https://www.spreaker.com/podcast/morgans-sector-updates--4430194enInvestingCopyright Morgans Financial Limitedhttps://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/99cc638cf03afb31d33f4f09399d1984.jpghttps://www.spreaker.com/podcast/morgans-sector-updates--4430194Mon, 08 Jul 2024 06:58:52 +0000Morgans Financial LimitedMorgans Financial Limitedmarketing@morgans.com.auOur sector update podcasts feature Morgans analysts providing an overview of companies under our coverage within each industry and sector of the ASX.falseepisodichttps://www.spreaker.com/episode/banks-sector-preview-reporting-season-2023--57436847positions 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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]]>https://api.spreaker.com/episode/57436847Mon, 30 Oct 2023 01:56:56 +0000Morgans Financial LimitedMorgans 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...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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]]>557falsefullhttps://www.spreaker.com/episode/lithium-market-update-max-vickerson-analyst--57158657
Read Max's full research note here: https://morgans.com.au/Blog/2023/October/Mining-Lithium-Pure-Plays

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Read Max's full research note here: https://morgans.com.au/Blog/2023/October/Mining-Lithium-Pure-Plays

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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]]>689falsefullhttps://www.spreaker.com/episode/discretionary-retail-sector-update-alex-mees-morgans-co-head-of-research--56076950
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]]>https://api.spreaker.com/episode/56076950Thu, 13 Jul 2023 00:00:35 +0000Morgans Financial LimitedMorgans Co-head of Research Alex Mees gives us a sector update on Discretionary Retail stocks in our universe. Check out more from Morgans: Visit the Morgans website: www.morgans.com.au Check out our blog: www.morgans.com.au/Blog On Facebook:...
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]]>599falsefullhttps://www.spreaker.com/episode/banks-sector-update-nathan-lead-senior-analyst--51734605
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On Twitter: twitter.com/MorgansAU]]>https://api.spreaker.com/episode/51734605Mon, 31 Oct 2022 01:39:31 +0000Morgans Financial LimitedMorgans' 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...
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On Twitter: twitter.com/MorgansAU]]>https://api.spreaker.com/episode/51734426Mon, 31 Oct 2022 00:50:38 +0000Morgans Financial LimitedSenior 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...
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On Twitter: twitter.com/MorgansAU]]>https://api.spreaker.com/episode/50412402Thu, 30 Jun 2022 05:15:10 +0000Morgans Financial LimitedMorgans 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). Check out more from Morgans: Visit the Morgans...
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On Twitter: twitter.com/MorgansAU]]>622falsefullhttps://www.spreaker.com/episode/resources-sector-and-the-big-miners-update-adrian-prendergast-senior-analyst--50234254
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On Twitter: twitter.com/MorgansAU]]>https://api.spreaker.com/episode/50234254Fri, 17 Jun 2022 06:00:03 +0000Morgans Financial LimitedSenior Analyst Adrian Prendergast gives an update on the resources sector, including his key stocks analysis. Check out more from Morgans: Visit the Morgans website: www.morgans.com.au Check out our blog: www.morgans.com.au/Blog On Facebook:...
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On Twitter: twitter.com/MorgansAU]]>463falsefullhttps://www.spreaker.com/episode/electricity-markets-update-max-vickerson-research-analyst--50210321
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On Twitter: twitter.com/MorgansAU]]>https://api.spreaker.com/episode/50210321Wed, 15 Jun 2022 06:57:02 +0000Morgans Financial LimitedMorgans Research Analyst Max Vickerson gives an update on the electricity markets in Australia, including his key stocks analysis. Check out more from Morgans: Visit the Morgans website: www.morgans.com.au Check out our blog:...
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On Twitter: twitter.com/MorgansAU]]>398falsefullhttps://www.spreaker.com/episode/electricity-sector-update-max-vickerson-research-analyst--50032997
Read Max's research note here: https://morgans.com.au/Blog/2022/June/Power-Right-Now-Its-All-About-That-Base

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On Twitter: twitter.com/MorgansAU]]>https://api.spreaker.com/episode/50032997Thu, 02 Jun 2022 02:52:10 +0000Morgans Financial LimitedThe 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...
