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Reporting Season: February 2023
Reporting Season: February 2023
Banks Sector Recap: Reporting Season 2023
17 MAG 2023 · Senior Analyst Nathan Lead recaps our coverage of the Banking sector. Including stocks such as Commonwealth Bank of Australia (ASX:CBA), National Australia Bank (ASX:NAB), Westpac Banking Corp (ASX:WBC), and ANZ Group Holdings (ASX:ANZ).
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
Reporting Season Scorecard: February 2023
9 MAR 2023 · Morgans Equity Strategists Andrew Tang and Tom Sartor review the February 2023 Reporting Season; it's key themes, winners, losers, and outlook for the rest of FY23. We think investors can take comfort from an overall resilient earnings outlook, and that the conservatism which has been built into market expectations since the pandemic appears to remain in place, providing a margin of safety.
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
Domino’s Pizza (DMP) & Lovisa (LOV) Results Analyst Comments: Reporting Season, February 2023
23 FEB 2023 · Morgans Co-head of Research Alex Mees updates us following the results of DMP and LOV this February reporting season.
DMP disappointed the market with 1H23 EBIT that fell 5% short of our forecast and 7% short of consensus.
LOV reported NPAT 1% higher than our forecast. Sales growth was 45%, driven by store rollout and +12.5% LFL sales growth.
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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
Origin Energy (ORG) Result Analyst Comments: Reporting Season, February 2023
23 FEB 2023 · Morgans Analyst Max Vickerson gives us an update following Origin's 1H result, which was well below expectations as a result of the very tight wholesale electricity market, increase in APLNG operating costs, and higher tax burden on cash distributions.
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Telstra (TLS) Result Analyst Comments: Reporting Season, February 2023
17 FEB 2023 · Senior Analyst Nick Harris updates us on Telstra's (ASX:TLS) 1H23 result which was broadly in line with expectations and full-year guidance was reiterated, albeit with consumers buying fewer new mobile phone handsets. 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
CSL Limited & Cochlear Results Analyst Comments: Reporting Season, February 2023
16 FEB 2023 · Senior Analyst Derek Jellinek gives an update on CSL Limited (ASX:CSL) and Cochlear (ASX:COH) following their recent reporting season results.
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Commonwealth Bank (CBA) Result Analyst Comments: Reporting Season, February 2023
16 FEB 2023 · Senior Analyst Nathan Lead gives his comments on the solid result from Commonwealth Bank this reporting season.
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AGL Energy Result Analyst Comments: Reporting Season, February 2023
10 FEB 2023 · Analyst Max Vickerson gives his comments on the disappointing result of AGL Energy this 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
Industrials Sector Preview: Reporting Season, February 2023
9 FEB 2023 · Morgans' Analyst Alex Lu gives us an update covering the Industrials Sector stocks under coverage for this coming 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
Financials Sector Preview: Reporting Season, February 2023
9 FEB 2023 · Morgans Senior Analysts Nathan Lead, Richard Coles, and Scoot Murdoch present on each of their sub-sectors of financials heading into this reporting season. Including; Banks, insurance, and diversified financials.
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
Informazioni
Autore | Morgans Financial Limited |
Organizzazione | Morgans Financial Limited |
Categorie | News - Affari |
Sito | - |
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