Episode Synopsis "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.pdfCheck 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

Listen "Banks Sector Preview: Reporting Season 2023"

More episodes of the podcast Morgans Sector Updates

• Banks Sector Preview: Reporting Season 2023
• Lithium Market Update: Max Vickerson, Analyst
• Generative Artificial Intelligence (AI) | Nick Harris, Senior Analyst
• Discretionary Retail Sector Update: Alex Mees, Morgans Co-Head of Research
• Banks Sector Update: Nathan Lead, Senior Analyst
• Agriculture Sector Update: Belinda Moore, Senior Analyst
• Australian Retail Sales Update: Alexander Mees, Senior Analyst
• Resources Sector and the Big Miners Update: Adrian Prendergast, Senior Analyst
• Electricity Markets Update: Max Vickerson, Research Analyst
• Electricity Sector Update: Max Vickerson, Research Analyst
• Healthcare Sector Update: Dr Derek Jellinek, Senior Analyst
• Technology Sector and Technology One: Nick Harris, Senior Analyst
• Lithium Market Dynamics: Max Vickerson, Morgans Analyst
• Oil & Gas - It's a matter of floor not ceiling: Adrian Prendergast, Senior Analyst
• Market Health Check: Andrew Tang, Equity Strategist
• Banks pre-reporting analysis: Azib Khan, Senior Analyst
• Sector Update: Telecommunications - Nick Harris, Senior Analyst
• Sector Update: Energy and Copper - Chris Brown, Senior Analyst
• Macro Update: Views for the year just starting - Tom Sartor, Equity Strategist
• Sector Update: Telecommunications - Nick Harris, Senior Analyst
• Sector Update: APRA lift banking restrictions - Azib Khan, Senior Analyst
• Sector Update: Banks - Azib Khan, Senior Analyst
• Sector Update: Banks - Azib Khan, Senior Analyst
• Sector Update: Telecommunications - Nick Harris, Senior Analyst
• Sector Update: Energy Retailers - Max Vickerson, Analyst
• Sector Update: Banking - Azib Khan, Senior Analyst
• Sector Update: Financial Services - Scott Murdoch, Senior Analyst
• Sector Update: Financial Services - Scott Murdoch, Senior Analyst
• Sector Update: Major Banks - Azib Khan, Senior Analyst
• Sector Update: Telecommunications - Nick Harris, Senior Analyst
• Sector Update: Financial Services (BNPL Stocks) - Richard Coles, Research Analyst
• Sector Update: Retail - Josephine Little, Senior Analyst
• Sector Update: Diversified Financials - Richard Coles, Analyst
• Sector Update: Iron Ore - Adrian Prendergast, Senior Analyst
• Sector Update: Oil - Adrian Prendergast, Senior Analyst
• Sector Update: Healthcare - Scott Power, Senior Analyst
• Sector Update: Healthcare - Scott Power, Senior Analyst
• Sector Update: Retail - Josephine Little, Morgans Senior Analyst
• Sector Update: Will the banks keep lending? - Azib Khan, Senior Analyst
• Sector Update: Critical Communications - Nick Harris, Senior Analyst