By Adrian Prendergast
27 April 2022, 9:15 AM
A weaker 1Q22 than expected, with steady equity LNG production vs lower liquids and trading volumes. View our analysis.
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By Adrian Prendergast
04 March 2022, 10:00 AM
The emergence of global inflation and geopolitical risks has resulted in rising uncertainty and some weakness across broader equity markets.
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By Mat Collings
16 November 2021, 8:00 AM
We look at several standard valuation metrics across the sector, with each metric having strengths and weaknesses and all requiring context to be best understood and interpreted.
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By Adrian Prendergast
22 March 2021, 4:15 PM
Volatility is inevitable, but we view it as likely to generate opportunities to increase exposure to the continuing oil/energy recovery.
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By Tom Sartor
11 January 2021, 3:40 PM
Examining the Commodities rally with perspective versus previous cycles, including the most interesting recent news and opportunities. Morgans Equity Strategist, Tom Sartor guides us through the opportunities in this new cycle for 2021.
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By Adrian Prendergast
06 March 2020, 3:50 PM
Current uncertain conditions have pushed our sector preference towards RIO, given its premium iron ore products and large stimulus exposure.
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By Michael Knox
04 August 2014, 11:03 AM
More upside in spite of the recent rally
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By Tom Sartor
11 March 2014, 2:05 PM
Iron ore equities have hit an air pocket...again
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By Tom Sartor
18 November 2013, 11:13 AM
Seasonal pricing patterns for iron ore and met coal create strong 3-month trading ideas
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By
14 November 2013, 9:36 AM
Steel wheels keep on turning
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