BNPL Relative Forward EV/Sales. Source: Shaw & Partners

31/03/2021

BNPL Relative Forward EV/Sales. Source: Shaw & Partners

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Morning report 04/12/2025

What Matters Today: Investing for the Hacking vs Cybersecurity arm wrestle

The ASX200 advanced +0.2% on Wednesday, with the utilities and energy sectors leading the market higher, even though more stocks on the main bourse ended the day in the red. On the stock level, gains were mixed, but another strong session by BHP added almost 50% of the day's gain on its own. MM remains bullish towards miners, believing they will continue to outperform the broad market as they have over the last 6-months, although we do believe several of the large tech names are close to a sharp bounce, especially if/when rate hike fears fade.

Afternoon report 03/12/2025

The Match Out: ASX edges higher, WiseTech rallies on strategy day

A good day to have the Market Matters Christmas lunch, with a very quiet session playing out across the board. The ASX inched higher by the close as softer-than-expected GDP data briefly rekindled hopes the RBA might not need to tighten rates in 2026.