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All posts by Andrew Tang

Analyst - Equity Strategy

Sectors Covered: Equity Strategy and Quant

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Morgans Best Ideas: April 2021

By Andrew Tang

06 April 2021, 7:00 AM

This month we add Dalrymple Bay Infrastructure and Frontier Digital Ventures. We remove Aurizon and Redbubble.

Australia Strategy: Asset Allocation update – Q2 2021

By Andrew Tang

31 March 2021, 5:00 PM

We see the rapid rollout of the COVID-19 vaccine, accommodating monetary policy and additional fiscal support as underpinning risk assets over the next 6 to 12 months. Click to read our full asset allocation update.

Morgans Best Ideas: March 2021

By Andrew Tang

08 March 2021, 1:55 PM

This month we add Ansell and Baby Bunting and remove Orica, APA Group and Beach Energy.

Reporting Season Review

By Andrew Tang

02 March 2021, 11:10 AM

After going missing in 2020, dividends made a big return in February. With key sectors Banks, Resources and Insurers providing positive income surprise.

Best calls to action – Friday, 26 February

By Andrew Tang

26 February 2021, 10:00 AM

Today, Friday the 26th of February, we are happy to buy Atlas Arteria (ASX:ALX), Zip Co Ltd. (ASX:Z1P), Nextdc Ltd. (ASX:NXT), Sydney Airport Holdings (ASX:SYD), TPG Telecom Ltd. (ASX:TPG), Universal Store Holdings (ASX:UNI), Aventus Group (ASX:AVN), Karoon Energy Ltd. (ASX:KAR) and Novonix Ltd. (ASX:NVX).

Best calls to action – Thursday, 25 February

By Andrew Tang

25 February 2021, 10:30 AM

Today, Thursday the 25th of February, we are happy to buy Eagers Automotive (ASX:APE), Nanosonics (ASX:NAN), Home Consortium (ASX:HMC), Idp Education (ASX:IEL), Helloworld Travel (ASX:HLO), Medibank Private (ASX:MPL), Bega Cheese (ASX:BGA), Moneyme (ASX:MME) and Australian Vintage (ASX:AVG).

Best calls to action – Wednesday, 24 February

By Andrew Tang

24 February 2021, 10:50 AM

Today, Wednesday the 24th of February, we are happy to buy APA Group (ASX:APA), HUB24 (ASX:HUB), Superloop (ASX:SLC), Acrow Formwork (ASX:ACF), Jumbo Interactive (ASX:JIN), MyDeal.com.au (ASX:MYD), Ramelius Resources (ASX:RMS), Garda Property Group (ASX:GDF), Access Innovation (ASX:AIM), and SomnoMed (ASX:SOM).

Best calls to action – Tuesday, 23 February

By Andrew Tang

23 February 2021, 12:00 PM

Today, Tuesday the 23rd of February, we are happy to buy Bank of Queensland (ASX:BOQ), Costa Group (ASX:CGC), Senex Energy (ASX:SXY), Booktopia Group (ASX:BKG) and PTB (ASX:PTB).