We now expect SSM to tread water and have no intentions of adding to our position in the Income Portfolio

25/02/2021

We now expect SSM to tread water and have no intentions of adding to our position in the Income Portfolio

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Latest Reports

Weekend report 08/11/2025

Weekend Q&A: Corporate Australia weighs on the ASX

The ASX 200 finished the week down -1.3%, sliding to new 9-week lows on Friday and marking 7 declines in the past 9 trading sessions. Only the energy sector provided meaningful support to the index, while technology, resources, and rate-sensitive areas such as consumer discretionary and real estate noticeably underperformed.

Afternoon report 07/11/2025

The Match Out: Weaker corporate news flow sinks stocks

Lots of corporate news across the ticker today, most of it was negative. Weaker results from Macquarie, sluggish domestic travel volumes at Qantas, higher costs for Afterpay owner Block, a weaker 2H outlook for advertising business oOmedia, mid-single digit growth (only) for REA Group and a near halving of share price for Alliance Aviation – it’s easy to understand why the market traded lower to end another softer week for equities.