Reporting Season: February 2024

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Mar 2024

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March 8, 20246 min

Technology Sector Wrap | Reporting Season, February 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. Follow all of the Morgans Reporting Season coverage here - https://www.morgans.com.au/reporting-seasonCheck out more from Morgans:Visit the Morgans website: www.morgans.com.auCheck out our blog: www.morgans.com.au/BlogOn Facebook: www.facebook.com/MorgansAUOn Instagram: www.instagram.com/Morgans.AustraliaOn Twitter: twitter.com/MorgansAU

March 7, 202411 min

Consumer Discretionary Sector Wrap | Reporting Season, February 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-seasonCheck out more from Morgans:Visit the Morgans website: www.morgans.com.auCheck out our blog: www.morgans.com.au/BlogOn Facebook: www.facebook.com/MorgansAUOn Instagram: www.instagram.com/Morgans.AustraliaOn Twitter: twitter.com/MorgansAU

March 6, 20243 min

Reporting Season Review, February 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.See our full Reporting Season Wrap here - www.morgans.com.au/reporting-seasonCheck out more from Morgans:Visit the Morgans website: www.morgans.com.auCheck out our blog: www.morgans.com.au/BlogOn Facebook: www.facebook.com/MorgansAUOn Instagram: www.instagram.com/Morgans.AustraliaOn Twitter: twitter.com/MorgansAU

February 29, 20244 min

Stephanie Commons, Acting CEO of Dalrymple Bay Infrastructure | Reporting Season, February 2024

Stephanie Commons, Acting Chief Executive Officer of Dalrymple Bay Infrastructure (ASX:DBI) gives the Morgans network an update following their full year result.Check out more from Morgans:Visit the Morgans website: www.morgans.com.auCheck out our blog: www.morgans.com.au/BlogOn Facebook: www.facebook.com/MorgansAUOn Instagram: www.instagram.com/Morgans.AustraliaOn Twitter: twitter.com/MorgansAU

February 28, 20243 min

Woolworths Group (WOW) Results - Analyst Comments | Reporting Season, February 2024

Morgans Analyst Alex Lu gives his analysis of the 1H FY24 result from Woolworths Group (WOW).Follow our Reporting Season coverage here: https://www.morgans.com.au/reporting-seasonCheck out more from Morgans:Visit the Morgans website: www.morgans.com.auCheck out our blog: www.morgans.com.au/BlogOn Facebook: www.facebook.com/MorgansAUOn Instagram: www.instagram.com/Morgans.AustraliaOn Twitter: twitter.com/MorgansAU

February 27, 20246 min

George Lippiatt, Chief Financial Officer of Aurizon (ASX:AZJ) | Reporting Season, February 2024

George Lippiatt, Chief Financial Officer of Aurizon Holdings (ASX:AZJ) gives the Morgans network an update following their 1H24 Result.Follow our Reporting Season coverage here: https://www.morgans.com.au/reporting-seasonCheck out more from Morgans:Visit the Morgans website: www.morgans.com.auCheck out our blog: www.morgans.com.au/BlogOn Facebook: www.facebook.com/MorgansAUOn Instagram: www.instagram.com/Morgans.AustraliaOn Twitter: twitter.com/MorgansAU

February 23, 20246 min

BHP Group (ASX:BHP) Result - Analyst Comments | Reporting Season, February 2024

Morgans Senior Analyst Adrian Prendergast gives his analysis of the 1H FY24 result from BHP Group (ASX:BHP).Follow our Reporting Season coverage here: https://www.morgans.com.au/reporting-seasonCheck out more from Morgans:Visit the Morgans website: www.morgans.com.auCheck out our blog: www.morgans.com.au/BlogOn Facebook: www.facebook.com/MorgansAUOn Instagram: www.instagram.com/Morgans.AustraliaOn Twitter: twitter.com/MorgansAU

February 23, 20245 min

APA Group (ASX:APA) Result - Analyst Comments | Reporting Season, February 2024

Morgans Senior Analyst Nathan Lead gives his analysis of the 1H FY24 result from APA Group (ASX:APA).Follow our Reporting Season coverage here: https://www.morgans.com.au/reporting-seasonCheck out more from Morgans:Visit the Morgans website: www.morgans.com.auCheck out our blog: www.morgans.com.au/BlogOn Facebook: www.facebook.com/MorgansAUOn Instagram: www.instagram.com/Morgans.AustraliaOn Twitter: twitter.com/MorgansAU

February 21, 20244 min

Sonic Healthcare (ASX:SHL) Result - Analyst Comments | Reporting Season, February 2024

Morgans Senior Analyst Derek Jellinek gives his analysis of the 1H FY24 result from Sonic Healthcare (ASX:SHL).Follow our Reporting Season coverage here: https://www.morgans.com.au/reporting-seasonCheck out more from Morgans:Visit the Morgans website: www.morgans.com.auCheck out our blog: www.morgans.com.au/BlogOn Facebook: www.facebook.com/MorgansAUOn Instagram: www.instagram.com/Morgans.AustraliaOn Twitter: twitter.com/MorgansAU

February 20, 20244 min

Goodman Group (GMG) & Maas Group (MGH) Results - Analyst Comments | Reporting Season, February 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-seasonCheck out more from Morgans:Visit the Morgans website: www.morgans.com.auCheck out our blog: www.morgans.com.au/BlogOn Facebook: www.facebook.com/MorgansAUOn Instagram: www.instagram.com/Morgans.AustraliaOn Twitter: twitter.com/MorgansAU