Morgans Blog | Morgans

Several global franchises are trading at 20-35% discounts to consensus estimates of intrinsic value, offering opportunities for long-term portfolio investors.

OZ Minerals: Takeover defence mode

By Tom Sartor

26 August 2022, 3:00 PM

The in-line 1H22 result takes a back seat to OZ Minerals (ASX:OZL) launching into takeover defence mode.

Whitehaven Coal: Supercharged returns

By Tom Sartor

26 August 2022, 7:00 AM

Whitehaven Coal's (ASX:WHC) key FY22 financials were in line, but the dividend, as well as FY23 production/cost/capex guidance, were all slightly worse than expected.

ALS Limited: AGM updates: Firing on all cylinders

By Tom Sartor

24 August 2022, 7:30 AM

1H23 NPAT guidance issued at ALS Limited’s (ASX:ALQ) AGM was well above expectations.

New Hope Corporation: All eyes on Dividend upside

By Tom Sartor

23 August 2022, 7:00 AM

New Hope Corporation's (ASX:NHC) 4Q Production/Sales were more resilient to disruption than we had feared.

Reporting Season, August 2022: Scorecard (Early Days)

By Tom Sartor

17 August 2022, 10:00 AM

Equity Strategist Tom Sartor takes us through the key results and themes of Reporting Season (August 2022) thus far, with over 25% of the top 50 ASX companies having reported results.