Australia Strategy: Catalyst season

About the author:

Author name:

By Tom Sartor

Job title:

Senior Analyst

Date posted:

09 October 2023, 7:00 AM

Sectors Covered:

Junior (Emerging) Resources, Bulk Materials

• Macro forces clearly have market leadership at the minute, but choppy markets do offer up compelling investing opportunities amidst the noise.
• Only 17% of companies provided quantitative guidance at their August results. We think the potential issuance of first-time guidance for many companies through the upcoming AGM season provides attractive trading opportunities.
• We identify 31 stocks with material upcoming catalysts, with notable opportunities in highly rated names including CSL, ResMed, Corporate Travel, Helloworld, Aristocrat, Domino’s Pizza and HUB24.
• Note the Morgans Events Calendar tracks all key upcoming events for key stocks of interest.

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