James Hardie Industries (JHX) is a global building materials company best known for its fibre cement products used in residential and commercial construction. It operates across the U.S., Europe, and Asia, supplying durable, low-maintenance cladding, siding, and related building solutions.
Westpac reignites buying in the ASX banks.
Gold stocks surge into weekend to close higher for the week.
Global uranium names are surging higher after the US government committed to spend $US80bn building nuclear reactors.
WiseTech Global (WTC) shares plunge after ASIC and the AFP raids the companies Sydney office.
CSL plunges ~15% after worrying news around Seqirus demerger and potential downgrades due to a weak US market.
Woodside (WDS) rallies over +10% into Friday after an upgrade.
Lynas (LYC) reverses lower following rare earths agreement.
An improving backdrop is forming for IDP Education (IEL) courtesy of the Labor government.
Copper stocks lead the miners higher
DroneShield soars to new highs as Asia buys defence stocks.
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
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.
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 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 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 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 Resources (SFR) operates as a producer and exploration company. The Company explores and mines copper and gold resources. Sandfire Resources serves customers in Australia.
carsales.com Ltd owns and operates a portfolio of automotive and related industry websites, including an automotive classifieds website.
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.
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 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.
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 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.
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