By Alexander Mees
31 March 2023, 8:00 AM
In this report, we identify 11 consumer discretionary stocks that are currently trading within 10% of their 12-month lows.
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By Max Vickerson
31 March 2023, 8:00 AM
The sector has rallied to near the levels seen in late February.
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By Max Vickerson
29 March 2023, 8:00 AM
Following receipt of the binding offer for Origin Energy (ASX:ORG), we lift our target price to the offer price, less our dividend forecast prior to potential implementation.
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By Alexander Mees
29 March 2023, 8:00 AM
Australian retail sales rose by +0.2% month-on-month, slightly exceeding the consensus forecast of a +0.1% rise.
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By Alexander Mees
27 March 2023, 9:00 AM
At a virtual roundtable, Aristocrat Leisure (ASX:ALL) reiterated its expectation of positive NPATA growth in FY23, weighted to the second half.
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By Andrew Tang
27 March 2023, 8:00 AM
This quarter we take a cautious tilt: overweight cash, underweight developed market (DM) stocks and neutral fixed interest/Australian equities. But we are ready to seize opportunities as macro damage gets priced in.
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By Michael Knox
23 March 2023, 8:30 AM
Morgans Chief Economist Michael Knox explains that the new FED facility backs small banks and surges FED assets.
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By Terri Bradford
22 March 2023, 8:00 AM
Morgans Head of Wealth Management, Terri Bradford goes through Labor’s proposed “Better Targeted Superannuation Concessions” for your understanding.
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By Tom Sartor
22 March 2023, 8:00 AM
1H interim dividends were strong, but missed the market’s expectations as New Hope Corporation (ASX:NHC) weighs inorganic growth options against returns, similar to peers.
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By Alexander Mees
21 March 2023, 8:00 AM
We have reviewed the earnings estimates of all the companies in our coverage universe after the first half reporting season in February. We have updated our models for four stocks.
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