Morgans Sector Updates

By 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.... more

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FAQs about Morgans Sector Updates:

How many episodes does Morgans Sector Updates have?

The podcast currently has 41 episodes available.

Morgans Sector Updates episodes:

June 02, 2022 Healthcare Sector Update: Dr Derek Jellinek, Senior Analyst
Core portfolio holdings and name with the most upside potential across large-cap healthcare.

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...more
11min
May 31, 2022 Technology Sector and Technology One: Nick Harris, Senior Analyst
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Visit the Morgans website: www.morgans.com.au
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...more
10min
April 04, 2022 Lithium Market Dynamics: Max Vickerson, Morgans Analyst
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Visit the Morgans website: www.morgans.com.au
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12min
October 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 Prendergast provides a full update on the oil & gas sector.

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Visit the Morgans website: www.morgans.com.au
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#Resources #Stocks #markets #Commodities
...more
8min
April 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.

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Visit the Morgans website: www.morgans.com.au
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#Markets #Equity #Investment
...more
9min
April 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 bank. Senior Analyst Azib Khan discusses with the Morgans network.

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Visit the Morgans website: www.morgans.com.au
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#Banks #Dividens #Investment #ANZ
...more
9min
January 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).
...more
5min
January 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, 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."

Check out more from Morgans:
Visit the Morgans website: www.morgans.com.au
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On Twitter: twitter.com/morgansAU

#Batteries #Lithium #Copper #Energy
...more
8min
January 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 website: www.morgans.com.au
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...more
11min
December 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.au
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On Facebook: https://www.facebook.com/MorgansAU
On Instagram: https://www.instagram.com/morgans.australia
On Twitter: https://twitter.com/morgansAU

#Telco #TPG #NextDC #Morgans
...more
4min

FAQs about Morgans Sector Updates:

How many episodes does Morgans Sector Updates have?

The podcast currently has 41 episodes available.