By Liam Schofield
28 September 2023, 8:00 AM
We were slightly surprised by the share price reaction post the results release for Brickworks (ASX:BKW), down c.10% intra-day (closing down 6.4%).
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By Belinda Moore
28 September 2023, 8:00 AM
While Nufarm (ASX:NUF) has been a beneficiary of a lower AUD, its FY23 performance has been stronger than peers.
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By Alexander Mees
28 September 2023, 8:00 AM
The Australian consumer appears to have run out of steam. Retail sales for August were up just 0.2% month-on-month (m/m) which was slightly below consensus expectations of +0.3%.
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By Iain Wilkie
27 September 2023, 8:00 AM
Pro Medicus (ASX:PME) has signed its largest contract to date (by quite a distance), inking a A$140m contract over 10 years with a large US-based healthcare system.
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By Max Vickerson
26 September 2023, 8:00 AM
Allkem (ASX:AKE) announced a range of cost increases across its portfolio of growth projects, whilst the company has also increased its long term commodity price assumptions, boosting its estimated project values.
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By Nick Harris
22 September 2023, 8:30 AM
Morgans Senior Analyst Nick Harris summarises the key takeaways, investment view changes and key picks following the completion of August 2023 reporting season for the Technology sector.
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By Alexander Mees
22 September 2023, 8:30 AM
Morgans Head of Research Alex Mees gives a reporting season wrap-up with the earnings of discretionary retailers generally exceeding our expectations during the FY23 reporting season, driving a positive inflexion in share prices.
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By Michael Knox
20 September 2023, 12:00 PM
Morgans Chief Economist Michael Knox explains how the Saudis "'manage up'' the oil price.
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By Andrew Tang
04 September 2023, 7:00 AM
This month we add Treasury Wine Estates (ASX:TWE), A2 Milk (ASX:A2M), Pilbara Minerals (ASX:PLS), Tyro Payments (ASX:TYR) and Accent Group (ASX:AX1).
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