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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By Andrew Tang
31 August 2023, 6:30 AM
Today, Thursday the 31st of August, we are happy to buy Flight Centre Travel (ASX:FLT), The Star Entertainment Group (ASX:SGR), Motorcycle Holdings (ASX:MTO), Generation Development Group (ASX:GDG), HMC Capital (ASX:HMC), Kina Securities (ASX:KSL), and Ai-Media Technologies (ASX:AIM).
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By Nick Harris
30 August 2023, 8:30 AM
Superloop's (ASX:SLC) result was a beat on guidance from earlier in the year and saw the company generate positive free cash flow and NPATA in the 2H23.
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By Belinda Moore
30 August 2023, 8:00 AM
Tourism Holdings Rentals Limited (ASX:THL) had a strong FY23 result which beat our forecast (pre-acquisition accounting).
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By Richard Coles
30 August 2023, 8:00 AM
Tyro Payments’ (ASX:TYR) FY23 NPAT of A$6m (FY22 -A$30m) was above consensus of A$2m.
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By Adrian Prendergast
30 August 2023, 8:00 AM
Mineral Resources (ASX:MIN) delivered a mixed P&L performance, but impressed with its cash flow and dividend performance.
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By Andrew Tang
30 August 2023, 6:30 AM
Today, Wednesday the 30th of August, we are happy to buy Mineral Resources (ASX:MIN), Tyro Payments (ASX:TYR), Tourism Holdings (ASX:THL), Superloop (ASX:SLC), and DGL Group (ASX:DGL).
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