Five questions on the Australian economy By Michael Knox 18 January 2021, 2:26 PM In this issue, I would like to talk about five questions that give us an updated view of where we think the Australian economy is going. Read more...
Video: Industrials update - Alex Lu, Analyst By Alex Lu 14 January 2021, 12:00 PM Morgans Analyst Alex Lu details his latest perspective on the Industrials Sector. He also covers his key picks including Amcor (ASX:AMC), Brambles (ASX:BXB), Invocare (ASX:IVC), Coles (ASX:COL), Woolworths (ASX:WOW), PWR Holdings (ASX:PWH) and Acrow Formwork and Construction Services (ASX:ACF). Read more...
Technical Analysis: 14 January 2021 By Violeta Todorova 14 January 2021, 10:00 AM Aurizon Holdings (AZJ), Ramelius Resources (RMS), Eagers Automotive (APE), Poseidon Nickel (POS) Read more...
Video: Energy and copper update - Chris Brown, Senior Analyst By Chris Brown 13 January 2021, 9:00 AM 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 insight into ASX-listed copper producers and associated wannabees. Read more...
Universal Store Holdings: More growth in store By Josephine (Jo) Little 13 January 2021, 9:00 AM Universal Store Holdings (ASX:UNI) has seen a very strong resurgence of demand/sales in the wake of COVID-19 as restrictions eased. We think the group can sustain a 15x+ multiple based on a superior growth profile with multiple levers and strong cash generation. Read more...
Magellan Financial Group: Dec-20 mark to market By Scott Murdoch 12 January 2021, 12:30 PM We view Magellan Financial Group's valuation as reasonable (~20x FY22F PE) with solid growth potential in the core business and optionality from new ventures. Read more...
Sydney Airport: Updates ahead of result By Nathan Lead 11 January 2021, 4:04 PM We make adjustments to our forecasts in advance of SYD’s FY20 result. Looking ahead for the next 12 months we are optimistic that pax will be in a sustained recovery phase given vaccine roll-out plans. Read more...
Podcast: Examining the commodities rally By Tom Sartor 11 January 2021, 3:40 PM Examining the Commodities rally with perspective versus previous cycles, including the most interesting recent news and opportunities. Morgans Equity Strategist, Tom Sartor guides us through the opportunities in this new cycle for 2021. Read more...
Technical Analysis: 11 January 2021 By Violeta Todorova 11 January 2021, 11:35 AM Lovisa (LOV), ASX (ASX), Aristocrat Leisure (ALL), Megaport (MP1) Read more...
Healthcare Update: Scott Power, Senior Analyst By Scott Power 07 January 2021, 4:50 PM In my latest network delivery, I run through a number of key themes that have our interest in the Healthcare space for 2021. I also touch on a number of upcoming catalysts. Read more...