Morgans Sector Updates

Morgans 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.

Morgans Senior Analyst Scott Murdoch discusses Fund Managers – Magellan Financial (MFG) and Pinnacle Investment (PNI).

Morgans 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.

Morgans Senior Analyst Azib Khan believes the damage reflected in major bank share prices is overdone.

Research 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.

Research 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,

Morgans Senior Analyst Josephine Little discusses the reactivation of the retail sector in Australia post Covid-19.

Morgans Research Analyst Richard Coles shares an update on Kina Securities (ASX:KSL), QBE Insurance (ASX:QBE) and Mainstream Group (ASX:MAI).

Morgans Senior Analyst Adrian Prendergast provides an update on the Iron Ore sector, including the macro plays causing disruption and his top two sector picks.

We 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 looks like it is quickly approaching.

Morgans Senior Analyst Scott Power with an update on the Healthcare sector.

Senior Analyst Scott Power shares an update on the healthcare sector with the Morgans network

Morgans Senior Analyst Josephine Little shares an update on the retail sector given the latest restrictions due to COVID-19.

Morgans Senior Analyst Azib Khan discusses the crucial role banks will play as part of 'Team Australia'.

Morgans 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).