Market Matters Q&A

ETFs

Hi James,

Thanks for all your updates and analysis. I would value your opinion on the QUAL ETF. Also, you mentioned RBTZ last Friday as being “cautiously bullish”, but preferred SEMI and AINF for AI exposure. I hold RBTZ and have done quite well – if you were me, would you be switching out of this into either SEMI or AINF, and if so, which one?

Judy

Vault Minerals Ltd (ASX:VAU) and  Regis Resources (ASX: RRL)

From the perspective of a Vault shareholder, how would you view the proposed merger with Regis?
Is it likely to be net positive in the long run and/or will it raise any short term issues/share price pressure leading up to the merger?

Adrian

Coronado Global Resources (CRN)

Hi guys, wondering your views on CRN, particularly in the context of the Macro picture playing out.

Josh

Southern Cross Electrical Engineering (ASX:SXE) and SKS Technologies Ltd (ASX:SKS)

Dear James and Team

Thanks for your ongoing commentary – I have just renewed my subscription as a long term subscriber

Both these companies have been on my watch list for some time and both have run hard over recent months on the back of impressive results and strong pipelines

The recent SP performance of SKS has been particularly impressive with market cap almost doubling in three months

Of the two which one do you favour and offers the best risk/reward opportunity ?

Would you buy either now ?

GA only

Many thanks

David

David

TELIX Pharmaceuticals Limited (ASX:TLX)

Hi guys
I’ve traded Telix a few times over the years and putting aside the SEC issue I still think the stock has some significant upside. My question is what do you think would be a good price to repurchase the stock.

Gavan

Thoughts on Qantas Airways Ltd (ASX:QAN)

To the MM Team,
Hopefully this question just sneaks in before the deadline.
I would like your thoughts on Qantas. It has bounced 10% of its 52 week lows but is still trading at at sub 10 PE with expected growth of low double digits. And a good fully franked yield. The only issue I can see other than the uncertainty of war (which is a major concern) is the high gearing.
With the hopes of fuel prices coming down is QAN a buy at todays prices ($8.85)?
Thanks for all your great insights.
Charles

Charles

iShares S&P 500 AUD Hedged ETF (ASX:IHVV)

Hi Guys,

I’m having trouble trying to find the iShares S&P 500 (AUD Hedged) ETF from your portal (ASX:IHVV). Would it be possible to make it available to subscribers?

Given that IHVV has been helped by the AUD appreciation (against the USD) recently, it has outperformed IVV (YTD performance). However, after the last round of central bank meetings, I wonder if IVV will start to catch up. Any thoughts?

Thanks,
Angela

Angela

Inghams Group Limited (ASX:ING)

Hi James,
What is happening with ING?
The last month has seen it tumble further  from your bullish comments in February.
Surely chickens are on almost everyone’s  list of must eat foods?

Rob

Rob

Atlas Arteria Limited (ASX:ALX)

Thank you all for your outstanding insights and suggestions. I have held ALX since before the takeover proposal. When the takeover proposal has landed, initially the stock price has jumped, but ever since it is going slowly backwards. Does this means that the market has little confidence in the proposed takeover succeeding or it may not reach the 45% threshold?
Regards,
John

John

Views of ASX200 making new highs in 2026

James, why – in the face of higher interest rates & slower earnings growth – do you “continue to believe the ASX will make new highs through 2026, although a few months of trading between 8600 and 9000 wouldn’t surprise with so much uncertainty weighing on local stocks” ?

Could you please explain your thinking ?

Cheers – James

James