Reporting Season: Scorecards and insights – Tom Sartor, Equity Strategist
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15 mar 2021 ·
10 min. 16 sec.
February was a stunning season. Beats strongly overwhelmed misses by a record margin versus recent history. February was broadly a story of cyclicals outperforming overly-fearful valuations similar to August. Particularly...
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February was a stunning season. Beats strongly overwhelmed misses by a record margin versus recent history. February was broadly a story of cyclicals outperforming overly-fearful valuations similar to August. Particularly impressive were Large-caps and domestic cyclicals as expected (Retail, Financials, traditional Industrials). Morgans Equity Strategist Tom Sartor discusses the outcomes, hits and misses for reporting season 1H21.
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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
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