Morgans Blog | Morgans

IT Services: Tech results season wrap

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.

Consumer Discretionary: Reporting Season Wrap

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.

Best calls to action – Thursday, 31 August 2023

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).

Superloop: High quality result with positive 2H FCF & NPATA

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.

Tourism Holdings Rentals Limited: Everything is on track

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).

Tyro Payments: Rounding out a year of significant progress

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.

Mineral Resources: Beats where it counts

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.

Best calls to action – Wednesday, 30 August 2023

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).