Paladin (PDN), Deep Yellow surge higher but lag US uranium peers
Global uranium names are surging higher after the US government committed to spend $US80bn building nuclear reactors.
WiseTech (WTC) gets hammered as Richard White appears to fall foul of ASIC & the AFP.
WiseTech Global (WTC) shares plunge after ASIC and the AFP raids the companies Sydney office.
CSL plunges as it abalones Seqirus demerger – is it time to Buy?
CSL plunges ~15% after worrying news around Seqirus demerger and potential downgrades due to a weak US market.
Has Woodside Energy (WDS) turned the corner?
Woodside (WDS) rallies over +10% into Friday after an upgrade.
Lynas falls following the Trump-Labor Govt’s historic critical minerals agreement.
Lynas (LYC) reverses lower following rare earths agreement.
An improving back drop is forming for IDP Education (IEL)
An improving backdrop is forming for IDP Education (IEL) courtesy of the Labor government.
Copper stocks lead the miners higher
Copper stocks lead the miners higher
DroneShield (DRO) Powers to new highs
DroneShield soars to new highs as Asia buys defence stocks.
Google spends big on the AI future
Alphabets second-quarter profits topped estimates as parent company Google showed strong growth in its advertising and cloud computing divisions but investors were wary around increased spending on AI
Champion Iron (CIA) enjoys the new Iron Ore tailwind
CIA’s key asset is the Bloom Lake mining complex located in northern Quebec Canada. They acquired it in 2016 and restarted production in early 2018, currently producing around 15Mtpa of high-grade iron (+66% Fe) meaning they attract a higher price than the benchmark 62% Fe.
Can BHP catch up to CBA?
The outperformance by CBA over BHP has been dramatic over the last 18 months, but it’s started to snap back since late June: BHP has rallied +14% while CBA has fallen 8%, a more than 20% relative move, and we are looking for more of the same over the coming weeks/months:
James Hardie (JHX) – Short-term pain for long term growth
James Hardie Industries (JHX) makes products used in home construction and renovation. It’s main products include fibre cement and backer board with a significant portion of it’s earnings coming from the US.
Helia (HLI) – Life after CBA not as bad as it looks
Helia Group Limited is an Australia-based company that provides lenders mortgage insurance (LMI) in Australia. The Company’s LMI protects lenders if a borrower defaults on a home loan and there is a shortfall in the sale proceeds from the secured property.
A2 Milk Ltd (A2M) – China sales turning around
a2 Milk Company Limited produces cow milk which is free of a protein called beta casein A1. The Company distributes in Australia, New Zealand, China, Hong Kong, Singapore, United States, and the United Kingdom.
Sandfire Resource (SFR) – A pureplay on surging Copper (Cu)
Sandfire Resources (SFR) operates as a producer and exploration company. The Company explores and mines copper and gold resources. Sandfire Resources serves customers in Australia.
Car Group (CAR) – Car sales bucking the consumer confidence trend
carsales.com Ltd owns and operates a portfolio of automotive and related industry websites, including an automotive classifieds website.
Pro Medicus (PME) – A tech stock in the healthcare space
Pro Medicus (PME) is a billing, booking and software management company for medical corporations and practices. The software is available to hospitals, imaging groups and other health entities in Australia, North America and Europe.
Magellan (MFG) – Can they stop the FUM outflows?
A subsidiary of the Magellan Financial Group (one of the top-200 stocks by market value on the ASX) Magellan was established in 2006 with the aim of investing in worldwide equities and globally-listed infrastructure in an effort to generate solid client returns without putting their capital at risk. Those pillars of safeguarding and wealth creation remain key to the company, which continues to invest in premium global stocks. As of June 2022, Magellan’s industry award-winning team of 35 investment professionals are responsible for managing over AU$60-billion in stocks (as of July 2022). Sustainability now plays an important role within the business. As a result, the company has led a paperless way to invest in global equities on the Australian Stock Exchange.
CSL Ltd (CSL) – Is the smart money switching out?
CSL Limited (CSL) is a global biotechnology company that develops and delivers innovative medicines that save lives, protect public health and help people with life-threatening medical conditions live full lives.
Can our miners follow Chinese stocks higher?
China is poised for economic stimulus and significant structural changes that will set corporates up for strong returns, especially after Beijing signalled its intent to stimulate its economy last September. We saw the impact on stocks, up almost 40% in just a few weeks.
Judo Bank (JDO) – An alternative to the ‘Big Four’
Judo Capital Holdings Limited is an Australia-based company, which provides various banking products and services for small and medium businesses in Australia. The Company accepts term deposits; and provides business loans, lines of credit, small and medium enterprises (SME) home loans, asset financing, bank guarantees, and coronavirus SME guarantee scheme loans. The Company offers term deposits directly and via intermediaries to a range of deposit customers, including individuals, charities, universities, government bodies, self-managed super funds (SMSFs) and corporates. It provides business lending solutions starting at $250,000, tailored to SMEs.
NEXTDC (NXT) & DigiCo REIT (DGT) – DeepSeek selloff presents attractive value
DigiCo Infrastructure REIT is an Australia-based diversified owner, operator and developer of data centers, with a global portfolio and broad investment mandate across stabilized, value-add and development opportunities. NEXTDC (NXT) develops data centers. The Company develops and operates carrier and systems integrator neutral data centers in Australia.
HUB24 (HUB), Netwealth (NWL) & Praemium (PPS) – Platform space levelling up
HUB24 (HUB) focuses on the delivery of a platform which supports investors. The platform is a next-generation service with state-of-the-art portfolio management, transaction, and reporting solutions for licensees, financial advisers, accountants, stockbrokers, and institutions.
BHP Group (BHP) – All aboard the Copper train
BHP Group (BHP) operates as an international resources company. The Company explores and mines minerals such as coal, iron ore, gold, titanium, ferroalloys, nickel, and copper properties, as well as offers petroleum exploration, production, and refining services. BHP Group serves customers worldwide.
