FY21 Result: Todays result was marginally ahead of company guidance however looking out to FY22 becomes more complicated given the launch of the Seek Growth Fund headed by Andrew Bassat. In short, we don’t have a handle on what this means for SEK earnings this FY and I doubt we’re alone. Looking for more clarity here to make a definitive call. Shares are trading flat nearing the close.
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Performance update for March, stocks that drove returns & our current positioning
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Friday 26th April – ASX200 -101pts, Newmont (NEM), Resmed (RMD) & Super Retail (SUL)
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Market Matters Research Lead Shawn Hickman with David Koch
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MM is neutral SEK
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Friday 26th April – ASX200 -101pts, Newmont (NEM), Resmed (RMD) & Super Retail (SUL)
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