Origin Energy: Takeover to take time but we think it’s likely
Morgans Blog
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7h ago
Following receipt of the binding offer for Origin Energy (ASX:ORG), we lift our target price to the offer price, less our dividend forecast prior to potential implementation ..read more
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Australian Retail Sales: February 2023 - Deceleration
Morgans Blog
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16h ago
Australian retail sales rose by +0.2% month-on-month, slightly exceeding the consensus forecast of a +0.1% rise ..read more
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Aristocrat Leisure: Knight of the roundtable
Morgans Blog
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2d ago
At a virtual roundtable, Aristocrat Leisure (ASX:ALL) reiterated its expectation of positive NPATA growth in FY23, weighted to the second half ..read more
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Australia Strategy: Asset Allocation Update – 2023 Q2 Outlook
Morgans Blog
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2d ago
This quarter we take a cautious tilt: overweight cash, underweight developed market (DM) stocks and neutral fixed interest/Australian equities. But we are ready to seize opportunities as macro damage gets priced in ..read more
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Only One More FED Rate Hike?
Morgans Blog
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6d ago
Morgans Chief Economist Michael Knox explains that the new FED facility backs small banks and surges FED assets ..read more
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How much Superannuation is enough?
Morgans Blog
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1w ago
Morgans Head of Wealth Management, Terri Bradford goes through Labor’s proposed “Better Targeted Superannuation Concessions” for your understanding ..read more
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Australian Retail: Post-reporting season model updates
Morgans Blog
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1w ago
We have reviewed the earnings estimates of all the companies in our coverage universe after the first half reporting season in February. We have updated our models for four stocks ..read more
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Australia Strategy: Global leaders update
Morgans Blog
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1w ago
4Q US earnings were lacklustre overall, with cracks also beginning to show in consumption ..read more
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Banking crisis underlines need to tread carefully from here
Morgans Blog
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2w ago
Just when financial markets appeared to be calming down after the issues in the US banking sector the sell-off in European bank shares has resumed overnight (-6.9%) due to concerns about the viability of Credit Suisse ..read more
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Coal Mining: Looking through short-term uncertainties
Morgans Blog
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2w ago
Our positive sector outlook is premised on strong upside risk to medium-to-long term coal prices. All producers offer upside potential but suit varying strategies ..read more
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