Morgans Sector Updates

Morgans Sector Updates episodes:

• 10.30.2023

  Banks Sector Preview: Reporting Season 2023

  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...

  
• 10.09.2023

  Lithium Market Update: Max Vickerson, Analyst

  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...

  
• 10.09.2023

  Generative Artificial Intelligence (AI) | Nick Harris, Senior Analyst

  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.Check out more from Morgans: Visit the Morgans website: www.morgans.com.au...

  
• 07.13.2023

  Discretionary Retail Sector Update: Alex Mees, Morgans Co-Head of Research

  Morgans Co-head of Research Alex Mees gives us a sector update on Discretionary Retail stocks in our universe.Check out more from Morgans: Visit the Morgans website: www.morgans.com.au Check out our blog: www.morgans.com.au/Blog On Facebook: www.facebook.com/MorgansAU On Instagram: www.instagram.com/Morgans.Australia On Twitter:...

  
• 10.31.2022

  Banks Sector Update: Nathan Lead, Senior Analyst

  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...

  
• 10.31.2022

  Agriculture Sector Update: Belinda Moore, Senior Analyst

  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).Check out more from Morgans:Visit...

  
• 06.30.2022

  Australian Retail Sales Update: Alexander Mees, Senior Analyst

  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).Check out more from Morgans:Visit the Morgans website: www.morgans.com.auCheck...

  
• 06.17.2022

  Resources Sector and the Big Miners Update: Adrian Prendergast, Senior Analyst

  Senior Analyst Adrian Prendergast gives an update on the resources sector, including his key stocks analysis.Check out more from Morgans:Visit the Morgans website: www.morgans.com.auCheck out our blog: www.morgans.com.au/BlogOn Facebook: www.facebook.com/MorgansAUOn Instagram: www.instagram.com/Morgans.AustraliaOn Twitter: twitter.com/MorgansAU

  
• 06.15.2022

  Electricity Markets Update: Max Vickerson, Research Analyst

  Morgans Research Analyst Max Vickerson gives an update on the electricity markets in Australia, including his key stocks analysis.Check out more from Morgans:Visit the Morgans website: www.morgans.com.auCheck out our blog: www.morgans.com.au/BlogOn Facebook: www.facebook.com/MorgansAUOn Instagram: www.instagram.com/Morgans.AustraliaOn Twitter: twitter.com/MorgansAU

  
• 06.02.2022

  Electricity Sector Update: Max Vickerson, Research Analyst

  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...

  
• 06.02.2022

  Healthcare Sector Update: Dr Derek Jellinek, Senior Analyst

  Core portfolio holdings and name with the most upside potential across large-cap healthcare.Check out more from Morgans:Visit the Morgans website: www.morgans.com.auCheck out our blog: www.morgans.com.au/BlogOn Facebook: www.facebook.com/MorgansAUOn Instagram: www.instagram.com/Morgans.AustraliaOn Twitter: twitter.com/MorgansAU

  
• 05.31.2022

  Technology Sector and Technology One: Nick Harris, Senior Analyst

  Check out more from Morgans:Visit the Morgans website: www.morgans.com.auCheck out our blog: www.morgans.com.au/BlogOn Facebook: www.facebook.com/MorgansAUOn Instagram: www.instagram.com/Morgans.AustraliaOn Twitter: twitter.com/MorgansAU

  
• 04.04.2022

  Lithium Market Dynamics: Max Vickerson, Morgans Analyst

  Check out more from Morgans:Visit the Morgans website: www.morgans.com.auCheck out our blog: www.morgans.com.au/BlogOn Facebook: www.facebook.com/MorgansAUOn Instagram: www.instagram.com/Morgans.AustraliaOn Twitter: twitter.com/MorgansAU

  
• 10.20.2021

  Oil & Gas - It's a matter of floor not ceiling: Adrian Prendergast, Senior Analyst

  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...

  
• 04.28.2021

  Market Health Check: Andrew Tang, Equity Strategist

  Morgans Strategist, Andrew Tang provides an update on key market themes and opportunities for investors as resilient economic growth continues to support corporate earnings.Check out more from Morgans:Visit the Morgans website: www.morgans.com.auCheck out our blog: www.morgans.com.au/BlogOn Facebook: www.facebook.com/MorgansAUOn Instagram: www.instagram.com/Morgans.AustraliaOn...

  
• 04.28.2021

  Banks pre-reporting analysis: Azib Khan, Senior Analyst

  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...

