By Michael Knox
04 February 2021, 8:30 AM
Why is the decline of US feedstock oil allowing a rise in oil prices? Morgans Chief Economist, Michael Knox, shares his insights with the Morgans network.
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By Alex Lu
03 February 2021, 4:00 PM
Amcor's 1H21 result on a constant currency basis was ahead of our expectations. On a reported basis, the result was slightly below with FX being the difference.
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By Scott Murdoch
03 February 2021, 11:30 AM
Pinnacle Investment Management reported a big 1H21 result with extremely strong net inflows. In our view, PNI has structural growth embedded in the business and future optionality from adding new affiliates.
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By Scott Murdoch
02 February 2021, 5:00 PM
Following Credit Corp's 1H21 result, we remain positive on CCP’s long-term outlook given its balance sheet strength, a solid market position in both AUS/USA, and a material growth opportunity in the USA.
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By
02 February 2021, 5:00 PM
Motorcycle Holdings (MTO) has upgraded its 1H21 EBITDA guidance once again, with strong margins remaining the key driver of growth.
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By Fiona Buchanan
02 February 2021, 4:00 PM
Centuria Industrial REIT (CIP) reported a significant uplift in 1H21 funds from operations driven by new acquisitions and growth in like for like property income. We retain a Hold rating with a revised price target.
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By Andrew Tang
02 February 2021, 7:00 AM
This month we add Universal Store, Booktopia and HomeCo Daily Needs REIT and remove Amcor, Rio Tinto, PWH, Regis Resources, Catapult and Coronado.
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By Adrian Prendergast
01 February 2021, 5:00 PM
Fortescue Metal Group posted a strong 2Q21 result, though it came with the warning that FMG was conducting a detailed review of the budget and schedule for its Iron Bridge magnetite project.
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By
01 February 2021, 10:00 AM
Cooper Energy (COE), Karoon Energy (KAR), Acrow Formwork and Construction Services (ACF), Alliance Aviation Services (AQZ), Mitchell Services (MSV).
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By Tom Sartor
01 February 2021, 9:00 AM
Domestic cyclicals outperformed overly fearful market expectations in August 2020, and continue to dominate the list of names which Morgans analysts believe will respond well to February results.
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