February marks a pivotal time for investors as ASX-listed companies unveil their half-yearly results. At Morgans, we're thrilled to present our comprehensive Reporting Season Playbook in this edition of The Month Ahead. Bursting with forecasts, company previews, and expert investment insights, our playbook equips you with the tools needed to navigate the upcoming weeks with confidence. Delve into our series of insightful videos where our analysts uncover the stocks poised to surprise investors, both positively and negatively, along with the key emerging themes shaping the market landscape. Stay informed as the results unfold and make informed investment decisions with Morgans by your side.

Technology, Media and Telecommunications Preview

With Nick Harris, Steven Sassine, James Filius and Leo Partridge.


Financials Preview

With Nathan Lead, Richard Coles and Scott Murdoch.


Healthcare Preview

With Scott Power, Iain Wilkie and Emily Porter.


Resources Preview

With Adrian Prendergast, Tom Sartor and Chris Brown.


Consumer Discretionary Preview

With Alexander Mees, Head of Research.


Travel & Tourism Preview

With Belinda Moore and Billy Boulton.


Consumer Staples Preview

With Alex Lu and Belinda Moore.


Morgans clients receive exclusive insights such as access to the latest stock and sector coverage featured in the Month Ahead. Contact us today to begin your journey with Morgans.

      
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Disclaimer: The information contained in this report is provided to you by Morgans Financial Limited as general advice only, and is made without consideration of an individual's relevant personal circumstances. Morgans Financial Limited ABN 49 010 669 726, its related bodies corporate, directors and officers, employees, authorised representatives and agents (“Morgans”) do not accept any liability for any loss or damage arising from or in connection with any action taken or not taken on the basis of information contained in this report, or for any errors or omissions contained within. It is recommended that any persons who wish to act upon this report consult with their Morgans investment adviser before doing so.

News & Insights

We recommend investors start making sense of AI by considering stock opportunities in three distinct areas: artificial intelligence, digital infrastructure, and data networks.
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Most results were thereabouts against expectations which saw the sector perform broadly in line with the index. Top picks are ALQ and CVL.
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Oil demand is tracking modestly ahead of expectations, while robust supply is failing to keep pace. We expect the oil market to enter a deficit supply balance during 2H 2024. Forced ranking of our oil-exposed coverage at current share prices: #1 WDS, #2 KAR, #3 BPT, and #4 STO.
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News & Insights

Dive into our series of videos where our analysts uncover stocks set to surprise investors in February, along with key emerging themes. Stay informed as ASX-listed companies unveil their half-yearly results with Morgans by your side.
Find out more