Morgans Blog | Morgans

Fortescue Metals Group: Bigger push into renewables

30 July 2021, 1:00 PM

A better-than-expected 4Q21 result from Fortescue Metals Group (ASX:FMG) on balance. Delivering higher shipments than expected, offsetting rising C1 costs and sustaining capex.

Rio Tinto: Whopper first half dividend

By Adrian Prendergast

30 July 2021, 12:00 PM

Rio Tinto (ASX:RIO) delivered strong 1H21 earnings slightly ahead of consensus, while again flexing its payout ratio.

REIT: Reporting season preview snapshot

By Fiona Buchanan

29 July 2021, 2:30 PM

For the upcoming result season, most Real Estate Investment Trust's (ASX:REIT) have guided to FY21 FFO/DPS outcomes so the focus turns to outlook comments and the provision of FY22 guidance.

Eagers Automotive: Proving up structurally higher margins

By Josephine (Jo) Little

29 July 2021, 10:30 AM

Eagers Automotive (ASX:APE) will deliver A$218.6m Net Profit before Tax (NPBT) in 1H21 (11% above MorgansF) vs A$40m pcp.

Oil Search: Enjoys recovery cycle

By Adrian Prendergast

28 July 2021, 12:00 PM

A good quarter on balance from Oil Search (ASX:OSH), with recovering oil and Liquefied Natural Gas (LNG) prices overwhelming lower production.

OZ Minerals: Stability through the cycle

By Tom Sartor

28 July 2021, 10:00 AM

The 2Q was another robust quarter with Oz Minerals' (ASX:OZL) operating cost resilience a feature.

How rising commodity prices support real wages

By Michael Knox

28 July 2021, 9:00 AM

Rising commodity prices push up nominal GDP, allowing employers to give more jobs to more people. Michael Knox, Morgans Chief Economist shares his views with the network.