Morgans Sector Updates

Morgans Sector Updates

By Morgans Financial LimitedBusinessInvesting
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Morgans Sector Updates episodes

  • 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 view Nathan's research note here: https://my.morgans.com.au/research/5122BE77-DACD-4D8A-84E8-62A24DC8698A.pdf

    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: twitter.com/MorgansAU
    10 min
  • 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 here: https://morgans.com.au/Blog/2023/October/Mining-Lithium-Pure-Plays

    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: twitter.com/MorgansAU
    8 min
  • 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 Check out our blog: www.morgans.com.au/Blog On Facebook: www.facebook.com/MorgansAU On Instagram: www.instagram.com/Morgans.Australia On Twitter: twitter.com/MorgansAU
    12 min
  • 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: twitter.com/MorgansAU
    10 min
  • 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 Banking Corp (ASX:WBC).

    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: twitter.com/MorgansAU
    16 min
  • 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 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: twitter.com/MorgansAU
    14 min
  • 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.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: twitter.com/MorgansAU
    11 min
  • 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.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: twitter.com/MorgansAU
    7 min
  • 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 research note here: https://morgans.com.au/Blog/2022/June/Power-Right-Now-Its-All-About-That-Base

    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: twitter.com/MorgansAU
    8 min

About Morgans Sector Updates

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Our sector update podcasts feature Morgans analysts providing an overview of companies under our coverage within each industry and sector of the ASX.