Research

This edition of the Month Ahead presents ideas from three areas of focus for Morgans: domestic equities, ETFs and global equities. We take a look at the opportunities presented by Light & Wonder, the Firetrail Australian Small Companies Fund and Eli Lilly.

We recommend investors start making sense of AI by considering stock opportunities in three distinct areas: artificial intelligence, digital infrastructure, and data networks.

Unlock opportunities with Morgans' best investment ideas for October 2024, featuring growth insights.

Review key stock picks and developments in the oil and gas sector to guide your energy investments.

Most results were thereabouts against expectations which saw the sector perform broadly in line with the index. Top picks are ALQ and CVL.

Within the context of recent trading performance, implied multiples, and estimated TSR, we call out RPL, QAL and MGH our key picks post results.

Unlock high-growth opportunities with Morgans' top stock picks for September 2024.

It was a rough night for Airbnb, with shares falling 15% after the bell on a reduction to Q3 guidance, citing a shortening of booking windows around the world. Uber Technologies did the opposite, its shares rising 11% after beating consensus, notably in Delivery margins.

Arguably the best result last night came from Shopify, which beat analyst expectations by nearly 30% as its AI capabilities attracted more merchants to its e-commerce platform.

Stay informed with key insights from the US reporting season, focusing on trends, company performances, and market implications.

Discover why the healthcare sector demonstrates strong growth and resilience in a dynamic economy.

Stay ahead with key results from the reporting season for banks and fund managers, driving your investment decisions.

Unlock growth opportunities with Morgans' top stock picks for July 2024, backed by expert analysis and market trends.

There are many reasons to invest in equities. Historically, they have offered higher capital returns than many other asset classes. Furthermore, they provide liquidity and diversification and allow investors to participate in the growth of high performing businesses and sectors.

Explore Morgans' best stock picks for June 2024, highlighting growth opportunities and expert insights. This month we add Technology One, ALS Limited, ClearView Wealth, GUD Holdings and Stanmore Resources.

Plan ahead with Morgans' market insights and investment opportunities for June 2024.

This month we add Coles Group (COL), Maas Group (MGH), Qualitas (QAL) and Cedar Woods Properties (CWP). View now.

Our banks analyst Nathan Lead recently had a close look at the valuations of the banks to see if their recent share price strength could be justified by fundamentals.

Our best ideas are those that we think offer the highest risk-adjusted returns over a 12-month timeframe supported by a higher-than-average level of confidence. They are our most preferred sector exposures.

Understand February 2024's Australian retail sales and their implications for market trends and investments.

Morgans research analysts re-set their sector views, strategies and best ideas as dynamic forces continue to challenge markets.

End-of-year updates for consumer discretionary models, reflecting market changes and investment implications.

Review Morgans' top stock picks and actionable insights for February 28, 2023, in a volatile market.

Today, Tuesday the 14th of February, we are happy to buy Endeavour Group (ASX:EDV), Aurizon Holdings (ASX:AZJ), JB Hi-Fi (ASX:JBH) and Beach Energy (ASX:BPT).

The stocks we are happy to buy today, Thursday the 24th of February 2022.

Examine Morgans' top stock recommendations as of 29 August 2022, providing strategic guidance for informed investment decisions.

Our best ideas are those that we think offer the highest risk-adjusted returns over a 12-month time frame.

With the election out of the way and Labor's more disruptive reforms defeated, market sentiment has clearly taken a turn for the better.

Insights into the August 2019 reporting season, featuring key trends and performances to watch.

Explore nine high-conviction stock picks for September, selected for their strong performance potential.

Explore Morgans' top seven stock picks for March, highlighting companies with strong growth potential and robust fundamentals.

Preview of February 2018's reporting season, highlighting critical company updates and market trends.

Learn how the stock market responds to major shocks and ways to safeguard your portfolio during volatility.

Uncover Morgans' eight high-conviction stock choices for August, focusing on companies poised for significant performance.

Discover Morgans' nine high-conviction stock selections for April, offering insights into promising investment opportunities.

Explore Morgans' top stock picks for 31 August 2022, featuring insights on Helloworld Travel, Tyro Payments, and Healius.

An overview of the gaming industry's FY22 reporting season, focusing on expected trends and financial outcomes.

Our best ideas are those that we think offer the highest risk-adjusted returns over a 12-month timeframe supported by a higher-than-average level of confidence. They are our most preferred sector exposures.

Explore Morgans' top stock recommendations for February 2024, featuring insights into high-potential investment opportunities.

Explore Morgans' best investment ideas for December 2023 with strategies for high-growth potential.

Explore Morgans' curated stock ideas for November 2023, highlighting high-growth potential and investment strategies.

This month we add Treasury Wine Estates (ASX:TWE), A2 Milk (ASX:A2M), Pilbara Minerals (ASX:PLS), Tyro Payments (ASX:TYR) and Accent Group (ASX:AX1).

Explore Morgans' top stock recommendations for September 2023, focusing on high-growth sectors and market trends.

Our best ideas are those that we think offer the highest risk-adjusted returns over a 12-month timeframe supported by a higher-than-average level of confidence. They are our most preferred sector exposures.

This month we add Goodman Group (ASX:GMG) and Inghams (ASX:ING). We remove Nufarm (ASX:NUF) and Strandline (ASX:STA).

Explore Morgans’ top investment ideas for June 2023. Gain insights into high-confidence stock picks with strong risk-adjusted returns.

Our best ideas are those that we think offer the highest risk-adjusted returns over a 12-month timeframe supported by a higher-than-average level of confidence. They are our most preferred sector exposures.

Discover Morgans' April 2023 stock picks for growth opportunities and market insights.

This month we add Endeavour Group (ASX:EDV), Ventia Services Group Ltd (ASX:VNT), Tourism Holdings (ASX:THL) and Universal Store (ASX:UNI) to our Best Ideas list.

Dive into our series of videos where our analysts uncover stocks set to surprise investors in February, along with key emerging themes.

Uncover the best investment opportunities for March 2023 with Morgans' expert analysis and strategies.

Navigate the economic uncertainties with Morgans' expert insights and investment strategies in April's The Month Ahead edition.

Discover Morgans' top stock picks for May 2023, with insights into market trends and strategic investment advice.

We preview the banks 1H23 reporting season, with expectations of solid-to-strong 1H23 growth but with a weakening earnings outlook from 2H23 onwards.

Morgans analysts preview the results for 150 stocks under coverage that report in February and call out likely surprise and disappoint candidates.

A strategic look at June 2023's investment landscape, highlighting opportunities in a dynamic market environment.

From Endeavour Group's retail dominance to Goodman Group's global presence, unlock investment opportunities with our expert analysis.

Get ready for the upcoming reporting season with our expert insights! Discover top stock picks and strategic analysis for navigating market volatility and uncovering potential opportunities.

Discover how The A2 Milk Company surpassed expectations in FY18, with a 116% NPAT increase and significant market share growth.

Woolworths (WOW) has announced its intention to combine Endeavour Drinks and ALH Group (to be called Endeavour Group) ahead of a possible demerger in CY20.

Examine the potential challenges facing The A2 Milk Company, including market uncertainties and revised forecasts.

Explore August's insights for September's opportunities. Discover resilient retail earnings and the post-COVID travel sector recovery. Stay ahead with our top picks and expert analysis.

Zip Co's US expansion shows promising growth, indicating strong market traction and potential for future success.

In October, we initiated coverage on CSR Limited, PolyNovo, and True North Copper. Find out why these companies made it to our radar.