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Wharton faculty and industry leaders discuss their latest research, books, and relevant business topics. Hosted on Acast. See acast.com/privacy for more information.
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Reporting Season Scorecard: February 2023
Manage episode 357472222 series 1086780
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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
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