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ANALYSIS

Market Analysis

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POPULAR ETFs Close($) +/- %
A200

ASX 200

131.41

0

0

IVV

S&P 500

53.22

0

0

NDQ

Nasdaq

42.57

0

0

F100

FTSE 100

12.30

0

0

ASIA

Asia Tech

9.02

0

0

IEU

Europe

86.38

0

0

IEM

Emerging Markets

65.02

0

0

Gold

Gold

33.42

0

0

ACDC

Battery Tech

93.51

0

0

BBOZ

Short ASX

2.84

0

0

COMMODITIES Close($) -/+ %
Gold

2,381.86

3.6079

0.15

Silver

30.90

0.1341

0.44

Platinum

1,035.35

0.3542

0.03

Palladium

995.18

-4.32

-0.43

Ice Brent Crude

81.74

-1.14

-1.38

CURRENCIES Close($) -/+ %
Australian Dollar

0.6620

0.0002

0.03

Euro

1.0824

0.0003

0.03

British Pound

1.2718

0.0003

0.02

Canadian Dollar

1.3688

-0.0005

-0.04

New Zealand Dollar

0.6101

0.0005

0.08

Chinese Yuan

7.2409

0.0033

0.05

Japanese Yen

156.6600

-0.11

-0.07

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What We're Watching

Stocks we've recently been active in
Code Company Price($) Today 1 Year Return 52 Week Range($)
ANG  

Austin Engineering Ltd

0.54

0%

96.43%

0.23

0.57

CAR  

Car Group Ltd

34.91

0%

48.17%

22.86

37.00

EVN  

Evolution Mining Ltd

3.98

0%

8.45%

2.83

4.31

ILU  

Iluka Resources Ltd

7.77

0%

-30.47%

6.24

12.08

JBH  

Jb Hi-fi Ltd

57.13

0%

26.82%

41.36

65.54

MFG  

Magellan Financial Group Ltd

8.57

0%

8.04%

6.06

10.73

NSR  

National Storage Reit

2.21

0%

-12.94%

1.99

2.59

S32  

South32 Ltd

3.90

0%

-3.23%

2.75

4.09

SUL  

Super Retail Group Ltd

12.65

0%

6.45%

10.35

17.11

SIQ  

Smartgroup Corporation Ltd

8.30

0%

18.13%

7.03

10.80

OPINION

Latest Market Matters Opinions

Corporate Travel Mgt. (CTD) $14.52

CTD has struggled through 2024, and after recently buying JB Hi-Fi (JBH), we question whether this is the time for increased consumer spending exposure as cost of living expenses remain high. The travel sector remains firm, with both FLT and CTD maintaining guidance at the recent Macquarie conference, but there is the risk of rising inflation eventually following in the footsteps of retail and weighing on the sector, e.g. 3Q24 airfares have fallen 13% YoY. CTD is already seeing AI efficiencies, and over its 5-year strategy, it targets 50% of all non-revenue transactions to be managed by AI, but it's not the current driver of the share price.

Read more

Treasury Wine Estates Ltd (TWE) $11.57

We discussed TWE over recent months regarding China's removal of its painful wine tariffs, which in the short term has proven to be a classic case of buy on rumour, sell on fact.

Read more
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