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On Twitter: twitter.com/MorgansAU]]>https://api.spreaker.com/episode/50032192Thu, 02 Jun 2022 00:33:47 +0000Morgans Financial LimitedCore portfolio holdings and name with the most upside potential across large-cap healthcare. Check out more from Morgans: Visit the Morgans website: www.morgans.com.au Check out our blog: www.morgans.com.au/Blog On Facebook:...
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On Twitter: twitter.com/MorgansAU]]>603falsefullhttps://www.spreaker.com/episode/technology-sector-and-technology-one-nick-harris-senior-analyst--50005844
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On Twitter: twitter.com/MorgansAU]]>https://api.spreaker.com/episode/50005844Tue, 31 May 2022 04:33:11 +0000Morgans Financial LimitedCheck 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
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On Twitter: twitter.com/MorgansAU]]>594falsefullhttps://www.spreaker.com/episode/lithium-market-dynamics-max-vickerson-morgans-analyst--49308525
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On Twitter: twitter.com/MorgansAU]]>https://api.spreaker.com/episode/49308525Mon, 04 Apr 2022 00:59:25 +0000Morgans Financial LimitedCheck 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
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#Resources #Stocks #markets #Commodities]]>https://api.spreaker.com/episode/47056769Wed, 20 Oct 2021 04:09:01 +0000Morgans Financial LimitedWhat 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...
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#Resources #Stocks #markets #Commodities]]>455commodities,markets,resources,stocksfalsefullhttps://www.spreaker.com/episode/market-health-check-andrew-tang-equity-strategist--44525858
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#Markets #Equity #Investment]]>https://api.spreaker.com/episode/44525858Wed, 28 Apr 2021 01:11:23 +0000Morgans Financial LimitedMorgans Strategist, Andrew Tang provides an update on key market themes and opportunities for investors as resilient economic growth continues to support corporate earnings. Check out more from Morgans: Visit the Morgans website: www.morgans.com.au...
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#Markets #Equity #Investment]]>505equity,investment,markets,morgansfalsefullhttps://www.spreaker.com/episode/banks-pre-reporting-analysis-azib-khan-senior-analyst--44525806
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#Banks #Dividens #Investment #ANZ]]>https://api.spreaker.com/episode/44525806Wed, 28 Apr 2021 01:06:50 +0000Morgans Financial LimitedWe 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....
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#Banks #Dividens #Investment #ANZ]]>488anz,banks,dividends,investmentfalsefullhttps://www.spreaker.com/episode/sector-update-telecommunications-nick-harris-senior-analyst--42928776https://api.spreaker.com/episode/42928776Thu, 14 Jan 2021 07:12:37 +0000Morgans Financial LimitedMorgans Senior Analyst Nick Harris provides our latest perspective on Megaport (ASX:MP1) as well as sector favourite NEXTDC (ASX:NXT).277add,asx,ausbiz,financial,ltd,megaport,morgans,mp1,nextdc,nxt,recommendation,telco,telecommunicationsfalsefullhttps://www.spreaker.com/episode/sector-update-energy-and-copper-chris-brown-senior-analyst--42911623
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#Batteries #Lithium #Copper #Energy]]>https://api.spreaker.com/episode/42911623Wed, 13 Jan 2021 06:38:39 +0000Morgans Financial LimitedMorgans 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...
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#Batteries #Lithium #Copper #Energy]]>429asx,batteries,biden,copper,electric,energy,financial,fraccing,lithium,ltd,morgans,vehiclesfalsefullhttps://www.spreaker.com/episode/macro-update-views-for-the-year-just-starting-tom-sartor-equity-strategist--42875132Check out more from Morgans:
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On Twitter: twitter.com/morgansAU]]>https://api.spreaker.com/episode/42875132Mon, 11 Jan 2021 03:11:01 +0000Morgans Financial LimitedExamining 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...Check out more from Morgans:
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#Telco #TPG #NextDC #Morgans]]>https://api.spreaker.com/episode/42716770Wed, 30 Dec 2020 07:13:48 +0000Morgans Financial LimitedUpdating 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...
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#Telco #TPG #NextDC #Morgans]]>232analyst,asx,ausbiz,financial,growth,ltd,markets,morgans,nextdc,nxt,telco,telecommunications,tpgfalsefullhttps://www.spreaker.com/episode/sector-update-apra-lift-banking-restrictions-azib-khan-senior-analyst--42714847
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#APRA #Banks #Banking #Morgans]]>https://api.spreaker.com/episode/42714847Wed, 30 Dec 2020 04:11:07 +0000Morgans Financial LimitedDividend yields looking more attractive with APRA lifting restrictions. Morgans Senior Analyst Azib Khan discusses the implications of APRA's latest reversal of banking restrictions. Check out more from Morgans: Visit the Morgans website:...
