Morgans Financial Limited

Morgans Sector Updates

Business EN ↓ 40 episodes

Our sector update podcasts feature Morgans analysts providing an overview of companies under our coverage within each industry and sector of the ASX.

Be sure to visit the podcast's website and support the creator: www.spreaker.com

Author

Morgans Financial Limited

Episodes

Sector Update: Banking - Azib Khan, Senior Analyst 10.07.2020 5:07

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.

Sector Update: Financial Services - Scott Murdoch, Senior Analyst 08.07.2020 4:49

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

Sector Update: Financial Services - Scott Murdoch, Senior Analyst 01.07.2020 4:07

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.

Sector Update: Major Banks - Azib Khan, Senior Analyst 22.06.2020 6:40

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

Sector Update: Telecommunications - Nick Harris, Senior Analyst 18.06.2020 3:31

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.

Sector Update: Financial Services (BNPL Stocks) - Richard Coles, Research Analyst 02.06.2020 2:08

Sector Update: Retail - Josephine Little, Senior Analyst 28.05.2020 9:43

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

Sector Update: Diversified Financials - Richard Coles, Analyst 27.05.2020 4:25

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

Sector Update: Iron Ore - Adrian Prendergast, Senior Analyst 26.05.2020 6:16

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.

Sector Update: Oil - Adrian Prendergast, Senior Analyst 21.04.2020 6:20

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.

Sector Update: Healthcare - Scott Power, Senior Analyst 06.04.2020 4:22

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

Sector Update: Healthcare - Scott Power, Senior Analyst 27.03.2020 4:23

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

Sector Update: Retail - Josephine Little, Morgans Senior Analyst 25.03.2020 5:58

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

Sector Update: Will the banks keep lending? - Azib Khan, Senior Analyst 25.03.2020 11:33

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

Sector Update: Critical Communications - Nick Harris, Senior Analyst 24.03.2020 6:05

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).