8 MAR 2024 · Morgans Senior Analyst Nick Harris gives a wrap up of our stocks under coverage in the Technology, Media and Gaming sectors, following this past earning season. February 2024 results were largely in line with expectations. Services & Classified EPS forecasts were reduced by 1-2%, gaming EPS forecasts lifted by 1-2%, free cash flow for larger FCF names was largely unchanged while small cap FCF forecasts were reduced.
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7 MAR 2024 · Morgans Analysts Alexander Mees and Emily Porter give a wrap of the Consumer Discretionary sector, following this past February Reporting Season. Investors became more positive towards the consumer discretionary sector over the course of reporting season. The 1H24 earnings performance of the stocks we cover generally exceeded expectations, leading us to increase our full year EPS estimates by 2%.
See our full Reporting Season Wrap here - https://www.morgans.com.au/reporting-season
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6 MAR 2024 · Morgans Equity Strategist Tom Sartor runs through our Reporting Season review with Australian corporates again shrugging another reporting test, navigating slowing demand and higher interest rates to post respectable half-year results in February.
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29 FEB 2024 · Stephanie Commons, Acting Chief Executive Officer of Dalrymple Bay Infrastructure (ASX:DBI) gives the Morgans network an update following their full year result.
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28 FEB 2024 · Morgans Analyst Alex Lu gives his analysis of the 1H FY24 result from Woolworths Group (WOW).
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27 FEB 2024 · George Lippiatt, Chief Financial Officer of Aurizon Holdings (ASX:AZJ) gives the Morgans network an update following their 1H24 Result.
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23 FEB 2024 · Morgans Senior Analyst Adrian Prendergast gives his analysis of the 1H FY24 result from BHP Group (ASX:BHP).
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23 FEB 2024 · Morgans Senior Analyst Nathan Lead gives his analysis of the 1H FY24 result from APA Group (ASX:APA).
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21 FEB 2024 · Morgans Senior Analyst Derek Jellinek gives his analysis of the 1H FY24 result from Sonic Healthcare (ASX:SHL).
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20 FEB 2024 · Morgans Analyst Liam Schofield gives his analysis of the 1H FY24 result from Goodman Group (GMG) & Maas Group (MGH).
Follow our Reporting Season coverage here: https://www.morgans.com.au/reporting-season
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Information
| Author | Morgans Financial Limited |
| Organization | Morgans Financial Limited |
| Categories | Business |
| Website | - |
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