analyst provides a review of the key features of the FY21 results of Aurizon (ASX:AZJ) and Transurban (ASX:TCL). 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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Healthcare, Reporting Season Preview, August 2021
The Morgans Healthcare Team provides a preview of the upcoming reporting season. 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...
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Industrials, Reporting Season Preview, August 2021
Morgans Analyst Alex Lu, discusses his FY21 results preview for the Industrials sector. 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…
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Retail, Reporting Season Preview, August 2021
Jo Little Morgans Senior Analyst, discusses her FY21 results preview for the Retail sector. She guides us through expectations on stocks pre and post-lockdown, retails spaces and the impact on results and on-line shift for businesses. Some of the highlighted stocks: Lovisa, Universal, and Eagers...
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Technology and On-line, Reporting Season Preview, August 2021
Anthony Porto discusses the upcoming results and likely topics of interest for the online classifieds sector. The sector in aggregate has underperformed the market since releasing their 1H21 results, despite market conditions (excluding the short-term impact of lockdowns) generally becoming more...
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Telecommunications, Reporting Season Preview, August 2021
Nick Harris Morgans Senior Analyst, discusses his FY21 results preview for the Telecommunications and Technology sectors. Including NBN rollout, TPG, Telstra, Next DC amongst other stocks. Check out more from Morgans: Visit the Morgans website: www.morgans.com.au Check out our blog:...
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Reporting Season: Origin (ASX:ORG)
Origin Energy (ASX:ORG) is writing off c.$1.6bn from its generation fleet and has guided for significantly lower Energy Markets EBITDA in FY22. Find out how this has impacted Morgans Analyst Max Vickerson's forecasts. Check out more from Morgans: Visit the Morgans website: www.morgans.com.au…
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Reporting Season: AGL Energy (ASX:AGL)
Morgans’ electricity sector analyst, Max Vickerson, discusses the outlook for AGL given the market update provided by its competitor, Origin Energy. Check out more from Morgans: Visit the Morgans website: www.morgans.com.au Check out our blog: www.morgans.com.au/Blog On Facebook:...
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