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#APRA #Banks #Banking #Morgans]]>104anz,apra,asx,ausbiz,australia,banking,banks,cba,financial,ltd,morgans,nab,restrictions,westpacfalsefullhttps://www.spreaker.com/episode/sector-update-banks-azib-khan-senior-analyst--41691335https://api.spreaker.com/episode/41691335Thu, 29 Oct 2020 02:13:47 +0000Morgans Financial LimitedMorgans Senior Analyst Azib Khan provides his perspective ahead of the big four's AGM's.280anz,asx,ausbiz,banking,banks,bigbanks,cba,markets,nab,wbcfalsefullhttps://www.spreaker.com/episode/sector-update-banks-azib-khan-senior-analyst--40051295tag:soundcloud,2010:tracks/866993407Thu, 30 Jul 2020 06:50:01 +0000Morgans Financial LimitedSenior Analyst Azib Khan: As we flagged as a potential development last week, APRA has announced that it has eased dividend restrictions for Authorised Deposit-Taking Institutions (ADIs). APRA has said that, for 2020, it expects ADIs to retain at...172falsefullhttps://www.spreaker.com/episode/sector-update-telecommunications-nick-harris-senior-analyst--40008508tag:soundcloud,2010:tracks/858851164Thu, 16 Jul 2020 07:28:29 +0000Morgans Financial LimitedMorgans Senior Analyst Nick Harris provides a re-view on TPG Telecom (ASX:TPG) (the merged TPG and Vodafone) and some points to consider on Tuas (ASX:TUA) (TPG’s spin-off mobile network in Singapore).366falsefullhttps://www.spreaker.com/episode/sector-update-energy-retailers-max-vickerson-analyst--40008511tag:soundcloud,2010:tracks/856903501Mon, 13 Jul 2020 01:23:38 +0000Morgans Financial LimitedMorgans electricity analyst, Max Vickerson, provides an update on his views on the energy retailers (AGL, ORG, IFN) ahead of FY20’s reporting season.232falsefullhttps://www.spreaker.com/episode/sector-update-banking-azib-khan-senior-analyst--38273021tag:soundcloud,2010:tracks/855339658Fri, 10 Jul 2020 02:21:49 +0000Morgans Financial LimitedMorgans Senior Analyst Azib Khan shares an update on banking. Further 4-month extension of loan deferrals is positive for the asset quality outlook of the banks.307falsefullhttps://www.spreaker.com/episode/sector-update-financial-services-scott-murdoch-senior-analyst--38273036tag:soundcloud,2010:tracks/854575696Wed, 08 Jul 2020 21:58:38 +0000Morgans Financial LimitedMorgans Senior Analyst Scott Murdoch discusses Fund Managers – Magellan Financial (MFG) and Pinnacle Investment (PNI).289falsefullhttps://www.spreaker.com/episode/sector-update-financial-services-scott-murdoch-senior-analyst--38273042tag:soundcloud,2010:tracks/850525510Wed, 01 Jul 2020 23:01:27 +0000Morgans Financial LimitedMorgans Senior Analyst Scott Murdoch discusses the upcoming quarterly expectations for the Specialist Investment Platforms: Netwealth (ASX:NWL) HUB24 (ASX:HUB), and the inclusion of HUB as a preferred exposure in the Diversified Financials sector.247falsefullhttps://www.spreaker.com/episode/sector-update-major-banks-azib-khan-senior-analyst--33211322tag:soundcloud,2010:tracks/844473457Mon, 22 Jun 2020 03:09:24 +0000Morgans Financial LimitedMorgans Senior Analyst Azib Khan believes the damage reflected in major bank share prices is overdone.400falsefullhttps://www.spreaker.com/episode/sector-update-telecommunications-nick-harris-senior-analyst--33211330tag:soundcloud,2010:tracks/842126881Thu, 18 Jun 2020 03:21:10 +0000Morgans Financial LimitedResearch Analyst Richard Coles discusses Buy-Now-Pay-Later stocks with the Morgans network. Richard talks about Afterpay (APT) and Zip Co (Z1P). He maintains an ADD rating on Z1P but downgrades APT to HOLD.211falsefullhttps://www.spreaker.com/episode/sector-update-financial-services-bnpl-stocks-richard-coles-research-analyst--40049428tag:soundcloud,2010:tracks/831912994Tue, 02 Jun 2020 