Settings
Light Theme
Dark Theme
Podcast Cover

Reporting Season: February 2024

  • Technology Sector Wrap | Reporting Season, February 2024

    8 MAR 2024 · Morgans Senior Analyst Nick Harris gives a wrap up of our stocks under coverage in the Technology, Media and Gaming sectors, following this past earning season. February 2024 results were largely in line with expectations. Services & Classified EPS forecasts were reduced by 1-2%, gaming EPS forecasts lifted by 1-2%, free cash flow for larger FCF names was largely unchanged while small cap FCF forecasts were reduced. Follow all of the Morgans Reporting Season coverage here - https://www.morgans.com.au/reporting-season 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
    6m 41s
  • Consumer Discretionary Sector Wrap | Reporting Season, February 2024

    7 MAR 2024 · Morgans Analysts Alexander Mees and Emily Porter give a wrap of the Consumer Discretionary sector, following this past February Reporting Season. Investors became more positive towards the consumer discretionary sector over the course of reporting season. The 1H24 earnings performance of the stocks we cover generally exceeded expectations, leading us to increase our full year EPS estimates by 2%. See our full Reporting Season Wrap here - https://www.morgans.com.au/reporting-season 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
    11m 4s
  • Reporting Season Review, February 2024

    6 MAR 2024 · Morgans Equity Strategist Tom Sartor runs through our Reporting Season review with Australian corporates again shrugging another reporting test, navigating slowing demand and higher interest rates to post respectable half-year results in February. See our full Reporting Season Wrap here - www.morgans.com.au/reporting-season 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
    3m 29s
  • Stephanie Commons, Acting CEO of Dalrymple Bay Infrastructure | Reporting Season, February 2024

    29 FEB 2024 · Stephanie Commons, Acting Chief Executive Officer of Dalrymple Bay Infrastructure (ASX:DBI) gives the Morgans network an update following their full year result. 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
    4m 26s
  • Woolworths Group (WOW) Results - Analyst Comments | Reporting Season, February 2024

    28 FEB 2024 · Morgans Analyst Alex Lu gives his analysis of the 1H FY24 result from Woolworths Group (WOW). Follow our Reporting Season coverage here: https://www.morgans.com.au/reporting-season 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
    3m 58s
  • George Lippiatt, Chief Financial Officer of Aurizon (ASX:AZJ) | Reporting Season, February 2024

    27 FEB 2024 · George Lippiatt, Chief Financial Officer of Aurizon Holdings (ASX:AZJ) gives the Morgans network an update following their 1H24 Result. Follow our Reporting Season coverage here: https://www.morgans.com.au/reporting-season 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
    6m 30s
  • BHP Group (ASX:BHP) Result - Analyst Comments | Reporting Season, February 2024

    23 FEB 2024 · Morgans Senior Analyst Adrian Prendergast gives his analysis of the 1H FY24 result from BHP Group (ASX:BHP). Follow our Reporting Season coverage here: https://www.morgans.com.au/reporting-season 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
    6m 21s
  • APA Group (ASX:APA) Result - Analyst Comments | Reporting Season, February 2024

    23 FEB 2024 · Morgans Senior Analyst Nathan Lead gives his analysis of the 1H FY24 result from APA Group (ASX:APA). Follow our Reporting Season coverage here: https://www.morgans.com.au/reporting-season 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
    5m 1s
  • Sonic Healthcare (ASX:SHL) Result - Analyst Comments | Reporting Season, February 2024

    21 FEB 2024 · Morgans Senior Analyst Derek Jellinek gives his analysis of the 1H FY24 result from Sonic Healthcare (ASX:SHL). Follow our Reporting Season coverage here: https://www.morgans.com.au/reporting-season 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
    4m 47s
  • Goodman Group (GMG) & Maas Group (MGH) Results - Analyst Comments | Reporting Season, February 2024

    20 FEB 2024 · Morgans Analyst Liam Schofield gives his analysis of the 1H FY24 result from Goodman Group (GMG) & Maas Group (MGH). Follow our Reporting Season coverage here: https://www.morgans.com.au/reporting-season 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
    4m 17s
Information
Author Morgans Financial Limited
Categories Business
Website -
Email -

Looks like you don't have any active episode

Browse Spreaker Catalogue to discover great new content

Current

Looks like you don't have any episodes in your queue

Browse Spreaker Catalogue to discover great new content

Next Up

Episode Cover Episode Cover

It's so quiet here...

Time to discover new episodes!

Discover
Your Library
Search