Morgans Sector Updates: Recent Episodes
Morgans Financial Limited
Our sector update podcasts feature Morgans analysts providing an overview of companies under our coverage within each industry and sector of the ASX.
Morgans Senior Analyst Nathan Lead previews the upcoming banks reporting season in November, with expectations of declining 2H23 earnings and a more difficult outlook for FY24. However, capital
positions are strong allowing for stable to improving dividends and buybacks.
Morgans clients view Nathan's research note here: https://my.morgans.com.au/research/5122BE77-DACD-4D8A-84E8-62A24DC8698A.pdf
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Despite continued growth in EV production, lithium prices continue to weaken since the July – August period with spot Chinese prices falling the most. Max Vickerson, Morgans Research Analyst gives an update on the Lithium markets.
Read Max's full research note here: https://morgans.com.au/Blog/2023/October/Mining-Lithium-Pure-Plays
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Morgans Senior Research Analyst Nick Harris gives us a rundown on the past, present and future state of Generative AI. The good, the bad and what it all means for you.
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Morgans Co-head of Research Alex Mees gives us a sector update on Discretionary Retail stocks in our universe.
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Morgans' Senior Analyst Nathan Lead gives his insight into the November reporting season for the Banks sector in Australia. The coverage is; Australia and New Zealand Banking Group (ASX:ANZ), Commonwealth Bank of Australia (ASX:CBA), National Australia Bank (ASX:NAB) and Westpac Banking Corp (ASX:WBC).
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Senior Analyst Belinda Moore gives her key themes and analysis heading into the November reporting season for the Agriculture sector. Companies covered are; Orica (ASX:ORI), Elders (ASX:ELD), Incitec Pivot (ASX:IPL), United Malt (ASX:UMG) and Nufarm (ASX:NUF).
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Morgans Co-Head of Research and Senior Analyst Alexander Mees gives us an update on May's retail sales in Australia. As well as stock analysis on Collins Foods (ASX:CKF) and Dominos Pizza (ASX:DMP).
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Senior Analyst Adrian Prendergast gives an update on the resources sector, including his key stocks analysis.
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Morgans Research Analyst Max Vickerson gives an update on the electricity markets in Australia, including his key stocks analysis.
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The squeeze in the wholesale market continues as electricity futures surge to new record highs. Morgans Research Analyst Max Vickerson gives his update on the electricity sector, including stocks AGL Energy (ASX:AGL), Origin Energy (ASX:ORG), and Genex Power (ASX:GNX).
Read Max's research note here: https://morgans.com.au/Blog/2022/June/Power-Right-Now-Its-All-About-That-Base
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Core portfolio holdings and name with the most upside potential across large-cap healthcare.
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What we expect is playing out now is the new multi-year record prices for oil and LNG is starting to penetrate that pessimism and resulting in a ‘catch up’ rally across Australian oil & gas stocks. Morgans senior analyst Adrian Prendergast provides a full update on the oil & gas sector.
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Resources #Stocks #markets #Commodities
Morgans Strategist, Andrew Tang provides an update on key market themes and opportunities for investors as resilient economic growth continues to support corporate earnings.
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Markets #Equity #Investment
We again expect the upcoming round of major bank reporting to surprise on the upside and we expect a further increase in investor confidence in the outlook for asset quality, dividends and capital management. ANZ is now our preferred major bank. Senior Analyst Azib Khan discusses with the Morgans network.
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Banks #Dividens #Investment #ANZ
Morgans Senior Analyst Nick Harris provides our latest perspective on Megaport (ASX:MP1) as well as sector favourite NEXTDC (ASX:NXT).
Morgans Senior Analyst Chris Brown talks about the effects of projected growth in Electric Vehicle production, in particular on the demand for copper. Chris also provides some insight into ASX-listed copper producers and associated wannabees. "With the growth in EVs, there’s likely to be weaker demand growth for oil." Further, "the impact of the Biden Presidency’s approach to fraccing may provide a positive for non-US producers."