01:14:34 +0000Morgans Financial LimitedResearch Analyst Richard Coles discusses Buy-Now-Pay-Later stocks with the Morgans network. Richard talks about Afterpay (APT) and Zip Co (Z1P). He maintains an ADD rating on Z1P but downgrades APT to HOLD,128falsefullhttps://www.spreaker.com/episode/sector-update-retail-josephine-little-senior-analyst--40049422tag:soundcloud,2010:tracks/829363921Thu, 28 May 2020 04:27:58 +0000Morgans Financial LimitedMorgans Senior Analyst Josephine Little discusses the reactivation of the retail sector in Australia post Covid-19.583falsefullhttps://www.spreaker.com/episode/sector-update-diversified-financials-richard-coles-analyst--40049440tag:soundcloud,2010:tracks/828792577Wed, 27 May 2020 01:20:18 +0000Morgans Financial LimitedMorgans Research Analyst Richard Coles shares an update on Kina Securities (ASX:KSL), QBE Insurance (ASX:QBE) and Mainstream Group (ASX:MAI).265falsefullhttps://www.spreaker.com/episode/sector-update-iron-ore-adrian-prendergast-senior-analyst--40049439tag:soundcloud,2010:tracks/828072448Tue, 26 May 2020 05:47:37 +0000Morgans Financial LimitedMorgans Senior Analyst Adrian Prendergast provides an update on the Iron Ore sector, including the macro plays causing disruption and his top two sector picks.376falsefullhttps://www.spreaker.com/episode/sector-update-oil-adrian-prendergast-senior-analyst--40049459We have been waiting for this kind of oil price volatility (waiting for it to hit rock bottom) so we can gain conviction on our buy ideas, and it looks like it is quickly approaching.]]>tag:soundcloud,2010:tracks/803511358Tue, 21 Apr 2020 03:58:12 +0000Morgans Financial LimitedWe expect the panic selling to continue in oil futures markets and ETF’s and for it to extend into June. We have been waiting for this kind of oil price volatility (waiting for it to hit rock bottom) so we can gain conviction on our buy ideas, and it...We have been waiting for this kind of oil price volatility (waiting for it to hit rock bottom) so we can gain conviction on our buy ideas, and it looks like it is quickly approaching.]]>380falsefullhttps://www.spreaker.com/episode/sector-update-healthcare-scott-power-senior-analyst--40049500tag:soundcloud,2010:tracks/791817373Mon, 06 Apr 2020 02:52:37 +0000Morgans Financial LimitedMorgans Senior Analyst Scott Power with an update on the Healthcare sector.262falsefullhttps://www.spreaker.com/episode/sector-update-healthcare-scott-power-senior-analyst--40049484tag:soundcloud,2010:tracks/784186948Fri, 27 Mar 2020 00:19:05 +0000Morgans Financial LimitedSenior Analyst Scott Power shares an update on the healthcare sector with the Morgans network263falsefullhttps://www.spreaker.com/episode/sector-update-retail-josephine-little-morgans-senior-analyst--40049481tag:soundcloud,2010:tracks/782757136Wed, 25 Mar 2020 06:44:52 +0000Morgans Financial LimitedMorgans Senior Analyst Josephine Little shares an update on the retail sector given the latest restrictions due to COVID-19.358falsefullhttps://www.spreaker.com/episode/sector-update-will-the-banks-keep-lending-azib-khan-senior-analyst--40049475tag:soundcloud,2010:tracks/782018071Wed, 25 Mar 2020 00:05:07 +0000Morgans Financial LimitedMorgans Senior Analyst Azib Khan discusses the crucial role banks will play as part of 'Team Australia'.693falsefullhttps://www.spreaker.com/episode/sector-update-critical-communications-nick-harris-senior-analyst--40049473tag:soundcloud,2010:tracks/782467999Tue, 24 Mar 2020 23:37:44 +0000Morgans Financial LimitedMorgans Senior Analyst Nick Harris talks about critical communications in Australia when companies are opting for employees to work from home. Nick highlights, Telstra (TLS), Next DC (NXT), Opticomm (OPC) and Superloop (SLC).365falsefull