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Afternoon report

The Match Out: ASX recoups yesterday’s loss, Earnings impress

The market bounced back nicely today, recouping yesterday’s losses underpinned by good company results – good only fashioned earnings are driving prices, while an eye-watering bid for Altium (ALU) also added some spice to the mix. Lots of companies we own out with numbers today, mostly good, but a couple below par.
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The Match Out Market Matters
Afternoon report

The Match Out: ASX slips, but selling early was not the play!

While the market was down today, it traded a long way up from the session lows as ‘buy the dip’ played out fairly aggressively. SPI Futures ended the day +70pts above their 7am lows supported by company results that were better than expected/feared in most cases, and importantly, the market is prepared to reward the beats.
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The Match Out Market Matters
Afternoon report

The Match Out: ASX slips, CSL hit while ANZ rallies

A softer start to the week with the ASX dipping 0.4%, however, it was very stock specific with CSL down ~5% which accounted for 21pts of the ASX 200’s 30pt loss, while Materials & Energy were also on the nose.
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The Match Out Market Matters
Afternoon report

The Match Out: ASX flat, why did Uranium stocks fall today?

Not a lot to invigorate markets today as the index chopped in and out of positive territory. The Uranium stocks saw the most activity following Cameco’s (CCJ US) quarterly result overnight, a topic we’ll cover below. Elsewhere, IT was as strong as Energy was weak and on a market that did little, it was not surprising that winners and losers were split evenly.
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The Match Out Market Matters
Afternoon report

The Match Out: Shares snap 2-day losing streak on China hopes

With the RBA call now out of the way, the market focused on stimulus in China and some better-than-expected earnings reports, lifting the index after two weak sessions. Beaten-down resources stocks bounced aggressively, but Utilities & Real Estate was the winner today. Some M&A news caused Energy to underperform, while the consumer-facing sectors also lagged.
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The Match Out Market Matters
Afternoon report

The Match Out: ASX falls as RBA sits pat on rates

A choppy session with the ASX down ~80 points early and in quick succession too before recovering ~50% of the morning declines. Reporting starting to kick into gear while the RBA took centre stage this afternoon in a new format meeting + a press conference to boot!
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The Match Out Market Matters
Afternoon report

The Match Out: ASX makes a new all-time high above 7700

The ASX has now put on ~950pts/14% over the course of the last 4 months to hit a new all-time high today at 7703. This week, more benign inflation, relief on interest rates and an economy that looks and feels like it will navigate a goldilocks-style economic (soft) landing has underpinned a resurgent ASX + other global equity markets, and in the process, rewarding equity investors for staying the course & burying all the negative rhetoric that percolates through the media.  
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The Match Out Market Matters
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GMG
MM is long and bullish GMG
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ALU
MM believes the Renesas deal will complete at $68.50
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TWE
MM remains bullish and long TWE
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We maintain our bullish view despite the negative reaction to their 1H result
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WES
MM is neutral WES
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TLS
MM has turned neutral on TLS ~$3.90
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MFG
MM is neutral to mildly bullish MFG around $9.32
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S32
MM is neural to bullish S32 below $3
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Latest Reports

Afternoon report

The Match Out: ASX slips, but selling early was not the play!

While the market was down today, it traded a long way up from the session lows as ‘buy the dip’ played out fairly aggressively. SPI Futures ended the day +70pts above their 7am lows supported by company results that were better than expected/feared in most cases, and importantly, the market is prepared to reward the beats.

The Match Out Market Matters
Afternoon report

The Match Out: ASX slips, CSL hit while ANZ rallies

A softer start to the week with the ASX dipping 0.4%, however, it was very stock specific with CSL down ~5% which accounted for 21pts of the ASX 200’s 30pt loss, while Materials & Energy were also on the nose.

The Match Out Market Matters
Afternoon report

The Match Out: ASX flat, why did Uranium stocks fall today?

Not a lot to invigorate markets today as the index chopped in and out of positive territory. The Uranium stocks saw the most activity following Cameco’s (CCJ US) quarterly result overnight, a topic we’ll cover below. Elsewhere, IT was as strong as Energy was weak and on a market that did little, it was not surprising that winners and losers were split evenly.

The Match Out Market Matters
Afternoon report

The Match Out: Shares edge higher again, AGL Energy (AGL) 1H impresses

Another small gain for the market today took the ASX200 to around 1% below the all-time highs set last week. The banks did the heavy lifting, the Big 4 accounting for around half of the gain by the index, joined by strength in Tech, Utilities and Real Estate.

The Match Out Market Matters
Afternoon report

The Match Out: Shares snap 2-day losing streak on China hopes

With the RBA call now out of the way, the market focused on stimulus in China and some better-than-expected earnings reports, lifting the index after two weak sessions. Beaten-down resources stocks bounced aggressively, but Utilities & Real Estate was the winner today. Some M&A news caused Energy to underperform, while the consumer-facing sectors also lagged.

The Match Out Market Matters
Afternoon report

The Match Out: ASX falls as RBA sits pat on rates

A choppy session with the ASX down ~80 points early and in quick succession too before recovering ~50% of the morning declines. Reporting starting to kick into gear while the RBA took centre stage this afternoon in a new format meeting + a press conference to boot!

The Match Out Market Matters
Afternoon report

The Match Out: ASX makes a new all-time high above 7700

The ASX has now put on ~950pts/14% over the course of the last 4 months to hit a new all-time high today at 7703. This week, more benign inflation, relief on interest rates and an economy that looks and feels like it will navigate a goldilocks-style economic (soft) landing has underpinned a resurgent ASX + other global equity markets, and in the process, rewarding equity investors for staying the course & burying all the negative rhetoric that percolates through the media.  

The Match Out Market Matters
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