40 episodes
Morgans Sector Updates Morgans Financial Limited
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- Business
Our sector update podcasts feature Morgans analysts providing an overview of companies under our coverage within each industry and sector of the ASX.
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Banks Sector Preview: Reporting Season 2023
Morgans 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 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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Lithium Market Update: Max Vickerson, Analyst
Despite continued growth in EV production, lithium prices continue to weaken since the July – August period with spot Chinese prices falling the most. Max Vickerson, Morgans Research Analyst gives an update on the Lithium markets.
Read Max's full research note here: https://morgans.com.au/Blog/2023/October/Mining-Lithium-Pure-Plays
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Generative Artificial Intelligence (AI) | Nick Harris, Senior Analyst
Morgans Senior Research Analyst Nick Harris gives us a rundown on the past, present and future state of Generative AI. The good, the bad and what it all means for you.
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Discretionary Retail Sector Update: Alex Mees, Morgans Co-Head of Research
Morgans Co-head of Research Alex Mees gives us a sector update on Discretionary Retail stocks in our universe.
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Banks Sector Update: Nathan Lead, Senior Analyst
Morgans' 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 Australia Bank (ASX:NAB) and Westpac Banking Corp (ASX:WBC).
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Check out our blog: www.morgans.com.au/Blog
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On Twitter: twitter.com/MorgansAU -
Agriculture Sector Update: Belinda Moore, Senior Analyst
Senior 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 (ASX:NUF).
Check out more from Morgans:
Visit the Morgans website: www.morgans.com.au
Check out our blog: www.morgans.com.au/Blog
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On Instagram: www.instagram.com/Morgans.Australia
On Twitter: twitter.com/MorgansAU