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The Bottom Line

  • MM believes the ‘reflation’ trade is a crowded one and that view started to gain traction overnight
  • MM likes S32, SGM and IGO at the levels mentioned above and in the this order of preference i.e. we are especially keen accumulators of S32 under $2.70, only 6% lower
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Relevant suggested news and content from the site

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ASX200 Index
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Performance update for March, stocks that drove returns & our current positioning
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Thursday 18th April – ASX200 +32pts, Resmed (RMD), Transurban (TCL), Santos (STO) & SRG Global (SRG)
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ASX200 Index
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Market Matters Research Lead Shawn Hickman with David Koch
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Thursday 18th April – DOW -45pts, SPI +20pts
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Boral Ltd (BLD)
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Wednesday 17th April – ASX200 +15pts, Evolution (EVN), Rio Tinto (RIO) & BOQ
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Aristocrat Leisure Ltd (ALL)
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Wednesday 27th April – DOW up 63pts, SPI down -23pts
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