Morgans Blog | Morgans

The ~c27% correction has finally unearthed some value, and we think long term investors will be rewarded for holding their nerve through current uncertainty. Given the market moves, we make sweeping changes this month.

Australia Strategy: Reporting Season Review

By Andrew Tang

06 March 2020, 12:00 AM

February results were slightly better than expected, particularly among large-cap leaders, which should give investors some comfort amidst the ongoing volatility. We believe investors will be rewarded for holding their nerve through current uncertainty.

Reporting Season Road Map: 28 February 2020

By Andrew Tang

28 February 2020, 3:20 PM

Six stock's we're happy to buy today – Healius (HLS), Kina Securities (KSL), Motorcycle Holdings (MTO), Acrow Formwork (ACF), Cardno Limited (CDD) and Mitchell Services (MSV).

Equity Strategy: The storm will pass and opportunities will rise

By Andrew Tang

27 February 2020, 2:30 PM

Ultimately we think markets will likely consolidate around these levels for a while with its future direction determined by how quickly the virus can be contained. Michael Knox has an index target of 6600, which suggests around 4% downside to current levels.