Reporting Season: Scorecards and insights – Tom Sartor, Equity Strategist

15/03/2021 10 min
Reporting Season:  Scorecards and insights – Tom Sartor, Equity Strategist

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Episode Synopsis

February was a stunning season. Beats strongly overwhelmed misses by a record margin versus recent history. February was broadly a story of cyclicals outperforming overly-fearful valuations similar to August. Particularly impressive were Large-caps and domestic cyclicals as expected (Retail, Financials, traditional Industrials). Morgans Equity Strategist Tom Sartor discusses the outcomes, hits and misses for reporting season 1H21.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