Morgans Blog | Morgans

Qantas Airways: Near-term turbulence

12 October 2023, 8:00 AM

Following Qantas Airways' (ASX:QAN) recent September market update, which highlighted higher fuel/FX costs and increased reinvestment in the business to repair its reputation and brand, we have made material downgrades to our FY24/25/26 forecasts.

Eagers Automotive: Victoria scaled up

By Scott Murdoch

11 October 2023, 8:00 AM

Eagers Automotive (ASX:APE) announced the acquisition of a Victorian dealership portfolio and associated properties for A$245m.

Origin Energy: The ball is back in the buyer’s court

By Max Vickerson

11 October 2023, 8:00 AM

The ACCC has issued an approval for the takeover of Origin Energy (ASX:ORG) by EIG and Brookfield.

Discretionary Retail: AGM preview - Sales momentum stalling, but value exists for the patient investor

By Alexander Mees

10 October 2023, 8:00 AM

It is a difficult environment for all discretionary retailers in Australia. A long period of inflationary pressure on the cost of living has sapped consumer demand and exacerbated uncertainty about future trading patterns.

Iron Ore: Solid outlook beyond possible late year dip

By Adrian Prendergast

10 October 2023, 8:00 AM

Iron ore fundamentals remain healthy heading into 2024, but face some short-term risks with mandatory cuts to China steel late in 2023.

Australia Strategy: Catalyst season

By Tom Sartor

09 October 2023, 8:00 AM

Macro forces clearly have market leadership at the minute, but choppy markets do offer up compelling investing opportunities amidst the noise.

Mining – lithium pure plays: Key producers being weighed down by weaker prices

By Max Vickerson

05 October 2023, 8:00 AM

Despite continued growth in EV production, lithium prices continue to weaken since the July – August period with spot Chinese prices falling the most.