15/04/2025 09:34

Goldman Sachs (GS US) $US503.98

Overnight, Goldman Sachs’ traders maintained the trend set by its peers, posting their highest quarterly revenue on record, helped by strong equity trading – the stock rose ~2% following the result. The results built on a record year for Goldman in 2024 when the New York-based bank lifted its revenue in its equities division by almost 50%.

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03/04/2025 17:19

International Equities Portfolio – Amendment

US stocks are expected to open sharply lower this evening on tariff concerns, and we are using weakness to add a new position in Goldman Sachs (GS US), a stock that will likely be a key beneficiary later in the year underpinned by pro-growth US policies around lower taxes and regulation.

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12/03/2025 09:29

Goldman Sachs (GS US) $US531.43

The premier Wall Street bank has held a substantial valuation premium over the past year, with the share price doubling from its 2023 low.

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21/01/2025 09:34

Goldman Sachs (GS US) $US625.94

Goldman has more than doubled from its 2023 low, with the “Trump Bump” arguably just the icing on the cake. Earlier this month, GS reported fourth-quarter results that topped estimates on stronger-than-expected trading revenue, sending the stock up ~5% after the release.

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01/11/2024 09:21

Goldman Sachs (GS US) $US518.74

Giant Investment bank GS delivered a robust set of numbers last month, but the stock does appear to be “getting heavy” as it approaches the $US550 area.

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16/10/2024 09:21

Goldman Sachs (GS US) $US522.38

Goldman Sachs (GS US) reported third-quarter results overnight that showed investment markets are alive and well, sending stock to new all-time highs, building on its near 40% rally over the past year. The result was very strong, with profit up 45%, and was a beat across all major metrics, particularly in equity-trading revenue and the investment-banking business.

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31/10/2023 09:16

Global Markets

Overnight, US stocks enjoyed a strong session as war jitters appeared to abate, with crude oil falling ~2.5%. The S&P500 ended up +1.3%, delivering its best performance since August, with communications services outperforming courtesy of stocks like Netflix (NFLX US), Warner Bros. Discovery (WBD US) and Verizon Communications (VZ US) all surging well over +3%.

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19/10/2022 09:50

Goldman Sachs (GS US) US$313.85

Goldman Sachs (GS US) was the last US investment bank to post quarterly earnings overnight and there is always a lot to learn in these numbers. They give us insight into how the biggest investment banks in the world are seeing things, more importantly through their actions rather than their rhetoric, while most of them also have large high street operations giving...

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22/03/2021 09:29

Chart of the Week

The Banking Sector is obviously a huge influencing factor on the ASX200 and with the “Big Four” significantly outperforming in 2021 its clearly been a positive one.

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