30
November
2024
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min read
The Month Ahead: 3 Ways to Play AI
Alexander Mees (AR: 001289080)
Head of Research
We recommend investors start making sense of AI by considering stock opportunities in three distinct areas: artificial intelligence, digital infrastructure, and data networks.
30
October
2024
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min read
Morgans Best Ideas: October 2024
Andrew Tang (AR: 001007335)
Equity Strategist
Unlock opportunities with Morgans' best investment ideas for October 2024, featuring growth insights.
30
October
2024
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min read
Oil & Gas Sector Wrap: Key Picks
Adrian Prendergast (AR: 001000776)
Senior Analyst
30
October
2024
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min read
Mining Sector Wrap: Key Stock Picks
Nicholas Rawlinson (AR: 001309278)
Analyst
Most results were thereabouts against expectations which saw the sector perform broadly in line with the index. Top picks are ALQ and CVL.
30
October
2024
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min read
Industrials: Key Stock Picks
Liam Schofield (AR: 001296525)
Analyst
Within the context of recent trading performance, implied multiples, and estimated TSR, we call out RPL, QAL and MGH our key picks post results.
30
September
2024
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min read
Morgans Best Ideas: September 2024
Andrew Tang (AR: 001007335)
Equity Strategist
30
August
2024
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min read
US Reporting Season Update: Key Result 6 August 2024
Alexander Mees (AR: 001289080)
Head of Research
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.
30
August
2024
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min read
US Reporting Season Update: Key Results 7 August 2024
Alexander Mees (AR: 001289080)
Head of Research
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.
30
August
2024
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min read
US Reporting Season Update: Key Result 8 August 2024
Alexander Mees (AR: 001289080)
Head of Research
Stay informed with key insights from the US reporting season, focusing on trends, company performances, and market implications.







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