  
• 01.14.2021

  Sector Update: Telecommunications - Nick Harris, Senior Analyst

  Morgans Senior Analyst Nick Harris provides our latest perspective on Megaport (ASX:MP1) as well as sector favourite NEXTDC (ASX:NXT).

  
• 01.13.2021

  Sector Update: Energy and Copper - Chris Brown, Senior Analyst

  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,...

  
• 01.11.2021

  Macro Update: Views for the year just starting - Tom Sartor, Equity Strategist

  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.Check out more from Morgans:Visit the Morgans...

  
• 12.30.2020

  Sector Update: Telecommunications - Nick Harris, Senior Analyst

  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). Check out more from Morgans:Visit the Morgans website: https://www.morgans.com.auCheck out...

  
• 12.30.2020

  Sector Update: APRA lift banking restrictions - Azib Khan, Senior Analyst

  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. Check out more from Morgans:Visit the Morgans website: https://www.morgans.com.auCheck out our blog: https://www.morgans.com.au/BlogOn Facebook: https://www.facebook.com/MorgansAUOn Instagram:...

  
• 10.29.2020

  Sector Update: Banks - Azib Khan, Senior Analyst

  Morgans Senior Analyst Azib Khan provides his perspective ahead of the big four's AGM's.

  
• 10.29.2020

  AGL Energy (ASX:AGL) and Origin Energy (ASX:ORG): Max Vickerson, Senior Analyst

  Morgans electricity analyst, Max Vickerson, discusses the implications for AGL Energy (ASX:AGL) and Origin Energy (ASX:ORG) of the government's potential intervention in the electricity market.

  
• 07.30.2020

  Sector Update: Banks - Azib Khan, Senior Analyst

  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...

  
• 07.16.2020

  Sector Update: Telecommunications - Nick Harris, Senior Analyst

  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).

  
• 07.13.2020

  Sector Update: Energy Retailers - Max Vickerson, Analyst

  Morgans electricity analyst, Max Vickerson, provides an update on his views on the energy retailers (AGL, ORG, IFN) ahead of FY20’s reporting season.

  
• 07.10.2020

  Sector Update: Banking - Azib Khan, Senior Analyst

  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.

  
• 07.08.2020

  Sector Update: Financial Services - Scott Murdoch, Senior Analyst

  Morgans Senior Analyst Scott Murdoch discusses Fund Managers – Magellan Financial (MFG) and Pinnacle Investment (PNI).

  
• 07.01.2020

  Sector Update: Financial Services - Scott Murdoch, Senior Analyst

  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.

  
• 06.22.2020

  Sector Update: Major Banks - Azib Khan, Senior Analyst

  Morgans Senior Analyst Azib Khan believes the damage reflected in major bank share prices is overdone.

  
• 06.18.2020

  Sector Update: Telecommunications - Nick Harris, Senior Analyst

  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.

  
• 06.02.2020

  Sector Update: Financial Services (BNPL Stocks) - Richard Coles, Research Analyst

  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,

  
• 05.28.2020

  Sector Update: Retail - Josephine Little, Senior Analyst

  Morgans Senior Analyst Josephine Little discusses the reactivation of the retail sector in Australia post Covid-19.

  
• 05.27.2020

  Sector Update: Diversified Financials - Richard Coles, Analyst

  Morgans Research Analyst Richard Coles shares an update on Kina Securities (ASX:KSL), QBE Insurance (ASX:QBE) and Mainstream Group (ASX:MAI).

  
• 05.26.2020

  Sector Update: Iron Ore - Adrian Prendergast, Senior Analyst

  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.

  
• 04.21.2020

  Sector Update: Oil - Adrian Prendergast, Senior Analyst

  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...

  
• 04.06.2020

  Sector Update: Healthcare - Scott Power, Senior Analyst

  Morgans Senior Analyst Scott Power with an update on the Healthcare sector.

  
• 03.27.2020

  Sector Update: Healthcare - Scott Power, Senior Analyst

  Senior Analyst Scott Power shares an update on the healthcare sector with the Morgans network

  
• 03.25.2020

  Sector Update: Retail - Josephine Little, Morgans Senior Analyst

  Morgans Senior Analyst Josephine Little shares an update on the retail sector given the latest restrictions due to COVID-19.

  
• 03.25.2020

  Sector Update: Will the banks keep lending? - Azib Khan, Senior Analyst

  Morgans Senior Analyst Azib Khan discusses the crucial role banks will play as part of 'Team Australia'.

  
• 03.24.2020

  Sector Update: Critical Communications - Nick Harris, Senior Analyst

  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).