Financial Services: Fund managers - mark to market By Scott Murdoch 09 July 2020, 9:50 AM In this piece, I provide an update on the Financial Services sector. In detail, I discuss Magellan (MFG), Pendal (PDL) and Pinnacle Investment (PNI). Read more...
Podcast: Recovery from the pandemic By Michael Knox 08 July 2020, 3:50 PM The Australian and US economies will recover rapidly, but the US equities market has moved too far ahead. Read more...
Morgans Best Ideas July 2020 By Andrew Tang 07 July 2020, 5:00 PM Key additions this month include Santos, ALS Limited, HUB, Adairs, Baby Bunting Group, PWR Holdings, Acrow Services, ZIP Co, Aventus Group, Costa Group Holdings and Strandline Resources. Read more...
Technical analysis: 6 July 2020 By Violeta Todorova 06 July 2020, 9:00 AM Collins Foods (CKF), Cochlear (COH), CSL Ltd (CSL) and Sonic Healthcare (SHL). Read more...
Financial Services - Platforms: expecting solid 4Q20 FUA levels By Scott Murdoch 02 July 2020, 2:40 PM We view NWL as a high-quality business, although fully valued at current levels. We retain an Add recommendation on HUB. Read more...
Questions to the RBA By Michael Knox 01 July 2020, 2:50 PM I prepared four questions for the RBA Deputy Governor Guy Debelle, at an event hosted by the Economic Society of Australia (QLD) and Morgans on 30 June 2020. The Governor's answers surprised me. Read more...
Jumbo Interactive (ASX:JIN) - Short-term pain for long-term gain By James Lawrence 01 July 2020, 2:30 PM In this piece, I detail Jumbo Interactive (ASX:JIN) and their most recent extension to their Tabcorp (ASX:TAH) reseller arrangement, their reaffirmed FY20 guidance and our most recent rating upgrade. Read more...
Sector Update: Telecommunications By Nick Harris 29 June 2020, 2:50 PM In this update, I comment on the TPG merger and discuss a big picture view on telco (including lessons learnt of 5G from South Korea). Read more...
Pre-reporting season catalysts By Tom Sartor 29 June 2020, 1:35 PM With COVID-19 wreaking havoc on the ability to forecast corporate earnings in the current half year, we're seeing a much larger than usual number of companies seeking to keep the market informed via trading updates, guidance updates and/or unaudited results well ahead of their full financial results due in August. Read more...
Covid-19 Roadmap: Sector outlooks and strategies By Tom Sartor 29 June 2020, 10:30 AM After some stunning rebounds, we see better opportunities among the major banks, telcos and select industrials, and among sub-segments of the REITs Read more...