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Morgans Senior Analyst Nathan Lead previews the upcoming banks reporting season in November, with expectations of declining 2H23 earnings and a more difficult outlook for FY24. However, capital positions are strong allowing for stable to improv
Despite continued growth in EV production, lithium prices continue to weaken since the July – August period with spot Chinese prices falling the most. Max Vickerson, Morgans Research Analyst gives an update on the Lithium markets.Read Max's ful
Morgans Senior Research Analyst Nick Harris gives us a rundown on the past, present and future state of Generative AI. The good, the bad and what it all means for you.Check out more from Morgans: Visit the Morgans website: www.morgans.com.au Ch
Morgans Co-head of Research Alex Mees gives us a sector update on Discretionary Retail stocks in our universe.Check out more from Morgans: Visit the Morgans website: www.morgans.com.au Check out our blog: www.morgans.com.au/Blog On Facebook: ww
Morgans' Senior Analyst Nathan Lead gives his insight into the November reporting season for the Banks sector in Australia. The coverage is; Australia and New Zealand Banking Group (ASX:ANZ), Commonwealth Bank of Australia (ASX:CBA), National A
Senior Analyst Belinda Moore gives her key themes and analysis heading into the November reporting season for the Agriculture sector. Companies covered are; Orica (ASX:ORI), Elders (ASX:ELD), Incitec Pivot (ASX:IPL), United Malt (ASX:UMG) and N
Morgans Co-Head of Research and Senior Analyst Alexander Mees gives us an update on May's retail sales in Australia. As well as stock analysis on Collins Foods (ASX:CKF) and Dominos Pizza (ASX:DMP).Check out more from Morgans:Visit the Morgans
Senior Analyst Adrian Prendergast gives an update on the resources sector, including his key stocks analysis.Check out more from Morgans:Visit the Morgans website: www.morgans.com.auCheck out our blog: www.morgans.com.au/BlogOn Facebook: www.fa
Morgans Research Analyst Max Vickerson gives an update on the electricity markets in Australia, including his key stocks analysis.Check out more from Morgans:Visit the Morgans website: www.morgans.com.auCheck out our blog: www.morgans.com.au/Bl
The squeeze in the wholesale market continues as electricity futures surge to new record highs. Morgans Research Analyst Max Vickerson gives his update on the electricity sector, including stocks AGL Energy (ASX:AGL), Origin Energy (ASX:ORG), a
Core portfolio holdings and name with the most upside potential across large-cap healthcare.Check out more from Morgans:Visit the Morgans website: www.morgans.com.auCheck out our blog: www.morgans.com.au/BlogOn Facebook: www.facebook.com/Morgan
Check out more from Morgans:Visit the Morgans website: www.morgans.com.auCheck out our blog: www.morgans.com.au/BlogOn Facebook: www.facebook.com/MorgansAUOn Instagram: www.instagram.com/Morgans.AustraliaOn Twitter: twitter.com/MorgansAU
Check out more from Morgans:Visit the Morgans website: www.morgans.com.auCheck out our blog: www.morgans.com.au/BlogOn Facebook: www.facebook.com/MorgansAUOn Instagram: www.instagram.com/Morgans.AustraliaOn Twitter: twitter.com/MorgansAU
What we expect is playing out now is the new multi-year record prices for oil and LNG is starting to penetrate that pessimism and resulting in a ‘catch up’ rally across Australian oil & gas stocks. Morgans senior analyst Adrian Prendergast pr
Morgans Strategist, Andrew Tang provides an update on key market themes and opportunities for investors as resilient economic growth continues to support corporate earnings.Check out more from Morgans:Visit the Morgans website: www.morgans.com.
We again expect the upcoming round of major bank reporting to surprise on the upside and we expect a further increase in investor confidence in the outlook for asset quality, dividends and capital management. ANZ is now our preferred major bank
Morgans Senior Analyst Nick Harris provides our latest perspective on Megaport (ASX:MP1) as well as sector favourite NEXTDC (ASX:NXT).
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 some insight into ASX-listed copper producers and associated wannabees. "
Examining the Commodities rally with perspective versus previous cycles and including the most interesting recent news and opportunities. Morgans Equity Strategist, Tom Sartor guides us through the opportunities in this new cycle for 2021.Check
Updating the Morgans Network, Senior Analyst Nick Harris details his perspective on the Telecommunications Sector. Additionally, Nick notes his best two Telco buys: TPG Telecom (ASX:TPG) and Next DC (ASX:NXT). Check out more from Morgans:Visit
Dividend yields looking more attractive with APRA lifting restrictions. Morgans Senior Analyst Azib Khan discusses the implications of APRA's latest reversal of banking restrictions. Check out more from Morgans:Visit the Morgans website: https:
Morgans Senior Analyst Azib Khan provides his perspective ahead of the big four's AGM's.
Morgans electricity analyst, Max Vickerson, discusses the implications for AGL Energy (ASX:AGL) and Origin Energy (ASX:ORG) of the government's potential intervention in the electricity market.
Senior Analyst Azib Khan: As we flagged as a potential development last week, APRA has announced that it has eased dividend restrictions for Authorised Deposit-Taking Institutions (ADIs). APRA has said that, for 2020, it expects ADIs to retain
Morgans Senior Analyst Nick Harris provides a re-view on TPG Telecom (ASX:TPG) (the merged TPG and Vodafone) and some points to consider on Tuas (ASX:TUA) (TPG’s spin-off mobile network in Singapore).
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