Morgans Sector Updates

Morgans Sector Updates

By Morgans Financial LimitedBusinessInvesting
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Morgans Sector Updates episodes

  • 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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    11 min
  • 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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    #Resources #Stocks #markets #Commodities
    8 min
  • 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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    #Markets #Equity #Investment
    9 min
  • 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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    #Banks #Dividens #Investment #ANZ
    9 min
  • 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."

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    #Batteries #Lithium #Copper #Energy
    8 min
  • 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.
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    11 min
  • 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).

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    #Telco #TPG #NextDC #Morgans
    4 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.