Morgans Best Ideas: June 2020

About the author:

Andrew Tang
Author name:
By Andrew Tang
Job title:
Analyst - Equity Strategy
Date posted:
04 June 2020, 11:45 AM
Sectors Covered:
Equity Strategy and Quant

The S&P/ASX 200 has surged 23% since the 23 March low. Investors appear to be putting aside the economic hit from the COVID-19 crisis as a one-off. However, with many stocks now looking fully valued, we adopt a more cautious view of the market.

Stock selection and tactical positioning will be key to preserving capital while capturing upside to the recovery scenario. We identify 12 large cap and 22 mid-small cap names that we think will outperform as we enter the exit phase of the COVID-19 crisis.


Key additions this month include TPG Telecom, Bapcor, Superloop, Senex Energy and Corporate Travel Management.


We have removed Sonic Healthcare, Flight Centre, Dominos Pizza, Beach Energy and Telstra.

View our Best Ideas list for June 2020 

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Disclaimer: The information contained in this report is provided to you by Morgans Financial Limited as general advice only, and is made without consideration of an individual's relevant personal circumstances. Morgans Financial Limited ABN 49 010 669 726, its related bodies corporate, directors and officers, employees, authorised representatives and agents (“Morgans”) do not accept any liability for any loss or damage arising from or in connection with any action taken or not taken on the basis of information contained in this report, or for any errors or omissions contained within. It is recommended that any persons who wish to act upon this report consult with their Morgans investment adviser before doing so.

Disclosure of interest: Morgans may from time to time hold an interest in any security referred to in this report and may, as principal or agent, sell such interests. Morgans may previously have acted as manager or co-manager of a public offering of any such securities. Morgans affiliates may provide or have provided banking services or corporate finance to the companies referred to in the report. The knowledge of affiliates concerning such services may not be reflected in this report. Morgans advises that it may earn brokerage, commissions, fees or other benefits and advantages, direct or indirect, in connection with the making of a recommendation or a dealing by a client in these securities. Some or all of Morgans Authorised Representatives may be remunerated wholly or partly by way of commission.

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