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Batteries #Lithium #Copper #Energy
Examining the Commodities rally with perspective versus previous cycles and including the most interesting recent news and opportunities. Morgans Equity Strategist, Tom Sartor guides us through the opportunities in this new cycle for 2021.
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Updating the Morgans Network, Senior Analyst Nick Harris details his perspective on the Telecommunications Sector. Additionally, Nick notes his best two Telco buys: TPG Telecom (ASX:TPG) and Next DC (ASX:NXT).
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Telco #TPG #NextDC #Morgans
Dividend yields looking more attractive with APRA lifting restrictions. Morgans Senior Analyst Azib Khan discusses the implications of APRA's latest reversal of banking restrictions.
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APRA #Banks #Banking #Morgans
Morgans Senior Analyst Azib Khan provides his perspective ahead of the big four's AGM's.
Senior Analyst Azib Khan: As we flagged as a potential development last week, APRA has announced that it has eased dividend restrictions for Authorised Deposit-Taking Institutions (ADIs). APRA has said that, for 2020, it expects ADIs to retain at least half of their earnings, and actively use dividend reinvestment plans (DRPs) and/or other capital management initiatives to at least partially offset the diminution in capital from distributions. Azib Khan Morgans Senior Analyst explains the changes.
Morgans Senior Analyst Nick Harris provides a re-view on TPG Telecom (ASX:TPG) (the merged TPG and Vodafone) and some points to consider on Tuas (ASX:TUA) (TPG’s spin-off mobile network in Singapore).
Morgans electricity analyst, Max Vickerson, provides an update on his views on the energy retailers (AGL, ORG, IFN) ahead of FY20’s reporting season.
Morgans Senior Analyst Azib Khan shares an update on banking. Further 4-month extension of loan deferrals is positive for the asset quality outlook of the banks.
Morgans Senior Analyst Scott Murdoch discusses Fund Managers – Magellan Financial (MFG) and Pinnacle Investment (PNI).
Morgans Senior Analyst Scott Murdoch discusses the upcoming quarterly expectations for the Specialist Investment Platforms: Netwealth (ASX:NWL) HUB24 (ASX:HUB), and the inclusion of HUB as a preferred exposure in the Diversified Financials sector.
Morgans Senior Analyst Azib Khan believes the damage reflected in major bank share prices is overdone.
Research Analyst Richard Coles discusses Buy-Now-Pay-Later stocks with the Morgans network. Richard talks about Afterpay (APT) and Zip Co (Z1P). He maintains an ADD rating on Z1P but downgrades APT to HOLD.
Research Analyst Richard Coles discusses Buy-Now-Pay-Later stocks with the Morgans network. Richard talks about Afterpay (APT) and Zip Co (Z1P). He maintains an ADD rating on Z1P but downgrades APT to HOLD,
Morgans Senior Analyst Josephine Little discusses the reactivation of the retail sector in Australia post Covid-19.
Morgans Research Analyst Richard Coles shares an update on Kina Securities (ASX:KSL), QBE Insurance (ASX:QBE) and Mainstream Group (ASX:MAI).
Morgans Senior Analyst Adrian Prendergast provides an update on the Iron Ore sector, including the macro plays causing disruption and his top two sector picks.
We expect the panic selling to continue in oil futures markets and ETF’s and for it to extend into June.
We have been waiting for this kind of oil price volatility (waiting for it to hit rock bottom) so we can gain conviction on our buy ideas, and it looks like it is quickly approaching.
Senior Analyst Scott Power shares an update on the healthcare sector with the Morgans network
Morgans Senior Analyst Josephine Little shares an update on the retail sector given the latest restrictions due to COVID-19.
Morgans Senior Analyst Azib Khan discusses the crucial role banks will play as part of 'Team Australia'.
Morgans Senior Analyst Nick Harris talks about critical communications in Australia when companies are opting for employees to work from home. Nick highlights, Telstra (TLS), Next DC (NXT), Opticomm (OPC) and Superloop (SLC).