Morgans Blog | Morgans

Beach Energy: Valuation upside looking more attractive

19 February 2020, 11:00 AM

The ongoing impact from the coronavirus has given the market a buying opportunity for BPT.

AGL Energy: Sheltering from the headwinds

14 February 2020, 1:25 PM

The first half result surprised to the upside but a weaker second half is implied by AGL’s updated guidance ($820m-$860m underlying net profit).

Woodside Petroleum: Good Q4, waiting on Browse

By Adrian Prendergast

20 January 2020, 1:45 PM

A solid Q4 operational performance from Woodside, with output offsetting high temperatures during the quarter that impacted LNG production.

Origin Energy: Energy markets performance will drag

By Max Vickerson

04 November 2019, 2:15 PM

Our long-term view of upside in the Brent oil price hasn’t changed but we think there’s not enough upside in our valuation to warrant buying the stock here.

Santos: Makes another solid acquisition

By Adrian Prendergast

15 October 2019, 3:13 PM

Santos (ASX:STO) has announced it is acquiring ConocoPhillip's northern Australian business. We do not view the acquisition as significantly impacting STO's corporate appeal and we maintain our Add rating, with an increased price target.