WHC earnings … spot vs consensus vs Shaw …I think that’s called leverage Hmmm (Source Shaw & Partners)

17/06/2021

WHC earnings … spot vs consensus vs Shaw …I think that’s called leverage Hmmm (Source Shaw & Partners)

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Morning report 15/12/2025

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Over the past three months, Australian financial markets have had to adjust to a sudden reversal in expectations for the RBA cash rate, shifting from the anticipation of cuts to projected hikes in 2026. A complete 180, which has caused significant volatility at the stock and sector levels as investors have had to alter their positioning.

Weekend report 13/12/2025

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The ASX 200 surged +1.2% on Friday, taking the local bourse to fresh 4-week highs as the miners continued to support the market. The index ended the week up +0.7% but it felt like more after the strong rally into the weekend saw the local bourse enjoy its best session in five weeks. The tech rotation story continues, but fortunately for the ASX, the influential miners have been major beneficiaries as commodity prices charge higher, led this week by silver and copper.