Morgans Blog | Morgans

Camplify Holdings: Bookings growth highlights broader momentum

09 June 2022, 8:00 AM

Camplify Holdings (ASX:CHL) released a trading update for the FYTD (period up until May-22).

Financial Services: Fund managers - MTM update

08 June 2022, 10:00 AM

We mark-to-market forecasts for GQG Partners (ASX:GQG), Magellan Financial Group (ASX:MFG), Pendal Group (ASX:PDL) and Pinnacle Investment Management Group (ASX:PNI).

Eagers Automotive: Restricted supply smoothing the cycle

By Scott Murdoch

30 May 2022, 10:00 AM

Eagers Automotive (ASX:APE) provided 1H22 guidance at its recent AGM. Whilst below consensus expectations, a stronger 2H22 is logical and our FY22 forecast changes are minor.

Challenger Financial Svcs: Investor day - plotting a new course

By Richard Coles

25 May 2022, 7:30 AM

Challenger Financial Svcs (ASX:CGF) has hosted its investor day in Sydney. The key themes of the day were CGF will rebrand all of its businesses under the Challenger name, with the company focused on growing through diversifying into new products and through new distribution channels.

Macquarie Group: A stellar FY22 result, but will be hard to cycle

By Richard Coles

09 May 2022, 8:30 AM

In our view, it was hard to fault Macquarie Group's (ASX:MQG) FY22 result, which benefitted from strong performances in CGM and Macquarie Capital.

REA Group: Growth thesis remains despite potentially tougher 4Q

By Steven Sassine

09 May 2022, 8:00 AM

REA Group (ASX:REA) released its 3Q22 trading update, with the highlight in the quarter being the resilient performance of the core Australian residential business, in our view.

Camplify Holdings: Some tailwinds into the 4Q

By Steven Sassine

28 April 2022, 8:00 AM

Camplify Holdings (ASX:CHL) recently released its 3Q22 trading update which, in our view, showed solid growth across key business metrics despite what remained a challenging operating environment.

Credit Corp: Two out of three ain’t bad

By Scott Murdoch

27 April 2022, 10:30 AM

Credit Corp (ASX:CCP) reaffirmed FY22 earnings guidance and increased PDL and net lending investment guidance. AUS debt sale volumes remain subdued, which is being offset by higher investment in USA PDL’s and accelerated lending volumes.