PODCAST · business
Reporting Season: August 2022
by Morgans Financial Limited
Episodes
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Reporting Season Review, August 2022: Andrew Tang, Equity Strategist
August results were sound by historical standards, reflecting a stable operating environment and offering comfort to investors. Read more: https://morgans.com.au/Blog/2022/September/Australia-Strategy-Reporting-Season-Review Check out more from Morgans: Visit the Morgans website…
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Lovisa (ASX:LOV) Result: Reporting Season, August 2022
Senior Analyst and Co-head of Research Alex Mees gives his analysis of Lovisa's FY22 result saying, what was clear to us was that this is a global growth story that is really only just getting started. FY22 earnings were certainly impressive. Check out more from Morgans: Visit the Morgans…
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Scorecard Preview: Reporting Season, August 2022
Senior Analyst and Equity Strategist Tom Sartor updates us on the current state of reporting season so far. The beats, misses, and key takeaways, as we head into the final few days of reporting. Check out more from Morgans: Visit the Morgans website: www.morgans.com.au Check out our blog:...
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Domino's Pizza (ASX:DMP) & The Lottery Corporation (ASX:TLC) Results: Reporting Season, August 2022
Senior Analyst and Co-head of Research Alex Mees gives his analysis of Domino's Pizza (ASX:DMP) and The Lottery Corporation's (ASX:TLC) results for FY22. 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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BHP Group Results, Analyst Comments: Reporting Season, August 2022
Morgans Senior Analyst Adrian Prendergast gives us an update following a strong result from BHP, with earnings slightly ahead of expectations while positively surprising on both dividend and free cash flow generation. Check out more from Morgans: Visit the Morgans website: www.morgans.com.au…
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Reporting Season Scorecard (Early Days) August 2022: Tom Sartor, Equity Strategist
Senior Analyst and Equity Strategist Tom Sartor takes us through the results and themes so far this August 2022 Reporting Season, with over 25% of the top 50 ASX companies reporting results for FY22. Check out more from Morgans: Visit the Morgans website: www.morgans.com.au Check out our blog:...
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Online Sector Preview: Reporting Season, August 2022
Associate Analyst Steven Sassine previews the stocks yet to report in FY22 in the Online sector, including Carsales.com (CAR) and SEEK (SEK). As well as a recap of REA Group, which reported on 10 August 2022. Check out more from Morgans: Visit the Morgans website: www.morgans.com.au Check out our...
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Aurizon Holdings (ASX:AZJ) Analyst Comments: Reporting Season, August 2022
Senior Analyst Nathan Lead gives an update on the result for Aurizon Holdings (ASX:AZJ) which was the softer Bulk result, weaker than expected FY23 outlook, Network macro benefits, and the One Rail acquisition. Check out more from Morgans: Visit the Morgans website: www.morgans.com.au Check out…
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Technology & Telecommunication Sector Preview: Reporting Season, August 2022
Senior Analyst Nick Harris previews the Technology and Telecommunication sector stocks under his coverage. These include stocks that have and also have yet to report their results. Check out more from Morgans: Visit the Morgans website: www.morgans.com.au Check out our blog…
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Retail Sector Preview: Reporting Season, August 2022
Senior Analyst & Co-head of Research Alex Mees gives us a preview of the upcoming reporting season, our retail stocks under coverage, as well as key stock picks to look for. 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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Healthcare Sector Preview: Reporting Season, August 2022
Morgans Senior Analyst Dr. Derek Jellinek previews our stocks under coverage, how they have been performing and expectations heading into 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:...
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Industrials Sector Preview: Reporting Season, August 2022
Morgans Analyst Alex Lu previews the industrial sector heading into reporting season, looking at his key stocks under coverage and top stock picks. 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 Playbook: July/August 2022
Morgans Equity Strategists Andrew Tang and Tom Sartor preview this upcoming Reporting Season. Key themes to watch include cost inflation, FY23 earnings trends, quality premium, short selling, and positioning in resources. Morgans Clients can download the full Playbook here:...
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Auto & Parts Sector Preview: Reporting Season, August 2022
We adjust forecasts across our Auto coverage, with broad downgrades driven primarily by an expectation of weakening consumer demand and relatively limited near-term vehicle supply improvement in Australia. See sector note here: https://morgans.com.au/Blog/2022/July/Auto-And-Parts-CY22-YTD Check…
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Gaming Sector Preview: Reporting Season, August 2022
We preview the FY22 results of the five gaming stocks in our universe that report in August. Read our full Gaming sector preview here: https://morgans.com.au/Blog/2022/July/Gaming-FY22-Reporting-Season-Preview Check out more from Morgans: Visit the Morgans website: www.morgans.com.au Check out…
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