Episodes
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Industrials Sector Recap: Reporting Season, February 2022
Morgans' Analyst Alex Lu covers the key themes from reporting season 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:...
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Reporting Season, February 2022: Review
February results were very strong, as we’d flagged was likely. Important large-cap stocks were the stars, beating expectations at a near record rate (37% of the ASX50 beat) with their prices jumping a record amount (+7%) reflecting a flight to quality. Check out more from Morgans: Visit the…
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Reporting Season Scorecard: February, 2022
Morgans' Equity Strategist, Andrew Tang breaks down the results so far this reporting season; the beats, the misses, and some upcoming results. 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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Energy & Mining Sector Preview: Reporting Season, February 2022
Morgans Senior Analyst Adrian Prendergast gives insight into the energy and mining sectors, this February reporting season. Stocks covered include; BHP Group (ASX:BHP), Rio Tinto (ASX:RIO), Santos (ASX:STO), and more. Check out more from Morgans: Visit the Morgans website: www.morgans.com.au…
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Healthcare Sector Preview: Reporting Season, February 2022
Morgans Senior Analyst Dr. Derek Jellinek goes over the key stocks we are looking out for in the Healthcare sector this February Reporting Season. Stocks include; ResMed Inc (ASX:RMD), Pro Medicus (ASX:PME), Healius (ASX:HLS), Virtus Health (ASX:VRT), Monash IVF (ASX:MVF), and CSL Ltd (ASX:CSL)....
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Small & Mid Cap Industrials Sector Preview: Reporting Season, February 2022
Morgans Analyst Kurt Gelsomino previews the small and mid-cap industrials sector. Key stocks previewed are People Infrastructure (ASX:PPE), Maas Group (ASX:MGH), Tabcorp (ASX:TAH), Jumbo (ASX:JIN), and Alliance Aviation (ASX:AQZ). Check out more from Morgans: Visit the Morgans website:...
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Power Sector Preview: Reporting Season, February 2022
Electricity prices have surged in QLD and dragged NSW along with it despite milder average summer temperatures. The market share of renewables has grown considerably though, and we don’t see a reversal of the trend of lower coal utilisation in the medium to long term. Check out more from Morgans:...
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Infrastructure Sector Preview: Reporting Season, February 2022
Senior Analyst Nathan Lead previews the infrastructure sector heading into reporting season. Previewing stocks such as Transurban (TCL), Atlas Arteria (ALX), Aurizon (AZJ), Dalrymple Bay Infra. (DBI), Silk Logistics (SLH), APA Group (APA), Qube Holdings (QUB) and Cleanaway (CWY). Check out more...
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Industrials Sector Preview: Reporting Season, February 2022
Senior Analyst Alex Lu reveals his key stock picks in the Industrials Sector and provides analysis on Amcor, Orora, Woolworths, Coles, Wesfarmers, Endeavour Group, InvoCare and Reliance Worldwide. Check out more from Morgans: Visit the Morgans website: www.morgans.com.au Check out our blog:...
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Reporting Season, February 2022: Playbook
Earnings trends remain remarkably stable despite the recent Omicron and supply chain disruptions. While the uncertain outlook might temper some good results, we still see scope for upside surprises in February. Check out more from Morgans: Visit the Morgans website: www.morgans.com.au Check out…
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Retail, Reporting Season Preview, February 2022
Senior Analyst, Alexander Mees details his preview for the Retail sector for the upcoming reporting season. As well as his key stock picks and misses. Check out more from Morgans: Visit the Morgans website: www.morgans.com.au Check out our blog: www.morgans.com.au/Blog On Facebook:...