Morgans Blog | Morgans

Australia Strategy: Morgans Reporting Season Playbook

22 July 2021, 2:30 PM

Heading into the August results, we examine key strategic themes across earnings trends, M&A, lockdown impact, dividend surprise, cost inflation and resources.

Australia Strategy: Equity sector strategies - Winter 2021

By Tom Sartor

01 July 2021, 2:30 PM

Morgans research analysts re-set their equity sector views, strategies and best stock ideas as the economic recovery builds momentum.

Morgans Best Ideas: July 2021

By Andrew Tang

01 July 2021, 9:30 AM

New additions this month include Spark Infrastructure and Technology One. Other notable recent additions: ANZ, Sonic Healthcare, Reliance Worldwide, Tyro Payments and Whitehaven Coal.

It’s easy to argue the market is increasingly pricing equities on relative basis, heavily influenced by momentum. Equity Strategist Tom Sartor identifies potential areas of risk and opportunity amid the current market, and coming into EOFY.

Australia Strategy: Global leaders update

By Tom Sartor

22 June 2021, 2:30 PM

Activity amongst many of the dominant global consumer franchises is back to pre-pandemic levels, while the leading technology franchises continue to leverage structural shifts in the way consumers work, live and play.

Morgans Best Ideas: June 2021

By Andrew Tang

01 June 2021, 9:30 AM

This month we remove Baby Bunting and Universal Store from our Best Ideas list. The list otherwise remains unchanged.

Australia Strategy: Why catalysts are key

By Tom Sartor

14 May 2021, 2:30 PM

Adverse macro-economic forces, or at least investor fears of them, have again taken control of short term market direction. But as we’ve seen many times before, we think company fundamentals will again re assert themselves.