It was only a few weeks ago that we mentioned QBE but impressively its managed to largely shrug off this month’s weakness and our +$13 target now feels likely sooner rather than later, however considering our more dovish stance towards bond yields this is definitely a “pop” MM would be fading if we were long.
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Performance update for March, stocks that drove returns & our current positioning
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Fri 19th April – ASC200 -117pts, Pilbara (PLS), Whitehaven (WHC) & Woodside (WDS)
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Market Matters Research Lead Shawn Hickman with David Koch
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Friday 19th April – DOW up 22pts, SPI down -55pts
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MM likes QBE targeting new post COVID highs over $13
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Performance update for March, stocks that drove returns & our current positioning
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Fri 19th April – ASC200 -117pts, Pilbara (PLS), Whitehaven (WHC) & Woodside (WDS)
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Market Matters Research Lead Shawn Hickman with David Koch
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