By Michael Knox
13 December 2019, 4:28 PM
An armistice in the US China trade war has allowed an easing US dollar and a rise in oil prices.
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By James Barker
13 December 2019, 4:22 PM
Following the recent A$22m capital raise and acquisition of Timecode Systems
(TCS), we resume coverage of AMS with an Add rating (Morgans clients can login to view detailed reports and price targets).
TCS provides AMS with strategic IP (multi-cam syncing and wireless), which can be
implemented into future product releases, supporting further product launches/
demand. With sales continuing to exceed AMS’ supply, cA$15m of funds raised will
be used to invest in its s...
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By Michael Knox
13 December 2019, 10:24 AM
What the RBA has told us about the conditions which will lead it to begin quantitative easing.
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By Violeta Todorova
12 December 2019, 1:32 PM
AP Eagers (APE), Central Petroleum (CTP), Link Administration Holdings (LNK), Western Areas (WSA) and Woodside Petroleum (WPL).
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By Ivor Ries
03 December 2019, 2:30 PM
Mergers between major industry superannuation funds continue to work in favour
of IRESS’ Acurity administration system. The merger will increase total funds administered on the Acurity platform to more
than A$250 billion.
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By Adrian Prendergast
03 December 2019, 1:48 PM
Following Woodside’s recent investor day we have carried out a review of our
assumptions across its business. The key question we have considered: is Woodside’s balance sheet strong
enough to fund both significant growth and support a high dividend payout?
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By Violeta Todorova
29 November 2019, 3:57 PM
New Hope Corporation (NHC), Orocobre (ORE), Antisense Therapeutics (ANP), SomnoMed (SOM), Orica (ORI), Karoon Energy (KAR) and TPG Telecom (TPM).
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By Nick Harris
29 November 2019, 3:37 PM
Commentary from TLS’s investor day, combined with catalysts expected in the next six months and our observations on the overall Telco market, increase our confidence that FY20 is ‘bottom of the cycle’.
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By Violeta Todorova
28 November 2019, 2:00 PM
S&P/ASX 200 (XJO), Telstra Corporation (TLS), Westpac Banking Corp (WBC) and Volpara (VHT).
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By Tom Sartor
28 November 2019, 12:20 PM
Morgans research analysts provide an update on key dynamics, the outlook and nominate their preferred picks by sector. The most pertinent sector views are featured in our upcoming Investment Watch – Summer 2020 outlook edition.
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