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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.
Morgans Sector Updates
Morgans Sector Updates
Banks Sector Preview: Reporting Season 2023
30 OCT 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
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Lithium Market Update: Max Vickerson, Analyst
9 OCT 2023 · 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
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Generative Artificial Intelligence (AI) | Nick Harris, Senior Analyst
9 OCT 2023 · 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.
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Discretionary Retail Sector Update: Alex Mees, Morgans Co-Head of Research
13 JUL 2023 · Morgans Co-head of Research Alex Mees gives us a sector update on Discretionary Retail stocks in our universe.
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Banks Sector Update: Nathan Lead, Senior Analyst
31 OCT 2022 · 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).
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Agriculture Sector Update: Belinda Moore, Senior Analyst
31 OCT 2022 · 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).
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Australian Retail Sales Update: Alexander Mees, Senior Analyst
30 JUN 2022 · 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).
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Resources Sector and the Big Miners Update: Adrian Prendergast, Senior Analyst
17 JUN 2022 · Senior Analyst Adrian Prendergast gives an update on the resources sector, including his key stocks analysis.
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Electricity Markets Update: Max Vickerson, Research Analyst
15 JUN 2022 · Morgans Research Analyst Max Vickerson gives an update on the electricity markets in Australia, including his key stocks analysis.
Check out more from Morgans:
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Electricity Sector Update: Max Vickerson, Research Analyst
2 JUN 2022 · 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
Our sector update podcasts feature Morgans analysts providing an overview of companies under our coverage within each industry and sector of the ASX.
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| Author | Morgans Financial Limited |
| Organization | Morgans Financial Limited |
| Categories | Investing |
| Website | - |
| marketing@morgans.com.au |
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