By Adrian Prendergast
22 December 2022, 8:00 AM
We initiate research coverage on Mineral Resources (ASX:MIN) with an ADD rating .
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By Michael Knox
20 December 2022, 8:30 AM
Morgans Chief Economist Michael Knox explains how the Fed and the European Central Bank may avoid a sovereign crisis.
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By Nathan Lead
19 December 2022, 8:00 AM
The trade sale of East Coast Rail is positive for Aurizon Holdings (ASX:AZJ) as it helps reduce balance sheet pressures from the debt funding of the One Rail acquisition and eliminates the risk of an unloved ASX spinoff of the business.
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By Alex Lu
16 December 2022, 8:00 AM
Woolworths (ASX:WOW) has agreed to acquire 55% of Petspiration Group for $586m.
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By Michael Knox
14 December 2022, 8:30 AM
Morgans Chief Economist Michael Knox explains why a US housing slump in the first half of 2023 should be followed in the second half by an oil and gas boom.
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By Michael Knox
08 December 2022, 8:30 AM
Morgans Chief Economist Michael Knox explains why the Australian Economy can keep growing when other countries have recessions.
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By Adrian Prendergast
08 December 2022, 8:00 AM
Despite stable fundamentals, reduced value upside leaves us neutral on the large iron ore miners.
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By Tom Sartor
08 December 2022, 8:00 AM
Several global franchises are trading at 20-40% discounts to consensus estimates of intrinsic value, offering opportunities for long-term portfolio investors.
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By Tom Sartor
07 December 2022, 8:00 AM
Morgans research analysts re-set their sector views, strategies and Best Ideas as markets adapt to ongoing challenges.
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By Andrew Tang
07 December 2022, 8:00 AM
Lower valuations mean that asset markets today offer much better prospects for returns in 2023. It took a painful slump in 2022 to get there and challenges remain but we think those with a long-term horizon will be well rewarded.
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